This podcast episode covers multiple topics. Firstly, it discusses China's directive for officials to avoid using foreign branded devices, such as Apple's iPhones, for work, aiming to enhance cybersecurity and limit sensitive information flow outside of China. The potential impact on foreign brands, particularly Apple, is explored. Next, it focuses on the legal battle between the Federal Trade Commission (FTC) and Amazon over antitrust claims, highlighting Amazon's lack of concessions and unconventional fundraising techniques used by Amazon CEO Elon Musk. These techniques involve borrowing funds from SpaceX and utilizing debt backed by Musk's SpaceX stock. The implications of the antitrust lawsuit and Musk's financing strategies for Amazon's future are examined. Finally, the episode delves into the future prospects of Japanese corporations, emphasizing their improved business fundamentals, surpassing the profit margins of European counterparts, and the importance of their industrial base in global supply chains. The opportunities and potential success of Japanese companies in the coming years are discussed, along with growing investor interest in the Japanese market.
