Wall Street Week | Investment Opportunities, Corporate Transformation and the Private Capital Boom

The podcast explores Japan's economic transformation, examining the shift from decades of stagnation to a potential growth phase driven by factors like inflation and corporate governance reforms. It highlights the role of government initiatives, such as Prime Minister Abe's market reforms and the current administration's focus on industrial policy and increased public spending. The discussion covers the changing dynamics of Japanese corporations, including a willingness to embrace new technologies, reorganize business portfolios, and consider alternative financing methods like private credit. It also addresses the challenges posed by an aging workforce and the need for increased productivity through automation and greater labor force participation among women and seniors. The podcast features insights from figures like Marc Rowan of Apollo Global Management and Hiromi Yamaji of the Japan Exchange Group.