58 | Understanding Japan's Insane Bubble with Rei Saito

Compounding Curiosity

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In this conversation, we do deep dive into the bursting of Japan’s economic bubble in the ‘90s. Uncovering Japan's lost decade, the tragic tale of the economic bubble burst and its consequences

Joining me for this deep dive is friend and previous guest, Rei Saito (@Misosoppa). Rei is the writer behind Konichi-Value. Konichi-Value aims to share my most valuable lessons from working in Japanese finance, and gold nuggets in the Japanese stock market.

So please enjoy this deep dive into the bursting of Japan’s economic bubble with Rei Saito from Konichi-Value.

For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep58

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Show Notes:

[00:00:31] - [First question] - Why write about Japan’s Lost Decade?

[00:02:38] - Rei’s memories of the bubble

[00:05:07] - How did Japan’s bubble develop?

[00:11:34] - As the bubble popped, how did the Japanese government step in and what did they do?

[00:13:08] - Japanese Banks and the bubble

[00:16:20] - The fiscal structural reform law and why it stunted Japan's recovery

[00:18:48] - How intertwined Governments and Corporations were

[00:24:52] - Judging Japan’s recovery

[00:29:25] - The media’s portrayal of Japan

[00:31:48] - Wrapping up

[00:32:56] - Extra resources to understand Japan’s Bubble years

[00:34:33] - Rei’s upcoming work

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Connect with Rei:

Konichi-Value’s Newsletter: https://www.konichivalue.com/

Love Public Transit’s Newsletter: https://lovetransit.substack.com/

Follow Rei on Twitter: https://twitter.com/misosoppa

Connect with Rei on LinkedIn: https://www.linkedin.com/in/rei-saito/

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Mentioned/Recommended Content:

Japan's Bubble-Burst: The Party That Wasn't Supposed to End: https://www.konichivalue.com/p/japans-bubble-burst-the-party-that

Japan's Lost Generation: The Silent Sufferers that Grew up in Post-Bubble Japan: https://www.konichivalue.com/p/japans-lost-generation-the-silent

Princes of the Yen by Richard Werner: https://amzn.to/41jnZ17

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