Join us for an insightful conversation with Kathy Matsui, General Partner at MPower Partners—Japan’s first ESG-focused global VC fund, and the former Vice Chair of Goldman Sachs Japan. In this episode, we explore key developments in the Japanese economy, including the Nikkei 225 reaching record highs, the yen hitting record lows, and the implications of a surprising election outcome. Kathy shares her expert analysis and perspectives in discussion with Gene Reilly, CIO of Greenwich Quantitative Research. This is an episode you won’t want to miss!

Catch my comments from BOQ in London and see a demo of how powerful LLM artificial intelligence has become. We have used some experimental AI technology to create a podcast that recaps my comments and some source material from my Battle of the Quants presentation in London earlier this month. It analyzes the recent Chinese stimulus plan and assesses the size of the stimulus in the context of the Chinese Real Estate crisis relative to historical RE crises. This also showcases how fast AI is evolving. This discussion is entirely computer generated but you probably wouldn't guess it if we didn't tell you. 

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, speaks with Leyla Gulen about the various share classes utilized by Chinese companies to gain access to both domestic and international capital markets

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, speaks with Leyla Gulen about the contrasting performance of Value vs. Growth in the US and Asia over the past 25 years

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, revisits the DiDi Chuxing situation with Lelyla Gulen and discusses recent developments

Gene Reilly, Greenwich Quantitative Research's Chief Investment Officer, speaks with Leyla Gulen about the evolution of China A shares market microstructure.

Gene Reilly, Greenwich Quantitative Research's Chief Investment Officer, speaks with Leyla Gulen about the suitability of China A shares for market neutral investing.

Gene Reilly, Greenwich Quantitative Research's Chief Investment Officer, speaks with Leyla Gulen about the DiDi Chuxing dilemma and China share classes.