38 | Rei Saito, Japanese Stocks and Tokyo Real Estate

<p><span style="font-weight: 400;">My guest today is 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.</span></p> <p><span style="font-weight: 400;">In this conversation, we go deep into Japanese real estate and some pros and cons, and also the Japanese stock market.</span></p> <p><span style="font-weight: 400;">So please enjoy my conversation with Rei Saito from Konichi-Value.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep38"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep38</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - Rei’s Background</span></p> <p><span style="font-weight: 400;">[00:04:19] - Konichi-Value origin story</span></p> <p><span style="font-weight: 400;">[00:08:05] - Benefits of investing in Japanese stocks</span></p> <p><span style="font-weight: 400;">[00:10:54] - Unique downsides of investing in Japanese stocks? </span></p> <p><span style="font-weight: 400;">[00:12:55] - Misunderstandings towards Japanese stocks</span></p> <p><span style="font-weight: 400;">[00:14:00] - Trends in Japanese equities </span></p> <p><span style="font-weight: 400;">[00:16:57] - Overcoming the information hurdle in Japan</span></p> <p><span style="font-weight: 400;">[00:22:26] - Tokyo Real Estate market overview and upsides</span></p> <p><span style="font-weight: 400;">[00:26:09] - Why hasn’t Tokyo real estate prices risen like the rest of the world?</span></p> <p><span style="font-weight: 400;">[00:28:15] - Investing in Tokyo as a local vs as a foreigner</span></p> <p><span style="font-weight: 400;">[00:32:32] - Anything