What podcasts say about Andrew McDermott

Every statement, with the speaker, the exact quote and the moment it was said.

What Andrew McDermott has said on podcasts

45 statements · 31 positive · 8 negative · 2 mixed · 4 neutral

on Japan wealth distributionPositiveOct 28, 2026· Top Traders Unplugged
Japan has the most equitable wealth distribution in the developed world.
“Japan is by far. the most equitable in the developed world.”
Listen at 6:46
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan economic systemPositiveOct 28, 2026· Top Traders Unplugged
Japan’s economic system outperforms the rest of the world.
“Japan is beating the rest of the world by a long shot”
Listen at 7:05
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan capitalismPositiveOct 28, 2026· Top Traders Unplugged
Japan’s capitalism is organized around competence.
“the through line in terms of what makes Japan capitalism work is that it is organized around competence.”
Listen at 8:49
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan industrial strategyPositiveOct 28, 2026· Top Traders Unplugged
Japan prioritizes manufacturing competence and continuous improvement.
“Japan has first and foremost focused on being competent at making things and continuing. That continuous improvement.”
Listen at 10:04
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan industrial strategyPositiveOct 28, 2026· Top Traders Unplugged
U.S. industrial reshoring vindicates Japan’s long-standing strategy.
“it's the ultimate vindication of the strategy that Japan has followed.”
Listen at 11:33
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese investment in the Southeast United StatesPositiveOct 28, 2026· Top Traders Unplugged
Japanese investments in the speaker’s state exceed $20 billion.
“it's over $20 billion just in my state”
Listen at 12:11
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese machine-tool ordersPositiveOct 28, 2026· Top Traders Unplugged
Japanese machine-tool orders reached records in the United States and China.
“Last month's machine tool orders from Japan hit a record in both the United States and China.”
Listen at 12:44
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on ChinaPositiveOct 28, 2026· Top Traders Unplugged
China is increasing its power supply eightfold.
“China, which is in a process of taking its power supply up 8x.”
Listen at 13:46
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Europe electricity gridNegativeOct 28, 2026· Top Traders Unplugged
Europe is dismantling its electricity grid capacity.
“Europe is taking its grid apart”
Listen at 13:54
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan economic performancePositiveOct 28, 2026· Top Traders Unplugged
Japan’s recent decades were not broadly lost outside financial markets.
“Japan's last decades have not been lost unless you're in the financial markets.”
Listen at 17:57
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan social well-beingPositiveOct 28, 2026· Top Traders Unplugged
Japan leads on social well-being metrics.
“Japan is far and away on all metrics of social well-being a leader.”
Listen at 18:23
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on U.S. manufacturing and finance employmentMixedOct 28, 2026· Top Traders Unplugged
Manufacturing employment increased while finance employment declined.
“manufacturing jobs were increasing pretty strongly and finance jobs were in decline.”
Listen at 20:04
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Private equity and private credit marketsNegativeOct 28, 2026· Top Traders Unplugged
Private equity and private credit markets have weaker deal flow than previously.
“The private equity and private credit markets are struggling to generate the sort of deal flow that they've had in the past.”
Listen at 20:15
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on JapanPositiveOct 28, 2026· Top Traders Unplugged
Higher interest rates are not harming Japan because it has become a growth market.
“higher interest rates are not killing Japan, interestingly, because Japan has become a growth market.”
Listen at 20:31
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on JapanPositiveOct 28, 2026· Top Traders Unplugged
Japan has become a growth market.
“Japan has become a growth market.”
Listen at 20:37
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan semiconductor technology partnershipPositiveOct 28, 2026· Top Traders Unplugged
Japan is nearing an IBM partnership for 1.5-nanometer technology beyond TSMC.
“Japan is... very close to partnering with IBM to make a leap to one and a half nanometer technology, higher than TSMC.”
Listen at 21:13
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese, Korean, and Taiwanese manufactured goodsPositiveOct 28, 2026· Top Traders Unplugged
Japanese, Korean, and Taiwanese manufactured goods are currently most valuable.
“the most valuable things are things that the Japanese and the Koreans and the Taiwanese make”
Listen at 23:40
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Current AI applicationsNegativeOct 28, 2026· Top Traders Unplugged
Most current AI activity creates no economic value or human flourishing.
“most of the stuff that we're doing in ai with ai right now is not adding to that capitalism. It's not adding to human forcing. It's not creating economic value.”
Listen at 27:12
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Current AI investmentNegativeOct 28, 2026· Top Traders Unplugged
Current AI investment generates a strongly negative return on invested capital.
“It is a gigantic negative return on invested capital.”
Listen at 27:26
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese manufacturing machine learningPositiveOct 28, 2026· Top Traders Unplugged
Japan is the uncontested world leader in manufacturing machine learning.
“the Japanese are uncontested, the world leaders.”
Listen at 28:16
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan economically productive AI applicationsPositiveOct 28, 2026· Top Traders Unplugged
Japan leads decisively in economically productive AI applications.
“Japan is by far second to none. It is leaps and bounds ahead of everyone else.”
Listen at 29:01
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan AI model trainingPositiveOct 28, 2026· Top Traders Unplugged
Japan is the primary market where AI models train.
“Japan is very quietly the primary market on which AA models train.”
Listen at 29:49
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japan machine learning participationPositiveOct 28, 2026· Top Traders Unplugged
Japan will play a major role in core machine learning infrastructure.
“I'm incredibly bullish on Japan's participation in the guts of this machine learning”
Listen at 29:56
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on JapanPositiveOct 28, 2026· Top Traders Unplugged
Japan is a functioning democracy.
“Japan is a functioning democracy”
Listen at 33:31
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on ChinaNegativeOct 28, 2026· Top Traders Unplugged
China is a totalitarian dictatorship.
“China is a totalitarian dictatorship”
Listen at 33:43
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on China and Japan industrial capabilitiesPositiveOct 28, 2026· Top Traders Unplugged
China has not yet surpassed Japan technologically or industrially.
“China has still not surpassed Japan.”
Listen at 34:24
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese and Chinese economic modelsPositiveOct 28, 2026· Top Traders Unplugged
Japan’s model is superior to China’s for human flourishing.
“in the areas that we talk about human flourishing, the Chinese model versus the Japanese model, there's no comparison for me.”
Listen at 34:45
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Japanese corporate modelPositiveOct 28, 2026· Top Traders Unplugged
Japan’s corporate model resembles the U.S. model that worked from World War II to 1980.
“The Japanese model is is the exact same model that worked in the u.s for 30 or 40 years between World War II and 1980.”
Listen at 36:46
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Shinzo AbeNeutralOct 28, 2026· Top Traders Unplugged
Shinzo Abe’s reforms followed changes already underway in Japan.
“Abe was like any good politician seeing what was already happening.”
Listen at 38:43
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
on Berkshire HathawayPositiveOct 28, 2026· Top Traders Unplugged
Berkshire Hathaway resembles Japanese companies in structure and governance.
“Berkshire Hathaway is the most Japanese company in America in every sense”
Listen at 42:11
Open the episode · GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.