What podcasts say about Jesper Koll

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

What Jesper Koll has said on podcasts

21 statements · 16 positive · 4 negative · 1 neutral

on Japan labor scarcityPositiveOct 21, 2026· Top Traders Unplugged
Japan’s labor scarcity is changing corporate rules, motivation, and incentives.
“the scarcity of labor is now a catalyst. for changing internal rules, internal motivation, internal incentives.”
Listen at 8:04
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan productivity growthPositiveOct 21, 2026· Top Traders Unplugged
Japan’s productivity growth will come from improved workforce motivation.
“And that's where productivity growth is going to come from.”
Listen at 10:08
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan public debtPositiveOct 21, 2026· Top Traders Unplugged
Japan does not face a macroeconomic debt problem.
“the answer is there is no debt problem.”
Listen at 11:04
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan capital allocationPositiveOct 21, 2026· Top Traders Unplugged
Japan is reaching a major capital-allocation inflection point.
“we are at an inflection point for the first time in 30 years.”
Listen at 13:40
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japanese capital outflowsNegativeOct 21, 2026· Top Traders Unplugged
Japanese capital outflows and overseas savings investment are beginning to end.
“I expect that that... As Japanese interest rates continue to go up, in my opinion, I think that you are actually at this inflection where this gushing out of capital, this gushing out of savings that obviously got accelerated by Prime Minister Abe and Bank of Japan Governor Kuroda, that that part of the 12-, 13-, 14-year-old cycle is actually starting to come to an end.”
Listen at 15:55
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japanese investor asset allocationPositiveOct 21, 2026· Top Traders Unplugged
Japanese investors will shift asset allocations toward domestic assets.
“you will actually see that the asset allocations of the GPIF, of the Japanese pension system, of the Japanese insurance companies, as well as of the retail investor, have actually changed in favor of domestic assets.”
Listen at 16:27
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Bank of Japan policy ratePositiveOct 21, 2026· Top Traders Unplugged
“I expect that by next summer, that the Bank of Japan policy rate is going to be at two and a quarter to 2.5%.”
Listen at 24:47
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on United States dollarNegativeOct 21, 2026· Top Traders Unplugged
The dollar will collapse if the United States enters recession.
“the next collapse of the dollar is going to come if and when America falls into recession.”
Listen at 25:57
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on US interest ratesNegativeOct 21, 2026· Top Traders Unplugged
The United States will cut rates 200 basis points within months of recession.
“America will cut rates by 200 basis points within three or four months.”
Listen at 26:13
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on ToyotaNegativeOct 21, 2026· Top Traders Unplugged
Toyota would face serious competitiveness problems at dollar-yen 100–110.
“at dollar-yen 100, 110, Toyota has a real problem”
Listen at 32:50
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan industrial policyPositiveOct 21, 2026· Top Traders Unplugged
Japan is uniquely capable among industrialized economies of executing industrial policy.
“Japan is the only industrialized economy actually capable of running a proper industrial policy.”
Listen at 33:56
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Rapidus factoryPositiveOct 21, 2026· Top Traders Unplugged
The Rapidus factory will produce advanced chips in about two years.
“this factory is going to start spewing out top-level, you know, chips in about two years' time.”
Listen at 35:55
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on AI adoption in JapanPositiveOct 21, 2026· Top Traders Unplugged
AI adoption in Japan will accelerate rapidly.
“the diffusion of AI adoption is actually going to increase very, very rapidly.”
Listen at 41:14
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Sakana AIPositiveOct 21, 2026· Top Traders Unplugged
Sakana AI is building a model-agnostic AI system.
“what they are doing is they're actually building an AI that is agnostic on the ultimate LLM”
Listen at 41:44
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan economyPositiveOct 21, 2026· Top Traders Unplugged
Japan’s economy is relatively stable because its upcycle is not AI-dependent.
“Japan is actually a bastion of stability”
Listen at 46:09
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japanese robot speed reducersPositiveOct 21, 2026· Top Traders Unplugged
Japanese companies supply 75% of robot speed reducers.
“75% of the speed reducers that you actually use are supplied by Japanese companies.”
Listen at 47:42
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Boeing jet componentsPositiveOct 21, 2026· Top Traders Unplugged
Japanese companies make 47% of Boeing jet components, which are uniquely difficult to replace.
“47% of the components. of a Boeing jet are made by Japanese companies and can only be made by Japanese companies.”
Listen at 48:53
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japanese assetsPositiveOct 21, 2026· Top Traders Unplugged
Industrial consolidation will be the main bullish driver for Japanese assets.
“this industrial consolidation, right, is, you know, in my opinion, over the next two or three years, the single biggest reason to be bullish on Japanese assets.”
Listen at 56:04
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan capital returnsPositiveOct 21, 2026· Top Traders Unplugged
Japanese capital returns will surprise significantly to the upside.
“that's where Japan's capital returns are actually going to be surprising very much on the upside.”
Listen at 56:32
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Japan yield curveNeutralOct 21, 2026· Top Traders Unplugged
Japan’s yield curve will flatten over the next six to nine months.
“the big theme is going to be a flatter yield curve”
Listen at 57:24
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
on Rapidus semiconductor projectPositiveOct 21, 2026· Top Traders Unplugged
The Rapidus semiconductor project could return tenfold if successful.
“if it works, it's going to be a 10-bagger.”
Listen at 1:01:00
Open the episode · GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll

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.