What makes Japan capitalism quietly transformative with Jesper Koll and Coral Capital podcast
- Adam German
- 5 minutes ago
- 2 min read
On April 17th, famed Japan economic analyst Jesper Koll sat down with Coral Capital, a venture capital firm focusing on Japan’s start - up scene, to discuss an updated version of Jesper’s optimistic take on the nation in light of Trump 2.0.
Topics Covered in the Podcast
Could a stronger yen wipe out Japan’s overseas profits? Discover why a small currency shift could have big consequences.
What would a second Trump term mean for Japan’s economy? Jesper and Coral unpack the potential impact of a weaker dollar.
Think Japan is insular? You might be surprised to learn how global its corporate earnings really are.
How U.S. tariffs on China could backfire on Japan: Explore the ripple effects across Southeast Asia.
Why some Japanese brands are moving production home - on purpose: It’s not politics, it’s premium pricing.
Is energy Japan’s real factory bottleneck? Hear why labor isn’t the main issue for domestic manufacturing.
Japan’s immigration story you’re not hearing: Daily visa approvals are quietly reshaping the workforce.
What’s fueling Japan’s M&A boom? Learn how succession challenges are triggering corporate reinvention.
$4.5 trillion is about to change hands - will tax rules kill innovation? Jesper and Coral dive into Japan’s looming inheritance dilemma.
Japan’s capitalism is evolving - quietly but powerfully: Tune in to understand what’s really changing behind the scenes.
Jesper has lived and worked in Japan since 1986, earning recognition as one of the country’s leading economists and strategists. He has held senior roles at JP Morgan and Merrill Lynch and now serves as Expert Director at Monex Group and the Japan Catalyst Fund.
Jesper sits on multiple government and corporate advisory boards and serves on the boards of OIST and Asia Society Japan. He is an economist, angel investor, and is the author of the widely followed Japan Optimist Substack.
