Macro Hive Conversations With Bilal Hafeez

Author: Bilal Hafeez

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Ep. 383: Jesper Koll on Japan's Capitalist Renaissance, Takaichinomics, and BOJ Rate Hikes
Episode 383
Friday, 6 November, 2026

Jesper Koll is Board Director at the Okinawa Institute of Science and Technology (OIST), founder and board director of Asia Society Japan, and Global Ambassador @ Monex Group and the Tokyo Financial Center. He previously served as Chief Strategist and Head of Research in Japan for major U.S. investment banks, including J.P. Morgan and Merrill Lynch. In this podcast, we discuss: Japan's Holistic Socioeconomic Model Transitioning from Abenomics Macro to a Stock-Picker's Market Defence Exports as Prime Minister Takaichi's Flagship Industrial Driver Breaking Factional Deals: The Shift Toward Political & Corporate Meritocracy Takaichinomics & the 370 Trillion Yen Public-Private Industrial Policy Corporate ROI, Overseas Earnings, and Energy Constraints (Modular Reactors) The US-Japan $550 Billion Deal vs. Domestic Revitalisation Bank of Japan Policy Normalisation & JGB Market Liquidity Dollar/Yen Outlook & US Monetary Policy Spillovers Demographic Sweet Spots & Japan's Pragmatic AI Strategy The Evolution of Startup Culture & Established Corporate M&A China Realities, Taiwan Synergies, and Korean Competition