EPISODE · May 27, 2026 · 9 MIN
Why Berkshire Hathaway Is Piling Into Japanese Trading Houses
from The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio · host Fexingo
Lucas and Luna dig into Berkshire Hathaway's growing bet on Japan's five trading houses — Mitsubishi, Mitsui, Itochu, Sumitomo, and Marubeni. With Berkshire's cash pile hitting $325 billion, why is Warren Buffett adding to positions in a market that's already rallied 200% since he first bought in 2020? Lucas explains the structural appeal: cheap leverage, diversified revenue streams, and a yen carry trade that effectively lets Berkshire borrow at near-zero rates. They also discuss the implications for the broader market, including how Japan's corporate governance reforms are making these stocks more shareholder-friendly. Plus, a quick look at the latest news: Jamie Dimon says JPMorgan is eyeing a $20 billion acquisition, and what that says about bank M&A appetite. Tune in for a focused 10-minute conversation on one of the most interesting portfolio moves of 2026. #BerkshireHathaway #WarrenBuffett #JapaneseTradingHouses #Mitsubishi #Mitsui #Itochu #Sumitomo #Marubeni #Investing #Finance #FexingoBusiness #BusinessPodcast #ValueInvesting #InternationalStocks #YenCarryTrade #Dividends #PortfolioDiversification #CorporateGovernance Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna dig into Berkshire Hathaway's growing bet on Japan's five trading houses — Mitsubishi, Mitsui, Itochu, Sumitomo, and Marubeni. With Berkshire's cash pile hitting $325 billion, why is Warren Buffett adding to positions in a market that's already rallied 200% since he first bought in 2020? Lucas explains the structural appeal: cheap leverage, diversified revenue streams, and a yen carry trade that effectively lets Berkshire borrow at near-zero rates. They also discuss the implications for the broader market, including how Japan's corporate governance reforms are making these stocks more shareholder-friendly. Plus, a quick look at the latest news: Jamie Dimon says JPMorgan is eyeing a $20 billion acquisition, and what that says about bank M&A appetite. Tune in for a focused 10-minute conversation on one of the most interesting portfolio moves of 2026. #BerkshireHathaway #WarrenBuffett #JapaneseTradingHouses #Mitsubishi #Mitsui #Itochu #Sumitomo #Marubeni #Investing #Finance #FexingoBusiness #BusinessPodcast #ValueInvesting #InternationalStocks #YenCarryTrade #Dividends #PortfolioDiversification #CorporateGovernance Keep every episode free: buymeacoffee.com/fexingo
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Why Berkshire Hathaway Is Piling Into Japanese Trading Houses
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