Why Hedge Funds Are Betting on Japan Again

Japan's megabanks just posted record profits, and hedge funds are taking notice. Lucas and Luna break down why the trade is more nuanced than Abenomics 2.0 — from BOJ policy divergence to activist campaigns at Toshiba and Fujitsu. They discuss the yen carry trade revival, the structural reforms in Tokyo Stock Exchange listings, and why some funds see Japan as a multi-year theme rather than a quarter-by-quarter bet. With the S&P 500 near 7,400 and the VIX below 18, the episode explores whether Japan offers the kind of alpha that's getting harder to find in US large caps. A must-listen for anyone tracking global macro and event-driven strategies in 2026. #HedgeFundPodcast #FexingoBusiness #BusinessPodcast #AlternativeInvestments #JapanMegabanks #JapanStockMarket #Abenomics #BOJ #YenCarryTrade #TokyoStockExchange #Toshiba #Fujitsu #ActivistInvesting #GlobalMacro #EventDriven #Finance #Investing #AlphaGeneration Keep every episode free: buymeacoffee.com/fexingo