Stocks Neat
Stocks Neat
Forager Funds
What our trip to the US and Japan is telling us about the economy: Insights from the road
27 minutes Posted Nov 30, 2023 at 4:00 am.
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Show notes
In the latest episode of Stocks Neat, Steve Johnson and Harvey Migotti discuss what they learned on their recent trip to the US and Japan. Their trip started in Chicago at an industrials conference, which gave the pair a temperature check on what is happening in the US economy. Then, Steve and Harvey visited Tokyo to meet with a few companies undergoing transformational changes in the IT space. Listen to the full episode to get their insights from their recent trip abroad....