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TBS CROSS DIG with Bloomberg

チャンネル登録者数 17.5万人

2.8万 回視聴 ・ 333いいね ・ 2025/05/07

【バフェット退任でも商社株は超長期保有】マネックス証券・岡元兵八郎／株主総会でバフェットが発言「日本株を探している」／日本の商社株は”割安”50年後も投資【CROSS DIG 1on1】

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"1on1" is a program that delivers fresh voices from key people in finance and business.

The theme this time is "CEO finally steps down: The essence of Buffett's investment." The guest is Heibachiro Okamoto, chief foreign stock consultant at Monex Securities, who is well versed in US stocks and Buffett's movements.

At the general meeting of shareholders of Warren Buffett's investment company Berkshire Hathaway held on May 3rd, Buffett suddenly announced his resignation as CEO. There were many surprised voices in the market and industry.

We interviewed Okamoto, who had just returned from a trip to the US to attend the general meeting, about the situation there and the essence of Buffett's investment.

◆Cast◆
▼Heihachiro Okamoto
Chief Foreign Stock Consultant, Monex Securities
After graduating from Sophia University, he joined Salomon Brothers Securities (now Citigroup Securities). He worked in foreign stock marketing and product operations for 26 years at the Tokyo and New York headquarters. He then worked in US stock research and dissemination at SMBC Nikko Securities, and has been in his current position since October 2019.
X: @heihachiro888
▼Masahiro Nakagawa
TBS CROSS DIG with Bloomberg Business Editor
As a reporter and editor for Weekly Toyo Keizai and Kaisha Shikiho at Toyo Keizai Inc., he was in charge of the automobile, aviation, and IT industries. He then moved to the NewsPicks editorial department to cover the technology industry. He oversees the team as deputy editor-in-chief. Joined TBS Television in January 2025, in charge of corporate and industrial content at TBS CROSS DIG
X: @mshrnakagawa
Mail: nakagawa.masahiro @ tbs.co.jp

◆Talk theme◆
00:00 Program starts
04:18 Who is Buffett?
08:00 The true identity of Berkshire Hathaway
15:48 What Buffett said at the shareholders' meeting
21:15 Why the market was strong even in the Trump tariff era
23:19 The true meaning of investing in trading company stocks for 50 years
30:36 Buffett talks about Trump 2.0
33:13 Why he saved up cash
39:21 "Life lessons" learned from Buffett's investments

◆Recording date◆
May 7, 2025

▼TBS CROSS DIG with Bloomberg
newsdig.tbs.co.jp/list/withbloomberg

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