Stocks Neat

What our trip to the US and Japan is telling us about the economy: Insights from the road

November 30, 2023 Forager Funds Season 1 Episode 24
Stocks Neat
What our trip to the US and Japan is telling us about the economy: Insights from the road
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.