17 | Mio Kato, Don’t Dread Data

<p><span style="font-weight: 400;">My guest today is Mio Kato. Mio is the founder of LightStream Research, and was previously the head of research at Uzabase. LightStream Research melds traditional research with alternative data and AI to provide deeper insights into companies, industries and economic conditions. LightStream’s Asian focus is centred on Japan and India with a particular emphasis on the automotive, machinery and materials sectors and the technological developments impacting them.</span></p> <p> </p> <p><span style="font-weight: 400;">In this conversation, we dive deep into the world of data and investing, Japanese equities, and Japanese companies expansion strategies.</span></p> <p><span style="font-weight: 400;">I hope you enjoy my conversation with Mio Kato.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://kalanis.substack.com/p/ep17"><span style= "font-weight: 400;">https://kalanis.substack.com/p/ep17</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:40] - [First question] - Mio’s background and history</span></p> <p><span style="font-weight: 400;">[00:17:06] - Why are forecasts traditionally so bad?</span></p> <p><span style="font-weight: 400;">[00:24:54] - Common pitfalls hedge funds make in regards to data?</span></p> <p><span style="font-weight: 400;">[00:38:50] - Why do managers only use data for short term decisions currently?</span></p> <p><span style="font-weight: 400;">[00:46:46] - Why have Japanese equities turned a corner?</span></p> <p><span style="font-weight: 400;">[01:02:04] - Why have Japanese companies traditionally struggled overseas?</span></p> <p><span style="font-weight: 400;">[01:05:39] - Common misconception around Japanese equitites</span></p> <p><span style="font-weight: 400;">[01:15:51] - U