Inside Dan Loeb's Activist Stance in Japan

The video discusses the focus on corporate governance in Japan, highlighting Prime Minister Shinzo Abe's efforts to improve shareholder returns. It examines Dan Loeb's investments in Japanese companies like Sony and FANUC, and his criticism of Seven & I's CEO succession plan. The video analyzes Seven & I's stock performance compared to broader indexes and discusses economic challenges in Japan, such as weak wage negotiations and consumer spending.

What criticisms has Dan Loeb made regarding the cash deployment strategies of Japanese companies?

In what ways has the economic situation in Japan affected consumer spending?