分散投資に “円安に強い” 飲食業銘柄【モーサテわからん】
★The full 26-minute version is now available on Mosate Premium (first-time registration free for 7 days)★ https://txbiz.tv-tokyo.co.jp/nmspremi... While watching Mosate or Mosate Premium, have you ever had questions or felt something was off? We'll be revisiting those questions in "Mosate Wakaran" (I Don't Understand It). Episode 131 will focus on "Food & Beverage Stocks." Please send your comments and questions here. https://tvtokyo.tv/4g9Q3eX Cast Tomohiro Okawa (Tomoken, Oskar Group) Minami Nakahara (TV Tokyo Announcer) *The information and data presented here are not intended to solicit investments or encourage buying or selling. Please use the information obtained from this service at your own discretion and responsibility. #MosaTePremium #OkawaTomohiro #NakaharaMinami #NewsMorningSatellite #IDon'tUnderstandMosaTe #UnreleasedProgram #CoordinatedIntervention #RateCheck #ForeignExchangeIntervention #Soup #Blender #WeakYen #StrongYen #WeakDollar #StrongDollar #Trump #Powell
What’s the Best Partner for AI, Semiconductors, and Tech Stocks? #MorningSatellite
【河野龍太郎】円安はもう止まらないのか？／円の実力は1970年代にまで落ちた【西田亮介×安田洋祐】
【お小遣い8万円で攻めの投資】妻は超堅実、夫はギャンブラー／プロ野球・新垣渚家の堅実ポートフォリオ／りんたろー・ハセンも唖然／お小遣いをギャンブルで溶かす日々に卒業（マネースキルセット）
【モーサテわからん100回記念】大川智弘厳選まとめ／アメリカの様々な状況を乗り越えられる日本企業とは／ヘッジファンドって何？／自社株買いの可能性がある企業を探せ！
The Importance of Cybersecurity Stocks 【I Don't Get Morning Satellite】
【マンション市場に激震か】「潤日」が不動産を売り始めた／マンション高騰は終わるのか／超富裕層はタワマンに住まない!?／高市政権「台湾有事」発言の余波は？《沖有人×舛友雄大》
![From AI Semiconductors to Physical AI [Guest] July 14, Tetsuro Ii, Commons Asset Management](https://i.ytimg.com/vi/sL8EdkArLYQ/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBoigKotTIVUSu_cWHyc6N_6Q5pQw)
From AI Semiconductors to Physical AI [Guest] July 14, Tetsuro Ii, Commons Asset Management
AI関連＆ディフェンシブ！？ 半導体運輸銘柄【モーサテわからん 再アップ】
![[The Truth About Physical AI] Taizo Sugimura and two investment professionals conduct an in-depth...](https://i.ytimg.com/vi/Ft2Z1_it8tk/hqdefault_custom_1.jpg?sqp=CPze29IG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCMTTuUup6Y-HktVpGGfnBq06qWYg)
[The Truth About Physical AI] Taizo Sugimura and two investment professionals conduct an in-depth...
【“株時計”で読み解く日本株相場】AI相場の焦点は？／「AI・データセンター関連」は好調継続か／防衛関連の三菱重工の今後／トヨタ自動車の株価動向／注目セクターは「ガラス」「DX」
![Where to invest with the LDP's overwhelming victory [Mosaté doesn't know]](https://i.ytimg.com/vi/-R4ym8wNxts/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCiUdIc2FqGddDvRFqhuiFm-PihLw)
Where to invest with the LDP's overwhelming victory [Mosaté doesn't know]
Bloomberg Surveillance 7/8/2026
![[NEXT Kioxia] Benefits from NVIDIA-related activities shift from memory to battery storage for da...](https://i.ytimg.com/vi/21TLOf5Ef7g/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBvoXUZ1kkPk7qpFwwUPZ-Q2mp7tQ)
[NEXT Kioxia] Benefits from NVIDIA-related activities shift from memory to battery storage for da...
【ゴールド投資】中身を見ないと危険？金の保管場所が重要？現物・ETF・先物…実は深いゴールドファンドの選び方
[The Japanese Economy Will Revive Through Military Demand: The Strongest Partnership with the US:...
「ハラミ5業種」まとめ【モーサテわからん 再アップ】
![To what extent will Anthropik surpass other companies? [I don't know]](https://i.ytimg.com/vi/W0xzqJwZu54/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCsW4UxNErZaexrwt6sCaarseRmTQ)
To what extent will Anthropik surpass other companies? [I don't know]
お金を増やす「大型優良株への逆張り」手法 / 日本株 / 育休中に億り人、ママ投資家ちょる子 / 暴落時に見るべき3つの指標 / 投資は平等 / ギャンブルと投資の違い / 新NISA
![[Weekly "Stock" ZAi! July 13, 2026 Issue] "This Week's Featured Stocks," "Stock Market Outlook," ...](https://i.ytimg.com/vi/fDEMPYaCGXg/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCBRwZfTDtqwEIviysR4_Pt1ptCvg)
[Weekly "Stock" ZAi! July 13, 2026 Issue] "This Week's Featured Stocks," "Stock Market Outlook," ...
