It is pretty clearly #2 and I don't know why people are acting confused. He got a huge loan at roughly 0% and the main risk to mitigate is a currency risk. Inve

It is pretty clearly #2 and I don't know why people are acting confused. He got a huge loan at roughly 0% and the main risk to mitigate is a currency risk. Investing in stable Japanese companies heavily reduces that risk and growth/dividends is basically free money.