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#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
Manage episode 382235250 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again?
We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.
Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Check out Weston's analysis on his substack right here:
https://westonnakamura.substack.com/p/yentervention-worlds-only-defense
74 episodes
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Manage episode 382235250 series 3484981
Content provided by Andreas Steno Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreas Steno Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again?
We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.
Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.
Use "macro30" to get 30% off your first purchase at www.stenoresearch.com
Check out Weston's analysis on his substack right here:
https://westonnakamura.substack.com/p/yentervention-worlds-only-defense
74 episodes
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Similar to Macro Mondays
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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