Show notes are at https://stevelitchfield.com/sshow/chat.html
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What’s happening with JPY? - Peruvian Bull SLP571
Manage episode 416567808 series 2504522
Content provided by Stephan Livera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephan Livera 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.
Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss:
- The impossible trinity for Japan
- Japanese government debt
- The global JPY carry trade
- The impact on the US financial system
Links:
- X: @peruvian_bull
- Nostr: npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyyc
- Newsletter: https://substack.com/@peruvianbull
Sponsors:
- Swan.com (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on X: @stephanlivera
- Subscribe to the podcast
- Subscribe to Substack
583 episodes
Share
Manage episode 416567808 series 2504522
Content provided by Stephan Livera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephan Livera 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.
Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss:
- The impossible trinity for Japan
- Japanese government debt
- The global JPY carry trade
- The impact on the US financial system
Links:
- X: @peruvian_bull
- Nostr: npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyyc
- Newsletter: https://substack.com/@peruvianbull
Sponsors:
- Swan.com (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on X: @stephanlivera
- Subscribe to the podcast
- Subscribe to Substack
583 episodes
All episodes
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Similar to Stephan Livera Podcast
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
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…
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…
continue reading
Three nerds discussing tech, Apple, programming, and loosely related matters.
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continue reading
A podcast featuring panelists of engineers from Netflix, Twitch, & Atlassian talking over drinks about all things software engineering.
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…
continue reading
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