May 05 2024 66 mins 131
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
