MacroVoices #440 Louis-Vincent Gave: What Just Happened?
Macro Voices
Market Dynamics: Yen Trends and Bear Market Risks
This chapter explores the current market landscape, focusing on the Yen carry trade and the risks of a recession. It highlights recent market fluctuations, potential bear market implications, and capital mismanagement during bullish trends, particularly in tech. The discussion also covers the Federal Reserve's potential rate cuts and their impact on asset values, market liquidity, and the evolving investment landscape.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
