
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Focused Compounding
00:00
Intro
This chapter delves into the recent upheaval in financial markets, concentrating on the yen carry trade and its consequences. The speakers analyze the decline of the Japanese stock market and the influences of changing interest rate expectations, highlighting the risks of crowded trades and unstable currency yields.
Transcript
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