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3min chapter
Japan: The Great Global Macro Driver with Taka Kato
Market Depth
The Long Short Market in Japan
Long short, elaborate funds like point 72. They would benefit because QE, what that does is it papers over everything,. All the fundamentals, everything, they kind of looks the same. Once you remove that blanket, right, as Warren Buffett says, once the tide goes out, then you could actually exploit differences in fundamental long short. You know, this is a crappy company. This is a growing company and markets realize the long short. If Steve Cohen has a view that QE is about to be lifted away from Japan, that's going to help his long, long short opportunities.
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