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20min chapter
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
All-In with Chamath, Jason, Sacks & Friedberg
The Yen Carry Trade: Risks and Economic Implications
This chapter explores the Yen carry trade's impact on financial markets, particularly in light of Japan's first interest rate increase in decades. It discusses the risks of over-leveraging in margin trading and the broader economic implications of rising rates on both Japan and the U.S. economy, including the challenges of inflation and public debt. The conversation highlights the precarious balance Japan faces as it navigates these economic dynamics amid concerns for financial stability.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode