4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP545: The Third Sea Change Has Begun w/ Howard Marks

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Importance of Governments in the Economy

There's a potential sea change of sorts appearing to be happening in Japan where a new guard is coming in and potentially removing what seemed to be a permanent yield curve control policy. What are your thoughts, if any, on Japan and the yield curve management today? And how that might affect their US Treasury holdings, the markets worldwide; just any impact you might see from that change.

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