AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
How Would the Bank of Japan Destroy Global Markets and Roil Central Banks?
Market Depth
The Bank of Japan Under New Leadership
The bond markets are no more liquid and no less volatile today than they were last month. If US Treasury yields spiked by 1%, 100 basis points in like three days, what the hell would markets look like then? Bank Japan is too far in the hole to have that option of an orderly exit at their disposal. So that's why this matters. It matters to your long US stock portfolio or your crypto portfolio or your whatever portfolio because we're talking about direct impact on the US risk-free rate.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode