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TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
We Study Billionaires - The Investor’s Podcast Network
The Fear of Japan
The Japanese yen trades in a very correlated fashion with the US 10 year yield. So if the US government bonds are rallying, the yen tends to go up. The problem is you've had a smooth ride to nowhere - it's boredom and abandonment that has driven investors away from Japan. A small change in Japanese household demand for stocks would drive the Japanese equity market up a lot.
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