Treasury Yields Are EXPLODING!! (Surprise Guest: Jeff Snider)

Jul 1, 2024

The surprise guest, Jeff Snider, discusses the explosive rise in Treasury yields and the devaluation of the Japanese yen. They explore the impact on global banks, risky investments by Japanese banks in CLOs, and the interconnected nature of treasury sell-offs, currency movements, and market dynamics.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Impact of Rising Treasury Yields on Japanese Yen

01:52 • 7min

Analysis of Treasury Yields, Yen, and Global Banks

08:47 • 5min

Market Movements and Treasury Sell-Offs

14:02 • 9min

Risky Behavior of Japanese Banks in CLO Investments

22:35 • 7min