
 Stephan Livera Podcast
 Stephan Livera Podcast What’s happening with JPY? - Peruvian Bull SLP571
 May 5, 2024 
 Peruvian Bull, a macro writer, explores Japan's economic challenges, government debt, JPY carry trade, and impact on the US financial system. They discuss the impossible trinity, Bank of Japan's struggles, and potential scenarios for the world's reserve currency system. The conversation also covers Bitcoin hardware security, offline key creation, mempool enterprise benefits, reassessing investment strategies, financial repression, asset diversification, and Bitcoin's potential as a global reserve asset. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Introduction 
 00:00 • 2min 
 Navigating Japan's Economic Conundrum 
 02:20 • 24min 
 Exploring Bitcoin Hardware Security and Offline Key Creation 
 26:17 • 3min 
 Exploring Mempool Enterprise and Reassessing Traditional Investment Strategies 
 28:47 • 4min 
 Unraveling Financial Repression and Asset Diversification 
 33:04 • 18min 
 Bitcoin App Ad and Economic Indicator Discussion 
 50:49 • 5min 
 Bitcoin's Potential as Global Reserve Asset 
 55:38 • 11min 

