

Animal Spirits Running Loose
8 snips Mar 8, 2024
Discussion on the wild animal spirits in various asset classes like stocks, gold, Bitcoin, and options markets. Focus on potential shifts in the Bank of Japan's monetary policy. Insights on carry trades, yield curve strategies, global bond markets, and market trends with gold, Bitcoin, and the dollar. Anecdote about Van Halen's backstage ritual with M&M's for technical needs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Implications of Potential Rate Hikes in Japan
03:32 • 5min
Understanding Carry Trades and Yield Curve Strategies
08:24 • 6min
Insights on Japanese Investors and Global Bond Markets
14:21 • 2min
Navigating Market Trends with Gold, Bitcoin, and the Dollar
16:24 • 20min
Intriguing Anecdote About Van Halen and M&M's in the Backstage
36:28 • 2min