
 The Macro Trading Floor 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 
