

News: Top 3 Economic Warnings Nobody Is Talking About
5 snips Sep 6, 2023
This podcast discusses economic warning signs and indicators that are not widely discussed, including the role of the Bank of Japan in global carry trades, the impact of the Japanese carry trade on various assets, the decline of a global tailwind, the consequences of rate hikes by the Federal Reserve, the blow up of Silicon Valley Bank and the risks faced by the tech sector, the connection between banking crisis and investment grade bonds, and the importance of monitoring dollar liquidity in Asia and economic warnings that are often overlooked.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Exploring the Impact of the Japanese Carry Trade on Assets
01:59 • 5min
Warnings and Consequences
06:42 • 5min
The Causes of Silicon Valley Bank's Blow Up: Corporate Credit Risk vs Interest Rate Risk
11:51 • 3min
The Connection between Banking Crisis, Investment Grade Bonds, and Dollar Liquidity
14:56 • 7min