Exploring Asian Markets and Central Bank Policies with Weston Nakamura

Get ready for an electrifying voyage into the world of finance with Weston Nakamura. Weston is a seasoned finance professional who relocated to Tokyo at the start of Abinomics and has since navigated his career from derivatives futures options trading to a pivotal role at Blockworks Macro. He brings a unique perspective on the dynamics of central bank policies, Japan's yield curve control, and the influence of Asian markets on the global financial framework. If you've ever been curious about the blind spots in the US coverage of Asian markets, this is the episode for you. 

We delve into the history of Japan's economy and the birth and impact of the Kerry trade. From the immense asset bubble in the late 80s to the deflationary mindset that ensued, Nakamura provides an insightful look at financial transitions. We also explore the Bank of Japan's zero and negative interest rate environment, which gave birth to the carry trade, and consider the potential global market implications of a rising yen against speculative short positions.

The episode winds down with an examination of Japan's current debt crisis and possible resolutions. Nakamura offers thought-provoking insights on the implications of the Bank of Japan's decision to lift its yield perp control and the potential impact of Japan repatriating its trillions of dollars back home. We also discuss the Bank of Japan's ETF holdings, wealth inequality, and the potential influence on the Japanese equity market. Get ready to broaden your understanding of global financial dynamics in a conversation packed with captivating discussions and deep insights.

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any

Riddler Road Rally is not your average adventure. It’s a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!

Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.

You and your team will race across t

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.