Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
The Role of the RBA in Inflation
02:38 • 2min
The Importance of Market Pricing in OPEC
04:58 • 5min
The Impact of OPEC's Cut on Crude Oil Prices
10:19 • 3min
Governor Ueda's Behavior at the First Press Meeting in Aja
13:05 • 3min
Depends Portfolio Allocation Behavior
15:50 • 4min
The Japanese's Portfolio Management Strategies in 2022
19:29 • 2min
The Risk of Japan's Capital Flight
21:25 • 3min
The Risk of Japan Divesting Its Overseas Holdings in the Bond Market
24:16 • 3min
The Effect of Yield Curve Control on Bond Prices
26:53 • 3min
The Bank of Japan Yield Curve Control Risk Over Hanging Globe Markets
29:45 • 3min
The Sentiment From Japanese Investors When Allocating Capital Is Consistent
32:35 • 3min
The JGB Yield Hiking Cycle and Japan's Capital Repatriation Risk
35:15 • 3min
Japan's Net Buy of Foreign Bonds Continues
38:15 • 3min
The First Bank Stock to Ipo in the World in March 2023
40:49 • 3min
The Market Outlook for Japan's Second Largest Mega Bank
43:41 • 3min
How to Be a Primary Dealer for u.s Treasury Auctions
46:30 • 3min
Japan Private Sector Capital Positioning and Sentiments
49:32 • 1min