

EP.32: Unwinding Japan's Carry Trade
Aug 12, 2024
Jack Mallers, a trading strategy expert, joins financial analyst Bill Mallers Jr. and economic commentator Dylan Lieteau to dissect Japan's recent carry trade unwinding. They analyze its global market repercussions and debate the delicate balance of tight versus loose monetary policies. The trio also delves into the interconnection between the U.S. economy, interest rates, inflation, and the growing challenges of high debt alongside insufficient population growth, sparking intriguing discussions about future economic trajectories.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Market Fragility and Hard Asset Strategies
02:03 • 4min
Japan's Rate Hike and Global Financial Implications
06:11 • 10min
Navigating Sovereign Debt and the Future of Bitcoin
16:00 • 4min
Economic Growth Challenges Amidst High Debt and Limited Population
20:04 • 4min
Navigating Economic Dynamics
24:29 • 18min