The global markets reacted today to Israel's strikes on Iran, with oil and gold up and stocks down. On this special episode of Talking Markets, recorded as markets opened this morning, Maggie Lake sits down with Michael Gayed, Portfolio Manager of the Free Markets ETF and publisher of The Lead-Lag Report, and Weston Nakamura, founder of Across the Spread Research. They discuss the near-term implications of this escalation of tensions in the Middle East, before digging into Japan specifically. They discuss the risks in the Japanese government bond market, how a sustained oil spike could cause Japan to panic, and what Michael thinks is a "massive rotational shift in markets." Recorded Friday morning, June 13. For more from Michael: https://www.leadlagreport.com/For more from Weston: https://westonnakamura.substack.com/

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