The Most Influential Central Bank of our Time with Weston Nakamura

Nov 23, 2022

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Interview recorded - 21st of November, 2022

On todays episode of the WTFinance I had the pleasure of speaking with Weston Nakamura, Former Goldman Sachs and Jefferies trader in Tokyo and currently Global Markets Editor at Real Vision.

During this conversation we spoke about Weston's unconventional route into finance, unique methods of analysing markets, following capital, the importance of the BoJ & a catalyst for further bond market volatility. I hope you enjoy!

Weston has released multiple videos on the BoJ and his trading approach which I have share below -

Why Global Markets are Addicted to the Bank of Japan - https://www.youtube.com/watch?v=t9l2flhMSVE&feature=youtu.be

How the Bank of Japan Blew Up Global Markets in 2022 - https://www.youtube.com/watch?v=_0a9DuqhVvU

How to (and not to) Trade Geopolitical Risk - https://www.youtube.com/watch?v=SvQkRhCpMkM

Trading Geopolitical Risk Part 2 - https://www.youtube.com/watch?v=u2XW_TG8LFI

If you would like to see more of Weston's and other finance content, you can get instant access to their daily briefing with the link below -

https://www.realvision.com/WTFinance

0:00 - Introduction
0:44 - Weston’s unconventional route into finance
10:51 - What would have happened if he didn’t get a job?
13:00 - Unique method of analysing markets?
16:29 - Understanding what moves markets
19:25 - Motives/goals of capital
21:10 - Example of using this strategy
26:25 - Current Bank of Japan policies and why they are unique?
37:11 - Big pivot or just a small change in policy?
39:30 - What would influence high volatility?
42:45 - Catalyst for further bond market volatility?
44: 50 - Anything else Weston is keeping a close eye on?
48:30 - FTX and issues Weston has with Fintwit
56:30 - My own opinion?
1:02:15 - One message to takeaway from our interview?

Weston is the Global Markets Editor at Real Vision, based in Tokyo. As a former listed derivatives trader at Goldman Sachs and hedge fund sales at Jefferies, Weston takes a global approach across asset classes including equities, rates, currencies, commodities and crypto through the lens of price action, cross-asset relationships, central banks and policy, along with other market drivers.

Weston makes his own original video content for Real Vision with a focus on non-consensus views, analysis, themes, ideas and trades, often presented with a twist of his signature humour.

Weston Nakamura -

Twitter - https://twitter.com/acrossthespread?
LinkedIn - https://www.linkedin.com/in/westonnakamura/
Website - https://acrossthespread.com/
Weston Videos - https://t.co/mGEVHIzbbP

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas