
Nicholas Glinsman
veteran macro investor and co-founder at Malmgren-Glinsman Partners
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Nov 21, 2023 • 1h 11min
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, discusses the potential unwinding of the "greatest carry trade in the world," shorting the yen and buying non-yen-denominated assets. He explains the implications of the Bank of Japan moving away from yield curve control and potentially raising interest rates. Other topics include the U.S. election, European sovereign debt crisis, and the impact of sustained inflation on the yen.