#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

Macro Mondays

EpisodeNov 5, 202359m

#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

Macro Mondays

EpisodeNov 5, 202359m

The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again? We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.Use "macro30" to get 30% off your first purchase at www.stenoresearch.comCheck out Weston's analysis on his substack right here:https://westonnakamura.substack.com/p/yentervention-worlds-only-defense

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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content.We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the worldThe podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our trade ideas will be “SOMETIMES MAYBE GOOD, SOMETIMES MAYBE SHIT” (Listen to understand the context) Find out more about Steno Research with...

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