1 hr 6 min

What’s happening with JPY? - Peruvian Bull SLP571 Stephan Livera Podcast

    • Teknologi

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss: 


The impossible trinity for Japan
Japanese government debt
The global JPY carry trade
The impact on the US financial system

Links:


X: @peruvian_bull
Nostr: npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyyc
Newsletter: https://substack.com/@peruvianbull

Sponsors:


Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space

Stephan Livera links:


Follow me on X: @stephanlivera
Subscribe to the podcast
Subscribe to Substack

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss: 


The impossible trinity for Japan
Japanese government debt
The global JPY carry trade
The impact on the US financial system

Links:


X: @peruvian_bull
Nostr: npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyyc
Newsletter: https://substack.com/@peruvianbull

Sponsors:


Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space

Stephan Livera links:


Follow me on X: @stephanlivera
Subscribe to the podcast
Subscribe to Substack

1 hr 6 min

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