It’s Death Either Way For Japan

In this episode, Nik welcomes Peruvian Bull, also known as Roberto Rios, author of the Dollar Endgame, for a deep look at Japan. They trace the story from the 1980s bubble and the Plaza Accord through the lost decades, the move to zero rates, and the yield curve control era that made the yen the world’s funding currency. Roberto explains how the carry trade ... Show More