Treceți offline cu aplicația Player FM !
Quoth the Raven #345 - George Gammon Explains The Yen Carry Trade Chaos
Manage episode 433540573 series 2361634
George Gammon hosts the Rebel Capitalist Show on YouTube and runs the Rebel Capitalist Pro platform. George is one of my favorite economic commentators and has been a friend of mine, and my podcast, for years. I often describe his podcast as similar to mine, just more well thought out, more educational and more useful with less dick and fart jokes. Hey, everybody’s got their own style.
This is a discussion I had with George on Monday 8/5/2024 following the chaos in U.S. markets on Monday, which followed a 12% drubbing in Japanese stocks Sunday night heading into Monday.
On this podcast, we discussed:
What the yen carry trade is and why it’s screwing up the works in the U.S.
Other risks to U.S. markets and the U.S. economy
Whether George thinks we are heading for a debt crisis (the answer might surprise you)
What the bond market is telling us
How George thinks the Fed is going to react to this volatility
What George thinks the market is going to do in both the short and medium term
Support QTR
My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content=
Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch
Follow me on YouTube, and Twitter
Please show love to those who support the QTR Podcast:- JM Bullion - where QTR buys gold & silver - email laura@jmbullion.com - Twitter: @JMBullion
- George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon
- Max Mulvihill - Since 2/2018
- Mark Heywood - Since 3/2018
- Kyle Thomas - Since 4/2018
- Chris Bede - Since 5/2018
- Dariusz Kordonski - Since 5/2018
- Chris Gerrard - Since 5/2018
- Shear Luck - Since 5/2018
- Kashumba - Since 8/2021
- Randy Carder - Since 8/2021
- T Gaggiotti - Since 8/2021
- Jamie - Since 8/2021
- A Farmer - Since 9/2021
- Harvest Moon Research - Since 9/2021
- John H. H. - Since 11/2021
- Mark Hutchinson - Since 11/2021
- Joseph K. H. - Since 10/2021
- A Farmer - Since 9/2021
- Tsniezyk - Since 9/2021
- Chris - Since 12/2021
314 episoade
Manage episode 433540573 series 2361634
George Gammon hosts the Rebel Capitalist Show on YouTube and runs the Rebel Capitalist Pro platform. George is one of my favorite economic commentators and has been a friend of mine, and my podcast, for years. I often describe his podcast as similar to mine, just more well thought out, more educational and more useful with less dick and fart jokes. Hey, everybody’s got their own style.
This is a discussion I had with George on Monday 8/5/2024 following the chaos in U.S. markets on Monday, which followed a 12% drubbing in Japanese stocks Sunday night heading into Monday.
On this podcast, we discussed:
What the yen carry trade is and why it’s screwing up the works in the U.S.
Other risks to U.S. markets and the U.S. economy
Whether George thinks we are heading for a debt crisis (the answer might surprise you)
What the bond market is telling us
How George thinks the Fed is going to react to this volatility
What George thinks the market is going to do in both the short and medium term
Support QTR
My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content=
Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch
Follow me on YouTube, and Twitter
Please show love to those who support the QTR Podcast:- JM Bullion - where QTR buys gold & silver - email laura@jmbullion.com - Twitter: @JMBullion
- George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon
- Max Mulvihill - Since 2/2018
- Mark Heywood - Since 3/2018
- Kyle Thomas - Since 4/2018
- Chris Bede - Since 5/2018
- Dariusz Kordonski - Since 5/2018
- Chris Gerrard - Since 5/2018
- Shear Luck - Since 5/2018
- Kashumba - Since 8/2021
- Randy Carder - Since 8/2021
- T Gaggiotti - Since 8/2021
- Jamie - Since 8/2021
- A Farmer - Since 9/2021
- Harvest Moon Research - Since 9/2021
- John H. H. - Since 11/2021
- Mark Hutchinson - Since 11/2021
- Joseph K. H. - Since 10/2021
- A Farmer - Since 9/2021
- Tsniezyk - Since 9/2021
- Chris - Since 12/2021
314 episoade
All episodes
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.