Japan Is ‘Insolvent’: Yen Unwind Threatens Global Markets | Michael Gayed

Transcript

I think we're in a concentration bubble. Japan has been the world's bank. It's been the source of leverage for a lot of dynamics globally. I'd argue a lot of money has gone into Nvidia and the AI trade because it's been funded by the carry trade. It's not about Nvidia, it's about uh Japan. People are starting to come around to the fact that yes, Ja... Read More