Unwind of yen carry trade is key risk
The guest identified the potential unwind of the massive Japanese yen carry trade as the most important global story, as it has been financing leveraged investments worldwide.
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The story so far
CONTESTED · 35 MENTIONS · 24 EPISODES · 17 SHOWS
30 JUL 2026 — 13 AUG 2026 · YESTERDAY
31 SUPPORT · 3 CHALLENGE · 1 REPEAT
- EURODOLLAR UNIVERSITY
17 EPISODES BETWEEN · 19 MENTIONS
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- REAL VISION DAILY BRIEFING
- CNBC FAST MONEY · 2 MENTIONS
- MARKETPLACE
- PROF G MARKETS
- BLOOMBERG SURVEILLANCE
- ODD LOTS
- BLOOMBERG SURVEILLANCE
- EURODOLLAR UNIVERSITY
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- PALISADES GOLD RADIO · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- GOLDMAN SACHS EXCHANGES · 5 MENTIONS
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- Unwinding yen carry trade risks global market collapse
- U.S. Treasury bailout of yen is a temporary fix
- Unwind of yen carry trade is key risk · THIS IDEA
- EURODOLLAR UNIVERSITY · 3 MENTIONS
- MACROVOICES
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD