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SECTOR ETFEWJDXJMIXEDSubstantive discussion · 3/5

No single ticker was named. Japan ETFs are one way for retail investors to get exposure. Not a recommendation.

Short yen is a long US fiscal bet

The guest framed being short the yen and long the dollar as essentially taking a bullish view on US fiscal policy relative to Japan's.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE