Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
BOJ's asset purchases as fiscal funding mechanism
The case was made that the Bank of Japan's large-scale asset purchases were primarily aimed at providing the government with cheap funding, not just combating deflation.
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The story so far
CONTESTED · 48 MENTIONS · 31 EPISODES · 19 SHOWS
24 DEC 2025 — 13 AUG 2026 · 5D AGO
23 SUPPORT · 5 CHALLENGE · 1 REPEAT · 19 MENTIONED
- MACROVOICES
4 EPISODES BETWEEN · 5 MENTIONS
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- FORWARD GUIDANCE
- MACROVOICES · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- BOJ's asset purchases as fiscal funding mechanism · THIS IDEA
- Financial repression traps capital via hedging costs
19 EPISODES BETWEEN · 26 MENTIONS
- EURODOLLAR UNIVERSITY
- 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
- MARKETPLACE
- PROF G MARKETS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- ODD LOTS · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 3 MENTIONS
- MACROVOICES
- EURODOLLAR UNIVERSITY · 2 MENTIONS
- FORWARD GUIDANCE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- GOLDMAN SACHS EXCHANGES · 4 MENTIONS
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- EURODOLLAR UNIVERSITY · 3 MENTIONS
- MACROVOICES
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD