Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
Yen intervention seen as a relative success
The discussion noted that Japan's currency intervention, starting in the 160s and bringing USD/JPY to 153, has worked out relatively well and gone understated compared to the bond market struggle.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.