Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
Japanese yen compelling on value factor
The guest argued the Japanese yen is extremely cheap on a purchasing power parity basis, making it attractive from a value perspective.
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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
- FX carry plus value overlay for risk management
- Japanese yen compelling on value factor · THIS IDEA
- 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