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SECTOR ETFTLTIEFBEARISHIn depth · 4/5

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

Yen strength and Japanese capital repatriation risks

The speaker argued that an oversold Japanese yen is nearing a bottom and rising JGB yields could trigger a major repatriation of Japanese capital away from foreign assets like US Treasuries.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Yen strength and Japanese capital repatriation risks · Zortix