No single ticker was named. Japan ETFs are one way for retail investors to get exposure. Not a recommendation.
Yield curve control is the eventual U.S. outcome
The guest argued that the U.S. will eventually be forced to implement yield curve control, buying bonds to keep yields down, following the next recession.
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The story so far
CONTESTED · 37 MENTIONS · 24 EPISODES · 12 SHOWS
21 JUL 2026 — 5 AUG 2026 · YESTERDAY
28 SUPPORT · 8 CHALLENGE · 1 REPEAT
- COMMODITY CULTURE
17 EPISODES BETWEEN · 27 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- THOUGHTFUL MONEY
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- THOUGHTFUL MONEY
- MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
- THE POMP PODCAST
- BLOOMBERG SURVEILLANCE
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- WHAT BITCOIN DID
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- PLANET MICROCAP PODCAST
- THE JULIA LA ROCHE SHOW
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 3 MENTIONS
- Yield curve control is the eventual U.S. outcome · THIS IDEA · CHALLENGES
- Gold's primary driver is falling real rates
- Junior miners to soar in hyper-stagflation era
- WEALTHION - BE FINANCIALLY RESILIENT
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD