Zortix matched this thesis to Japan ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Short Japanese yen on doomed fundamentals
The guest has been short the Japanese yen, viewing it as doomed fundamentally, and sold into the Bank of Japan's intervention.
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.
The story so far
CONTESTED · 56 MENTIONS · 39 EPISODES · 20 SHOWS
24 DEC 2025 — 26 AUG 2026 · YESTERDAY
29 SUPPORT · 5 CHALLENGE · 1 REPEAT · 21 MENTIONED
- MACROVOICES
32 EPISODES BETWEEN · 49 MENTIONS
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- FORWARD GUIDANCE
- MACROVOICES · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY · 2 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
- THE JULIA LA ROCHE SHOW
- 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
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT
- Short Japanese yen on doomed fundamentals · THIS IDEA
- MONETARY MATTERS WITH JACK FARLEY
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY
- THE DIVIDEND CAFE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD