Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
Japan's corporate profits inflated by global rates
The discussion noted that Japanese non-financial corporate profits have been massively inflated in recent years due to large portfolios of foreign interest-bearing assets.
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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.