Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Japan's debt experiment leading to yen depreciation
The host presented the case that Japan's massive sovereign debt and rising interest rates are creating fiscal pressure, with the release valve being a dramatically weakening yen.
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
- MONETARY MATTERS WITH JACK FARLEY
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY
- THE DIVIDEND CAFE
- Japan's debt experiment leading to yen depreciation · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD