Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
Yen intervention as US-Japan balance sheet fusion
The guest argued the recent yen intervention, aided by the US, signals a longer-term fusion of Japanese and American balance sheets, driven by a US bid for Japanese industrial capacity and intellectual property.
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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.