Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Japan setup: long currency and bonds
The guest argued the macro setup in Japan - a steep yield curve, low real rates, and a very weak yen - creates a potentially positive asymmetric situation for being long the yen and Japanese Government Bonds (JGBs).
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The story so far
CONTESTED · 48 MENTIONS · 31 EPISODES · 19 SHOWS
24 DEC 2025 — 13 AUG 2026 · 5D AGO
23 SUPPORT · 5 CHALLENGE · 1 REPEAT · 19 MENTIONED
- MACROVOICES
3 EPISODES BETWEEN · 3 MENTIONS
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- FORWARD GUIDANCE
- MACROVOICES · 2 MENTIONS
- Japan setup: long currency and bonds · THIS IDEA
- Post-game: Long yen via call options
20 EPISODES BETWEEN · 28 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
- 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
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD