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Exploring Asian Markets and Central Bank Policies with Weston Nakamura

Exploring Asian Markets and Central Bank Policies with Weston Nakamura

FromLead-Lag Live


Exploring Asian Markets and Central Bank Policies with Weston Nakamura

FromLead-Lag Live

ratings:
Length:
67 minutes
Released:
Aug 19, 2023
Format:
Podcast episode

Description

Get ready for an electrifying voyage into the world of finance with Weston Nakamura. Weston is a seasoned finance professional who relocated to Tokyo at the start of Abinomics and has since navigated his career from derivatives futures options trading to a pivotal role at Blockworks Macro. He brings a unique perspective on the dynamics of central bank policies, Japan's yield curve control, and the influence of Asian markets on the global financial framework. If you've ever been curious about the blind spots in the US coverage of Asian markets, this is the episode for you. We delve into the history of Japan's economy and the birth and impact of the Kerry trade. From the immense asset bubble in the late 80s to the deflationary mindset that ensued, Nakamura provides an insightful look at financial transitions. We also explore the Bank of Japan's zero and negative interest rate environment, which gave birth to the carry trade, and consider the potential global market implications of a rising yen against speculative short positions.The episode winds down with an examination of Japan's current debt crisis and possible resolutions. Nakamura offers thought-provoking insights on the implications of the Bank of Japan's decision to lift its yield perp control and the potential impact of Japan repatriating its trillions of dollars back home. We also discuss the Bank of Japan's ETF holdings, wealth inequality, and the potential influence on the Japanese equity market. Get ready to broaden your understanding of global financial dynamics in a conversation packed with captivating discussions and deep insights.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Released:
Aug 19, 2023
Format:
Podcast episode

Titles in the series (100)

Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through Twitter Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as he connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagreport on Twitter to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!