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Replying to Avatar Stephan Livera

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss:

The impossible trinity for Japan

Japanese government debt

The global JPY carry trade

The impact on the US financial system

https://stephanlivera.com/episode/571/

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Satillionaire 1y ago

Great episode

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