Weston Nakamura's guest appearance on Endgame Podcast with @peruvian_bull discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions.

Endgame Podcast: Welcome to the YenGame with Weston Nakamura

(Filmed on Friday May 3rd 2024)

2:10 Background of Bank of Japan's Radical Policy Experimentation

11:45 How Yield Curve Control Ultimately Failed

19:30 Limitations To Further JGB Buying, And Unwinding

22:57 The Carry Trade

27:52 🇯🇵BOJ + 🇦🇺RBA’s Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 2020

32:10 Current State of JPY Carry Trade

37:15 Japan’s Playbook: “Aggressively Waiting” & The Unknown

45:25 “Too Big To Fail Countries” - Japan’s Moral Hazard

50:45 Yentervention Week and Near-Term Markets

56:30 A Failed Yentervention: Japan’s Biggest Immediate-Term Fear

58:50 MOF Is the Most Informed Market Parcipant

1:02:55 Japan Capital Controls?

1:06:38 Asia Regional Impact: Chinese yuan & Korean won

1:17:50 US Treasuries

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"Japan At War With Markets (I) - Anatomy of Yentervention Week"

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