About this episode
While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.
Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices.
Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
Advertising Inquiries: https://redcircle.com/brands
Get every episode summarized
Each time InvestTalk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from InvestTalk
World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the...
InvestTalk
Best of Caller Questions
InvestTalk
Best of Caller Questions
InvestTalk
Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimatin...
InvestTalk