Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
What Happened Overnight in Asia?
02:19 • 3min
Market Death - The Implosion of Silicon Valley Bank
05:32 • 5min
Is There a Global Impact From the B O J Meetings?
10:24 • 2min
The Bank of Japan Is a Duration Anchor
12:15 • 2min
The 10 Year JGB Yield Is Currently Yielding Negative 0.2
14:21 • 3min
Japan Flows - What's Going on Over There?
17:24 • 3min
Is That a Pancake Flat Yield Curve?
20:09 • 2min
The Corota Legacy - First Episode
21:51 • 1min
The Bank Dependency of Japan
23:00 • 5min
What Happens When Inflation Starts to Pick Up?
28:03 • 3min
Japan Is Not Adjusting Yield Growth Control
31:03 • 2min
On the Margin - 10% Discount on Blockworks Research
33:33 • 6min
The Bond Market and the Currency Market, Right?
39:19 • 4min
Cpi
43:35 • 3min
I Would Not Want to Be in Jay Powell Seat Right Now
46:26 • 4min


