Robert (Infranomics)
Macro analyst behind Infranomics, focused on global bond markets, monetary policy, and fiscal dynamics; provides analysis on Japan's yield curve, global reserve dynamics, and the implications for gold and Bitcoin.
Best podcasts with Robert (Infranomics)
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50 snips
Jan 24, 2026 • 1h 20min
#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics
Robert (Infranomics), a macro analyst focused on global bond markets and monetary policy. He unpacks Japan’s yield curve blowup and the risks to U.S. Treasuries. He explores how a yen carry unwind could force Treasury selling and reshape global reserves. He compares gold and Bitcoin as portable stores in a fiscally fragile, polarized world.
39 snips
Oct 22, 2025 • 1h 29min
674: How Hedge Funds Became America's Largest Creditor with Infranomics
In this engaging discussion, Robert from Infranomics, a macro analyst specializing in Treasury markets, unveils how hedge funds now hold a staggering $1.8 trillion in U.S. debt through the basis trade. He explains the hidden risks of this leverage, the implications for liquidity during market stress, and how political tensions could exacerbate financial instability. Robert emphasizes Bitcoin as a crucial safe haven in an era of debasement and discusses the shifting importance of gold and bearer assets amid rising populism.
