<p>The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.</p>

The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.

Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.

Business

Investing

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&amp;A format called the Confluence Mailbag.

Share Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)

Sign up to save your podcasts

Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)

Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)

More shows like Confluence Podcasts

Motley Fool Money

Your Money Minute

Odd Lots

Notes on the Week Ahead

Capital Ideas Podcast

Wall Street Breakfast

All-In with Chamath, Jason, Sacks & Friedberg

SmartLess

The Memo by Howard Marks

Huberman Lab

Forward Guidance

The Markets

The Julia La Roche Show

Prof G Markets

Monetary Matters with Jack Farley