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Quoth the Raven #345 - George Gammon Explains The Yen Carry Trade Chaos
George Gammon hosts the Rebel Capitalist Show on YouTube and runs the Rebel Capitalist Pro platform. George is one of my favorite economic commentators and has been a friend of mine, and my podcast, for years. I often describe his podcast as similar to mine, just more well thought out, more educational and more useful with less dick and fart jokes. Hey, everybody’s got their own style.
This is a discussion I had with George on Monday 8/5/2024 following the chaos in U.S. markets on Monday, which followed a 12% drubbing in Japanese stocks Sunday night heading into Monday.
On this podcast, we discussed:
What the yen carry trade is and why it’s screwing up the works in the U.S.
Other risks to U.S. markets and the U.S. economy
Whether George thinks we are heading for a debt crisis (the answer might surprise you)
What the bond market is telling us
How George thinks the Fed is going to react to this volatility
What George thinks the market is going to do in both the short and medium term
Support QTR
My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content=
Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch
Follow me on YouTube, and Twitter
Please show love to those who support the QTR Podcast:
- JM Bullion - where QTR buys gold & silver - email [email protected] - Twitter: @JMBullion
Longest Running Supporters
Max Mulvihill - Since 2/2018
Kyle Thomas - Since 4/2018
Chris Bede - Since 5/2018
Dariusz Kordonski - Since 5/2018
Chris Gerrard - Since 5/2018
Shear Luck - Since 5/2018
Founding Members Of My "FRINGE FINANCE" Column
- Kashumba - Since 8/2021
All podcast content is subject to this disclaimer, which you should read slowly, multiple times.
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This podcast represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. Guests have not been fact checked. Guest opinions and my opinions are not a recommendation to buy or sell any stocks or securities, just opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this podcast and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I talk, write or think about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
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By Quoth the Raven
4.4
932932 ratings
George Gammon hosts the Rebel Capitalist Show on YouTube and runs the Rebel Capitalist Pro platform. George is one of my favorite economic commentators and has been a friend of mine, and my podcast, for years. I often describe his podcast as similar to mine, just more well thought out, more educational and more useful with less dick and fart jokes. Hey, everybody’s got their own style.
This is a discussion I had with George on Monday 8/5/2024 following the chaos in U.S. markets on Monday, which followed a 12% drubbing in Japanese stocks Sunday night heading into Monday.
On this podcast, we discussed:
What the yen carry trade is and why it’s screwing up the works in the U.S.
Other risks to U.S. markets and the U.S. economy
Whether George thinks we are heading for a debt crisis (the answer might surprise you)
What the bond market is telling us
How George thinks the Fed is going to react to this volatility
What George thinks the market is going to do in both the short and medium term
Support QTR
My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content=
Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch
Follow me on YouTube, and Twitter
Please show love to those who support the QTR Podcast:
- JM Bullion - where QTR buys gold & silver - email [email protected] - Twitter: @JMBullion
Longest Running Supporters
Max Mulvihill - Since 2/2018
Kyle Thomas - Since 4/2018
Chris Bede - Since 5/2018
Dariusz Kordonski - Since 5/2018
Chris Gerrard - Since 5/2018
Shear Luck - Since 5/2018
Founding Members Of My "FRINGE FINANCE" Column
- Kashumba - Since 8/2021
All podcast content is subject to this disclaimer, which you should read slowly, multiple times.
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This podcast represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. Guests have not been fact checked. Guest opinions and my opinions are not a recommendation to buy or sell any stocks or securities, just opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this podcast and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I talk, write or think about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
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