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This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy!
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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Timestamps:
(00:00) Introduction
(00:53) Japan
(11:48) Wages Are Rising In Japan
(16:45) The Effective End Of Yield Curve Control (YCC) In Japan
(22:57) When Will The Bank of Japan Raise Interest Rates?
(25:03) VanEck Ad
(26:43) How High Will The Bank of Japan (BOJ) Go?
(33:12) Jens' View On The Japanese Yen
(56:00) Jens' Updated Views On U.S. Dollar And U.S. Rates
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
