#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

The Bank of Japan is the only major currency authority in the post-COVID era to fight back against USD strength via intervention - and win. Can they pull it off again? We host the great Weston Nakamura for a deep-dive into the Japanese monetary and fiscal policy.Towards the end, we give an update on our current positioning and the portfolio outlook for the remainder of 2023.Use "macro30" to get 30% off your first purchase at www.stenoresearch.comCheck out Weston's analysis on his substac...