EPISODE · Sep 23, 2022 · 43 MIN
Why the Forex Market Matters Right Now
from Real Vision: Finance & Investing · host Real Vision Podcast Network
Mere hours after the Federal Reserve announced a third consecutive 75 basis point rate hike and reiterated its commitment to bringing inflation back to its 2% target, the Bank of Japan stuck to its ultra-low interest rate policy and intervened in foreign-exchange markets on behalf of the Japanese yen for the first time since 1998. Weston Nakamura joins Andreas Steno Larsen at the top of today’s Daily Briefing to talk about the danger this policy divergence poses to the global financial system. Could we be on the verge of a currency war in reverse? Then, Andreas welcomes Tavi Costa, a partner and a portfolio manager at Crescat Capital, to talk about how to position for what Tavi recently described as “a vicious stagflationary environment.” We also hear from Nancy Davis and Kris Sidial about how to hedge downside risk amid rising volatility. Watch the full conversation featuring Nancy and Kris here: https://f.io/gHuRgo0F. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
Mere hours after the Federal Reserve announced a third consecutive 75 basis point rate hike and reiterated its commitment to bringing inflation back to its 2% target, the Bank of Japan stuck to its ultra-low interest rate policy and intervened in foreign-exchange markets on behalf of the Japanese yen for the first time since 1998. Weston Nakamura joins Andreas Steno Larsen at the top of today’s Daily Briefing to talk about the danger this policy divergence poses to the global financial system. Could we be on the verge of a currency war in reverse? Then, Andreas welcomes Tavi Costa, a partner and a portfolio manager at Crescat Capital, to talk about how to position for what Tavi recently described as “a vicious stagflationary environment.” We also hear from Nancy Davis and Kris Sidial about how to hedge downside risk amid rising volatility. Watch the full conversation featuring Nancy and Kris here: https://f.io/gHuRgo0F. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Why the Forex Market Matters Right Now
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