Episode notes
Marty sits down with Peruvian Bull to discuss what's being done by the Bank of Japan.
Peruvian Bull on Twitter: https://x.com/peruvian_bull
Peruvian Bull on Substack: https://dollarendgame.substack.com/
0:00 - Intro
1:02 - Yen carry trade backdrop
15:47 - River and Unchained
17:03 - Market caught off guard
20:10 - Liquidity alarm bell
27:01 - Current status
33:41 - Gradually, Then Suddenly & Zaprite
35:19 - What do central bank counterparties do?
44:12 - Treasury demand
48:55 - Predicting the timeline
51:34 - Good for bitcoin
56:50 - How to prepare
1:03:36 - Fourth turning
1:10:06 - Wrapping up
Shoutout to our sponsors:
River
https://river.com/tftc
Unchained
https://unchained.com/concierge/
Zaprite
https://zaprite.com/tftc
Gradually, Then Suddenly
https://thesaifhouse.com/gradually
TFTC Merch is Available
Shop Now: https://merch.tftc.io
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
https://tftc.io/
https://twitter.com/tftc21
https://www.instagram.com/tftc.io/
Follow Marty Bent:
https://twitter.com/martybent
Newsletter
https://tftc.io/martys-bent/
Podcast
https://tftc.io/podcasts/
