‘Bigger Main Event’ In A Few Weeks Warns Fund Manager Who Called Yen Carry Trade Crisis
35:55 Share

Get 50% off your first order of CookUnity meals — go to https://cookunity.com/david50 and use my code DAVID50 at checkout to try them out for yourself! Thanks to CookUnity for sponsoring this video! 

Michael Gayed, Publisher of the Lead-Lag Report, first predicted that the Yen carry trade would reverse on my show in August, 2023. In this video, he discusses how this prediction has been playing out this past week, and the market impact of the Yen carry trade unwind.

Watch Michael's August, 2023 interview where he first made the Yen carry trade unwind prediction: https://youtu.be/w_3H0-iQHMo?si=6-43Y-uMkC9Ble5i Watch Michael's last interview from July, 2024: https://youtu.be/UEo3yKHOT4k?si=iXOByo2h04sidFqJ

*This video was recorded on August 5, 2024

Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report

FOLLOW MICHAEL GAYED: Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreport YouTube channel: https://www.youtube.com/@leadlagreport

FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/

For business inquiries, reach me at [email protected]

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro 2:25 - Yen carry trade prediction 8:10 - Bank of Japan's next moves 13:00 - Emergency Fed cut? 17:44 - Credit spreads 20:22 - Treasuries 24:20 - Next credit crisis 25:55 - Recession fears 30:35 - Lumber/gold ratio 32:25 - Asset allocation

#economy #yen #stocks