#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.

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Check out Weston's analysis on his substack right here:

https://westonnakamura.substack.com/p/yentervention-worlds-only-defense

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