Japan Is Trying to Stop the Yen Carry Trade… It Won’t End Well

Japan Is Trying to Stop the Yen Carry Trade… It Won’t End Well

July 12, 2026 · 21 min · Episode 1434

About this episode

The episode discusses Japan's attempts to address the yen's decline and the complexities of the carry trade.

Head to https://gamma.app/signup to check out GAMMA and start designing today! Japan may have finally figured out why the yen keeps getting crushed. And no — it’s not because some hedge fund in New York borrowed a few billion yen and YOLO’d it into U.S. Treasuries. That’s the cartoon version of the carry trade. That’s the version financial media repeats because it sounds simple: borrow cheap yen, buy higher-yielding assets overseas, yen goes down. But that is not the real carry trade. Eurodollar University's conversation w/Steve Van Metre https://www.facebook.com/FastMoney/videos/japanese-yen-is-flashing-major-warning-sign-for-market-bk-asset-managements-kath/2457269361418309/ https://www.youtube.com/watch?v=YYPAgPp29UI https://www.youtube.com/watch?v=ubDFvdI02EQ https://www.youtube.com/watch?v=Nnad9Bif87o https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place…

People in this episode

Host: Jeff Snider

Guest: Steve Van Metre

Topics covered

Mentioned in this episode

Organizations: GAMMA, Eurodollar University, Bravais Social

Places: Japan, U.S. Treasuries

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