About this episode

The episode discusses the U.S.-Japan intervention to support the yen, Donald Trump's geopolitical decisions, and the fallout from an AI hedge fund's collapse.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade. L...

People in this episode

Hosts: Andreas Steno Larsen, Mikkel Rosenvold

Topics covered

• currency intervention
• market reaction
• carry trade
• U.S.-Japan relations
• AI hedge funds
• geopolitical tensions

Keywords

• yen
• currency
• interest rates
• Donald Trump
• AI hedge fund
• market analysis
• geopolitics

Mentioned in this episode

Organizations: Leopold Aschenbrenner

Places: U.S., Japan

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