About this episode

The episode discusses the U.S.-Japan intervention to support the yen, Trump's decision on Iran, and the collapse of an AI hedge fund.

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. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision…

People in this episode

Hosts: Andreas Steno Larsen, Mikkel Rosenvold

Topics covered

• U.S.-Japan intervention
• currency markets
• Donald Trump
• AI hedge fund
• carry trade
• Iran talks
• oil markets

Keywords

• yen
• currency intervention
• Trump
• AI hedge fund
• carry trade
• oil
• market reaction

Sponsors

Monarch, Plus500 US

Mentioned in this episode

Places: U.S., Japan, Strait of Hormuz

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