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Monday, May 19, 2025
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HomeHappening NowGeorge Gammon explains the mayhem of yen trading

George Gammon explains the mayhem of yen trading

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George Gammon hosts the Rebel Capitalist Show on YouTube and manages the Rebel Capitalist Pro platform. George is one of my favorite economic commentators and has been a friend of mine and my podcast for years. I often describe his podcast as similar to mine, more thoughtful, more educational, and more helpful with less lice and fart jokes. Hey, everyone has their own style.

This is a discussion I had with George on Monday night after the chaos in US markets on Monday, which followed a 12% drop in Japanese stocks on Sunday night into Monday.

In this podcast we talked about:

  • What is yen trading and why it is spoiling the works in the US

  • Other Risks to US Markets and the US Economy

  • If George thinks we're headed for a debt crisis (the answer might surprise you)

  • What the bond market tells us

  • How does George think the Fed will react to this volatility

  • What George thinks the market will do in both the short and medium term

Paid subscribers can listen to the full hour-long audio above and access the full transcript along with the audio.

But in short, this is how George described the yen carry trade:

SOURCE LINK HERE

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