Video - Global Macro Playbook

Oct 10, 2023

[Video] Currency Intervention: Will Japanese Government Draw a Line in the Sand?

The Japanese Yen keeps falling these days. How far will it go? Will the Japanese government draw a line in the sand and intervene in the forex market? We talked to Bruce and Takehiko Nakao, the former vice finance minister of Japan, for a deep dive into the topic. In

Sep 19, 2023

[Video] The Next Crisis in Pensions and US Government Debt

With an explosion in government deficit and an elevated interest rate environment, are we seeing the beginning of a crisis in sovereign debt and pension funds? In this episode, Bruce is joined by Nicholas Glinsman for a deep dive on this topic.

Sep 15, 2023

[Video] Will Inflation Save Japan from the Lost Decades?

Is Japan finally getting out of the Lost Decades? In this video interview, Bruce Liegel and former BOJ Deputy Governor Masazumi Wakatabe explained the macro forces that are driving the Japanese economy and stock market.