Japanese bond yields and carry trade

What experts have said about Japanese bond yields and carry trade

1 statement · 1 negative

1. David FriedbergNegativeMay 22, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   High Japanese yields and carry-trade exposure could trigger a credit crisis.

   “I would think that this is one of those things that could be a catalyst for a, for a credit crisis”

   Listen at 1:25:24

   Open the episode · SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.