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#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics

#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics

Update: 2026-01-24

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Marty sits down with Robert of Infranomics to discuss the fragility of the global bond market, Japan's yield curve crisis and its ripple effects on U.S. treasuries, the end of globalization, rising political polarization, and why Bitcoin and gold are the only assets worth holding in a fiscally dominant world.

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#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics

#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics