All-In with Chamath, Jason, Sacks & Friedberg
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
Chamath Palihapitiya
net new debt every 100 days. So having the Japanese consumer subsidize all of this by taking it on the chin, you know, in terms of inflation in order to provide this yen carry trade, you could argue has been very beneficial to the U.S. Treasury.
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