Jens Nordvig - Japan’s Debt Crisis: A Global Economic Contagion?

Opto Sessions – Invest in the Next Big Idea

Get Opto’s best content every day, by subscribing to our FREE Newsletter:
www.cmcmarkets.com/en/opto/newsletter

Jens Nordvig is Founder & CEO of Exante Data and MarketReader. An alumnus of Goldman Sachs, Bridgewater Associates, and Nomura, we dig into Jens’ career to understand the world-renowned culture at Ray Dalio’s Bridgewater, and how those experiences have informed his unique investment approach.
Today’s focus is Japan, as the country’s finance minister warns Japan’s finances have become increasingly precarious, to an almost “unprecedented degree”, we first look back, to understand how the world’s third-largest economy has amassed the heaviest debt burden in the industrialised world.
Next, Jens’ covers Japan’s monetary policy, commenting on a historic move last December, and the BOJ’s decision to maintain the policy balance rate last week. Our focus on Japan ends with an explanation of the ripple effect this situation is having on equity and currency markets around the world.
We finish with Jens’ ‘next big idea’, an underreported economic trend he reckons listeners should keep a close eye on, in 2023.
Exante Data: https://www.exantedata.com/
MarketReader: https://marketreader.com/
Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.