The Debasement Trade Isn’t as Safe as You Think - This video explains Why!
Автор: Brent Johnson Milkshakes Pod | Investing • Finance
Загружено: 2025-12-21
Просмотров: 8393
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The Debasement Trade feels inevitable. Deficits rise, central banks expand, currencies weaken, and real assets win.
But it isn’t that simple.
In this video, we explain why debasement is not a one-way bet, and how the dynamics of yen and dollar carry trades can flip the script. When these trades unwind, they don’t fuel inflation — they force deleveraging, create dollar shortages, and tighten global financial conditions.
That pressure can overwhelm debasement narratives, at least temporarily, and catch investors off guard.
The long-term story may still favor real assets. But the path matters. And carry trades have a habit of breaking at exactly the wrong time.
Watch this video before assuming the trade is obvious.
The link to Michael Nicoletos' article on this topic is below:
https://michaelnicoletos.substack.com...
FULL-LENGTH EPISODE 150 (December 21, 2025)
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