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Japan, Bonds, Yen, Free Asset Confidentiality Webinar and much more

·28 min·1 clip

Japan cannot save both its bond market and its yen, according to the host.

1. The Contrarian Capitalist Podcast episode centers on midweek macro commentary from Asuncion, Paraguay, on Wednesday, 11 February. 2. The host speaks as the show’s writer and commentator, and he highlights Adam Fyred because the two will host a free asset confidentiality webinar on Friday, 20 February at 7:00 central time. 3. The episode asks what Japan’s election, U.S. debt, and commodity moves mean for real assets and fiat currencies. 4. The host says Shinai Takaichi called Japan’s election for Sunday, 8 February because her majority in the lower house was razor thin. 5. He says the LDP now has a 315-seat super majority, which he treats as the political basis for financial reforms. 6. He argues that those reforms will reduce stress on the Bank of Japan and Japan’s bond market. 7. He says the Nikkei opened the week at 57,280, reached 52,596, and sits around 57,100 to 58,174 in the current candle. 8. He says Japan will not be able to save both the bond market and the yen, echoing a point he attributes to Santiago Capital’s Johnson and other podcasts. 9. He says any attempt to protect the bond market will probably come at the yen’s expense. 10. He connects yen printing to higher prices for gold, silver, and other real assets priced in yen. 11. He says the U.S. added $481 billion in debt in three months and borrowed $2.28 trillion over seven months. 12. He mentions historic negative jobs revisions and says the U.S. may have 1 million fewer jobs added in 2025 than previously thought. 13. He cites an article on public trust in U.S. government and says the U.S. fell to 29th place out of 182 in the corruption perception index with a score of 64. 14. He says the S&P 500 at 6,941 looks range bound, while the Nasdaq at 25,201 gives him more cause for concern. 15. He says the Dow Jones at 50,121 is still trending upward, though he notes that the VIX at 17.65 remains normal. 16. He says the dollar index at 96.907 broke a major trend line and may continue lower, drop sharply, or unexpectedly reverse. 17. The tone is informal, market-focused, and self-correcting, with the host repeatedly noting jet lag and lack of sleep. 18. The format mixes housekeeping, market charts, news links, and brief opinions on geopolitical developments. 19. Best for listeners who follow macro markets, Japan, and commodities. 20. Skip it if you want tight editing or minimal market housekeeping.

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