Simon White

speaker

448 appearances 2 recordings 1 series first heard Jul 2026 last heard 11 Sep

Simon White’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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And so you've got this stage now.

The yen started to rally a bit 'cause you've had some of these in interventions, so it's moving in that direction.

But the more it does, the more it draws in uh these unhedged investors. 'Cause they're suddenly like, Oh I'm losing money now.

Yeah.

A better hedge or I'll take the hedge, you know, or or take off the position or whatever.

But that then feeds in itself and becomes self fulfilling.

And if you look at like the hedge ratios are very low right now, so there's a lot of potential there.

Yeah.

And second of all, you can look at various measures that show that they're getting more sensitive to the currency uh rising.

So there's more chance that they're likely to to hedge.

So I think Besson's actually pushing an open door on that one.

And this is

And this

they don't even need to bring the home, they just need to put the hedges on.

So they can actually leave the assets.

Yeah.

So that that's kind of what I'm thinking, is it that you know what?

They're like, Do you know what better hedge now? 'C we've let ourselves we'll keep the assets.

We don't need to sell treasuries and, you know, annoy Scott Besson, right?

I really like get in his way.

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