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.

Appearances

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Merryn Talks Money · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026 podcast

They're overinvested in bonds and underinvest in equities.

They start to see there's an inflation problem, equities could massively benefit.

Right.

So you suddenly see the surge of domestic money into the equity market.

Problem with that, of course, is there's an inflation problem.

And if the yen will be the pressure valve there.

So that's why owning uh Japanese equities is a great thing, I think.

Yeah.

You want to have that currency hedged.

I think that's exactly what I'm saying.

If if if the big trade here, if I'm right, and it's a big inflation thing in in Japan, then um and Japan will do everything to try and prevent that, but the the the release valve, if you like, the adjustment mechanism will be the yen.

The yen will go.

If you've got a big inflation problem in Japan,

the yen will go.

Oh wait, so so over the longer run you're expecting the yen to weaken further rather than you could see you could see in the shorter term money coming in and all that stuff.

But once that hedging is done, it's kind of done.

I think it's a big s sorry to you about John's just run out the door to Hedgey's Japanese empathy.

My broker.

Yeah, I mean they they said they said I I think he clarified said we're against crude cuts.

Um but but the stage is set and you kinda know I think where where people's kinda sympathies lie.

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