Zaid Admani
speaker
17,630 appearances
160 recordings
1 series
first heard Oct 2025
last heard yesterday
Zaid Admani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 160 in all, peaking in Jul 2026 with 29.
Appearances
So we'll continue to stay on top of all those factors.
voice-verified
So if you're new here, definitely get subscribed to the podcast if you haven't already and tune in every day to stay in the loop.
voice-verified
Let's run through some headlines starting with Japan.
voice-verified
The Bank of Japan just announced that they were hiking interest rates to 1.25%.
voice-verified
That is the highest rate Japan has had since 1995.
voice-verified
Now, before you hit the skip button, I know what you're thinking.
voice-verified
Why should you care about what the Japanese central bank is doing right now?
voice-verified
Well, here's why it matters.
voice-verified
Matters to you and US investors in general.
voice-verified
A quick history lesson first.
voice-verified
For about 30 years, Japan was the land of free money.
voice-verified
Rates in Japan were at near zero, sometimes below zero percent.
voice-verified
The reason Japan kept interest rates so low for so long was because they were fighting deflation.
voice-verified
And since money was basically free to borrow in Japan for so long, global investors were going to Japan to borrow money in yen and then take that money out of Japan.
voice-verified
And putting into higher returning assets somewhere else, like US bonds and stocks.
voice-verified
That is called the Yen Kerry trade, and it's been happening for years now.
voice-verified
At the same time that was happening, Japanese investors themselves sent a ton of money overseas because returns at homes were so low.
voice-verified
Today, Japanese investors own around $2.5 trillion worth of US stocks, bonds, and other assets.
voice-verified
In fact, Japan is the single largest foreign holder of US treasuries with roughly
voice-verified
1.1 trillion dollars.
voice-verified
Showing 301–320 of 17,630 · page 16 of 882
← Previous
Next →