Zaid Admani
speaker
18,553 appearances
166 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 — 166 in all, peaking in Jul 2026 with 29.
Appearances
Model where oil prices will go from here.
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So I think that's gonna be the big thing to watch the rest of the year.
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If oil keeps cooling off, that should take some pressure off inflation, which should take some pressure off bond yields, which is exactly what the stock market wants to see.
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So we'll continue to stay on top of all those factors.
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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.
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Let's run through some headlines starting with Japan.
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The Bank of Japan just announced that they were hiking interest rates to 1.25%.
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That is the highest rate Japan has had since 1995.
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Now, before you hit the skip button, I know what you're thinking.
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Why should you care about what the Japanese central bank is doing right now?
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Well, here's why it matters.
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Matters to you and US investors in general.
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A quick history lesson first.
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For about 30 years, Japan was the land of free money.
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Rates in Japan were at near zero, sometimes below zero percent.
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The reason Japan kept interest rates so low for so long was because they were fighting deflation.
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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.
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And putting into higher returning assets somewhere else, like US bonds and stocks.
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That is called the Yen Kerry trade, and it's been happening for years now.
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At the same time that was happening, Japanese investors themselves sent a ton of money overseas because returns at homes were so low.
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Showing 1221–1240 of 18,553 · page 62 of 928
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