Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes? Podcast Por arte de portada

Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?

Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?

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 In today’s Macro Minute, Darius Dale tackles two key questions: Is it time to buy protection, and did the BOJ just cave to bond market pressure? He breaks down market reaction to Trump’s early G7 departure, a potential dovish pivot from the BOJ, and the growing role of KISS as the optimal defense in a deepening Fourth Turning polycrisis. Plus, a client asks whether KISS is appropriate for investors in their 40s, 50s, or 60s—Darius shares a powerful, personal answer.
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