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We go into the carry trade, the US dollar, and other things. Video format below. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
Going over what needs to be improved to have a better performance in 2026. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com

2026: Repeat of 2025?

Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
免責: このページに埋め込まれているポッドキャストとアートワークは JB & D からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。