The End Game Ep 33 - James Aitken

Episode 33 sees the return of James Aitken of Aitken Advisors for his third appearance on the End Game. As you’re about to hear, there’s a very good reason for that - not only does James have as good a grasp on the myriad facets of global markets as anybody, he’s also a brilliant communicator (as we’ve seen in his earlier visits to the podcast). Now, however, as two years of searching for an End Game moves towards a climax, James offers his thoughts on the predicament in which Kuroda-san at the BoJ finds himself as he tries manfully to stick to Yield Curve Control in the face of a dramatically weakening yen and a bond market which looks in no mood to let him continue to have his cake and eat it. James also outlines where the Fed, the BoE and the ECB currently stand with a focus on the recent travails of the RBA. This is a true masterclass in macro thinking.