Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also explore the expectedly/unexpectedly hot CPI print and take lessons for the future. Spoiler alert: We think the market is wrong about the yen!

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Timestamps:

(00:00) - Intro

(01:12) – Taxonomy of crashes/debating globalization

(12:26) – China, Janet Yellen,

(27:34) – Japan

(47:00) – Globalization revisited

(55:00) – Shameless plug

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Referenced in the Show:

NYRB article: https://www.nybooks.com/articles/2024/04/04/the-crash-next-time-seven-crashes-harold-james/

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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