This post originally appeared on February 16, 2023

Mark Rossano and I predicted the problems at the Bank of Japan two months before they capitulated and raised rates.

The New York Alternative Investment Roundtable hosted us today to see what we thought has changed since then. You can see the whole video here:

https://ny-alt.org/2023/02/15/nyair-episode-90-has-the-forecast-changed/

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