Is it time to buy protection? Did the BOJ cave to Japanese government bond vigilantes?
- Author
- 42 Macro
- Published
- Tue 17 Jun 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=2eb16bea173e47929914bba03fe2f2a0&utm_campaign_id=podcast&content=mm_2025-06-17&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
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.
