Yen
topic on 3 shows · 6 statements across 6 episodes
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6 statements about Yen, every show
Paul Tudor Jones: The Japanese yen is ripe to rally sharply
“Again, the Yen's a great example. It's been completely undervalued for the past 24 months. Way off sides. It's so ripe to rally sharply, but it needed a catalytic moment, and that catalytic moment was this new president that was just, a new prime minister that…”
Wagner: Finepoint hedges all non-dollar exposures back to US dollars
“Since we're fundamental investors, we hedge currency, commodity, and interest rates at the investment level. So for example, we hedge the yen. We don't have a view on the yen dollar. We think about ourselves as being dollar investors. So we hedge anything that…”
Ray Dalio: Gold is the world's third-largest reserve currency
“Gold is the third largest reserve currency, by the way. Dollars euros, gold, and then yen.”
Puffer: USD, yen, and Swiss franc act as crisis tail-risk hedges
“When we think about crisis periods, the US dollar, the yen, Swiss franc, really play a role of tail risk Hedges and natural diversifiers.”
Aitken: Japanese equities will continue re-rating and gaining popularity beyond 2023
“There's a whole range of world-class businesses in Japan that have progressively been re-rated, and I would expect that to get more popular. Not just over the remainder of this year, but beyond, particularly if the yen turned around for any reason.”
Textron Pension Holds 5% Levered Long US Dollar Position
“A really easy place to fall back that we have consistently is we just remain overweight U.S. Dollar. We have a standing long dollar with a short versus yen, Aussie, and Euro, and it's a positive carry. We do it unfunded, so it's levered. It's a five percent po…”