yen
4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Nov 28, 2022 by Charles Van Vleet · across every show →
Everything said about yen, oldest first
Nov 28, 2022 bullish
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…”
Jul 10, 2023 bullish
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.”
Sep 11, 2023 positive
Sep 22, 2025 neutral
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…”