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Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-income and the economy. He argues that shorting the yen // buy non-yen-denominated assets trade, the \u201cgreatest carry trade in the world,\u201d may be unwound as the Bank of Japan steers away from yield curve control and potentially will raise interest rates. This would have massive implications on global markets, which Glinsman expounds on in depth. Filmed on November 20, 2023.\n__\nMetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio: https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[\u2026]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes\n__\nFollow Nicholas Glinsman on Twitter https://twitter.com/nglinsman\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(09:19) The Deficit Will Probably Increase, Not Decrease\n(11:05) U.S. Election\n(15:21) Crypto & European Sovereign Debt Crisis\n(26:13) Germany's Fiscal Situation\n(31:51) Geopolitics in Middle East\n(35:26) The "Biggest Carry Trade In The World"\n(56:03) Stock Market\n(01:07:27) U.S. China Relations Are Improving\n__\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.