Kyle Bass has been beating the drum on an upcoming disaster in Japan for several years.
The recent radical monetary easing policy announced by Japan and the massive stock market rally has put the country front and center.
In the video below hedge fund Otterwood Capital takes a detailed look at the new financial plan which involves doubling the supply of money in Japan over the next two years and how it is likely to play out.
The short answer is that it isn't going to play out very well. As soon as interest rates start going up, Japan is in big trouble.
The recent radical monetary easing policy announced by Japan and the massive stock market rally has put the country front and center.
In the video below hedge fund Otterwood Capital takes a detailed look at the new financial plan which involves doubling the supply of money in Japan over the next two years and how it is likely to play out.
The short answer is that it isn't going to play out very well. As soon as interest rates start going up, Japan is in big trouble.
