Jim Grant – Big, Dumb Japanese Banks

Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz.


0:07 Intro

1:16 Japanese banks and their #dollars

5:55 TCW’s Tad Rivelle channels David Stockman

8:14 Janet #Yellen isn’t worried

11:30 “The way forward is clear.” Is that so?

14:02 #Kraft Heinz CEO responds to critics

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Tight japanese labor market inflation
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