🔴 Buckle Up! Something Bad Is Brewing In Japan's Debt Market | Chris Macintosh

Claim your 🌟SPECIAL🌟 $1,000 discount on Capitalist Exploits Insider HERE: https://capitalistexploits.at/insider-special-price/?orid=36010&sid=260706 Follow me on Substack: https://capitalcosm.substack.com/ 🌟Support the show by checking out our affiliates below🌟 ✅ Unlock a 🌟SPECIAL🌟 10% Discount on The Trends Journal using coupon code CAPITALCOSM: https://trendsjournal.com/ref/139/ ✅ Get your SPECIAL $300 DISCOUNT to Uranium Insider HERE: https://members.uraniuminsider.com/a/2148128421/ujimRAqa ✅ GET 10% OFF YOUR DIRTY MAN SAFE HERE: www.dirtymansafe.com link with Code: CAPITOLCOSM ✅ Use the same charting tool I use, by starting HERE: https://www.tradingview.com/?aff_id=140845 DISCLAIMER: This description may contain affiliate links. Follow me on X: https://twitter.com/CapitalCosm CHAPTERS: 00:00 - Introduction and Bond Market Outlook 01:11 - Is the Dollar Dying? Relative Currency Value Discussion 04:10 - The Global Collapse of Fiat Currency and Inflation 05:30 - Practical Investment Responses to Currency Devaluation 08:01 - Analyzing the US vs. Japanese 10-Year Yield Differential 10:00 - The Unwinding of the Yen Carry Trade and JGB Yields 11:21 - Impact of Rising Interest Rates on "Cheap Money" Sectors (Net Zero, Tech, AI) 14:24 - Arbitrage Opportunities in Global Bond Yields 16:20 - Growth vs. Value Equities: A New Market Cycle 18:28 - Dividend Portfolio Updates and High-Yield Opportunities 21:00 - Deep Dive into Energy Sector Value: Rigs and Vessels 23:18 - The Power of Compounding Dividends in a Cyclical Bottom 24:14 - Understanding Market Cycles through a Real Estate Analogy 26:43 - Why the Energy Space is Currently Undervalued 31:04 - Lessons from Famous Hedge Fund Managers (Julian Robertson) 34:14 - Current State of Global Oil Prices and Inventory Drawdowns 37:05 - Refined Products vs. Crude Oil: Refining Capacity Issues 38:29 - Final Thoughts on Finding Value in Unloved Markets Business inquiries: [email protected] Disclaimer: The content provided in this video is for informational purposes only and does not constitute financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions. The creator and the channel shall not be held responsible for any financial losses or decisions made based on the information provided in this video. Investing involves risks, and past performance is not indicative of future results. Always do your due diligence and seek professional advice before making any financial decisions. The views and opinions expressed by the guest in this video are their own and do not necessarily reflect the views or opinions of this channel, its host, or its affiliates. The content provided is for informational purposes only Copyright © 2026 CapitalCosm, LLC All rights reserved. #oilprice #marketcrash #capitalcosm