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Money Maze Podcast
Simon Brewer and Will Campion interview leading investors, asset managers and business leaders to unravel the investment world.
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Who is Scott Bessent? Meet Trump's New US Treasury Secretary
Bessent sees Japan as a major live thesis: the Nikkei and TOPIX are gonna break through the all-time high, supported by governance reform, reshoring, and possible BOJ action.His long-yen trigger is a BOJ tightening cycle as the Fed nears its end, but CTA short-yen positioning, China-Taiwan tensions, and slow-motion de-dollarization keep sequencing and downside risks in focus.