Rubicon's Brewer on Japan, Abenomics, Economy

The video discusses the challenges and strategies in managing funds with volatility, particularly in macro strategies. It highlights the difficulties in predicting central bank actions due to extreme monetary policies and the impact of fund size on market opportunities. The discussion also focuses on Japan's economic strategies, including the Abenomics project and the role of monetary policy in encouraging risk-taking by Japanese investors.

What opportunities are currently appealing to macro managers, particularly in Japan?

How do changes in the Bank of Japan's policies affect Japanese investors' behavior?

In what ways do macro funds manage their portfolios to anticipate volatility?