The Peruvian Bull - Japan’s Doom & Bitcoin’s Boom

The Contrarian Capitalist Podcast · Jul 8, 2025 · 1h

Today’s guest is Roberto Rios aka The Peruvian Bull, of the popular The Dollar Endgame Substack. The Peruvian Bull is a well-known analyst in finance & macroeconomics and a patriotic American.

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This podcast/video covers a plethora of subjects, including:

* Japan and the carry trade unwind

* Japanese demographics and savings facts

* Bond markets and systematic failures that lay ahead

* Game theory between saving the Yen v saving the bond market

* What the likely outcomes are globally when Japan fails

* Global liquidity and…