Goldman's Swell: 'Crisis of Confidence' in U.K. on Brexit

The video discusses the economic challenges facing the UK, particularly in light of Brexit. It highlights the concerns of foreign investors regarding UK assets, the impact of Brexit on the yield curve, and the uncertainty surrounding the UK's future relationship with the EU. The discussion also compares the UK and Japan's economic situations, focusing on investment risks and opportunities. The video concludes with an analysis of Japan's market, emphasizing the role of the Bank of Japan and the challenges of investing in JGBs.

What are the potential risks associated with owning long-dated UK assets?

How does the speaker differentiate between the UK and Japan in terms of investment attractiveness?

What is the speaker's view on the Bank of Japan's influence on the JGB market?