Cameron Otsuka

The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center

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  • Description: Mine, Print, Hash - 2026 Week #05
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  • Tags: macro
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Kevin Warsh is the Fed Chair nominee. Matt Dines breaks down why he was likely the real pick this whole time.

Plus: the “Bermuda Triangle” forming between Japan’s life insurers, US private credit, and offshore reinsurance that is beginning to strain linkages.