Eric Wallerstein

What Eric Wallerstein has said on podcasts

14 statements

1. on Bank of JapanNeutralSep 23, 2026· Monetary Matters with Jack Farley

   The BOJ will hike only a couple more times before stopping.

   “I think like the BOJ will hike a couple more times and that's it. And then they're done.”

   Listen at 28:34

   Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
2. on Japanese stocksPositiveSep 23, 2026· Monetary Matters with Jack Farley

   Japanese stocks will outperform other markets, including in a bear-market scenario.

   “I think Japanese stocks are going to be great. They're going to be better than everywhere else, no matter what happens.”

   Listen at 30:10

   Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
3. on Japanese stocksPositiveSep 23, 2026· Monetary Matters with Jack Farley

   Japanese stocks will outperform globally.

   “Japanese stocks are going to be great. They're going to be better than everywhere else”

   Listen at 30:11

   Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 23, 2026Energy shock puts central banks and markets on collision courseMonetary Matters with Jack FarleySep 23, 2026Guest