What podcasts say about Eric Wallerstein

Every statement, with the speaker, the exact quote and the moment it was said.

What Eric Wallerstein has said on podcasts

14 statements · 8 positive · 3 negative · 1 mixed · 2 neutral

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
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
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
on Japanese bondsNegativeSep 23, 2026· Monetary Matters with Jack Farley
Japanese bonds should be sold.
“I would still sell their bonds”
Listen at 30:44
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Bank of JapanNegativeSep 23, 2026· Monetary Matters with Jack Farley
The BOJ will remain behind the curve.
“i think the boj is going to remain kind of behind the curve”
Listen at 30:46
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Korean wonPositiveSep 23, 2026· Monetary Matters with Jack Farley
The Korean won is preferable to the yen.
“i way more favor like the korean won than the yen”
Listen at 30:50
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on South KoreaPositiveSep 23, 2026· Monetary Matters with Jack Farley
South Korea will quickly recycle AI income through its broader economy.
“I think South Korea is fortunate though, because, or they've been proactive to hedge against this, but I think they're going to recycle it through the rest of the economy quite quickly.”
Listen at 32:26
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on South KoreaPositiveSep 23, 2026· Monetary Matters with Jack Farley
South Korea could reindustrialize and broaden growth drivers through the AI boom.
“their economy could really re-industrialize and broaden out the drivers of that growth on the back of this boom”
Listen at 33:05
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Korean wonPositiveSep 23, 2026· Monetary Matters with Jack Farley
The Korean won is an attractive investment.
“love the one”
Listen at 33:22
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Korean wonPositiveSep 23, 2026· Monetary Matters with Jack Farley
The Korean won is a more reliable investment than the yen.
“i think the one is a much more sure thing”
Listen at 33:33
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on South Korean interest ratesNeutralSep 23, 2026· Monetary Matters with Jack Farley
Korean rates could reach 4% while Japanese rates reach 1.75%.
“If Japan gets to 1.75%, Korea is at like three and a half. I think they could probably get to four.”
Listen at 34:00
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Japanese yenMixedSep 23, 2026· Monetary Matters with Jack Farley
The yen may reach 150 if war ends, or 160 if war continues.
“The war ends like you probably just stick at 155, maybe 150. The war continues. You got to keep fighting it. You probably go to 160.”
Listen at 34:55
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Japanese yenPositiveSep 23, 2026· Monetary Matters with Jack Farley
The yen will remain a good funding currency.
“i think it's still going to be a good funding currency”
Listen at 35:29
Open the episode · Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group
on Canada’s economic trajectoryNegativeSep 23, 2026· Monetary Matters with Jack Farley
The Canadian economy remains a bearish outlook.
“I've been pretty bearish in the Canadian economy, continue to be”
Listen at 52:40
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.