Japanese capital repatriation flows, unlike Mike Green's passive robot flows which move slowly and steadily, would likely be 'fast and furious.' This is because once the Japanese Government Pension Investment Fund (GPIF) initiates repatriation, it sends a green light to all other pension funds who copy GPIF to avoid risk of underperformance, creating cascading repatriation flows.
causalpending
Speaker
Louis GavkEvidence Quote
“when the GPIF does something, it gives a green light to everybody else...all I have to do really is copy whatever the GPIF...is doing”
Source
There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 6:25:43 PM
My Notes
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