Podcast

The Universal Owner — Monday, September 7, 2026: Capital Is Being Given a Job

China put Rmb360bn into eight state banks and insurers and the market marked it down. Japan spent a record $98.7bn holding the yen up. Korea stopped hedging. Australia wants future contributions to pay the rent. Four long-horizon savings pools, four short-term jobs.

The Universal Owner — Monday, September 7, 2026: Capital Is Being Given a Job

The Universal Owner · Daily podcast · Monday, September 7, 2026

China put Rmb360bn into eight state banks and insurers and the market marked it down. Japan spent a record $98.7bn holding the yen up. Korea stopped hedging. Australia wants future contributions to pay the rent. Four long-horizon savings pools, four short-term jobs.

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