An Era Ends for Buffett, and for Cheap Money

Daily video by Korra · 18 September 2026

While markets process the end of an era with Warren Buffett stepping down, the Bank of Japan just ended an era of its own, hiking rates to a 31-year high…

Transcript

While markets process the end of an era with Warren Buffett stepping down, the Bank of Japan just ended an era of its own, hiking rates to a 31-year high.

The headlines today are dominated by Buffett's departure from Berkshire Hathaway. But overnight, the Bank of Japan delivered a quarter-point rate hike to one-point-two-five percent. This isn't just another central bank move; it signals the final chapter of decades of zero-interest-rate policy that flooded the world with cheap capital.

The Federal Reserve hiked yesterday. The Bank of Japan hiked today. This is a coordinated global shift away from easy money. And while markets are showing some relief for now—Bitcoin is over seventy-eight thousand, and Solana is up over four percent—the larger story is that the liquidity tide is officially going out.

This is exactly the dynamic we've been tracking. You can follow my analysis on the 'Warsh's Fed, BOJ's Yen' page on korra dot finance. The real test is whether risk assets can keep rallying when the world's most important central banks are actively tightening the screws.

Information only, not investment advice.