Discover more from Kaoboy Musings

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

Over 9,000 subscribers

Interview: The RO Show Podcast with Rosanna Prestia / Macro, Markets, Money & METAL!

I wore my Slayer jersey just for the occasion!

Michael Kao

Apr 17, 2023

YouTube:

https://twitter.com/RosannaInvests/status/1647785940767604738

Episode 53:

On today's show I speak with the super brilliant and cool, Michael Kao, a fellow metal head and entrepreneur with over 30 years experience in money management. We speak extensively about capital structures, arbitrage, commodities, investing and our favorite metal bands. This is an enlightening discussion based on the intersection of finance, geopolitics and thrash metal! Listen and learn!

• Background in Markets - from Goldman Sachs to Family Office and Substacks!

• Entrepreneur & 4 Goals of Kaoboy Musings Substacks -

• Capital Structures & Arbitrage

• Macro:

• FED & Inflation

• Liquidity & Money Supply

• Energy & Oil

• Earnings Recession

• Geopolitics

• Money: Dollar as Global Reserve Currency

• Markets

• Diversification Across Asset Classes

• Commodities

• Thoughts on Future - Economy & Markets

• METAL!