Kaoboy Musings

Kaoboy Musings

Interview: A Macro Conversation with Andrew Brill of Wealthion + Positioning Update.

Here is an interview I did this week with Wealthion's Andrew Brill discussing the implications of the Return of Pusillanimous Powell. I include a post-interview Positioning Update at the end.

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Michael Kao
Sep 15, 2024
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Here is an interview I did this week with Wealthion's Andrew Brill discussing the implications of the Return of Pusillanimous Powell. The discussion is timely given next week’s FOMC meeting. I include a post-interview Positioning Update at the end.

Pleased to be invited to Wealthion for the first time, and a big thank you to Rudy Havenstein for his kind comments and re…

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