Kaoboy Musings

Kaoboy Musings

Interview: Dale Pinkert/TradeGATEHub Discussion - The Macro Bogeymen of Shadow Banking, Institutional Illiquidity, Sovereign Bonds, USD Wrecking Ball.

Dale and I had a rapid-fire discussion of a myriad of Macro Bogeymen, from Shadow Banking Risks, Institutional Illiquidity, Sovereign Bonds, and of course the USD Wrecking Ball. See Show Notes Thread!

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Michael Kao
Jun 30, 2024
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It was nice to be invited back by Dale Pinkert and TradeGATEHub.

Dale and I had a rapid-fire discussion of a myriad of Macro Bogeymen, from Shadow Banking Risks, Institutional Illiquidity, Sovereign Bonds, and of course the USD Wrecking Ball.

Please see my detailed Show Notes Thread below, where I clarify and reference what I say verbally into written fo…

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