Kaoboy Musings

Kaoboy Musings

Interview: Forward Guidance with Jack Farley / BTFP does NOT mean BTFD!

Bank crisis ring-fenced -> Fed's Inflation fight not over ->BTFP ≠ BTFD -> China's hidden debts -> USD Wrecking Ball.

Michael Kao's avatar
Michael Kao
Mar 15, 2023
∙ Paid

Always a pleasure to be hosted by Jack Farley:

User's avatar

Continue reading this post for free, courtesy of Michael Kao.

Or purchase a paid subscription.
© 2025 Michael Kao · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture