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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.

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Interview: Opto Sessions with Haydn Brain / "The USD Wrecking Ball."

The potential for the USD Wrecking Ball to be a geopolitical weapon.

Michael Kao

Oct 28, 2022

https://www.cmcmarkets.com/en/opto/hedge-fund-manager-michael-kaos-dollar-wrecking-ball-theory

Michael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball’, a metaphor to describe Dollar hegemony.

Having traded commodities at J.Aron and Goldman in the early 90s, Michael’s worldview embraces the significance of Oil. And subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of his own investment firm, Akanthos Capital Management, leave Michael uniquely placed to provide a truly holistic view of what moves markets.

While the US Dollar has appreciated enormously against a basket of international currencies, from Pound Sterling to the Japanese Yen, I ask Michael if the Dollar is too strong for its own good, and if so, how long could this historic Dollar strength last? Enjoy!

Overcast:

https://overcast.fm/+Y_H1aF660

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