Kaoboy Musings

Share this post

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

www.urbankaoboy.com

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 10,000 subscribers
Continue reading
Sign in

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
3
Share this post

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

www.urbankaoboy.com
Share

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.

Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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

Apple Podcast:

Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

3
Share this post

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

www.urbankaoboy.com
Share
Comments
Top
New
Community

No posts

Ready for more?

© 2023 Michael Kao
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing