5 Comments
author

Tyvm!

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Nov 6Liked by Michael Kao

Excellent convo. Great points Michael. Keep up the great work.

PS you might find some of this half hour convo with Jim Grant and Shehzad Qazi, managing director of China Beige Book International.

https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000633505565

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Nov 5Liked by Michael Kao

Very insightful discussion and quite different from others I have heard. I especially appreciated your nuanced opinion of gold.

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Nov 3Liked by Michael Kao

Really great conversation, solid questions and incisive answers. Overall a thoughtful and illuminating piece, thank you.

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author

Appreciate the kind words always!

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