Discover more from Kaoboy Musings
Interview: Real Vision Daily Briefing with Maggie Lake / USD Wrecking Ball Resurgence.
Talked about USD Wrecking Ball resurgence, West Point, and other macro stuff.
Featuring Michael Kao and Maggie Lake
February 22 at 1:00PM • 0 minutes
After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why he’s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure. Plus, we’ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why there’s opportunity in supply chains even if they don’t ease. You can watch that entire interview here: https://rvtv.io/3YUly3j We want to hear from you, so be sure to get your questions in.
Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.