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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: Real Vision Daily Briefing with Maggie Lake / USD Wrecking Ball Resurgence.

Talked about USD Wrecking Ball resurgence, West Point, and other macro stuff.

Michael Kao

Feb 22, 2023

https://www.realvision.com/shows/daily-briefing/videos/can-anyone-outhawk-the-fed-erJo?tab=details

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.

YouTube:

Real Vision @RealVision

The Real Vision Daily Briefing 📊 The Fed has made its stance clear: more rate hikes to come. @maggielake talks to @UrbanKaoboy about the global economy and why he's worried that too many investors are in a dangerous cycle of overexposure. LIVE 👇 https://t.co/21l5Ajf1o4

3 Comments

Merger Man

Writes Merger’s Substack

Feb 23Liked by Michael Kao

Mike - good interview. I’m a till working thru/digesting your many posts. One quick question is why do you believe the MoF will allow the BoJ to sacrifice the Yen and not the bond market considering ~70% of the debt is owned by the BoJ itself and positive NIIP? Any posts or previous threads you could point me to would be greatly appreciated.

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1 reply by Michael Kao

Macro_Domino

Feb 23

Hi Michael, in your interview you mentioned a video of Andrew Hunt regarding Chinese banks. Could you share the link if public? thanks

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