Kaoboy Musings

Kaoboy Musings

Interview: Real Vision Spotlight on Oil.

Is Crude Oil the Best Inflation Hedge? And Other Oil Questions

Michael Kao's avatar
Michael Kao
Apr 22, 2021
∙ Paid

Featuring Michael Kao

Apr 21, 2021 • 38 minutes

Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also high…

User's avatar

Continue reading this post for free, courtesy of Michael Kao.

Or purchase a paid subscription.
© 2026 Michael Kao · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture