Kaoboy Musings

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Kaoboy Musings
Interview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.

Interview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.

We talk about the "Hawkish Pause," Inflation, "Higher For Longer," Oil & a potential CNY devaluation.

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Michael Kao
May 09, 2023
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Kaoboy Musings
Kaoboy Musings
Interview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.
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Michael Kao's Deep Global Macro Musings

Andreas Steno Larsen welcomes Michael Kao, CEO of Akanthos Capital Management, to unpack his views on the inverted U.S. Treasury yield curve, the dollar, oil markets, U.S. recession risk, and a Chinese economic ticking time bomb.

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