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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 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.
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.
I preview this thread in this interview with Andreas:
Interview link is here: