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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

May 8, 2023

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:

Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.

Michael Kao

May 6

Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.

The Clash of the Titans between the Fed & OPEC+ could cause a Toxic Tug-of-War between Inflation and Deflation with a "Squid Game" outcome. I will build my case with several key observations.Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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Interview link is here:

https://www.realvision.com/onw6sk29s