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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 Maggie Lake / Fed, Inflation, USD, Macro.

We cover a lot of ground in today's discussion on a lot of Macro topics: Fed, Inflation, USD, Macro, etc.

Michael Kao

Jul 31, 2023

Maggie Lake and I chat about everything from the strength of US Consumer, the “Ivan Drago” Fed, Inflation, the USD Wrecking Ball, and other exogenous risks in the Global Economy.

The posts I referenced in this interview follow:

Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.

Michael Kao

Jul 29

Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.

For the last several quarters, I’ve participated in several private roundtable discussions alongside a group of CRE developers/operators as well as public REIT CEOs. Here is the last summary I wrote up from last year: This week, I presented alongside such a panel of experts again, where I closed with my Macro views. This is a summary of my learnings and …

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Re: USD/China - The Donkey Kong Dollar Peg.

Michael Kao

Jul 22

Re: USD/China - The Donkey Kong Dollar Peg.

Like many kids who grew up in the 70’s and 80’s, I was an arcade game junkie. One of the games I invested countless quarters in was the endearing Donkey Kong, in which a lovestruck Mario braves numerous challenges to rescue the Princess from Donkey Kong, who has taken her captive.

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