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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.
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: