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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: The End Game with Grant Williams & Bill Fleckenstein / USD Wrecking Ball.

Discussion with Grant Williams and Bill Fleckenstein on the USD Wrecking Ball

Michael Kao

Apr 23, 2022

https://www.grant-williams.com/podcast/the-end-game-ep-31-michael-kao/

Grant Williams @ttmygh

1/ After a huge week of superb conversations, the latest premium edition of The End Game is now available to all subscribers at grant-williams.com! Join @fleckcap and me for an outstanding chat with Michael Kao (@UrbanKaoboy).

grant-williams.comThings That Make You Go Hmmm... by Grant WilliamsA financial research letter & podcast like no other – picking apart the financial investment tapestry in an insightful and entertaining way, bringing complex opportunities to life

“The End Game is back with a very special guest, the Urban Kaoboy himself, Michael Kao.

After stints at Goldman Sachs, Canyon Partners and Akanthos, Michael is now the CIO of the Kao Family Office and, in this stimulating conversation we dig into his dollar wrecking ball theory as well as pulling apart the options facing central banks, surveying the oil market and outlining its key importance and looking over the options available to Kuroda-san at the BoJ as he tries to simultaneously defend both the yen and the JGB market.

Spoiler Alert: none of his options look great.

The End Game is getting closer…”