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Interview: The End Game with Grant Williams & Bill Fleckenstein / Fed's Inflation Fight.
Discussion with Grant Williams and Bill Fleckenstein on the recent FOMC decision and the outlook for the Fed's Inflation Fight.
With the financial world in turmoil once again and The End Game seemingly under way, we welcome Michael Kao back to the podcast to share his thinking around what the recent events in the banking sector (and the response of regulators) portends for the future.
Michael explains how he views the Fed’s toolkit and what he feels they’re likely to do with the ever-decreasing options at their disposal, what this latest fiasco means for the rest of the global banking fraternity and the US dollar as well as the likely knock-on effects for China.
This is yet another fascinating step on our journey to uncover The End Game.
In this wide-ranging discussion, Michael gives us his latest views on the ongoing banking crisis, the tools available to the Fed in response, the impact on the US dollar, China, and the global banking sector, and so much more!
Michael is a former portfolio manager with stints at Goldman Sachs, Canyon Partners, and Akanthos Capital Management. He is now Chief Investment Officer at Kao Family Office. Read all his excellent work at:
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