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Interview: Top Traders Unplugged Podcast with Cem Karsan / Oil & Geopolitics.
We talk about OPEC+, Oil, Geopolitics & Macro.
Podcast:
https://www.toptradersunplugged.com/podcast/michael-kao-global-macro-series-june-14th-2023/
As has become clear in the past couple of years, the interconnection between Macro Economics and Geo-Politics is stronger today than ever before in our lifetime. And who better to explain this mosh pit than the Ubankaoboy himself, Michael Kao who joins me and Cem Karsan for a fascinating and wide ranging conversation. We cover topics like China's debt problem, Oil and the mistakes the US are making as we speak, OPEC+ as well has hear Michael, who's parents fled from China to Taiwan, describe an potentially "explosive" scenario in which China may well be united with Taiwan that he is hearing from one of his "Uncles" still living in Taiwan.