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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: Top Traders Unplugged Podcast with Cem Karsan / Oil & Geopolitics.

We talk about OPEC+, Oil, Geopolitics & Macro.

Michael Kao

Jun 14, 2023

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.