In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil. Michael Kao's Substack - Ka…
Twitter Space Interview: Hosted by Grizzle Media / Macro Wrap-Up For The Week.
Inflation / China / Shadow Banks / Fed Policy / Everything Macro This Week!
