Twitter Space Interview: Hosted by Grizzle Media / Macro Wrap-Up For The Week.
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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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Twitter Space Interview: Hosted by Grizzle Media / Macro Wrap-Up For The Week.
Inflation / China / Shadow Banks / Fed Policy / Everything Macro This Week!
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 - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy
Grizzle Pod: Banking, China & Oil with Special Guest @UrbanKaoboy
iTunes: apple.co/42BL0Nx
Spotify: spoti.fi/3n5HfiX
Speakers: @margot_rubin @chigrl @BMWeinstein7 @deerpointmacro @ScottW_Grizzle @thomasg_grizzle @sohaibab9
Apple Podcast:
Spotify: