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Interviews

Interview: Forward Guidance with Felix Jauvin + EXTRAS.
I’m grateful to be invited as a first-time guest of the new host of Forward Guidance, Felix Jauvin. Macro is very tricky right now, as there could be…
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Michael Kao
1
Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.
It was a pleasure to sit down once again with Maggie. We covered a lot of different topics in a short time: Equities, Bonds, Tariffs/National Security…
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Michael Kao
Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.
I had the honor of giving a guest lecture to Dr. Scott Smitson's class on "The Geopolitics of Energy: Commodities, Competition, and Global Supply…
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Michael Kao
 and 
Scott Smitson
1:06:35
Interview: A Macro Conversation with Andrew Brill of Wealthion + Positioning Update.
Here is an interview I did this week with Wealthion's Andrew Brill discussing the implications of the Return of Pusillanimous Powell. I include a…
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Michael Kao
2
Twitter Space: July FOMC Panel with Unusual Whales - A Pivotal Moment?
Most folks agree that we are getting closer to a real Fed Pivot, although not for this meeting. This was a wide-ranging discussion on Inflation…
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Michael Kao
1
Interview: Dale Pinkert/TradeGATEHub Discussion - The Macro Bogeymen of Shadow Banking, Institutional Illiquidity, Sovereign Bonds, USD…
Dale and I had a rapid-fire discussion of a myriad of Macro Bogeymen, from Shadow Banking Risks, Institutional Illiquidity, Sovereign Bonds, and of…
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Michael Kao
2
Interview: Palisades Gold Radio with Tom Bodravics - Pot Pourri Discussion.
This was my 3rd time chatting with Tom, who always asks deep, probing questions. We talked about Macro, Gold/BTC as potential Reserve Assets, Fiat vs…
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Michael Kao
Interview: "Week Ahead" Panel with Tony Nash on Economic Divergences & Geopolitical Risks.
Very pleased to join Tony, Albert and Tracy on this timely and wide-ranging Macro/Geopolitical Discussion. Detailed Show Notes included for your reading…
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Michael Kao
2
Interview: RealVision Masterclass Series with Roger Hirst.
Thanks to RealVision and Roger Hirst for hosting me in this wide-ranging discussion, where we discuss my "Alpha With Asymmetry" framework as well as…
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Michael Kao
3
Interview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.
First time on Nik's show to talk about how Competitive Currency Devaluations can lead to (EUR)Asian Contagion 2.0. Comprehensive walk through of my…
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Michael Kao
3
Interview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.
Glad to be back on again with Danny and Guy to talk about Macro, JPY, CNY, Gold, Oil but perhaps most importantly -- HOW CONTAGION HAPPENS. We end with…
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Michael Kao
6
Interview: TastyLive "The Price of Truth" Show with Victor Jones.
We talked about so many topics: the Fed, the Bifurcated Global Economy, the risk of a Second Hiking Cycle, Avoiding Tribalism, and Making Money the Hard…
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Michael Kao
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