Macro, Markets, Money & METAL | Michael Kao Ep.53

Episode 53:

On today's show I speak with the super brilliant and cool, Michael Kao, a fellow metal head and entrepreneur with over 30 years experience in money management. We speak extensively about capital structures, arbitrage, commodities, investing and our favorite metal bands. This is an enlightening discussion based on the intersection of finance, geopolitics and thrash metal! Listen and learn!

• Background in Markets - from Goldman Sachs to Family Office and Substacks!
• Entrepreneur & 4 Goals of Kaoboy Musings Substacks - https://www.urbankaoboy.com/
• Capital Structures & Arbitrage
• Macro:
  • FED & Inflation
  • Liquidity & Money Supply
• Energy & Oil
• Earnings Recession
• Geopolitics
• Money: Dollar as Global Reserve Currency
• Markets
• Diversification Across Asset Classes
• Commodities
• Thoughts on Future - Economy & Markets
• METAL! 

 

👉Check out Michael Kao on Twitter: https://twitter.com/UrbanKaoboy

👉Read Michael Kao's Amazing Substacks: https://www.urbankaoboy.com/

 

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