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Gold, Ghost Cities, and the Great Credit Cycle: Mike Kao on Global Economic Shifts

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Manage episode 478994103 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Guy Adami interviews Mike Kao from Akanthos Capital Management. They discuss recent unprecedented movements in currencies, commodities, and the bond market. Mike delves into the concepts of dollar hegemony and the distinction between currency strength and adoption. He examines the current state of U.S. debt, global reserve currencies, and the potential impact of a shift towards gold. The conversation also covers Trump's economic policies, a possible peace black swan effect, and the volatile oil market. Mike concludes with his views on the stock market, emphasizing the importance of event-driven investments amidst market volatility.

Article Referenced

  • The dollar has further to fall (FT)

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media

  continue reading

769 episodes

Artwork
iconShare
 
Manage episode 478994103 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Guy Adami interviews Mike Kao from Akanthos Capital Management. They discuss recent unprecedented movements in currencies, commodities, and the bond market. Mike delves into the concepts of dollar hegemony and the distinction between currency strength and adoption. He examines the current state of U.S. debt, global reserve currencies, and the potential impact of a shift towards gold. The conversation also covers Trump's economic policies, a possible peace black swan effect, and the volatile oil market. Mike concludes with his views on the stock market, emphasizing the importance of event-driven investments amidst market volatility.

Article Referenced

  • The dollar has further to fall (FT)

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media

  continue reading

769 episodes

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