michael kao twitter|michael kao interviews : Clark The latest posts from @UrbanKaoboy web30 de nov. de 2023 · O Mirante das Mangabeiras se tornou um dos pontos turísticos mais popularizados de Belo Horizonte muito espontaneamente, entre os anos de 1970 e 1990. A história do espaço, que ficava em uma rua sem saída do bairro Mangabeiras, na região Sul da Capital Mineira, começou mesmo em 1976, quando foi anteriormente ocupado por .
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michael kao twitter*******Michael Kao. @UrbanKoaboy. GS Commodities Trader | Canyon/Akanthos Multi- Arb/Distressed PM | Family Office Investor |Globetrotter Headbanger Star Wars . Michael Kao. @UrbanKaoboy. Mental Models: Financial Assets As Levers It feels like the markets are about to encounter a major regime shift, so I thought I would .The latest posts from @UrbanKaoboy
Michael Kao on Twitter: "Re: Crude Oil/Macro-This Butterfly Has Big Wings. In this thread, I explain my theory on why commodity price inflation in what I call .
Michael Kao. @urbankaoboy. 2 links. GS Commodities Trader Canyon Cvt/Cap Arb Akanthos Multi-Arb/Distressed Kao Family Office🏦Globetrotter Headbanger🤘Star Wars Fan🌌 .Kaoboy Musings. KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent .michael kao twitter michael kao interviewsMichael Kao. Feb 04, 2023. ∙ Paid. 89. 26. Share. After a two-year hiatus from being inactive on Substack because of my choice to take my content onto Twitter, .
Featuring Michael Kao Apr 21, 2021 • 38 minutes Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and .
Tom welcomes back Michael Kao, former hedge fund manager and commodities trader to discuss the FOMC meeting and its impact on the market. Feb 4 • 5 tweets • 2 min read. Episode 5 of KAOS Theory is out! @ttmygh and I interview retired Brigadier General Robert Spalding (@robert_spalding) on the topic of Information Warfare and the CCP's . “Re: Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon. Today I had a chat with @MacroAlf about various macro themes, and I presented my case for why the Fed/Tsy might/ought to consider a BEAR STEEPENER as part of its QT arsenal. (LONG THREAD) #Inflation #Oil” In this debut episode, Michael Kao (@UrbanKaoboy) and I welcome Lieutenant Commander Mike St. Pierre of the Royal Canadian Navy to the show! Show this thread 2 16 Michael Kao @UrbanKaoboy .
michael kao interviewsMichael Kao’s Post Michael Kao No solicitations will be answered. 1y Report this post My latest on geopolitics of Russia/Ukraine, China/Taiwan, and Oil: A Conversarion with Velina Tchakarova .Brent Johnson is CEO of Santiago Capital and the author of the “Dollar Milkshake Theory.”. Michael Kao is CIO and Portfolio Manager of Kao Family Offices and is well-known for coining “the Dollar Wrecking Ball” as a similar metaphor for describing the dynamics of Dollar hegemony. Michael Nicoletos is a macro investor and the founder and . Michael Kao @UrbanKaoboy Re: MSTR-More Real Options Thoughts. After reading my original thread, a friend asked me an interesting question that inspired this thread (see previous thread explaining how accounting identity A-L=E creates “real optionality”). Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first
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. Click to read Kaoboy Musings, by Michael Kao, a Substack publication with tens of thousands .
That moment when you ask a girl out and she says "We've been together already,You've asked me out and you dumped me 3 days later" #WTF Michael Kao on LinkedIn Michael Kao on Twitter Mike has been in the investment business for ~30 years and has experience analyzing and investing in many markets and asset classes, spanning commodities to credit to convertible/capital structure/event arbitrage to distressed debt/equity investing.
Michael Kao’s Post Michael Kao No solicitations will be answered. 2y Report this post Fun trip-down-memory-lane podcast interview I did with the wunderkind Sri Prakash! https://lnkd.in/gepmbZnQ .
Michael Kao. @UrbanKaoboy. GS Commodities Trader Canyon Cvt/Cap Arb Akanthos Multi-Arb/Distressed Kao Family Office Globetrotter HeadbangerStar Wars Fan Mixologist Diver. Los Angeles, CA urbankaoboy.substack.com Joined March 2009. 1,881 Following.
Re: Oil-Forward Curves & Holy Grails (or Lack Thereof). Been having many discussions on Twitter about the forward curve/time-spreads of Oil, so I wanted to collate my thoughts into a coherent thread here. (THREAD) 04 Sep 2022 01:25:25
This is a comprehensive guide to all the "features" of my Substack. Michael Kao. Mar 17, 2024. 30. Share. This is a Guide to highlight all of the Features of my Substack that you might be interested in and tells you where you can find them on my landing page. Kaoboy Musings is a reader-supported publication.michael kao twitter This is a comprehensive guide to all the "features" of my Substack. Michael Kao. Mar 17, 2024. 30. Share. This is a Guide to highlight all of the Features of my Substack that you might be interested in and tells you where you can find them on my landing page. Kaoboy Musings is a reader-supported publication. Michael Kao.
Michael Kao @UrbanKaoboy May 12 More Copy link to Tweet Embed Tweet China’s Deepwater Capabilities: a) China’s paltry coastline doesn’t come close to offering the same port potential, which is why it has .13:42-36:50=Canyon, Akanthos, and Convertible Arb. 36:51-55:45=MSTR, Saylor, and the Capital Structure. 55:46-01:01:19=Tokenized Residential Real Estate. 01:01:20-01:08:02=Star Wars Fanboy. Follow along with Michael Kao on twitter @UrbanKaoboy. And last but not least, don't forget to subscribe to The Derivative, and follow us on .
“-"Good is bad" - rallies, strong household balance sheets "mean the Fed needs to lean against the wind harder to shock demand lower." -I would add that any fiscal policies that are STIMULATIVE would further embolden the Fed.” In thinking about inflation feedback loops,” I have been toying with a mental model borrowed from computer science, RECURSION, which I think neatly encapsulates the problem and points to a “way out.” This thread ties together 3 “macro” topics (1. BTC/Crypto, 2.
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michael kao twitter|michael kao interviews