Bank Bailout Allows The Fed To Tighten... Even More | Michael Kao
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Michael Kao, former hedge fund
Michael Kao, former hedge fund manager and private investor, joins Jack Farley to share his thoughts on the turmoil in the banking sector, the consequences of the policy response from Washington, and the fate of the U.S. Dollar as the global reserve currency. Kao argues that the Fed’s recent assistance to U.S. banks allows the Fed to hike more in order to fight inflation.
Kao also shares his view on today’s consumer price index (CPI) reading, China, and the global oil market. Filmed at 1pm ET on March 14, 2023.
Follow Michael Kao on Twitter: Twitter: UrbanKaoboy
Follow Kaoboy Musings on Substack: https://urbankaoboy.substack.com/about
Follow Jack Farley on Twitter Twitter: JackFarley96
Follow Forward Guidance on Twitter Twitter: ForwardGuidance
Follow Blockworks on Twitter Twitter: Blockworks_
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Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
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Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
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Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
____
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
____
Timestamps:
00:00 Intro
00:36 The Banking Panic Could Be Over, Says Michael Kao
09:14 It's The Shadow Banking Sector That's In Trouble
14:11 Has The Bank Panic Prevented The Fed From Tightening Monetary Policy?
17:46 Has The Bank Panic Prevented The Fed From Tightening Monetary Policy?
20:59 Blockworks research
21:57 Do We Have Structural Inflation?
25:03 Black Swan: Oil To $300
37:33 China's Oil Demand Is Lower Than Expected
41:13 The U.S. Dollar Wrecking Ball
46:24 Permissionless Ad
47:26 China's Hidden Debt
55:36 How Stable Is The U.S. Dollar As The Global Reserve Currency?
01:08:36 Closing Thoughts On Bank Panic & Federal Reserve
Kao also shares his view on today’s consumer price index (CPI) reading, China, and the global oil market. Filmed at 1pm ET on March 14, 2023.
Follow Michael Kao on Twitter: Twitter: UrbanKaoboy
Follow Kaoboy Musings on Substack: https://urbankaoboy.substack.com/about
Follow Jack Farley on Twitter Twitter: JackFarley96
Follow Forward Guidance on Twitter Twitter: ForwardGuidance
Follow Blockworks on Twitter Twitter: Blockworks_
____
Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissio...
Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
____
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw
Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
____
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
____
Timestamps:
00:00 Intro
00:36 The Banking Panic Could Be Over, Says Michael Kao
09:14 It's The Shadow Banking Sector That's In Trouble
14:11 Has The Bank Panic Prevented The Fed From Tightening Monetary Policy?
17:46 Has The Bank Panic Prevented The Fed From Tightening Monetary Policy?
20:59 Blockworks research
21:57 Do We Have Structural Inflation?
25:03 Black Swan: Oil To $300
37:33 China's Oil Demand Is Lower Than Expected
41:13 The U.S. Dollar Wrecking Ball
46:24 Permissionless Ad
47:26 China's Hidden Debt
55:36 How Stable Is The U.S. Dollar As The Global Reserve Currency?
01:08:36 Closing Thoughts On Bank Panic & Federal Reserve
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در تاریخ 1401/12/23 منتشر شده
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