Michael Kao's Kaotic View of the World | Global Macro 45 скачать в хорошем качестве

Michael Kao's Kaotic View of the World | Global Macro 45

As has become clear in the past couple of years, the interconnection between Macro Economics and Geo-Politics is stronger today than ever before in our lifetime. And who better to explain this mosh pit than the Ubankaoboy himself, Michael Kao who joins me and Cem Karsan for a fascinating and wide ranging conversation. We cover topics like China's debt problem, Oil and the mistakes the US are making as we speak, OPEC+ as well has hear Michael, who's parents fled from China to Taiwan, describe an potentially "explosive" scenario in which China may well be united with Taiwan that he is hearing from one of his "Uncles" still living in Taiwan. #toptraders #investing #trendfollowing Episode Summary 02:29 - The big macro picture 14:09 - The debt problem in China 20:39 - The fragility of China and the Taiwan conflict 24:57 - Kao's view on supply and demand 31:17 - How does Fed power affect oil? 38:41 - A complicated dynamic 41:54 - Can we actually trust anyone? 45:29 - The shadow banking system and refinancing risk 48:53 - A structural problem 51:59 - Reimagining safe assets 58:27 - Thanks for listening Full episode can be found here: https://toptradsersunplugged.com/gm45 Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Michael Kao:   / urbankaoboy