Michael Kao - The Intersecting Economics of Fossil Fuels & Geopolitics скачать в хорошем качестве

Michael Kao - The Intersecting Economics of Fossil Fuels & Geopolitics

Recorded on November 16th, 2023 Michael Kao is the CEO and Portfolio Manager of Akanthos Capital Management, a hedge fund focused on asymmetric "fulcrum" opportunities and "event options" across capital structures and asset classes. He is also the author of Kaoboy Musings, a Substack focused on the intersection of Financial Markets, Macroeconomics, and Geopolitics. In this conversation, Michael and Scott explore a wide range of topics through the lens of global macroeconomics and energy markets. Fossil fuels and finance, the oil and the petrodollar, BRICS, and Michael's long-term, structural bullishness on oil layered on top of the short-term viscous bear markets, are all covered. // If you want a deeper look at the work we're doing over here at Lykeion, investing at the intersection of business, finance, and geopolitics, then you can go check out our Research product below: https://www.thelykeion.com/research/ You can also subscribe to the free weekly Lykeion newsletter here: https://www.thelykeion.com/ // 0:00 - Fossil fuels and finance, oil and the petrodollar 07:15 – The supply-demand singularity 08:30 – Bullishness to a cyclical Bear market 13:30 – The Four Horseman of US Economic Resilience 16:00 – BRICS, de-dollarization, and great powers cycle 29:18 – Are we heading towards another 1973 scenario? 40:00 – Geopolitical chokepoints in LNG, Iranian surrogates and proxies, and the movement of resources 49:00 – Risks and challenges to an energy transition 52:50 – Additional geopolitical challenges to energy security 56:20 – Energy and economics as a weapon // #macro #finance #oil #commodities #naturalgas #lng #geopolitics