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.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Cem on Twitter.
Follow Michael on Twitter.
Episode TimeStamps:
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
Copyright © 2023 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
SI224: 2022 the Perfect Year for Trend Followers? (TTU Group Part 1)
GM31: The Art of Volatility Investing ft. Dave Dredge
SI223: 2022 an unusual year for Volatility ft. Cem Karsan
IL10: Chip War (FT's Best Business Book 2022) ft. Chris Miller
SI222: Trend Following vs Tail Hedging to Protect Your Portfolio ft. Rob Carver
GM30: The Era of Weather Volatility ft. Shawn Hackett
SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne
ALO12: How to Invest like a Private Bank ft. Shannon Saccocia
SI220: Is It Too Late for Trend Following? ft. Mark Rzepczynski
GM29: What if the World isn't Ending? ft. Marko Papic
SI219: The Impact of Secular Inflation ft. Cem Karsan
GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt
SI218: Trend Following to the Rescue ft. Richard Brennan
TTU121: Trend Following... from Optional to Essential ft. Nick Baltas
SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver
GM27: Central Banks were Warned about their Failed Policies ft. William White
SI216: A New Era for Trend Following? ft. Alan Dunne
GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg
SI215: Trend Following vs Volatility to Protect Your Portfolio ft. Cem Karsan
IL09: The Money Revolution...Rethinking Economic Growth ft. Richard Duncan
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast