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Unpacking U.S. Bank Turmoil and Contagion Fears with Michael Kao
Manage episode 358364286 series 3373282
In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil.
Michael Kao's Substack - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy
Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
87 에피소드
Manage episode 358364286 series 3373282
In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil.
Michael Kao's Substack - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy
Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
87 에피소드
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