Happy Hour with Michael Kao on “Macro, Trading & Geopolitics”
Teaser Video
While Kuppy is on vacation in Europe, Michael Kao of Akanthos Capital Management sat down with Max Wiethe to discuss his own event driven style of trading, current market views, and outlook for the macro themes that matter like inflation, the Fed pivot debate, and geopolitical issues like the Taiwan. He also discusses some of his more concentrated bets in a PE shale play in the Permian and a SPAC warrant he owns in SIZE.
Happy Hour with Michael Kao on “Macro, Trading & Geopolitics”
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