Balancing Macro Bearishness and Idiosyncratic Bets: Lessons from a Frustrating Period
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 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.
Balancing Macro Bearishness and Idiosyncratic Bets: Lessons from a Frustrating Period
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