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
Recommended Videos
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for an insightful episode as we dive into the world of finance with Derek, the founder of Gator Capital, a boutique investment advisory firm specializing in the financial services sector. With over 17 years of experience, Derek shares his journey from working at Fannie Mae to running a successful investment firm.