Can Anyone Out-Hawk the Fed?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 22 February 2023

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why he’s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure. Plus, we’ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why there’s opportunity in supply chains even if they don’t ease. You can watch that entire interview here: https://rvtv.io/3YUly3j Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Tinder.
0:04.0	Life is full of possibilities.
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0:18.0	or maybe it's not that serious.
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0:24.0	no matter what, all matches lead to self-discovery.
0:27.0	Download Tinder now.
0:58.0	Can anyone outhawk the Fed? Hi everyone. Welcome to the Real Vision Daily Briefing.
1:05.0	With me today is Michael Cow, the CEO,
1:07.0	Akanoff, capital management and author of the Substack Urban Cowboy.substack.com.
1:13.0	I think I got that right.
1:15.0	I called it Cowboy Musings.
1:17.0	You call it that, Michael.
1:19.0	Yeah, pretty much.
1:21.0	We're excited. We're excited about it.
1:23.0	And it's great to have you back on with us.
1:25.0	It's been, yeah, it's been too long.
1:27.0	But there's been so much going on.
1:29.0	So I feel like this is, and everyone, almost everyone is, is saying,
1:33.0	God, it's really complicated right now.
	...

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