The End Game Ep. 31 - Michael Kao PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 24 April 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads have sparked debate and educated thousands. In this conversation, we discuss multiple threads of The End Game including the changing dynamics in Japan, where Kuroda-san is belatedly realising what Mick & Keith figured out almost 70 years ago: ‘you can’t always get what you want.’ Elsewhere we cover the changing face of both the oil market and the dollar as Michael highlights brilliantly why it’s time to reverse our thinking about which drives price moves in the other, the Russia/Ukraine situation, China’s options and so much more... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:36.6	You're about to listen to a special preview edition of The End Game featuring my co-host
0:40.8	Bill Fleckensdine.
0:42.3	Joining us this time out is our very special guest, Michael Kow, the Urban Cowboy of Twitter.
0:46.7	For a conversation that takes us in multiple directions covering a wealth of topics, including
0:51.4	commodities, monetary policy, the yield curve and what Michael terms the dollar wrecking
0:56.1	ball.
0:57.1	This was a conversation for the ages.
1:00.1	Every episode of The Grant Williams Podcast, including The End Game, The Super Terrific
1:03.3	Happy Hour, The Narrative Game, This Weekndoom and The New Series Shifts Happen featuring
1:07.2	Luke Grommon, is available to copper and silver tier subscribers at my website grand-Williams.com.
1:13.0	Copper tier subscribers get access to all the podcasts, while members of The Silver tier
1:17.0	get both the podcasts and my monthly newsletter things that make you go, hmm.
1:21.3	So, if you enjoy what you hear on the show and you want more high quality content like
1:25.1	it, then please make your way over to grand-Williams.com and join our exciting community today.
1:31.2	And now, on with the show.
1:40.7	Michael, welcome to The End Game.
1:45.6	It's a real pleasure for both of us to have you with us.
	...

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