Real Vision: Finance & Investing The Fed's Own Worst Enemy ft. Michael Kao & Harry Melandri
Oct 22, 2024
Michael Kao, CEO of Akanthos Capital Management, joins Harry Melandri of MI2 Partners to dissect the repercussions of what Kao terms 'Powell's Premature Pivot.' They explore potential shifts in the U.S. dollar that could trigger a global rate-cutting cycle, impacting inflation and oil prices. The duo critiques the Federal Reserve's recent decisions amidst the resilient U.S. economy, examines the complexities faced by low-end consumers, and discusses the geopolitical tensions stemming from China’s economic challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Analyzing the Fed's Monetary Policy and U.S. Economic Resilience
01:45 • 2min
Navigating the Economic Landscape
04:13 • 23min
Navigating Future Interest Rates and Fiscal Policy
26:51 • 7min
Navigating Inflation Risks and Economic Policies
33:41 • 5min
Unraveling Economic Policies: The Federal Reserve and China's Real Estate Crisis
38:52 • 18min
Navigating the Uncertainties of Chinese Stock Investments
56:53 • 2min
Geopolitics and Economic Entanglements: A Deep Dive
59:20 • 7min