RiskReversal Pod Just Breathe with Michael Kao
4 snips
Sep 15, 2023 
Michael Kao, a private investor at Kao Family Office, joins Guy, Dan, and Danny to discuss mixed messages in the market, the recession, best-looking charts, Tesla upgrade, pounding the table on Genius Sports/Sportradar stocks, airlines, Vertu, NFL picks, and Gamestop. Later, they delve into the four horsemen impacting the Fed, natural gas, triggering oil sell-off, China, global macro headwinds for oil, Japan, and yields.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 4min
Current State of the S&P and Concerns About Inflation
03:33 • 7min
NVIDIA CEO's Stock Sale and Comparisons to Tech Stocks
10:40 • 6min
The Importance of Banks and Recent Struggles
17:03 • 15min
Football predictions and GameStop stock discussion
32:27 • 3min
Financial Status and Sponsors
35:02 • 5min
Oil Market Predictions and Factors Affecting the US Fed
40:14 • 14min
The Strategic Petroleum Reserve (SPR) and Energy Security
54:19 • 14min
Discussion on CPI, JGB Yields, Sovereign Endgame, and National Assets
01:08:23 • 3min