The Geopolitics of Commodities
Michael Kao - The Intersecting Economics of Fossil Fuels & Geopolitics
Recorded on November 16th, 2023
Michael Kao is the CEO and Portfolio Manager of Akanthos Capital Management, a hedge fund focused on asymmetric "fulcrum" opportunities and "event options" across capital structures and asset classes. He is also the author of Kaoboy Musings, a Substack focused on the intersection of Financial Markets, Macroeconomics, and Geopolitics.
In this conversation, Michael and Scott explore a wide range of topics through the lens of global macroeconomics and energy markets. Fossil fuels and finance, the oil and the petrodollar, BRICS, and Michael's long-term, structural bullishness on oil layered on top of the short-term viscous bear markets, are all covered.
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