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RiskReversal Pod

Lesser of Two Evils & A Conversation with Michael Kao

Apr 12, 2024
Financial expert Michael Kao discusses moves in the Japanese Yen, global currency concerns, potential for a run in gold vs crypto, downside risk for oil, and an idiosyncratic long idea. The hosts analyze economic data, retail stocks, commodities, treasury auctions, energy, Chinese equities, and the importance of bank earnings.
57:06

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Japanese institutions face dilemma of defending JGBs or protecting JPY, with potential bankruptcy or devaluation consequences.
  • Oil market dynamics discussed, warning of risks with Saudi Arabia's production cuts and implications for gold and crypto as hedges.

Deep dives

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