

Making Money, Keeping Money, Enjoying Money with Michael Kao Ep.108
Dec 2, 2023
Experienced investor Michael Kao shares market wisdom, discussing topics such as inflation, geopolitical risk in the oil market, hedging strategies, COO equity significance, being like a pelican in investing, understanding capital structure and duration, and the importance of conviction in trading.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 1min
Discussing Markets and Inflation
01:29 • 3min
Geopolitical Risk and OPEC Actions
04:29 • 20min
Hedging and Structuring: Protecting Trades and Managing Losses
24:10 • 14min
COO Equity and Financial Industry Mismatches
37:59 • 16min
Being Like a Pelican in Investing
53:32 • 10min
Understanding Capital Structure and Investment Strategies
01:03:46 • 29min
Understanding Duration in Different Asset Classes
01:32:32 • 7min
The Importance of Conviction in Trading
01:39:06 • 22min