

Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Nov 1, 2023
Former hedge fund manager and private investor, Michael Kao, joins the hosts to discuss topics such as the Treasury refunding announcement, bear steepening in the bond market, Federal Reserve's stance on rate hikes, analysis of closed-end funds, analyzing yield spreads in the high-yield market, and predictions for CPI and real rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Energy Independence and Economic Resilience
04:18 • 8min
Metamask Portfolio Ad and Discussion on Interest Rates
12:36 • 2min
Treasury Funding Announcement and Bear Steepening
14:34 • 23min
Federal Reserve's Stance and Rate Hikes
37:55 • 20min
Analysis of Closed End Funds and the Capital Structure from a Macro Standpoint
58:06 • 4min
Analyzing Yield Spreads, Issuance, and Total Return in the High Yield Market
01:02:21 • 2min
Valuation of Loans, Predictions for CPI and Real Rates, and Content Creation on Twitter
01:04:26 • 3min