Episode Details
Back to EpisodesGold, Ghost Cities, and the Great Credit Cycle: Mike Kao on Global Economic Shifts
Description
Guy Adami interviews Mike Kao from Akanthos Capital Management. They discuss recent unprecedented movements in currencies, commodities, and the bond market. Mike delves into the concepts of dollar hegemony and the distinction between currency strength and adoption. He examines the current state of U.S. debt, global reserve currencies, and the potential impact of a shift towards gold. The conversation also covers Trump's economic policies, a possible peace black swan effect, and the volatile oil market. Mike concludes with his views on the stock market, emphasizing the importance of event-driven investments amidst market volatility.
Article Referenced
- The dollar has further to fall (FT)
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