Unpacking U.S. Bank Turmoil and Contagion Fears with Michael Kao

Grizzle Pod: Thematic Growth Investing

English - March 19, 2023 16:47 - 1 hour - 63.3 MB - ★★★★★ - 3 ratings
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Next Episode: Analyzing the Fed vs. The Bond Market with Quadratic Capital's Nancy Davis

In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil.

Michael Kao's Substack - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/