DiscoverOpto Sessions – Invest in the Next Big IdeaMichael Kao - 'The Dollar Wrecking Ball'
Michael Kao - 'The Dollar Wrecking Ball'

Michael Kao - 'The Dollar Wrecking Ball'

Update: 2022-11-03
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Michael Kao is CIO and Portfolio Manager of the Kao Family Office and is well-known for coining ‘the Dollar Wrecking Ball’, a metaphor to describe Dollar hegemony.

Having traded commodities at J.Aron and Goldman in the early 90s, Michael’s worldview embraces the significance of Oil. And subsequent experiences at Canyon Partners, a credit-oriented hedge fund, as well as the launch of his own investment firm, Akanthos Capital Management, leave Michael uniquely placed to provide a truly holistic view of what moves markets.

While the US Dollar has appreciated enormously against a basket of international currencies, from Pound Sterling to the Japanese Yen, I ask Michael if the Dollar is too strong for its own good, and if so, how long could this historic Dollar strength last? Enjoy!

Check out Michael's discussion on Demetri Kofinas's Hidden Forces: https://hiddenforces.io/podcasts/dollar-milkshake-wrecking-ball-brent-johnson-michael-kao/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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Michael Kao - 'The Dollar Wrecking Ball'

Michael Kao - 'The Dollar Wrecking Ball'

Haydn Brain & Ed Gotham