Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads have sparked debate and educated thousands.
In this conversation, we discuss multiple threads of The End Game including the changing dynamics in Japan, where Kuroda-san is belatedly realising what Mick & Keith figured out almost 70 years ago: ‘you can’t always get what you want.’
Elsewhere we cover the changing face of both the oil market and the dollar as Michael highlights brilliantly why it’s time to reverse our thinking about which drives price moves in the other, the Russia/Ukraine situation, China’s options and so much more...
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!
The End Game Ep. 45 - Kris Sidial PREVIEW
The Grant Williams Podcast Ep. 60 - Richard O’Leary
The Grant Williams Podcast: Shifts Happen - Episode Six PREVIEW
The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW
The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE
The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW
The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW
The End Game Ep. 43 - Steve Eisman PREVIEW
The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW
The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE
The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE
The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW
The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW
The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW
The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE
This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE
The Grant Williams Podcast Ep. 46- Michael Howell PREVIEW
The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW
The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE
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