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!
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The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW
The End Game Ep. 36 - Ed Chancellor PREVIEW
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The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW
The Narrative Game Ep. 8: N.E.W.S.
The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW
The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 34 - Greg Jensen PREVIEW
This Week In Doom Ep. 7 - Kentucky Fired Chicken!
The End Game Ep. 33 - James Aitken PREVIEW
The End Game Ep. 32 - Judy Shelton PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW
The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW
This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE
The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW
The End Game Ep. 32 - David Hay PREVIEW
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