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 Grant Williams Podcast: Mike Rothman - PREVIEW
The Grant Williams Podcast: Michael Oliver - PREVIEW
The Grant Williams Podcast: Luke Gromen - FULL EPISODE
This Week In Doom Ep. 2 - Rory Johnston PREVIEW
The Narrative Game Ep. 6: Metaverse & The Art Of Narrative - PREVIEW
The Grant Williams Podcast: Rick Rule - PREVIEW
This Week In Doom Ep. 1 - What’s It All About? FULL EPISODE
The Grant Williams Podcast: Adam Rodman - PREVIEW
The Grant Williams Podcast: Simon Mikhailovich - PREVIEW
The Grant Williams Podcast: Jacob Shapiro - PREVIEW
The Grant Williams Podcast: Simon Hunt - PREVIEW
The Grant Williams Podcast: Felix Zulauf - PREVIEW
The Grant Williams Podcast: Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Julian Brigden - PREVIEW
The End Game Ep. 28 - Jim Bianco PREVIEW
The Grant Williams Podcast: Dave Dredge - PREVIEW
The Grant Williams Podcast: Doomberg - PREVIEW
Super Terrific Happy Hour Ep. 13 - Sam Zell
The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW
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