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cover of episode The Fed's Own Worst Enemy ft. Michael Kao & Harry Melandri

The Fed's Own Worst Enemy ft. Michael Kao & Harry Melandri

2024/10/22
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Michael Kao, CEO of Akanthos Capital Management, joins Harry Melandri of MI2 Partners to discuss the potential fallout of what he calls "Powell's Premature Pivot." Michael explains how a shift in the U.S. dollar's equilibrating mechanism could ignite a competitive global rate-cutting cycle that would impact inflation volatility, oil prices, and overall economic stability.

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