logo
episode-header-image
Nov 2023
1h 7m

Michael Kao on November Fed Meeting, Tre...

Blockworks
About this episode

Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.

 MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. Try MetaMask Portfolio:

https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campaign=pDapp_Blockworks_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes

__

Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting

Follow Michael Kao on Twitter https://twitter.com/UrbanKaoboy

Follow Michael Ippolito on Twitter https://twitter.com/MikeIppolito_

Follow On The Margin on Twitter https://twitter.com/OnTheMarginPod

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


Up next
Today
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: ... Show More
57m 46s
Oct 8
The Recession Has Already Started | George Robertson
In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the flow-of-funds are signaling recession even as markets sit at all-time highs. He ... Show More
56m 42s
Oct 3
This Bull Market Has Legs | Weekly Roundup
This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fiscal and market structure dynamics set the stage for a potential risk-asset melt-up. Enjoy! — Follow Tyler: https://x.com/Tyler_Nev ... Show More
55m 24s
Recommended Episodes
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 3m
Feb 2025
Crypto Update | Will Litecoin Take the Lead in the 'Wild West' for ETFs?
The latest price moves and insights with Jennifer Sanasie and TMX VettaFi Investment Strategist Cinthia Murphy.To get the show every day, follow the podcast here.TMX VettaFi Investment Strategist Cinthia Murphy joins CoinDesk to discuss the optimistic future for crypto ETF produc ... Show More
12m 50s
Aug 19
Financial markets cautiously optimistic after Trump-Zelenskyy meeting
President Zelenskyy’s second meeting at the White House delivered more smiles than his first but resulted in expectations rather than deals. President Trump has announced that he will now set up a face-to-face meeting for Ukraine and Russia’s leaders, and President Zelenskyy has ... Show More
11m 21s
Aug 21
How smart investors stay ahead of the next market shift
Don’t get left behind - here’s how to position your portfolio before the next market rotation hits. In this episode of Stocks in Translation, Interactive Brokers Chief Strategist Steve Sosnick joins host Jared Blikre and Senior Reporter Allie Canal to discuss market dynamics, par ... Show More
24m 45s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
57m 58s
Aug 5
The next big thing in investing is already here
Exposure to new markets and technologies is a longstanding strategy to boost your portfolio's profitability.On today's Stocks In Translation, hosts Jared Blikre and Brooke DiPalma speak with CFA Institute president and CEO Margaret Franklin to explore the rapidly changing landsca ... Show More
24m 18s
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m
May 2024
Investors cautious as spotlight falls on US inflation
Dollar gains slightly on hawkish Fed remarks. Investors scale back their Fed rate cut bets. China’s CPI rises for the third straight month. US stocks stay supported despite rebound in yields. Risk Warning: Our services involve a significant risk and can result in the loss of your ... Show More
3m 30s
May 2024
CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things ... Show More
20m 30s
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 3m