CURRENCY WAR: Competitive Devaluation & Central Bank Contagion with Michael Kao - podcast episode cover

CURRENCY WAR: Competitive Devaluation & Central Bank Contagion with Michael Kao

Apr 18, 202447 minEp. 16
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Episode description

In this episode, Nik is joined by veteran investor and former Goldman Sachs commodities trader Michael Kao. Michael explains the case for an upcoming currency war and competitive devaluation starting in Japan with a weakening yen. In this fantastic overview of the global monetary system's game theory, learn as Michael breaks down the decision trees for Japan, China, the ECB, & Janet Yellen and the US Treasury.

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