The Chinese Yuan "Doom Loop" & The Oil-Dollar Wrecking Ball | Michael Kao & Alexander Stahel

From youtube.com/blockworkshq

On today's episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggraben Holding AG join the show for a discussion on the current state of global macro & how those current macro factors are impacting energy markets. Turning bearish on oil in late 2022, Michael & Alex were able to sidestep the current downward price action experienced in 2023. Expecting macro headwinds and a less bullish setup in the supply & demand fundamentals, Michael & Alex walk through what the oil bulls got wrong & what to expect in the second half of 2023.