Want to create an interactive transcript for this episode?
Podcast: Inflection Point
Episode: Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening
Description: Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.__Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting__Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place.As a listener of On The Margin...