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Interview: On The Tape Podcast with Guy Adami & Danny Moses / Macro, Oil, USD, Sovereign Debt Endgames.
First time on the pod for me -- was great to meet Guy and Danny face-to-face as we crammed a lot of Macro topics into 30 minutes.
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Michael Kao
3
Re: Inflation/USD - The Four Horsemen of US Resilience Will Make the Fed an Uneven "Distributor of Pain."
US Resilience is going to force the Fed to break RoW first, and the Fed will become an Uneven "Distributor of Pain" through the USD Wrecking Ball…
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Michael Kao
9
🤘ORDERED KAOS – The Meta Substack Directory 🤘
This is the Meta-Directory of all of my Substack Sub-Directories — the “One Ring to rule them all.”
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Michael Kao
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Re: Geopolitics/Inflation/USD-Ball In A China Shop.
 • Michael Kao
25
West Point Paper -- Part 1/4
 • Michael Kao
11
Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.
 • Michael Kao
19
Re: Geopolitics/Demographics/Inflation - The Great Power Competition Between US & China.
 • Michael Kao
26
Interview: Macro/China/BRICS with Pyotr Kurzin
 • Michael Kao
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Re: Investing Lessons - A Compilation.
These are what I consider to be “Evergreen” Investing Lessons that I’ve learned throughout my career. I find that re-reading them periodically helps my…
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Michael Kao
5
* Interviews & Panels Substack Directory *
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs. 4/22/21 - Interview: Real Vision Spotlight on Oil. 5/18/21 - Interview: Real Vision with…
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Michael Kao
* Oil/USD Wrecking Ball Substack Directory *
2/7/21 - Re: Oil-Different Dynamics Under Biden. 2/12/21 - Re: Oil-The Significance of Backwardation. 2/23/21 - Re: Oil-Best Inflation Hedge? 3/5/21 …
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Michael Kao
* Inflation Substack Directory *
2/23/21 - Re: Crude Oil-Best Inflation Hedge? 3/8/21 - Re: Crude Oil/Macro-This Butterfly Has Big Wings. 4/30/21 - Re: Crude Oil/Inflation-Feedback…
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Michael Kao
Interview: Macro/China/BRICS with Pyotr Kurzin
Lots of Macro talk around China/BRICS as well as some Geopolitics/Economic Warfare Q&A.
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Michael Kao
Interview: On The Margin with Mike Ippolito & Nicholas Glinsman / China, CNY, Macro
Great tag-team on a broad swath of Macro/Geopolitical topics: China, USD Wrecking Ball, BRICS, Bear Steepening, Sovereign Endgames, Economic Warfare. I…
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Michael Kao
Kaos Theory Episode 3: Scott Smitson
Listen now | Will there be an Asian NATO? Scott Smitson is a Geopolitical Strategist who is an expert on Alliance Management. Join us as we interview…
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Michael Kao
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Grant Williams
6
* KAOS THEORY Podcast Series Substack Directory *
6/11/23 -- Kaos Theory Episode 1: Michael St. Pierre 7/30/23 -- Kaos Theory Episode 2: Richard Lacquement 8/21/23 -- Kaos Theory Episode 3: Scott…
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Michael Kao
Interview: Macro Sunday with Andreas Steno / China, CNY, HKD, Macro.
Andreas Steno interviews me about China and the implications of its RE fallout as well as the continuing Devaluation of CNY and vulnerability of HKD.
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Michael Kao
Kaoboy Musings
Kaoboy Musings
KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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