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ORDERED KAOS
URBANKAOBERG (BETA)
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Weekly KAOS, 7/31/26
Long End & Debt Governor to Risk Assets: "YOU SHALL NOT PASS!"
Jul 31
•
Michael Kao
26
1
Weekly KAOS, 7/24/26
The third head of Iran's Cerberus Awakes as Oil Finally Bites
Jul 24
•
Michael Kao
29
1
Weekly KAOS, 7/17/26
Hormuz Blares, Oil Yawns, and Warsh Waits
Jul 17
•
Michael Kao
25
5
Kaos Theory Episode 13: Michael Every Redux
Grant and I welcome Michael Every back to the show for a wide-ranging discussion on the latest confrontation with Iran and what it reveals about the…
Jul 13
•
Michael Kao
30
3
4
1:20:08
Weekly KAOS, 7/10/26
Hormuz Rattles, Oil Shrugs, Tech Splits, Deregulation
Jul 10
•
Michael Kao
27
1
2
Weekly KAOS, 7/2/26:
The Dog That Didn’t Bark in Hormuz
Jul 2
•
Michael Kao
19
1
June 2026
Weekly KAOS, 6/19/26
Rockets, a Peace Deal, and the Boxed Warsh Fed
Jun 19
•
Michael Kao
39
2
1
Weekly KAOS, 6/12/26
The Tantalus Peace Tease, the SpaceX Liftoff, and the Long Hold
Jun 12
•
Michael Kao
38
1
Interview: Macro Discussion with Tom Bodravics
It is my pleasure to be back with Tom on his own show this time, The Competent Investor Podcast. We talked all things Macro and Geopolitics.
Jun 6
•
Michael Kao
30
1
1
Weekly KAOS, 6/5/26
Hormuz, Hegseth, and the Gold Crossover (or not)
Jun 5
•
Michael Kao
45
2
3
May 2026
Weekly KAOS, 5/29/26
Hormuz, Hawks, and Hyperscalers
May 29
•
Michael Kao
45
6
4
Macro/Oil/Inflation/Geopolitics - Into The Void?
We are walking a tightrope between wildly divergent Macro outcomes, where one path leads to the Goldilocks of Disinflationary Growth, and another path…
May 23
•
Michael Kao
56
11
5
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