Archive - Kaoboy Musings

Re: Macro/Geopolitics-Where Are We In The Asteroid Field?

How is Trump 2.0 navigating the treacherous Asteroid Field? It's time for a report card.

Jul 29 •

May 2025

Re: Mental Models - Submerged Balloons & Lead Zeppelins.

Markets experiencing turmoil can produce very interesting Asymmetric Event-Driven Alpha opportunities. Presenting two new Mental Models: the Submerged…

May 23 •

Interview: China Tariff Wars with Charles Payne on Fox Business.

Honored to be on "Making Money with Charles Payne" on Fox Business to discuss the Tariff War with China. We discuss how we got here, and I gave some…

May 11 •

Twitter Space: May FOMC Panel with Unusual Whales - Pusillanimous Powell Becomes Parsimonious Powell.

This was a wide-ranging discussion on Inflation, Unemployment, the USD, Bonds, etc. We had a hearty debate on the persistence of Inflation and its…

May 10 •

April 2025

Interview: Talking Macro With Guy Adami on Risk Reversal Podcast.

I am honored to be invited back by @g onto his Risk Reversal Podcast. We packed a lot into 30 minutes: USD, Oil, Gold, Markets, Macro/Geopolitics and…

Apr 26 •

Interview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.

First time interview with Paul Sankey. This was a wide-ranging conversation about the current tumultuous Macro and Geopolitical environment, with…

Apr 19 •

Interview: Discussion of Trump 2.0 with Veriten's COBT Panel.

I am very honored to be a first-time guest to Veriten’s COBT Podcast to talk about the “method behind the madness” behind Trump 2.0’s seemingly random…

Apr 2 •

Kaos Theory Episode 9: Michael Every

Joining us for Kaos Theory 9 is Rabobank’s Michael Every as we chronicle the decline of the post-WWII Liberal World Order (LWO) and the rise of Economic…

Apr 1 •

and

1:21:31

* Interviews & Panels Substack Directory *

2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.

Apr 1 •

March 2025

Re: Mental Models - Navigating The Asteroid Field With Trump 2.0.

The "Never Tell Me The Odds" Trump 2.0 Administration is attempting to put the country on a new trajectory. It's a fraught path through an asteroid…

Mar 22 •

* Mental Models Substack Directory *

5/21/21 - Re: Mental Models-Bubble Assets As Capacitors.

Mar 22 •

February 2025

Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.

Why are Bonds bottoming and USD weakening despite recent blowout Inflation numbers? Maggie and I discuss how Trump 2.0 Policies are net net DEFLATIONARY…

Feb 15 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts