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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
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Michael Kao
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Interview: China Tariff Wars with Charles Payne on Fox Business.
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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
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Michael Kao
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Twitter Space: May FOMC Panel with Unusual Whales - Pusillanimous Powell Becomes Parsimonious Powell.
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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
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Michael Kao
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Interview: Talking Macro With Guy Adami on Risk Reversal Podcast.
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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
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Michael Kao
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Interview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.
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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
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Michael Kao
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Interview: Discussion of Trump 2.0 with Veriten's COBT Panel.
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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
•
Michael Kao
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Grant Williams
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1:21:31
* Interviews & Panels Substack Directory *
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.
Apr 1
•
Michael Kao
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* Interviews & Panels Substack Directory *
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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
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Michael Kao
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Re: Mental Models - Navigating The Asteroid Field With Trump 2.0.
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* Mental Models Substack Directory *
5/21/21 - Re: Mental Models-Bubble Assets As Capacitors.
Mar 22
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Michael Kao
5
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* Mental Models Substack Directory *
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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
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Michael Kao
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Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.
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January 2025
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…
Jan 27
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Michael Kao
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Re: Investing Lessons - A Compilation.
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Re: Investing - Beware Tantalizing Targets of Private Equity/Private Credit Returns.
The word "Tantalize" comes from the Greek myth of Tantalus, who was punished with eternally unreachable desires. Current trends in Private Equity and…
Jan 25
•
Michael Kao
26
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Re: Investing - Beware Tantalizing Targets of Private Equity/Private Credit Returns.
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