Kaoboy Musings
Subscribe
Sign in
Home
Podcast
Notes
Chat
Guide
ORDERED KAOS
Interviews
Books I'm Reading
Archive
Leaderboard
About
Latest
Top
Discussions
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
•
Michael Kao
12
Share this post
Kaoboy Musings
Interview: Talking Macro With Guy Adami on Risk Reversal Podcast.
Copy link
Facebook
Email
Notes
More
6
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
•
Michael Kao
24
Share this post
Kaoboy Musings
Interview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.
Copy link
Facebook
Email
Notes
More
8
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
•
Michael Kao
14
Share this post
Kaoboy Musings
Interview: Discussion of Trump 2.0 with Veriten's COBT Panel.
Copy link
Facebook
Email
Notes
More
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
and
Grant Williams
53
Share this post
Copy link
Facebook
Email
Notes
More
6
1:21:31
* Interviews & Panels Substack Directory *
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.
Apr 1
•
Michael Kao
Share this post
Kaoboy Musings
* Interviews & Panels Substack Directory *
Copy link
Facebook
Email
Notes
More
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
•
Michael Kao
80
Share this post
Kaoboy Musings
Re: Mental Models - Navigating The Asteroid Field With Trump 2.0.
Copy link
Facebook
Email
Notes
More
30
* Mental Models Substack Directory *
5/21/21 - Re: Mental Models-Bubble Assets As Capacitors.
Mar 22
•
Michael Kao
5
Share this post
Kaoboy Musings
* Mental Models Substack Directory *
Copy link
Facebook
Email
Notes
More
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
•
Michael Kao
22
Share this post
Kaoboy Musings
Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.
Copy link
Facebook
Email
Notes
More
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
•
Michael Kao
61
Share this post
Kaoboy Musings
Re: Investing Lessons - A Compilation.
Copy link
Facebook
Email
Notes
More
8
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
Share this post
Kaoboy Musings
Re: Investing - Beware Tantalizing Targets of Private Equity/Private Credit Returns.
Copy link
Facebook
Email
Notes
More
12
December 2024
Re: Investing - MBI: Will Lightning Strike a Third Time?
Lightning struck the same place twice in MBI in 2023/2024 and may yet strike a third time. This is a live case study on Restructurings…
Dec 14, 2024
•
Michael Kao
36
Share this post
Kaoboy Musings
Re: Investing - MBI: Will Lightning Strike a Third Time?
Copy link
Facebook
Email
Notes
More
8
November 2024
Interview: Forward Guidance with Felix Jauvin + EXTRAS.
I’m grateful to be invited as a first-time guest of the new host of Forward Guidance, Felix Jauvin. Macro is very tricky right now, as there could be…
Nov 29, 2024
•
Michael Kao
21
Share this post
Kaoboy Musings
Interview: Forward Guidance with Felix Jauvin + EXTRAS.
Copy link
Facebook
Email
Notes
More
1
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
