Kaoboy Musings

Kaoboy Musings

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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
9
Interview: Talking "Peace Black Swans" & Fiscal Red Bull Redirection on Palisades Gold Radio
I am pleased to rejoin Tom Bodravics on Palisades Gold Radio to explain and evaluate the Trump 2.0 Playbook.
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Michael Kao
4
Kaos Theory Episode 10: Kim Ghattas
Kim Ghattas is an Emmy Award-winning Middle East expert and journalist. Her book _Black Wave_ is a must-read for understanding the nuances of ME power…
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Michael Kao
8
1:09:07

July 2025

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…
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Michael Kao
12
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…
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Michael Kao
7
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…
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Michael Kao
2

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…
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Michael Kao
7
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…
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Michael Kao
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…
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Michael Kao
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…
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Michael Kao
 and 
Grant Williams
6
1:21:31
* Interviews & Panels Substack Directory *
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.
 • 
Michael Kao
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