Archive - Kaoboy Musings

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 •

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 •

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…

Nov 19, 2024 •

Kaos Theory Episode 8: Barry Strauss

Barry Strauss, best-selling author of many books on ancient history as well as Senior Fellow at Hoover and Professor Emeritus at Cornell, shares lessons…

Nov 10, 2024 •

1:19:42

ORDERED KAOS – The Meta-Directory of Substack Directories

This is the Meta-Directory of all of my Substack Directories — the “One Ring to rule them all.”

Nov 10, 2024 •

* KAOS THEORY Podcast Series Substack Directory *

6/11/23 -- Kaos Theory Episode 1: Michael St.

Nov 4, 2024 •

Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.

It was a pleasure to sit down once again with Maggie. We covered a lot of different topics in a short time: Equities, Bonds, Tariffs/National Security…

Nov 3, 2024 •

October 2024

* Climate Change/ESG Substack Directory *

1/22/20 - Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.

Oct 30, 2024 •

* Interviews & Panels Substack Directory *

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

Oct 30, 2024 •

* Geopolitics Substack Directory *

5/13/21 - Re: Oil/Inflation-“Are we headed for Weimar, or is it just Hyperinflation Hyperventilation?” / Our Geographic Advantages.

Oct 30, 2024 •

* Oil/USD Wrecking Ball Substack Directory *

2/7/21 - Re: Oil-Different Dynamics Under Biden. 2/12/21 - Re: Oil-The Significance of Backwardation. 2/23/21 - Re: Oil-Best Inflation Hedge? 3/5/21 …

Oct 30, 2024 •

Re: Fannie/Freddie - Trump Trade or CHUMP Trade?

My firm was one of the earliest buyers of distressed GSE Prefs during the GFC, but I'm no longer a believer today. This piece is about Restructurings…

Oct 26, 2024 •

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