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ORDERED KAOS
URBANKAOBERG (BETA)
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Weekly KAOS, 6/19/26
Rockets, a Peace Deal, and the Boxed Warsh Fed
Jun 19
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Michael Kao
36
2
1
Weekly KAOS, 6/12/26
The Tantalus Peace Tease, the SpaceX Liftoff, and the Long Hold
Jun 12
•
Michael Kao
38
1
Interview: Macro Discussion with Tom Bodravics
It is my pleasure to be back with Tom on his own show this time, The Competent Investor Podcast. We talked all things Macro and Geopolitics.
Jun 6
•
Michael Kao
30
1
1
Weekly KAOS, 6/5/26
Hormuz, Hegseth, and the Gold Crossover (or not)
Jun 5
•
Michael Kao
45
2
3
May 2026
Weekly KAOS, 5/29/26
Hormuz, Hawks, and Hyperscalers
May 29
•
Michael Kao
45
6
4
Macro/Oil/Inflation/Geopolitics - Into The Void?
We are walking a tightrope between wildly divergent Macro outcomes, where one path leads to the Goldilocks of Disinflationary Growth, and another path…
May 23
•
Michael Kao
56
11
5
UrbanKaoberg.com - Part II: Revenge of the "Mullet"
Remember the Mullet of the ’80s — “business in front, party in back”? I think LLM coding produces “Mullet Code”: professional in front, KAOS in back…
May 16
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Michael Kao
33
5
3
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.”
May 13
•
Michael Kao
22
April 2026
Guest Lecture: Career Lessons in Entrepreneurship.
I was honored to be a guest speaker at UCLA Anderson School of Management’s Entrepreneurship Leadership Development Program (ELDP), a mentorship program…
Apr 25
•
Michael Kao
40
8
3
March 2026
UrbanKaoberg.com - Part I: There And Back Again
I built UrbanKaoberg.com in less than a month with AI. This piece is about my journey down one of the most frenetic, creative rabbit holes I have…
Mar 28
•
Michael Kao
67
23
12
* UrbanKaoberg Substack Directory *
KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30…
Mar 28
•
Michael Kao
2
Investing-CLO Equity CEF FAQ, Part II / A Conversation with ECC's PM.
Given the huge amount of social media misinformation around CLO Equities and CLO Equity CEFs, I decided to distill a FAQ from the many daily private…
Mar 7
•
Michael Kao
31
6
1
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