Kaoboy Musings
Subscribe
Sign in
Home
Podcast
Notes
Chat
Archive
Leaderboard
About
Latest
Top
Discussions
Interview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.
First time on Nik's show to talk about how Competitive Currency Devaluations can lead to (EUR)Asian Contagion 2.0. Comprehensive walk through of my…
Apr 20
•
Michael Kao
19
Share this post
Interview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
3
Interview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.
Glad to be back on again with Danny and Guy to talk about Macro, JPY, CNY, Gold, Oil but perhaps most importantly -- HOW CONTAGION HAPPENS. We end with…
Apr 13
•
Michael Kao
21
Share this post
Interview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
6
* Interviews & Panels Substack Directory *
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs. 4/22/21 - Interview: Real Vision Spotlight on Oil. 5/18/21 - Interview: Real Vision with…
Apr 12
•
Michael Kao
Share this post
* Interviews & Panels Substack Directory *
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
* Geopolitics Substack Directory *
5/13/21 - Re: Oil/Inflation-“Are we headed for Weimar, or is it just Hyperinflation Hyperventilation?” / Our Geographic Advantages. 6/12/21 - Re…
Apr 6
•
Michael Kao
Share this post
* Geopolitics Substack Directory *
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
* 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 …
Apr 6
•
Michael Kao
1
Share this post
* Oil/USD Wrecking Ball Substack Directory *
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
* Inflation Substack Directory *
2/23/21 - Re: Crude Oil-Best Inflation Hedge? 3/8/21 - Re: Crude Oil/Macro-This Butterfly Has Big Wings. 4/30/21 - Re: Crude Oil/Inflation-Feedback…
Apr 6
•
Michael Kao
Share this post
* Inflation Substack Directory *
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
Re: Macro/USD/Oil/Geopolitics - The Battle of the BADS.
A tour of the key Scylla/Charybdis Dilemmas facing major policymakers on the world stage. As you will see, the policy choices in most cases are between…
Apr 6
•
Michael Kao
58
Share this post
Re: Macro/USD/Oil/Geopolitics - The Battle of the BADS.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
33
March 2024
Interview: TastyLive "The Price of Truth" Show with Victor Jones.
We talked about so many topics: the Fed, the Bifurcated Global Economy, the risk of a Second Hiking Cycle, Avoiding Tribalism, and Making Money the Hard…
Mar 26
•
Michael Kao
18
Share this post
Interview: TastyLive "The Price of Truth" Show with Victor Jones.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
Twitter Space: Panel with Unusual Whales / FOMC Day - The Transformation of Powell.
I am pleased to participate in yet another Unusual Whales FOMC Panel. As usual, we give our thoughts in real-time right into the FOMC announcement and…
Mar 22
•
Michael Kao
18
Share this post
Twitter Space: Panel with Unusual Whales / FOMC Day - The Transformation of Powell.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
4
Hitchhiker's Guide to the UrbanKaoboy Substack
This is a comprehensive guide to all the "features" of my Substack.
Mar 17
•
Michael Kao
30
Share this post
Hitchhiker's Guide to the UrbanKaoboy Substack
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
2
Re: Investing - Institutionalizing the "Elephant Through A Mousehole."
In 1999-2000, high-flying IPOs often floated tiny %'s of shares to create artificial Supply Inelasticity, which really exacerbated the up AND down…
Mar 6
•
Michael Kao
53
Share this post
Re: Investing - Institutionalizing the "Elephant Through A Mousehole."
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
13
February 2024
Re: Investing - Private Credit & The Ostrich Effect.
Private Credit is the fastest growing piece of the Leveraged Credit Trifecta which also includes Leveraged Loans and High Yield. This piece covers…
Feb 24
•
Michael Kao
43
Share this post
Re: Investing - Private Credit & The Ostrich Effect.
www.urbankaoboy.com
Copy link
Facebook
Email
Note
Other
7
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts