Kaoboy Musings

* Travelog Substack Directory *

Oct 18 • 

Michael Kao

1

Travelog: Musings From Oxford

Collecting memories through traveling is a passion of mine, and this new series will be about the takeaways from my various adventures. I start with a…

Oct 18 • 

Michael Kao

25

7

September 2025

Interview: Macro/Geopolitical Regime Change Under Trump 2.0 on "For The Record" with Maggie Lake/The Market House.

I am pleased to rejoin Maggie in the debut episode of "For The Record" on her new "The Market House" Substack. We discuss the potential for Macro …

Sep 13 • 

Michael Kao

16

August 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…

Aug 24 • 

Michael Kao

64

8

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.

Aug 23 • 

Michael Kao

20

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…

Aug 13 • 

Michael Kao

25

8

1:09:07

July 2025

Re: Macro/Geopolitics-Where Are We In The Asteroid Field?

How is Trump 2.0 navigating the treacherous Asteroid Field? It's time for a report card.

Jul 29 • 

Michael Kao

66

4

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…

May 23 • 

Michael Kao

31

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…

May 11 • 

Michael Kao

15

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…

May 10 • 

Michael Kao

14

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…

Apr 26 • 

Michael Kao

15

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…

Apr 19 • 

Michael Kao

24

8