Kaoboy Musings

Kaos Theory Episode 11: Barry Strauss, Redux

Barry Strauss is a Senior Fellow at the Hoover Institution, Professor Emeritus at Cornell, and a best-selling author. He returns to discuss the history…

23 hrs ago • 

Michael Kao

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1:06:15

November 2025

Interview: Private Credit and CLO Discussion on Debt Serious Podcast.

I am pleased to be a first-time guest on the Debt Serious Podcast to talk about Private Credit and CLOs. We delved into the recent misplaced…

Nov 15 • 

Michael Kao

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Travelog: Ruin Hunting (Punic Wars Edition)

The Punic Wars between Rome and Carthage spanned almost the entire Mediterranean, engulfing Italy, Sicily, Spain and North Africa. This piece covers my…

Nov 8 • 

Michael Kao

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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…

Nov 7 • 

Michael Kao

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Travelog: Ruin Hunting (Turkey & Greece, 2011)

This is the first of several retrospectives on my various Ruin Hunts around the world over the years. This edition covers my first trip to Turkey …

Nov 1 • 

Michael Kao

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October 2025

* 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

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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

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5

August 2025

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

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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

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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

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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

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