Kaoboy Musings

Kaoboy Musings

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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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* Climate Change/ESG Substack Directory *

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Michael Kao
Oct 30, 2024
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Kaoboy Musings
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1/22/20 - Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.

Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.

Michael Kao
·
January 22, 2020
Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.

Down the Rabbit Hole of Climate Change I debated long and hard about whether or not to write a piece on the topic of climate change because it has become such a political hot-button, but because the topic has become front-and-center in just about every forum from Davos to ESG talk on CNBC, I feel that a dedicated Musing is in order.

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4/17/21 – Re: Climate Change-Facts vs Politics.

Re: Climate Change-Facts vs. Politics.

Michael Kao
·
April 17, 2021
Re: Climate Change-Facts vs. Politics.

This is a TLDR digest of a much longer blog post from 2020, which can be found at the end of this post. The fact that this debate has polarized around two extremist camps, “climate alarmists” and “climate deniers,” highlights the current state of affairs. I am neither. This thread contains highlights of a much longer blog post I wrote, which I will share…

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6/1/21 - Re: Oil-ESG “La La Land.”

Re: Oil-ESG “La La Land.”

Michael Kao
·
June 1, 2021
Re: Oil-ESG “La La Land.”

Michael Cembalist from JPM recently published his “2021 Annual Energy Paper.” A summary follows. First, let me preface this thread by saying that I’ve never seen such a wholesale mobilization of economic/political capital towards a goal – decarbonization – that to me is more about political zealotry than science.

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11/2/21 - Re: Climate Change-Update From Professor Robert Giegengack, Chair Emeritus of UPenn's Earth & Environmental Science Dept.

Re: Climate Change-Update From Professor Robert Giegengack, Chair Emeritus of UPenn's Earth & Environmental Science Dept.

Michael Kao
·
November 2, 2021
Re: Climate Change-Update From Professor Robert Giegengack, Chair Emeritus of UPenn's Earth & Environmental Science Dept.

I interviewed the Professor Giegengack extensively over the course of several months in 2019 and wrote this blog post:Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.

Michael Kao and Scott Smitson
·
October 5, 2024
Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.

Professor Scott Smitson and I met at West Point 2 years ago, where we both presented policy papers on various aspects of National Security, and we have since collaborated on multiple projects (see section at end for links).

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Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.
Pun intended on the "Deep Dive" part -- at least in the short-term. Read further to find out what I think the future holds for Oil.
May 25, 2023 • 
Michael Kao
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Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.
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Re: Geopolitics/Inflation/USD-Ball In A China Shop.
Why a Strong USD Policy is a far more potent geopolitical lever against China rather than traditional sanctions. Beware the BALL in a China Shop …
Mar 11, 2023 • 
Michael Kao
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Re: Geopolitics/Inflation/USD-Ball In A China Shop.
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Re: Investing - Opening The Kimono: 2023 In Review.
I seldom talk about my Micro/Idiosyncratic bets, but I "open the kimono" here as I talk both Micro/Macro and share some thoughts on 2024. Think of this…
Dec 24, 2023 • 
Michael Kao
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Re: Investing - Opening The Kimono: 2023 In Review.
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