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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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Michael Kao

Jul 12, 2023

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

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

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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