Kaoboy Musings

Kaoboy Musings

Interview: Geopolitics/Macro - Energy Achilles' Heel Discussion on Monetary Matters

Glad to be back with Max Wiethe on Monetary Matters to discuss my recent piece about the US Energy Achilles' Heel and the shift in hydrocarbon dependency from oil to natural gas.

Michael Kao's avatar
Michael Kao
Jan 11, 2026
∙ Paid
Michael Kao MM YT A.jpeg

Glad to be back with Max Wiethe on Monetary Matters to discuss my recent piece about the US Energy Achilles’ Heel and the shift in hydrocarbon dependency from oil to natural gas.

As always, please see my Show Notes thread that follows.

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

User's avatar

Continue reading this post for free, courtesy of Michael Kao.

Or purchase a paid subscription.
© 2026 Michael Kao · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture