Kaoboy Musings

Kaoboy Musings

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 & Geopolitical Regime Change under Trump 2.0.

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Michael Kao
Sep 13, 2025
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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 & Geopolitical Regime Change under Trump 2.0.

Although a lot has happened since we recorded on 9/3/25, our big picture discussion involves longer-term Macro/Geopolitical ramifications of the Trump 2.0 Playbook.

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