* Interviews & Panels Substack Directory *Michael KaoApr 01, 2025ShareInterview: Real Vision with Tim Pagliara / GSE Prefs.Michael Kao·February 10, 2021Read full storyInterview: Real Vision Spotlight on Oil.Michael Kao·April 21, 2021Read full storyInterview: Real Vision with Max Wiethe / Inflation & Feedback Loops.Michael Kao·May 18, 2021Read full storyInterview: The Derivative with Jeff Malec / Misc. Finance Topics.Michael Kao·July 16, 2021Read full storyInterview: Real Vision with Warren Pies & Jack Farley / Oil.Michael Kao·July 23, 2021Read full storyInterview: Market Champions with Srivatsan Prakash / Origin Story & Misc. Finance Topics.Michael Kao·August 17, 2021Read full storyInterview: zer0es.tv / Short-Selling.Michael Kao·September 3, 2021Read full storyInterview: Real Vision with Warren Pies, Redux / Oil & Omicron.Michael Kao·December 1, 2021Read full storyInterview: Market Champions with Srivatsan Prakash / Finance Career War Stories.Michael Kao·February 14, 2022Read full storyInterview: Real Vision & Maggie Lake / USD Wrecking Ball.Michael Kao·March 22, 2022Read full storyInterview: The End Game with Grant Williams & Bill Fleckenstein / USD Wrecking Ball.Michael Kao·April 23, 2022Read full storyInterview: Forward Guidance with Jack Farley / The End of the "Liquidity Lottery."Michael Kao·June 3, 2022Read full storyInterview with Alf / The Case for Bear Steepening.Michael Kao·June 24, 2022Read full storyInterview: Real Vision with Harry Melandri & Doomberg / Oil & Energy Markets.Michael Kao·July 8, 2022Read full storyInterview: KEDM Happy Hour with Max Wiethe / Fed Policy, the USD, and Recency Bias.Michael Kao·August 13, 2022Read full storyInterview: Lead-Lag Live with Michael Gayed / The Sword of Inelasticity.Michael Kao·September 12, 2022Read full storyTwitter Space: Panel with Rahul / CPI, Energy.Michael Kao·September 14, 2022Read full storyTwitter Space: Pre-FOMC Panel with Rahul & Debate with Mike Green. Michael Kao·September 20, 2022Read full storyInterview: TastyTrade Discussion with Victor & Chris / Inelastic Supply Curves.Michael Kao·September 21, 2022Read full storyTwitter Space: Panel with UnusualWhales / Macro.Michael Kao·September 22, 2022Read full storyInterview: Lead-Lag Live with Michael Gayed / Tighter For Longer.Michael Kao·September 27, 2022Read full storyInterview: Real Vision with Michael Nicoletos / USD Wrecking Ball.Michael Kao·September 28, 2022Read full storyTwitter Space: Panel with Demetri Kofinas / FX & Sovereign Debt Endgames.Michael Kao·September 30, 2022Read full storyInterview: The Week Ahead with Tony Nash & Sam Rines / Inflation & Asian Contagion.Michael Kao·October 1, 2022Read full storyInterview: Hidden Forces with Demetri Kofinas & Brent Johnson / Dollar Milkshake Wrecking Ball.Michael Kao·October 4, 2022Read full storyTwitter Space: Panel with DefiYield & Michael Rosmer / Structural Inflation & Atoms vs. Bits.Michael Kao·October 7, 2022Read full storyLive Panel: Simplify Oil Panel with Mike Green & Charles McGarraugh / "Commodities In An Age of Scarcity."Michael Kao·October 13, 2022Read full storyInterview: Opto Sessions with Haydn Brain / "The USD Wrecking Ball."Michael Kao·October 28, 2022Read full storyTwitter Space: Pre-FOMC Panel with Unusual Whales / Macro Topics.Michael Kao·November 3, 2022Read full storyInterview: Market Champions with Srivatsan Prakash / Oil & USD Wrecking Ball.Michael Kao·November 3, 2022Read full storyInterview: DefiYield with Michael Rosmer / Oil, Inflation, Crypto-nomics, Geopolitics.Michael Kao·November 20, 2022Read full storyTwitter Space: FOMC Panel with UnusualWhales.Michael Kao·December 14, 2022Read full storyInterview: On The Margin with Mike Ippolito / USD Wrecking Ball As A Geopolitical Weapon (West Point Preview).Michael Kao·January 12, 2023Read full storyTwitter Space: Mike Green Interview / USD Wrecking Ball as a Weapon (West Point Preview). Michael Kao·January 30, 2023Read full storyInterview: Real Vision Daily Briefing with Maggie Lake / USD Wrecking Ball Resurgence.Michael Kao·February 22, 2023Read full storyInterview: The Week Ahead with Tony Nash, Albert Marko, & Ralph Schoellhammer.Michael Kao·February 25, 2023Read full storyInterview: AIM with Giorgio Tavazza / West Point Paper on USD Primacy.Michael Kao·March 3, 2023Read full storyTwitter Space: Double-Header on SIVB Fallout & Fed Implications.Michael Kao·March 14, 2023Read full storyInterview: Forward Guidance with Jack Farley / BTFP does NOT mean BTFD!Michael Kao·March 15, 2023Read full storyTwitter Space: Panel with Unusual Whales / CPI & Banks.Michael Kao·March 15, 2023Read full storyTwitter Space: Panel hosted by Mario Nawfal / ECB Hike, Inflation, Macro.Michael Kao·March 16, 2023Read full storyInterview: WTFinance Podcast with Anthony Fatseas / Macro, Shadow Banks, China.Michael Kao·March 16, 2023Read full storyTwitter Space Interview: Hosted by Grizzle Media / Macro Wrap-Up For The Week.Michael Kao·March 17, 2023Read full storyTwitter Space: Panel with Unusual Whales / FOMC & Macro.Michael Kao·March 22, 2023Read full storyInterview: The End Game with Grant Williams & Bill Fleckenstein / Fed's Inflation Fight.Michael Kao·March 26, 2023Read full storyTwitter Space: Panel Podcast hosted by MicDropMarkets & Chigirl Tracy/USD & Macro.Michael Kao·March 30, 2023Read full storyTwitter Space: Panel hosted by The Aquarium/USD vs. BRICS.Michael Kao·April 6, 2023Read full storyInterview: The RO Show Podcast with Rosanna Prestia / Macro, Markets, Money & METAL!Michael Kao·April 17, 2023Read full storyTwitter Space: Pre-FOMC Panel with Unusual Whales / Higher For Longer.Michael Kao·May 3, 2023Read full storyInterview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.Michael Kao·May 8, 2023Read full storyInterview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!Michael Kao·May 9, 2023Read full storyInterview: Palisades Gold Radio Podcast with Tom Bodrovics / Inflation & Asian Contagion 2.0.Michael Kao·June 7, 2023Read full storyInterview: TradeGateHub Interview With Dale Pinkert / Oil & USD.Michael Kao·June 8, 2023Read full storyInterview: Top Traders Unplugged Podcast with Cem Karsan / Oil & Geopolitics.Michael Kao·June 14, 2023Read full storyInterview: Forward Guidance with Jack Farley & Alex Stahel / Oil, Macro, CNY/Oil Doom Loop.Michael Kao·June 28, 2023Read full storyInterview: Real Vision with Maggie Lake / Fed, Inflation, USD, Macro.Michael Kao·July 31, 2023Read full storyInterview: Macro Sunday with Andreas Steno / China, CNY, HKD, Macro.Michael Kao·August 21, 2023Read full storyInterview: On The Margin with Mike Ippolito & Nicholas Glinsman / China, CNY, MacroMichael Kao·August 23, 2023Read full storyInterview-Macro/China/BRICS with Pyotr KurzinMichael Kao·August 28, 2023Read full storyInterview: On The Tape Podcast with Guy Adami & Danny Moses / Macro, Oil, USD, Sovereign Debt Endgames.Michael Kao·September 15, 2023Read full storyInterview: Markets & Macro Twitter Space with Jeremy Schwartz & Jeff Weniger.Michael Kao·October 10, 2023Read full storyInterview: "Forward Marginal Guidance" with Mike Ippolito and Jack Farley.Michael Kao·November 2, 2023Read full storyInterview: Palisades Gold Radio with Tom Bodravics.Michael Kao·November 3, 2023Read full storyInterview: The Julia La Roche Show with Julia La Roche.Michael Kao·November 14, 2023Read full storyInterview: The Geopolitics of Commodities with Scott Smitson on The Lykeion Channel.Michael Kao·November 20, 2023Read full storyInterview: The RO Show Podcast with Rosanna Prestia / Investment Philosophies, Mental Models & Pelicans.Michael Kao·December 2, 2023Read full storyTwitter Space: Panel with Unusual Whales / FOMC Day - Is the Fed about to Pivot?Michael Kao·December 15, 2023Read full storyInterview: Real Vision Daily Briefing with Maggie Lake / Is the US Economy Half Full or Half Empty?February 8, 2024Read full storyTwitter Space: Panel with Unusual Whales / FOMC Day - The Transformation of Powell.Michael Kao·March 22, 2024Read full storyInterview: TastyLive "The Price of Truth" Show with Victor Jones. Michael Kao·March 26, 2024Read full storyInterview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.Michael Kao·April 13, 2024Read full storyInterview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.Michael Kao·April 20, 2024Read full storyInterview: RealVision Masterclass Series with Roger Hirst. Michael Kao·May 25, 2024Read full storyInterview: "Week Ahead" Panel with Tony Nash on Economic Divergences & Geopolitical Risks.Michael Kao·June 8, 2024Read full storyInterview: Palisades Gold Radio with Tom Bodravics - Pot Pourri Discussion.Michael Kao·June 17, 2024Read full storyInterview: Dale Pinkert/TradeGATEHub Discussion - The Macro Bogeymen of Shadow Banking, Institutional Illiquidity, Sovereign Bonds, USD Wrecking Ball.Michael Kao·June 29, 2024Read full storyTwitter Space: July FOMC Panel with Unusual Whales - A Pivotal Moment?Michael Kao·July 31, 2024Read full storyInterview: A Macro Conversation with Andrew Brill of Wealthion + Positioning Update.Michael Kao·September 14, 2024Read full storyGuest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.Michael Kao and Scott Smitson·October 5, 2024Listen nowInterview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.Michael Kao·November 2, 2024Read full storyInterview: Forward Guidance with Felix Jauvin + EXTRAS.Michael Kao·November 28, 2024Read full storyInterview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion. Michael Kao·February 15, 2025Read full storyInterview: Discussion of Trump 2.0 with Veriten's COBT Panel.Michael Kao·April 2, 2025Read full storyInterview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.Michael Kao·April 19, 2025Read full storyInterview: Talking Macro With Guy Adami on Risk Reversal Podcast.Michael Kao·April 26, 2025Read full storyTwitter Space: May FOMC Panel with Unusual Whales - Pusillanimous Powell Becomes Parsimonious Powell.Michael Kao·May 10, 2025Read full storyInterview: China Tariff Wars with Charles Payne on Fox Business.Michael Kao·May 11, 2025Read full storyInterview: Talking "Peace Black Swans" & Fiscal Red Bull Redirection on Palisades Gold RadioMichael Kao·August 23, 2025Read full storyInterview: Macro/Geopolitical Regime Change Under Trump 2.0 on "For The Record" with Maggie Lake/The Market House.Michael Kao·September 13, 2025Read full storyInterview: Geopolitics/Macro - Energy Achilles' Heel Discussion on Monetary MattersMichael Kao·Jan 11Read full storyInterview: Talking Macro With Guy Adami on Risk Reversal Podcast.Michael Kao·Feb 20Read full storyGuest Lecture: Career Lessons in Entrepreneurship.Michael Kao·Apr 25Read full storyKaoboy Musings is a reader-supported publication. 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