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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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🤘ORDERED KAOS – The Meta Substack Directory 🤘

This is the Meta-Directory of all of my Substack Sub-Directories — the “One Ring to rule them all.”

Michael Kao

Jul 12, 2023

Neither Substack nor Twitter offers a way to index content, so I’ve come up with my own way to do so.

Consider this post to be a “Meta-Directory” of all of my Substack Sub-Directories grouped by Topic.

I will keep this post pinned so that subscribers can access this directory easily without having to wade through the archives in chronological order.

* Climate Change/ESG Substack Directory *

* Climate Change/ESG Substack Directory *

Michael Kao

Jul 12

* Climate Change/ESG Substack Directory *

1/22/20 - Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons. 4/17/21 – Re: Climate Change-Facts vs Politics. 6/1/21 - Re: Oil-ESG “La La Land.” 11/2/21 - Re: Climate Change-Update From Professor Robert Giegengack, Chair Emeritus of UPenn's Earth & Environmental Science Dept.

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* Crypto/BTC Substack Directory *

* Crypto/BTC Substack Directory *

Michael Kao

Jul 12

5/21/21 - Re: Mental Models-Bubble Assets As Capacitors. 6/17/21 - Re: Crypto/BTC-GS Insight Highlights. 6/20/21 - Re: Crypto/BTC-Supply/Demand & The “Tantalus Tease.” 9/27/21 - Re: Crypto/DeFi—Cherry Popped, First Impressions. 1/30/22 - Re: BTC/Oil/USD/MSTR-Tying It All Together & The “Ummwut” Umwelt.

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* Geopolitics Substack Directory *

* Geopolitics Substack Directory *

Michael Kao

Jul 12

5/13/21 - Re: Oil/Inflation-“Are we headed for Weimar, or is it just Hyperinflation Hyperventilation?” / Our Geographic Advantages. 6/12/21 - Re: Geopolitics-US Army War College/National Security Seminar Learnings. 8/13/21 - Re: China/Taiwan-The CCP Propaganda Machine Is Cranking.

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* Inflation Substack Directory *

* Inflation Substack Directory *

Michael Kao

Jul 12

2/23/21 - Re: Crude Oil-Best Inflation Hedge? 3/8/21 - Re: Crude Oil/Macro-This Butterfly Has Big Wings. 4/30/21 - Re: Crude Oil/Inflation-Feedback Loops & Weimar Discussion. 5/13/21 - Re: Oil/Inflation-“Are we headed for Weimar, or is it just Hyperinflation Hyperventilation?” / Our Geographic Advantages.

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* Investing Substack Directory *

* Investing Substack Directory *

Michael Kao

Jul 12

1/29/21 - Re: Investing-Meme Stocks & The Importance of Shorting. 3/2/21 - Re: Investing-Deep Dive on SPACS. 7/1/21 - Re: Investing-Exit Strategies/When To HODL. 10/6/21 - Re: Investing-Lessons From Bernard Baruch. 2/22/23 - Re: Investing Lessons - A Compilation.

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* Mental Models Substack Directory *

* Mental Models Substack Directory *

Michael Kao

Jul 12

5/21/21 - Re: Mental Models-Bubble Assets As Capacitors. 5/28/21 - Re: Mental Models-Inflation Feedback Loops As Recursive Algos. 12/4/21 - Re: Mental Models-Financial Assets As Levers. 12/10/22 - Re: Mental Models-Destructive/Constructive Interference In Econ Cycles.

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* MSTR Substack Directory *

* MSTR Substack Directory *

Michael Kao

Jul 12

2/16/21 - Re: MSTR-GOAT or Goat? 4/23/21 - Re: MSTR-A Real Options Analysis. 4/29/21 - Re: MSTR-More Real Options Thoughts. 5/19/21 - Re: MSTR-Painting Targets & The Negative Gamma Cascade. 1/30/22 - Re: $BTC/Oil/USD/$MSTR-Tying It All Together & The “Ummwut” Umwelt.

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* Oil/USD Wrecking Ball Substack Directory *

* Oil/USD Wrecking Ball Substack Directory *

Michael Kao

Jul 12

* Oil/USD Wrecking Ball Substack Directory *

2/7/21 - Re: Oil-Different Dynamics Under Biden. 2/12/21 - Re: Oil-The Significance of Backwardation. 2/23/21 - Re: Oil-Best Inflation Hedge? 3/5/21 - Re: Oil-Notes From Capital One Oil Call. 3/8/21 - Re: Oil/Macro-This Butterfly Has Big Wings. 4/12/21 - Re: Oil-Will Shale Ruin The Party Again?

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* Interviews & Panels Substack Directory *

* Interviews & Panels Substack Directory *

Michael Kao

Jul 12

* Interviews & Panels Substack Directory *

2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs. 4/22/21 - Interview: Real Vision Spotlight on Oil. 5/18/21 - Interview: Real Vision with Max Wiethe / Inflation & Feedback Loops. 7/15/21 - Interview: The Derivative with Jeff Malec / Misc. Finance Topics.

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* ORDERED KAOS: Themes of the Week Substack Directory *

* ORDERED KAOS: Themes of the Week Substack Directory *

Michael Kao

Jul 12

* ORDERED KAOS: Themes of the Week Substack Directory *

ORDERED KAOS: Themes of the Week (3/12/23-3/17/23). ORDERED KAOS: Themes of the Week (3/19/23-3/24/23). ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).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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* KAOS THEORY Podcast Series Substack Directory *

* KAOS THEORY Podcast Series Substack Directory *

Michael Kao

Jul 12

* KAOS THEORY Podcast Series Substack Directory *

6/11/23 -- Kaos Theory Episode 1: Michael St. PierreKaoboy 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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