Kaoboy Musings

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.

By Michael Kao
· Over 15,000 subscribers
“Intelligent analysis of the world we live in. Keep up with his insights they make all the difference.”...”
Shumba, Shumba’s Newsletter
“Prescient macro musings.”...”
Samantha LaDuc, Macro-to-Micro by Samantha LaDuc
“Tremendous place for reading, understanding, and broadening your horizons; Michael does a great job of combining macro and geopolitics - something that not enough others do.”...”
Pyotr Kurzin, The Global Gambit