Sitemap - 2022 - Kaoboy Musings
Re: Oil-The Great China Re-Opening (Or NOT).
Re: Oil-High Level Macro Thoughts For My LPs.
Twitter Space: FOMC Panel with UnusualWhales.
Re: Mental Models-Destructive/Constructive Interference In Econ Cycles.
Interview: DefiYield with Michael Rosmer / Oil, Inflation, Crypto-nomics, Geopolitics.
Re: Inflation/Real Estate-Train Wreck In Progress.
Re: MSTR-Capital Structure Update.
Interview: Market Champions with Srivatsan Prakash / Oil & USD Wrecking Ball.
Twitter Space: Pre-FOMC Panel with Unusual Whales / Macro Topics.
Interview: Opto Sessions with Haydn Brain / "The USD Wrecking Ball."
Re: Inflation/Geopolitics-Geopolitical Mosh Pits & Sovereign Debt Endgames.
Twitter Space: Panel with DefiYield & Michael Rosmer / Structural Inflation & Atoms vs. Bits.
Interview: Hidden Forces with Demetri Kofinas & Brent Johnson / Dollar Milkshake Wrecking Ball.
Interview: The Week Ahead with Tony Nash & Sam Rines / Inflation & Asian Contagion.
Twitter Space: Panel with Demetri Kofinas / FX & Sovereign Debt Endgames.
Interview: Real Vision with Michael Nicoletos / USD Wrecking Ball.
Interview: Lead-Lag Live with Michael Gayed / Tighter For Longer.
Twitter Space: Panel with UnusualWhales / Macro.
Re: Inflation/Real Estate-Around The World In 90 Minutes.
Interview: TastyTrade Discussion with Victor & Chris / Inelastic Supply Curves.
Twitter Space: Pre-FOMC Panel with Rahul & Debate with Mike Green.
Twitter Space: Panel with Rahul / CPI, Energy.
Interview: Lead-Lag Live with Michael Gayed / The Sword of Inelasticity.
Re: Oil-Forward Curves & Holy Grails (or Lack Thereof).
Re: Inflation/Macro-Asian Contagion 2.0?
Interview: KEDM Happy Hour with Max Wiethe / Fed Policy, the USD, and Recency Bias.
Re: Inflation-Demographics & Secular Stagflation.
Interview: Real Vision with Harry Melandri & Doomberg / Oil & Energy Markets.
Re: Geopolitics/Oil-Conversation With Velina Tchakarova.
Re: Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon.
Interview with Alf / The Case for Bear Steepening.
Interview: Forward Guidance with Jack Farley / The End of the "Liquidity Lottery."
Re: Inflation-"Ride of the Volkyries" Thoughts.
Re: $BTC/Crypto: The Beginning of the End of the Liquidity Lottery.
Re: MSTR-The Tail Wagging The BTC Dog?
Re: Oil-Trying To Cut Through The Noise.
Interview: The End Game with Grant Williams & Bill Fleckenstein / USD Wrecking Ball.
Interview: Real Vision & Maggie Lake / USD Wrecking Ball.
Re: USD Wrecking Ball World Tour & The CNY Facade.
Re: BTC/Crypto-Playing Jenga With The Ouroboros.
Interview: Market Champions with Srivatsan Prakash / Finance Career War Stories.
Re: BTC/Oil/USD/MSTR-Tying It All Together & The “Ummwut” Umwelt.