Sitemap - 2023 - Kaoboy Musings
Lists: Books, Books, and more Books!
Re: Investing - Opening The Kimono: 2023 In Review.
Twitter Space: Panel with Unusual Whales / FOMC Day - Is the Fed about to Pivot?
Interview: The Geopolitics of Commodities with Scott Smitson on The Lykeion Channel.
Interview: The Julia La Roche Show with Julia La Roche.
Re: Mental Models - Valuation/Risk Drivers of Financial Assets As Partial Derivatives.
Interview: Palisades Gold Radio with Tom Bodravics.
Interview: "Forward Marginal Guidance" with Mike Ippolito and Jack Farley.
Re: Inflation/Oil/Gold/Yield Curves - Revisiting Bear Steepening, Recency Bias & That 70's Show.
Kaos Theory Episode 4: Elbridge Colby
Interview: Markets & Macro Twitter Space with Jeremy Schwartz & Jeff Weniger.
Inter-University Seminar on Armed Forces and Society Presentation
Quick Note: Check Out Daily Chats!
Interview: Macro/China/BRICS with Pyotr Kurzin
Interview: On The Margin with Mike Ippolito & Nicholas Glinsman / China, CNY, Macro
Kaos Theory Episode 3: Scott Smitson
Interview: Macro Sunday with Andreas Steno / China, CNY, HKD, Macro.
Interview: Real Vision with Maggie Lake / Fed, Inflation, USD, Macro.
Kaos Theory Episode 2: Richard Lacquement
Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.
Re: USD/China - The Donkey Kong Dollar Peg.
🤘ORDERED KAOS – The Meta Substack Directory 🤘
* ORDERED KAOS: Themes of the Week Substack Directory *
* Climate Change/ESG Substack Directory *
Interview: Forward Guidance with Jack Farley & Alex Stahel / Oil, Macro, CNY/Oil Doom Loop.
Re: USD Wrecking Ball - Whither Art Thou?
Re: Geopolitics/Demographics/Inflation - The Great Power Competition Between US & China.
Interview: Top Traders Unplugged Podcast with Cem Karsan / Oil & Geopolitics.
Kaos Theory Episode 1: Michael St. Pierre
Interview: TradeGateHub Interview With Dale Pinkert / Oil & USD.
Re: Oil/Investing - Lessons From The Oil Patch / Will Atlas Shrug?
Interview: Palisades Gold Radio Podcast with Tom Bodrovics / Inflation & Asian Contagion 2.0.
Re: Macro Commodity Chartpack, 5/25/23.
Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.
Interview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!
Interview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.
Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.
Twitter Space: Pre-FOMC Panel with Unusual Whales / Higher For Longer.
Interview: The RO Show Podcast with Rosanna Prestia / Macro, Markets, Money & METAL!
Re: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.
Pivot Announcement - No, Not The Fed!
Re: Geopolitics/Oil/USD - BRICS-a-Brac?
Twitter Space: Panel hosted by The Aquarium/USD vs. BRICS.
Re: Oil/Inflation/USD-Clash of the Titans.
ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).
Twitter Space: Panel Podcast hosted by MicDropMarkets & Chigirl Tracy/USD & Macro.
Interview: The End Game with Grant Williams & Bill Fleckenstein / Fed's Inflation Fight.
Re: Inflation/USD/USTs – “Risk-Free” Riskiness & Austrian Pipe Dreams.
ORDERED KAOS: Themes of the Week (3/19/23-3/24/23).
Twitter Space: Panel with Unusual Whales / FOMC & Macro.
ORDERED KAOS: Themes of the Week (3/12/23-3/17/23).
Twitter Space Interview: Hosted by Grizzle Media / Macro Wrap-Up For The Week.
Interview: WTFinance Podcast with Anthony Fatseas / Macro, Shadow Banks, China.
Twitter Space: Panel hosted by Mario Nawfal / ECB Hike, Inflation, Macro.
Twitter Space: Panel with Unusual Whales / CPI & Banks.
Interview: Forward Guidance with Jack Farley / BTFP does NOT mean BTFD!
Twitter Space: Double-Header on SIVB Fallout & Fed Implications.
Re: Geopolitics/Inflation/USD-Ball In A China Shop.
Twitter Space: Panel with Rahul on Powell’s Testimony & USD Wrecking Ball.
Re: Mental Models-Orthogonality & Portfolio Diversification.
* Crypto/BTC Substack Directory *
* Investing Substack Directory *
Interview: AIM with Giorgio Tavazza / West Point Paper on USD Primacy.
Interview: The Week Ahead with Tony Nash, Albert Marko, & Ralph Schoellhammer.
West Point Paper -- Bibliography
Interview: Real Vision Daily Briefing with Maggie Lake / USD Wrecking Ball Resurgence.
Re: Geopolitics / West Point Symposium on Great Power Competition with China.
Re: Mental Models-The Macroeconomic Pond & The Big Chop.
Twitter Thread Migration Underway / Email Inundation Fixed.
Kaoboy Musings on Substack is back!
Twitter Space: Mike Green Interview / USD Wrecking Ball as a Weapon (West Point Preview).
Re: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?