Sitemap - 2024 - Kaoboy Musings
Re: Investing - MBI: Will Lightning Strike a Third Time?
Interview: Forward Guidance with Felix Jauvin + EXTRAS.
Kaos Theory Episode 8: Barry Strauss
ORDERED KAOS – The Meta-Directory of Substack Directories
Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.
* Climate Change/ESG Substack Directory *
* Geopolitics Substack Directory *
* Oil/USD Wrecking Ball Substack Directory *
Re: Fannie/Freddie - Trump Trade or CHUMP Trade?
Interview: Macro & Geopolitics Discussion with Harry Melandri on Real Vision.
Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.
Re: Inflation/USD/Oil - From Fed's Best Friend to Fed's Worst Enemy.
Interview: A Macro Conversation with Andrew Brill of Wealthion + Positioning Update.
Re: Inflation/USD/Oil - The Return of PP and the Coming of PPPP.
Re: Mental Models - Merton/Real Options Framework for Debt & Equity.
Kaos Theory Episode 7: Oriana Skylar Mastro
Twitter Space: July FOMC Panel with Unusual Whales - A Pivotal Moment?
Re: Oil/Inflation/USD - From USD Wrecking Ball to USD Pickleball?
Re: Investing/Mental Models - The Perils of Surfing the S(e)ine.
Re: Investing - "Rumpelstiltskin Risks" & Why Not All Securitizations Are Created Equal.
Interview: Palisades Gold Radio with Tom Bodravics - Pot Pourri Discussion.
Interview: "Week Ahead" Panel with Tony Nash on Economic Divergences & Geopolitical Risks.
Re: Investing - Is Alpha a Mirage in a Desert of Beta?
Interview: RealVision Masterclass Series with Roger Hirst.
Kaos Theory Episode 6: Brian McCarthy
Re: Investing - "Alpha With Asymmetry."
* Inflation Substack Directory *
Interview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.
Interview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.
Re: Macro/USD/Oil/Geopolitics - The Battle of the BADS.
Interview: TastyLive "The Price of Truth" Show with Victor Jones.
Twitter Space: Panel with Unusual Whales / FOMC Day - The Transformation of Powell.
Guide to the UrbanKaoboy Substack
Re: Investing - Institutionalizing the "Elephant Through A Mousehole."
* Crypto/BTC Substack Directory *
Re: Investing - Private Credit & The Ostrich Effect.
Re: Inflation/USD/Oil - From Ripping Dots to Dipping Dots?
Interview: Real Vision Daily Briefing with Maggie Lake / Is the US Economy Half Full or Half Empty?
One Year Anniversary of Kaoboy Musings / Resolution of the Paywall Dilemma.