Kaoboy Musings
Michael KaoKAOBOY 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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 282 | Subscribers | Read | urbankaoboy.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Interview: Geopolitics/Macro - Energy Achilles' Heel Discussion on Monetary Matters
Glad to be back with Max Wiethe on Monetary Matters to discuss my recent piece about the US Energy Achilles' Heel and the shift in hydrocarbon dependency from oil to natural gas.
Re: Macro/Geopolitics/Investing - The Energy Achilles' Heel of America.
A confluence of factors, led by ESG mandates of the last decade, has created an Energy Achilles' Heel for America, and the AI race may end up being one of the key arrows in that Heel.
Travelog: Ruin Hunting (Roman Britannia & Hadrian's Wall)
I came to the Roman Empire’s northern frontier looking for ruins but found vestiges of an empire that were much more personal. This is my Travelog of what Rome built, lost, and left behind in Britain.
Kaos Theory Episode 11: Barry Strauss, Redux
Welcome to KAOS THEORY — a podcast collaboration between Grant Williams and me that focuses on the intersection of Macroeconomics and Geopolitics in an increasingly disorderly world.
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Authors
The writers behind this newsletter.
GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office\ud83c\udfe6Globetrotter✈ Headbanger\ud83e\udd18Star Wars Fan\ud83c\udf0c Mixologist\ud83c\udf78Diver\ud83e\udd3f BIO: https://www.linkedin.com/in/kaomichael/
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