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.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
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Issues | 239 | Subscribers | Read | urbankaoboy.com |
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Recent posts by this newsletter. Browse the email archive.
Professor Scott Smitson and I met at West Point 2 years ago, where we both presented policy papers on various aspects of National Security, and we have since collaborated on multiple projects (see section at end for links).
Neither Substack nor Twitter offers a way to index content, so I’ve come up with my own way to do so.
1/22/20 - Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.
2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.
Other publications recommended by the authors of this newsletter.
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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