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Artwork for Kaoboy Musings

Kaoboy Musings

Michael Kao, Scott Smitson

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
PricingFreemiumPublishesWeekly
Issues239SubscribersRead urbankaoboy.com

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#123
Substack
/Finance(Free)
#75
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Guest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.

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).

2 months ago
12
0

ORDERED KAOS – The Meta-Directory of Substack Directories

Neither Substack nor Twitter offers a way to index content, so I’ve come up with my own way to do so.

2 months ago
19
0

* Climate Change/ESG Substack Directory *

1/22/20 - Down the Rabbit Hole of Climate Change / ESG Investing & Disruption of Hydrocarbons.

2 months ago
1
0

* Interviews & Panels Substack Directory *

2/9/21 - Interview: Real Vision with Tim Pagliara / GSE Prefs.

2 months ago
0
0

Authors

The writers behind this newsletter.

  • Michael Kao

    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/

  • Scott Smitson
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