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Nov 10, 2024 | urbankaoboy.com | Byzantine Empire |Michael Kao

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. 11/9/24: Episode 8 — Barry StraussHistory might not always repeat, but it certainly rhymes. Internal divisiveness, external threats, border crises, epidemics, inflation/currency debasement, wealth inequality — these challenges all might sound recent and familiar, but they faced also Ancient Rome.

Apr 13, 2024 | urbankaoboy.com | Michael Kao

I am grateful to Guy Adami and Danny Moses for having me back on their show again to discuss some of the top Macro Challenges facing the markets now. This was a short but densely packed conversation, and it inspired me to write a whole thread around the topics we covered. “On The Tape” Podcast Notes:We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses.

Feb 4, 2024 | urbankaoboy.com | Michael Kao

Welcome to KAOS THEORY — a new podcast series that Grant Williams and I are collaborating on that focuses on the intersection of Macroeconomics and Geopolitics in an increasingly disorderly world. 2/4/24: Episode 5 — Robert SpaldingRobert Spalding is a retired Brigadier General of the United States Air Force.

Nov 3, 2023 | urbankaoboy.com | Michael Kao

This is my second time speaking with Tom, and he has a knack for asking provocative questions on second and third-order effects of the current Macro setup. Our far-ranging conversation spanned many topics: recent FOMC and what US Economic Resilience implies for H4L policy and RoW, the role of Gold/Fiat, Sovereign Debt Endgames, etc. Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.