urbankaoboy.com

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.

May 9, 2023 | urbankaoboy.com | Michael Kao

I didn’t expect to be taken deep-down memory lane on this podcast, but it was fun to retell some stories from my experiences at J. Aron, Harvard Management, Canyon and then starting my own firm Akanthos. We ended by talking about current trends in Oil and Macro generally.