macro-investing
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Real Vision made Wall Street sit down and explain itself
A conversation over Spanish wine became a financial video business. Now Real Vision is betting that investors will pay for the conversation - and for a place in it.
Raoul Pal’s Long Bet on Looking Further Ahead
At 36, he left the hedge fund world to write on his own clock. Two decades later, Raoul Pal is still asking what markets miss when everyone watches the next month.
Barry Ritholtz Built a Career by Asking: What If the Crowd Is Wrong?
The lawyer-turned-investor made skepticism into a craft, a daily blog into an institution, and one unfashionable idea into a durable philosophy: wealth grows when ego gets out of the way.
Michael Kao
Michael Kao is a veteran macro investor, former hedge fund manager, and founder of Akanthos Capital Management, now running his family office. A UC Berkeley EE/CS and Wharton MBA graduate who traded commodities at Goldman Sachs and co-founded Canyon Capital Arbitrage Fund, he built his career on a proprietary framework called 'Alpha With Asymmetry.' Known online as @UrbanKaoboy, he publishes the Kaoboy Musings newsletter on Substack - covering finance, macroeconomics, geopolitics, and thrash metal - and co-hosts the KAOS THEORY podcast with Grant Williams.