Kaoboy Musings

Substack by Michael Kao · launched Apr 2, 2021

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.

Read Kaoboy Musings →

Top in Finance

#256

Paid leaderboard

#182

Subscribers

18K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

37K

Paid plan

$29/mo

Recommends

12

other newsletters

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 49%

of 525 ranked finance newsletters

Best rank seen

#198

on Sep 13, 2026

Rank, 7 days

−4 places

Followers added

+192

since tracking began

Posts

3

last 30 days

Reactions per post

35

average, recent posts

Reactions tracked

450

across 13 posts

Most-reacted post we have seen: Kaos Theory Episode 14: Lakshmi Sreekumar — 44 reactions on Sep 5, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/urbankaoboy"><img src="https://stockmarketwatch.com/finance-newsletters/urbankaoboy/card" alt="Kaoboy Musings — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Weekly KAOS - Northern Lights Edition: The Hike, the Chokepoints, and Xi in Washington

  Sep 25, 2026Paid37 reactions1 comments1 restacks

• Kaos Theory Episode 14: Lakshmi Sreekumar

  Sep 5, 202644 reactions4 comments5 restacks

• Weekly KAOS - The Jobs Shock, the Yield Surge, and the Debt Governor

  Sep 4, 2026Paid35 reactions0 comments2 restacks

• Weekly KAOS-The Economic Siege and the Vanishing Buyer

  Aug 28, 2026Paid40 reactions0 comments1 restacks

• Mental Models-The Superpower of Fulcrum Securities

  Aug 22, 2026Paid44 reactions3 comments2 restacks

• Weekly KAOS-The Crown, the Sieve, and the Debt Governor

  Aug 21, 2026Paid37 reactions0 comments1 restacks

• Weekly KAOS-The Loud Hand and the Quiet Hand

  Aug 14, 2026Paid36 reactions0 comments1 restacks

• Investing-CLO Equity CEF Update / A Conversation with ECC's CFO.

  Aug 13, 2026Paid37 reactions2 comments2 restacks

• Weekly KAOS-Long End & Debt Governor to Risk Assets: "YOU SHALL NOT PASS!"

  Jul 31, 2026Paid28 reactions0 comments1 restacks

• Weekly KAOS-The third head of Iran's Cerberus Awakes as Oil Finally Bites

  Jul 24, 2026Paid29 reactions0 comments1 restacks

• Weekly KAOS-Hormuz Blares, Oil Yawns, and Warsh Waits

  Jul 17, 2026Paid25 reactions5 comments0 restacks

• Kaos Theory Episode 13: Michael Every Redux

  Jul 13, 202631 reactions4 comments4 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Kaoboy Musings. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.