HeyJaredKaoboy Musings
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.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest issues
Weekly KAOS - Northern Lights Edition: The Hike, the Chokepoints, and Xi in Washington (opens the original)
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<img alt="" class="sizing-normal" height="860" src="https://substackcdn.com/image/fetch/$s_!BMRx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdc6e2c05-70ec-4d90-9373-707eaa2ef3f9_1312x860.png"
Kaos Theory Episode 14: Lakshmi Sreekumar (opens the original)
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Welcome to KAOS THEORY — a podcast collaboration between Grant Williams and me that focuses on the intersection of Macroeconomics and Geopolitics in an increasingly disorderly world.<img alt="" class="sizing-normal" height="1400" src="https:/
Weekly KAOS - The Jobs Shock, the Yield Surge, and the Debt Governor (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!dUSY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ff126f3-2370-41db-b53a-193a4e54f4d9_1672x941.png"
Weekly KAOS-The Economic Siege and the Vanishing Buyer (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!AWfq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1647458f-b59c-4c5a-8aff-ba65a2ed25d3_1672x941.png"
Mental Models-The Superpower of Fulcrum Securities (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!ryaa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcfa0b0b3-0a7b-4158-aa86-3b6993a75db2_1536x1024.pn
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