Michael Kao: Discussion of Schrödinger’s oil price concept on July 8, 2026

Michael Kao: Discussion of Schrödinger’s oil price concept on July 8, 2026
Schrödinger’s oil price discussed for 2026

Michael Kao, cio at Akadia Capital, discusses the concept of Schrödinger’s oil price, describing it as a quantum superposition, in thoughts shared on July 8, 2026.

The post highlights a unique perspective on oil price uncertainty.

Kao has previously likened investing in CLO equity closed-end funds to selling one-month put options, offering a perspective on credit risk in structured products. He has also drawn comparisons between low-float IPOs from the Dot Com era and inelastic supply assets like bitcoin. These earlier observations reflect his focus on market structure and investor behavior.

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