Kaoboy Musings
Michael KaoKAOBOY 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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 286 | Subscribers | Read | urbankaoboy.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Investing-CLO Equity CEF FAQ, Part II / A Conversation with ECC's PM.
Given the huge amount of social media misinformation around CLO Equities and CLO Equity CEFs, I decided to distill a FAQ from the many daily private chat threads I write about this topic. I will use ECC as my primary example, since it is th...
Re: Investing - CLO Equity CEF FAQ, Part I / ECC Spotlight.
Given the huge amount of social media misinformation around CLO Equities and CLO Equity CEFs, I decided to distill a FAQ from the many daily private chat threads I write about this topic.
Kaos Theory Episode 12: Meredith Angwin
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.
Interview: Talking Macro With Guy Adami on Risk Reversal Podcast.
Great to be back with Guy Adami again to talk about a broad range of Macro topics.
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Authors
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GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office\ud83c\udfe6Globetrotter✈ Headbanger\ud83e\udd18Star Wars Fan\ud83c\udf0c Mixologist\ud83c\udf78Diver\ud83e\udd3f BIO: https://www.linkedin.com/in/kaomichael/
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