Kaoboy Musings

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…

Mar 7 • Michael Kao

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February 2026

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…

Feb 24 • Michael Kao

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Kaos Theory Episode 12: Meredith Angwin

Meredith Angwin is an expert on the US Electric Grid and explains current fragilities as well as potential solutions to what could be an imminent…

Feb 21 • Michael Kao

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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.

Feb 20 • Michael Kao

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January 2026

Interview: Geopolitics/Macro - Energy Achilles' Heel Discussion on Monetary Matters

Glad to be back with Max Wiethe on Monetary Matters to discuss my recent piece about the US Energy Achilles' Heel and the shift in hydrocarbon…

Jan 11 • Michael Kao

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Re: Macro/Geopolitics/Investing - The Energy Achilles' Heel of America.

A confluence of factors, led by ESG mandates of the last decade, has created an Energy Achilles' Heel for America, and the AI race may end up being one…

Jan 3 • Michael Kao

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December 2025

Travelog: Ruin Hunting (Roman Britannia & Hadrian's Wall)

I came to the Roman Empire’s northern frontier looking for ruins but found vestiges of an empire that were much more personal. This is my Travelog of…

Dec 21, 2025 • Michael Kao

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Kaos Theory Episode 11: Barry Strauss, Redux

Barry Strauss is a Senior Fellow at the Hoover Institution, Professor Emeritus at Cornell, and a best-selling author. He returns to discuss the history…

Dec 6, 2025 • Michael Kao

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November 2025

Interview: Private Credit and CLO Discussion on Debt Serious Podcast.

I am pleased to be a first-time guest on the Debt Serious Podcast to talk about Private Credit and CLOs. We delved into the recent misplaced…

Nov 15, 2025 • Michael Kao

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Travelog: Ruin Hunting (Punic Wars Edition)

The Punic Wars between Rome and Carthage spanned almost the entire Mediterranean, engulfing Italy, Sicily, Spain and North Africa. This piece covers my…

Nov 8, 2025 • Michael Kao

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Re: Investing Lessons - A Compilation.

These are what I consider to be “Evergreen” Investing Lessons that I’ve learned throughout my career. I find that re-reading them periodically helps my…

Nov 7, 2025 • Michael Kao

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Travelog: Ruin Hunting (Turkey & Greece, 2011)

This is the first of several retrospectives on my various Ruin Hunts around the world over the years. This edition covers my first trip to Turkey …

Nov 1, 2025 • Michael Kao

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