Discover more from Kaoboy Musings
Welcome To Kaoboy Musings
Where musings on financial markets, the macro economy, geopolitics, world travel and thrash metal collide!
Michael, aka “UrbanKaoboy,” has been in the investment business for ~30 years and has experience analyzing and investing in many markets and asset classes, spanning commodities/macro to credit to convertible/capital structure/event arbitrage to distressed debt/equity investing. Michael retired from active hedge fund management and now invests in a variety of public/private markets for his family office.
Michael began actively blogging in 2019 and began actively tweeting out his macro views in 2021, building an active following in the FinTwit community. Michael has since been interviewed on many podcasts and has presented on many panels on topics ranging from macroeconomics and energy markets to geopolitics and energy security.
Michael is known for his often contrarian views and his ability to explain complex topics to the layperson by cutting through the noise and borrowing mental models from other disciplines.
Subscribe now to Kaoboy Musings to see what happens when financial markets, geopolitics, and thrash metal collide!
Sign up now so you don’t miss the first issue.
In the meantime, tell your friends!