Kaoboy Musings

Kaoboy Musings

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 fearmongering on CLOs and why it spells opportunity.

Michael Kao's avatar
Michael Kao
Nov 15, 2025
∙ Paid

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 fearmongering on CLOs and why it spells opportunity.

Disclaimer: This interview talks about some Idiosyncratic positions that I currently hold and actively trade. I use the examples to illustrate my broader points a…

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