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Podcast: C.O.B. Tuesday
Episode: "I Call Trump 2.0 A Long Gamma Administration" Featuring Michael Kao, Akanthos Capital Management
Description: Today we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management. Michael founded Akanthos in 2002 and transitioned to focus on his family office in 2019. Michael is also the author of "Kaoboy Musings” on Substack (linked here). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump ha...