Michael Kao

Michael Kao is a veteran macro investor, former hedge fund manager, and founder of Akanthos Capital Management, now running his family office. A UC Berkeley EE/CS and Wharton MBA graduate who traded commodities at Goldman Sachs and co-founded Canyon Capital Arbitrage Fund, he built his career on a proprietary framework called 'Alpha With Asymmetry.' Known online as @UrbanKaoboy, he publishes the Kaoboy Musings newsletter on Substack - covering finance, macroeconomics, geopolitics, and thrash metal - and co-hosts the KAOS THEORY podcast with Grant Williams.