The Acquirers Podcast

Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

May 15, 2023
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1
Introduction
00:00 • 2min
2
How Michael's Transition From a University Student to a Campus Capital
02:04 • 2min
3
The Life of a Video Game Designer
03:40 • 2min
4
How to Be a Revenue Generator at Goldman Sachs
06:04 • 2min
5
How to Transition From Analyst to Analyst at Goldman Sachs
08:01 • 4min
6
The Importance of Technical Analysis
12:06 • 5min
7
How to Long Only Value a Canvas
16:59 • 1min
8
The Value of Equity Options
18:03 • 5min
9
How to Buy Distress Convertibles and General Growth Properties
23:01 • 3min
10
The Convertible Arbitrage Trade
25:40 • 4min
11
Buffett's Favorite Trade of All Time
29:26 • 2min
12
Warren Buffett's Advantage in the Convertible Press
31:05 • 2min
13
How to Trade a Convertible
32:43 • 2min
14
The Short Gamma Aspect of Event Arbitrage
34:22 • 2min
15
How to Make Money in Bankruptcy
36:05 • 4min
16
The Secret Sauce of Cantos
39:58 • 3min
17
The Long Term Perspective on Oil
43:10 • 3min
18
The Risk of a Sustained Period of High Commodity Prices
46:06 • 6min
19
The Fed and the Shadow Banking Sector in the Asset Markets
51:47 • 5min
20
The Outgrowths of Hyperinflation
56:39 • 2min
21
The Cost of Letting Inflation Expectations Get Unanchored
58:29 • 2min
22
The Pernicious Tax on the People Least Equipped to Afford It
01:00:36 • 2min