[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @UrbanKaoboy Michael Kao Michael Kao posts on X about $4452t, debt, $ecc, peeps the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::26266863/interactions)  - X Week XXXXXX +23% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::26266863/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX -XXXX% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::26266863/followers)  - X Week XXXXXXX +0.11% - X Month XXXXXXX +0.74% - X Months XXXXXXX +3.40% - X Year XXXXXXX +11% ### CreatorRank: XXXXXXX [#](/creator/twitter::26266863/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$4452t](/topic/$4452t) #44, [debt](/topic/debt) #1341, [$ecc](/topic/$ecc) #1, [peeps](/topic/peeps) #131, [$200b](/topic/$200b) 5.56%, [investment](/topic/investment) 5.56%, [fud](/topic/fud) 5.56%, [yield curve](/topic/yield-curve) 5.56%, [bsl](/topic/bsl) 5.56%, [dividend](/topic/dividend) XXXX% **Top accounts mentioned or mentioned by** [@catelong](/creator/undefined) [@proskauer](/creator/undefined) [@indievestments](/creator/undefined) [@romanhistory1](/creator/undefined) [@michaelxpettis](/creator/undefined) [@bewaterltd](/creator/undefined) [@alexcorrino](/creator/undefined) [@bitpaine](/creator/undefined) [@mechtech256](/creator/undefined) [@markhubbard33](/creator/undefined) [@pillagecapital](/creator/undefined) [@barrystrauss](/creator/undefined) [@spmur11](/creator/undefined) [@permabear__](/creator/undefined) [@crockejo](/creator/undefined) [@macroandmuses](/creator/undefined) [@achunter347](/creator/undefined) [@kingjohn2400](/creator/undefined) [@drmoneyglitcher](/creator/undefined) [@erik_n_the_dogs](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts Top posts by engagements in the last XX hours "Interview: Private Credit and CLO Discussion on Debt Serious Podcast. I am pleased to be a first-time guest on the Debt Serious Podcast to talk about Private Credit and CLOs. We delved into the recent misplaced fearmongering on CLOs and why it spells opportunity" [X Link](https://x.com/UrbanKaoboy/status/1989700311465013541) 2025-11-15T14:21Z 109.6K followers, 91.9K engagements "$ECC peeps: One of my subscribers a CIO of a $200B AUM firm reached out after he read my recent CLO equity piece and was kind enough to arrange a call with his internal CLO equity PM who like Eagle Point is a control equity investor in CLO equities. Not only did he also corroborate Spread COMPRESSION as the primary headwind to the asset class this year I was surprised to learn that most CLO equity funds are down this year from the same NAV erosion due to Spread Compression that ECC has been facing. He too has been doing Resets like crazy to lock in historic financing spreads to position for" [X Link](https://x.com/UrbanKaoboy/status/1993786401998156207) 2025-11-26T20:58Z 109.6K followers, 3700 engagements "Musings of the Day 11/28/25: I always get much more excited about markets during periods of distress and fearmongering. The Pelican gorged the last several weeks during all the Private Credit FUD but now it feels like we are in this YE markup period for everything. Happy to sit back on the water again and watch for the next sure thing" [X Link](https://x.com/UrbanKaoboy/status/1994419270152032392) 2025-11-28T14:53Z 109.6K followers, 22.8K engagements "Musings of the Day 12/1/25: My 2c on todays market movements: The irony of Trumps decision to name Hassett as next Fed chair is that the long end of the yield curve is freaking out about aggressive rate cuts. And because the Risk Free Rate is the bottom most Jenga block of the Risk Edifice it is causing a Risk Off across the board but especially in LONG DURATION assets think Equities with high Terminal Valuations and $BTC" [X Link](https://x.com/UrbanKaoboy/status/1995523398450167830) 2025-12-01T16:00Z 109.6K followers, 29.5K engagements "Musings of the Day 11/21/25: This is why Securitzation Feedstock matters. CDOs and Private Credit/Middle Market CLOs tend to have narrow undiversified pools of loans as Securitization Feedstock. BSL CLOs have very broad very diversified pools of loans across Corporate America as Securitization Feedstock. Dont conflate the two. Listen/read my interview" [X Link](https://x.com/UrbanKaoboy/status/1991868521807310849) 2025-11-21T13:57Z 109.6K followers, 11.2K engagements "$ECC peeps: Finally a big day for this name. Friend asked if there were any catalysts. Here is my response: Its not a catalyst name in the traditional sense. Every month is a catalyst the dividend. Big picture Ive always thought that credit strategies and event driven strategies go hand in hand because theyre both inherently short vol strategies. I think of a bond as a series of interest events followed by the final maturity event. ICYMI: This is a good mental model for how to look at Credit vs. Equity:" [X Link](https://x.com/UrbanKaoboy/status/1993018372876124209) 2025-11-24T18:06Z 109.6K followers, 7050 engagements "Musings of the Day 11/30/25: One of my subs asked me about the various $MSTR prefs and piqued my interest so I spent the morning putting back on my Convertible Arb cap and updating the cap structure since its been years since Ive looked at it. Saylors been a busy boy with X convertible bonds and X prefs now totaling $16.7B and annual interest/dividend expense running $XXX mm/year. Between continuous share dilution and the ability to also liquidate $BTC if need be I suspect he will just continue expanding his balance sheet as long as the capital markets keep allowing him to do so. He has a lot" [X Link](https://x.com/UrbanKaoboy/status/1995232543059403148) 2025-11-30T20:44Z 109.5K followers, 31.6K engagements "Yeah the Lord of Cyber Hornets will sacrifice everything else before his $BTC and that includes his stock" [X Link](https://x.com/UrbanKaoboy/status/1995567612269617568) 2025-12-01T18:56Z 109.5K followers, 9110 engagements "@cate_long @proskauer Represented in what capacity He hasnt been removed" [X Link](https://x.com/UrbanKaoboy/status/1996676468966150203) 2025-12-04T20:22Z 109.5K followers, XXX engagements "This is a worthwhile interview with @michaelxpettis. I agree with much of what Pettis says: Pettis' "Involution" is my Chinese Runaway Assembly Line and I wholeheartedly agree that the "Globalization" of the last several decades has NOT been predicated on Supply/Demand & Comparative Advantage. My primary difference of opinion is on Tariffs. Pettis talks about the inefficacy of Tariffs from a direct bilateral trade equalization perspective whereas I view the Trump XXX Tariffs as an integral part of the carrot-vs-stick Economic Statecraft that has resulted in Reshoring commitments so large that" [X Link](https://x.com/UrbanKaoboy/status/1995687225099715060) 2025-12-02T02:51Z 109.6K followers, 18.1K engagements "Musings of the Day 12/8/25: I have been running side-by-side prompts between ChatGPT XXX and Gemini Pro X for the last several weeks and at least when it comes to financial analyses and reasoning Gemini's answers are so much better than ChatGPT's -- even when I handicap by providing detailed persona descriptions for ChatGPT and not for Gemini. I have now ported all of my ChatGPT personas over to Gemini and if this keeps up I will be turning off my ChatGPT subscription. Sam Altman is right to issue his Code Red" [X Link](https://x.com/UrbanKaoboy/status/1998044955466719721) 2025-12-08T15:00Z 109.6K followers, 14.3K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@UrbanKaoboy Michael Kao
Michael Kao posts on X about $4452t, debt, $ecc, peeps the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +23%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XXXX%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.11%
- X Month XXXXXXX +0.74%
- X Months XXXXXXX +3.40%
- X Year XXXXXXX +11%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXXX% countries XXXX% stocks XXXX% technology brands XXXX%
Social topic influence $4452t #44, debt #1341, $ecc #1, peeps #131, $200b 5.56%, investment 5.56%, fud 5.56%, yield curve 5.56%, bsl 5.56%, dividend XXXX%
Top accounts mentioned or mentioned by @catelong @proskauer @indievestments @romanhistory1 @michaelxpettis @bewaterltd @alexcorrino @bitpaine @mechtech256 @markhubbard33 @pillagecapital @barrystrauss @spmur11 @permabear__ @crockejo @macroandmuses @achunter347 @kingjohn2400 @drmoneyglitcher @erik_n_the_dogs
Top assets mentioned Strategy (MSTR) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"Interview: Private Credit and CLO Discussion on Debt Serious Podcast. I am pleased to be a first-time guest on the Debt Serious Podcast to talk about Private Credit and CLOs. We delved into the recent misplaced fearmongering on CLOs and why it spells opportunity"
X Link 2025-11-15T14:21Z 109.6K followers, 91.9K engagements
"$ECC peeps: One of my subscribers a CIO of a $200B AUM firm reached out after he read my recent CLO equity piece and was kind enough to arrange a call with his internal CLO equity PM who like Eagle Point is a control equity investor in CLO equities. Not only did he also corroborate Spread COMPRESSION as the primary headwind to the asset class this year I was surprised to learn that most CLO equity funds are down this year from the same NAV erosion due to Spread Compression that ECC has been facing. He too has been doing Resets like crazy to lock in historic financing spreads to position for"
X Link 2025-11-26T20:58Z 109.6K followers, 3700 engagements
"Musings of the Day 11/28/25: I always get much more excited about markets during periods of distress and fearmongering. The Pelican gorged the last several weeks during all the Private Credit FUD but now it feels like we are in this YE markup period for everything. Happy to sit back on the water again and watch for the next sure thing"
X Link 2025-11-28T14:53Z 109.6K followers, 22.8K engagements
"Musings of the Day 12/1/25: My 2c on todays market movements: The irony of Trumps decision to name Hassett as next Fed chair is that the long end of the yield curve is freaking out about aggressive rate cuts. And because the Risk Free Rate is the bottom most Jenga block of the Risk Edifice it is causing a Risk Off across the board but especially in LONG DURATION assets think Equities with high Terminal Valuations and $BTC"
X Link 2025-12-01T16:00Z 109.6K followers, 29.5K engagements
"Musings of the Day 11/21/25: This is why Securitzation Feedstock matters. CDOs and Private Credit/Middle Market CLOs tend to have narrow undiversified pools of loans as Securitization Feedstock. BSL CLOs have very broad very diversified pools of loans across Corporate America as Securitization Feedstock. Dont conflate the two. Listen/read my interview"
X Link 2025-11-21T13:57Z 109.6K followers, 11.2K engagements
"$ECC peeps: Finally a big day for this name. Friend asked if there were any catalysts. Here is my response: Its not a catalyst name in the traditional sense. Every month is a catalyst the dividend. Big picture Ive always thought that credit strategies and event driven strategies go hand in hand because theyre both inherently short vol strategies. I think of a bond as a series of interest events followed by the final maturity event. ICYMI: This is a good mental model for how to look at Credit vs. Equity:"
X Link 2025-11-24T18:06Z 109.6K followers, 7050 engagements
"Musings of the Day 11/30/25: One of my subs asked me about the various $MSTR prefs and piqued my interest so I spent the morning putting back on my Convertible Arb cap and updating the cap structure since its been years since Ive looked at it. Saylors been a busy boy with X convertible bonds and X prefs now totaling $16.7B and annual interest/dividend expense running $XXX mm/year. Between continuous share dilution and the ability to also liquidate $BTC if need be I suspect he will just continue expanding his balance sheet as long as the capital markets keep allowing him to do so. He has a lot"
X Link 2025-11-30T20:44Z 109.5K followers, 31.6K engagements
"Yeah the Lord of Cyber Hornets will sacrifice everything else before his $BTC and that includes his stock"
X Link 2025-12-01T18:56Z 109.5K followers, 9110 engagements
"@cate_long @proskauer Represented in what capacity He hasnt been removed"
X Link 2025-12-04T20:22Z 109.5K followers, XXX engagements
"This is a worthwhile interview with @michaelxpettis. I agree with much of what Pettis says: Pettis' "Involution" is my Chinese Runaway Assembly Line and I wholeheartedly agree that the "Globalization" of the last several decades has NOT been predicated on Supply/Demand & Comparative Advantage. My primary difference of opinion is on Tariffs. Pettis talks about the inefficacy of Tariffs from a direct bilateral trade equalization perspective whereas I view the Trump XXX Tariffs as an integral part of the carrot-vs-stick Economic Statecraft that has resulted in Reshoring commitments so large that"
X Link 2025-12-02T02:51Z 109.6K followers, 18.1K engagements
"Musings of the Day 12/8/25: I have been running side-by-side prompts between ChatGPT XXX and Gemini Pro X for the last several weeks and at least when it comes to financial analyses and reasoning Gemini's answers are so much better than ChatGPT's -- even when I handicap by providing detailed persona descriptions for ChatGPT and not for Gemini. I have now ported all of my ChatGPT personas over to Gemini and if this keeps up I will be turning off my ChatGPT subscription. Sam Altman is right to issue his Code Red"
X Link 2025-12-08T15:00Z 109.6K followers, 14.3K engagements