Money Stuff: The Podcast

Katie and Matt discuss GameStop buying (?) eBay, authorized shares, socks, activism, negging, CDOs, CLOs, structured finance innovations, trading private credit, daily pricing, bad ways to own Anthrop...

Katie and Matt discuss financial advisers, a little scooch of private credit, finance book recommendations, call options on time, expected returns, seating charts, rain creating liquidity, E and S vs....

Katie and Matt discuss the downsides of home ownership, hedge fund managers who had a somewhat disappointing week, Pershing Square USA, the physics of closed-end funds, publicly listed hedge fund firm...

Katie and Matt discuss bringing children to work, the weather in one corner of Charles de Gaulle airport, an infinite surface for market manipulation, bespoke parametric insurance, the Avis Budget sho...

Katie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, ...

Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management caree...

Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic ind...

Matt and Katie talk to Boaz Weinstein of Saba Capital Management about his tenders for OBDC II and SREIT, semi-liquid fund liquidity, reflexivity, the lure of permanent capital, private credit NAVs, p...

Katie and Matt discuss high school quiz bowl, Bill Ackman’s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance fees, p...

Katie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackst...