Episode (95)
Halaman 1 dari 10
Also Sticky
Mar 27, 2026Katie 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...
Boaz Weinstein
Mar 19, 2026Matt 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...
Man Not Bird
Mar 13, 2026Katie 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...
Perhaps a Ballroom
Mar 06, 2026Katie 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...
Re-Run: Cliff Asness
Feb 13, 2026Matt and Katie are on vacation! There will be a new episode of Money Stuff in your feeds on March 6th. In this episode from June 2025, Matt and Katie talk with their guest, Cliff Asness of AQR, abou...
Impaled on the Obelisk
Feb 06, 2026Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitc...
Elevated Shepherd's Pie
Jan 30, 2026Katie and Matt discuss Morgan’s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether’s mountain lair, gold vault tourism, how to ma...
An OK Horse
Jan 23, 2026Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as a unit of money, memecoin IP, moonshot pay incenti...
Key Beast Risk: BMNR, 10%, OLMA
Jan 16, 2026Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading. See omnystudio.com/listener for priva...
Embarrassment of Something: IQ, PE, BX
Jan 09, 2026Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the...