Episode (101)
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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...
Horse Pilates: A Mailbag Episode
Jan 02, 2026Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and ...
Good Game: WBD, Tricolor, TAE
Dec 19, 2025Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization...
Best and Final: WBD, IPO, BNPL
Dec 12, 2025Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, ...
Flying High in Bird Heaven: MSTR, PSUS, ETF
Dec 05, 2025Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes,...