Episode (95)
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No Nap Rooms: Credit, Peace, 24X
Oct 17, 2025Katie and Matt discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-grade prediction markets, 23-hour-a-day stock trading,...
How the Snake Dies: ICE, AMD, ARKK
Oct 10, 2025Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, th...
Loads of Vultures: Funds, Agents, Bets
Oct 03, 2025Matt and Katie discuss multistrategy hedge funds, talent sieves, agents vs. headhunters, hedge fund managers' sense of their market value, agents for AI researchers, same-game parlays, sportsbook mark...
This Is Weird: A Mailbag Episode
Sep 26, 2025Matt and Katie discuss reader mail about tungsten cubes, monthly financial reporting, long-term levered ETFs, the shrinking public markets, betting on onion prices, betting on stock prices, limiting s...
Chaos Factor: ARKF, 10Q, 10%
Sep 19, 2025Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie’s vacation plans. Se...
A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
Sep 12, 2025Katie and Matt discuss the career advantages of losing a billion dollars, wounded lions, hedge fund comp structures and stock prices, Elon Musk’s comp structure, reasons for Tesla to invest in xAI, th...
Voluntary Nudge Nudge: IEEPA, TROW, FX
Sep 05, 2025Katie and Matt discuss the taxation power, IEEPA, tariff refunds, government revenue sharing, voluntary tariffs, alternative/traditional asset manager partnerships, Goldman buying a little bit of T. R...
Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
Aug 29, 2025Katie and Matt discuss Taylor Swift, dating podcasters, the betting markets/financial markets convergence, commodity insider trading, a magical money printing machine, weird preferred stocks, the cryp...
Dinosaur Bone Treasury Company: A Mailbag Episode
Aug 15, 2025Katie and Matt discuss reader questions about Blooming Onion futures, IPO pops, alternative treasury companies, sports bar hedging, no-penalty CDs, spirit securities, “internet personality” as a caree...
Tellers in Dallas: TSLA, FD, PE
Aug 08, 2025Katie and Matt discuss Matt's vacation plans, Elon Musk's propensity to ruin them, Musk's new good-faith payment from Tesla, his work schedule, Tesla as a car company vs. Tesla as the future of life, ...