Episode (101)
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Re-run: Gappy Paleologo
Nov 28, 2025In an episode from July, Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge fu...
Bat Tat: Labubu, OBDC, Frank
Nov 21, 2025Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butte...
Mouth Noises: 50y, ISS, HF
Nov 14, 2025Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt’s mortgage rate, optimal exercise of p...
Fat Wallet: Tariffs, Mergers, Brands
Nov 07, 2025Katie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-Fried’s appeal, alleged fraud at First Brands, facto...
Kinda Spooky: META, AI, TSLA
Oct 31, 2025Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and g...
Indoor Cat: JPM, AI, 777
Oct 24, 2025Katie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts’ hop...
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...