Episode (101)
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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, ...
Matt Levine Ripped My Face Off: CEF, FX, A
Aug 01, 2025Katie and Matt discuss retail private assets, offsetting unicorn closed-end funds, Matt’s infrequent trading in his personal account, FX derivatives, unsophisticated clients, limited upside with unlim...
Relevant Markets Content: KSS, 351, QQQ
Jul 25, 2025Katie and Matt discuss bird gender reveal parties, meme stocks, short squeezes, AI as a distillation of human wisdom, dispersion trades, ETF tax efficiency, heartbeats, everything will be a tokenized ...
Horse Barn: HVAC, Windsurf, Vanguard
Jul 18, 2025Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index ...
Sports: India, TSLA, Kalshi
Jul 11, 2025Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets. See omnystudio.com/listener for privacy information.