Episode (95)
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Midnight Madness: Ryan Patch and Jon Seale
May 23, 2025Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything. See omnystudio.com/listener for privacy informati...
Full of Mirth: 401(k), Clubs, TSLA
May 16, 2025Matt and Katie discuss leveraging up your 401(k), everyone's love for putting private credit into retirement accounts, mortgages versus margin loans, college finance clubs, travel sports and how to ge...
A Broad Church: BRK/A, OpenAI, Medicaid
May 09, 2025Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, Sam Altman's incentives and Medicaid provider taxes....
Visionary Kibbitzer: TSLA, X, KKR
May 02, 2025Matt and Katie talk about what Tesla is, splitting the roles of CEO and Technoking, the Musk attention auction, the benefits of not paying attention to X debt prices, and why everyone likes private as...
Reptile Brain: ???, GS, XXI
Apr 25, 2025Matt and Katie talk general craziness, tariffs, Jerome Powell, volatility and predictability, plus Goldman pay, alts managers versus banks, Twenty One and negative Bitcoin per share. See omnystudio.co...
One Horse at a Time: A Mailbag Episode
Apr 18, 2025Matt and Katie answer reader questions about law firm IPOs, cyber horses, private credit marketplaces, S&P 500 basis ETFs, the option value of personal bankruptcy, names for children/horses/ETFs and E...
Awkward Pauses: Tariffs, Basis, Leverage
Apr 11, 2025Matt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs. See omnystudio.com/listener for privacy information.
Finders Keepers: IPO, XAI, Subs
Apr 04, 2025Matt and Katie do not discuss tariffs but do discuss meme stock mini-IPOs, the stablecoin business, adult custodians of T-bills, booping some Circle coins, valuing X and xAI, X/xAI synergies, other po...
Land Rich: EDR, KKR, SPAX.PVT
Mar 28, 2025Katie and Matt discuss the Endeavor deal, Carl Icahn, dodging brokers' phone calls, strategic holdings, a baby Berkshire boom, Katie's contact lens reorder, reinvesting crypto winnings in land, real-t...
Unbundled Advice: A Mailbag Episode
Mar 21, 2025Matt and Katie answer reader questions about the quality of cocoa beans, who picks the loans in private credit ETFs, whether everything is stupid now, how to work quant hedge fund money laundering int...