Episode (95)
Halaman 6 dari 10
American Dream: EDR, BIS, PILOT
Mar 14, 2025Katie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey. See omnystudio.com/listener for privacy information...
Audible Frustration: C, ME, ETF
Mar 07, 2025Matt and Katie discuss Citigroup's fat fingers and confusing computer screen, 23andMe's troubles, serial-killer cousins, ETF sales practices and taking a holistic view of customer service. See omnyst...
Funny Business Is My Business: PRIV, HHH, WARS
Feb 28, 2025Katie and Matt discuss Apollo and State Street's private credit exchange-traded fund launch, Bill Ackman's efforts to build his own Berkshire Hathaway, and memecoins as bankruptcy bidding currency. Se...
Bespokeness: AI, Passthrough, UST
Feb 14, 2025Katie and Matt discuss the fighting over OpenAI, paying for hedge funds' photocopies, whether hedge funds are worth it or you should just buy buffer ETFs, and Microsoft vs. Treasuries. See omnystudio....
Another Great Convergence: 7bps, APO, HOOD
Feb 07, 2025Katie and Matt discuss Vanguard's big mutual fund fee cut, plans for private credit trading and the one glorious day when you could bet on the Pro Football Championship in your brokerage app. See omny...
A Lineless World: AI, X, Darkness
Jan 31, 2025Katie and Matt discuss the DeepSeek shock, AI and GDP, Elon Musk's X buyout debt, trading in the dark and double levered Melaniacoin ETFs. See omnystudio.com/listener for privacy information.
Messing With Models: Vanguard, Buffers, Two Sigma
Jan 24, 2025Katie and Matt discuss a Vanguard tax oopsie, buffered Bitcoin ETFs, crypto utility, and a hedge fund model calibration oopsie. See omnystudio.com/listener for privacy information.
Plant Some Petunias: Hindenburg, 360, ESG
Jan 17, 2025Matt and Katie discuss how hard it is to make money as a short-focused researcher, how not to get the best rate on a savings account, and whether ESG is about doing good or doing well. See omnystudio....
Sick and Aging Trees: GSE, MBA, ICE
Jan 10, 2025Katie and Matt discuss the return of the Fannie Mae and Freddie Mac trade, a business school class project that came true in real life, and taking cocoa out of commodity exchange warehouses. See omnys...
Unfeasibly Tanned for This Time of Year: A Mailbag Episode
Jan 03, 2025Katie and Matt answer reader questions about their paths into the world of finance, goth closing bell ceremonies, government insider trading, buying shares of other people's houses, "body language," t...