Episode (101)
Halaman 6 dari 11
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...
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....