Episode (101)
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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...
Half Backronym: PISCES, ACI, MSTR
Dec 20, 2024Katie and Matt discuss insider trading in private companies, the process of generating financial acronyms, supermarket antitrust, the grand reopening party of a Kings supermarket in New Jersey, and Mi...
Thin Gruel: Tetrahedron, Target, Firing
Dec 13, 2024Katie and Matt talk about levels of financial celebrity, The Onion's efforts to buy Infowars out of bankruptcy, whether DEI is securities fraud, and committing insider trading after getting fired. Be...
Good Conspiracy: ESG, Assemblies, HPS
Dec 06, 2024Katie and Matt discuss whether index funds are illegal, whether ESG investing leads to cartel-like profits, whether jury duty for index fund investors is a good idea and whether we are in a golden age...
Chickenization: An Odd Lots Crossover
Nov 29, 2024Katie and Matt sit down with Tracy Alloway and Joe Weisenthal, hosts of the Odd Lots podcast, to discuss their new series on the chicken industry, Ray Dalio’s connection to McNuggets, cheap protein, t...