Episode (101)
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Perpetual Motion Machine: Adani, MSTR, OSTK
Nov 22, 2024Matt and Katie discuss the Adani bribery charges, the future of FCPA enforcement, MicroStrategy's Bitcoin strategy and the technology and legality of short squeezes. Become a Bloomberg.com subscriber...
Generous Portion: FTC, CMG, ETF
Nov 15, 2024Matt and Katie talk about merger arbitrage, affordable luxury handbags, burrito bowl sizing, securities fraud and double Warren Buffett. Become a Bloomberg.com subscriber using our special intro offe...
Garlic Cartel: Markets, Credit, Code
Nov 08, 2024Matt and Katie discuss the price of garlic, anticompetitive price disclosure, the private credit gold rush and (allegedly) downloading quant models and fleeing the country. Become a Bloomberg.com sub...
Public Breakups: Polymarket, Taxes, SMCI
Nov 01, 2024Katie and Matt talk on Halloween about what election market prices might mean, how to defer taxes and Super Micro's auditors resigning in a huff. See omnystudio.com/listener for privacy information.
Some Cigarettes: Accreditation, Memes, Naughty ESG
Oct 25, 2024Katie and Matt discuss taking tests to buy risky investments, growing up from meme stocks to boring retirement investing, and what happens when ESG funds smoke the occasional cigarette. Become a B...
John Collison
Oct 18, 2024Matt and Katie talk with their first guest, John Collison, the co-founder and president of Stripe, about the financial services business, why payments are hard, what's good about crypto, why IPOs don'...
Technically a Horse: ETF, ETF, ETF
Oct 11, 2024Katie and Matt discuss large ponies, small horses, puzzle hunts, portfolio trading, Jane Street’s lack of a CEO, tax deferral, covered calls and yieldmaxxing. See omnystudio.com/listener for privacy i...
Men's Haircuts: SATS, FLUT, APO
Oct 04, 2024Katie and Matt discuss bond haircuts, literal haircuts, sports gambling, single-stock 0dte gambling and private assets in retirement accounts. See omnystudio.com/listener for privacy information.
Money Has No Meaning: OpenAI, AIWB, WWJD
Sep 27, 2024Katie and Matt discuss nonprofits, capped-profits, for-profits, chatbot brokers, chatbot ETFs and biblically responsible investing. See omnystudio.com/listener for privacy information.
Modular Cat Trees: A Mailbag Episode
Sep 20, 2024Katie and Matt answer reader questions about private markets being the new public markets, SEC fines, writing big stories, Icahn/Ackman activism, anti-leveraged ETFs, fake M&A, cat-based businesses, b...