Podcast Episodes

Public Breakups: Polymarket, Taxes, SMCI

Katie 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.

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1 year, 11 months ago

Some Cigarettes: Accreditation, Memes, Naughty ESG

Katie and Matt discuss taking tests to buy risky investments, growing up from meme stocks to boring retirement investing, and what happens when ESG f…

1 year, 11 months ago

John Collison

Matt and Katie talk with their first guest, John Collison, the co-founder and president of Stripe, about the financial services business, why payment…

1 year, 11 months ago

Technically a Horse: ETF, ETF, ETF

Katie and Matt discuss large ponies, small horses, puzzle hunts, portfolio trading, Jane Street’s lack of a CEO, tax deferral, covered calls and yiel…

2 years ago

Men's Haircuts: SATS, FLUT, APO

Katie and Matt discuss bond haircuts, literal haircuts, sports gambling, single-stock 0dte gambling and private assets in retirement accounts.

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2 years ago

Money Has No Meaning: OpenAI, AIWB, WWJD

Katie and Matt discuss nonprofits, capped-profits, for-profits, chatbot brokers, chatbot ETFs and biblically responsible investing. 

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2 years ago

Modular Cat Trees: A Mailbag Episode

Katie and Matt answer reader questions about private markets being the new public markets, SEC fines, writing big stories, Icahn/Ackman activism, ant…

2 years ago

Calm Knuckles: SEC, ETF, SPOT

Katie and Matt discuss SEC cell phone location data, private credit ETFs, and having robots make fake songs for the streaming revenue.

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2 years ago

Fruitcakes and Nutcases: ETF, ATIC, DJT

Katie and Matt discuss single-stock leveraged ETFs, insurance for taxis and Florida real estate, the Trump Media lockup, and whether there are more r…

2 years, 1 month ago

Pick Up the Phone: Shorts, PSUS, BLS

Katie and Matt discuss short selling disclaimers, how to sell a closed-end fund and calling up the government to get payroll revisions.

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2 years, 1 month ago