Podcast Episodes

Smack-ish: MSTR, PE, MFT

Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity recruiting and mid-frequency trading.

See omnystudio.c…

Published on 2 months, 2 weeks ago

Learn to Perch: WFC, BBB, TOPS

Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices…

Published on 2 months, 3 weeks ago

What Growing Starlings Need: USCIT, GSEs, SBET

Katie and Matt discuss Katie’s new bird, the legality of tariffs, the TACO trade, rooting for the nondelegation doctrine, implicit guarantees, the money to be made if Fannie Mae and Freddie Mac are r…

Published on 3 months ago

Midnight Madness: Ryan Patch and Jon Seale

Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything.

See omnystudio.com/listener for privacy informati…

Published on 3 months, 1 week ago

Full of Mirth: 401(k), Clubs, TSLA

Matt and Katie discuss leveraging up your 401(k), everyone's love for putting private credit into retirement accounts, mortgages versus margin loans, college finance clubs, travel sports and how to g…

Published on 3 months, 2 weeks ago

A Broad Church: BRK/A, OpenAI, Medicaid

Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, Sam Altman's incentives and Medicaid provider taxes…

Published on 3 months, 3 weeks ago

Visionary Kibbitzer: TSLA, X, KKR

Matt and Katie talk about what Tesla is, splitting the roles of CEO and Technoking, the Musk attention auction, the benefits of not paying attention to X debt prices, and why everyone likes private a…

Published on 3 months, 4 weeks ago

Reptile Brain: ???, GS, XXI

Matt 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…

Published on 4 months ago

One Horse at a Time: A Mailbag Episode

Matt 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 …

Published on 4 months, 1 week ago

Awkward Pauses: Tariffs, Basis, Leverage

Matt 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.

Published on 4 months, 2 weeks ago