Podcast Episodes
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Paid in Eggs
Katie and Matt discuss Katie's baby shower, No Elon ETFs, index preferences, ETFs as performance art, index rebalancing, liquidity provision, averagi…
2 months, 4 weeks ago
100 John Does
Katie and Matt discuss sports, the weather, lobster cake, getting picked off by insider traders, the retail options casino, limiting sharp bettors, s…
3 months, 1 week ago
One Big Blob of Elon
Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmvil…
3 months, 1 week ago
Book of Souls
Katie and Matt discuss sports, mostly not SpaceX, alien capital markets, blinking, quality of earnings, hedge fund heroes, keeping a stegosaurus in y…
3 months, 2 weeks ago
Strongly Worded Letters
Katie and Matt discuss the pricing of the SpaceX IPO, cash-settled derivatives gambling, S&P’s no-fast-tracking decision, index divergence, active-ma…
3 months, 3 weeks ago
Champagne and Caviar
Katie and Matt discuss the Knicks, the Jeffrey, hedging sports bets with sports bets, Google selling some stock, net equity issuance, taxes on stock …
4 months ago
Shameful Secret Heart
Katie and Matt discuss the SpaceX IPO, enterprise AI, Mars colonies, the Elon Musk premium, consternation about indexes, a no-Elon index, closet inde…
4 months, 1 week ago
Frisky Dentists
Katie and Matt discuss GameStop buying (?) eBay, authorized shares, socks, activism, negging, CDOs, CLOs, structured finance innovations, trading pri…
4 months, 3 weeks ago
Timeless Wisdom: A Mailbag Episode
Katie and Matt discuss financial advisers, a little scooch of private credit, finance book recommendations, call options on time, expected returns, s…
5 months ago
Bag of Snakes
Katie and Matt discuss the downsides of home ownership, hedge fund managers who had a somewhat disappointing week, Pershing Square USA, the physics o…
5 months, 1 week ago