Podcast Episodes

Finders Keepers: IPO, XAI, Subs

Matt and Katie do not discuss tariffs but do discuss meme stock mini-IPOs, the stablecoin business, adult custodians of T-bills, booping some Circle coins, valuing X and xAI, X/xAI synergies, other p…

Published on 4 months, 3 weeks ago

Land Rich: EDR, KKR, SPAX.PVT

Katie and Matt discuss the Endeavor deal, Carl Icahn, dodging brokers' phone calls, strategic holdings, a baby Berkshire boom, Katie's contact lens reorder, reinvesting crypto winnings in land, real-…

Published on 5 months ago

Unbundled Advice: A Mailbag Episode

Matt and Katie answer reader questions about the quality of cocoa beans, who picks the loans in private credit ETFs, whether everything is stupid now, how to work quant hedge fund money laundering in…

Published on 5 months, 1 week ago

American Dream: EDR, BIS, PILOT

Katie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey.

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Published on 5 months, 2 weeks ago

Audible Frustration: C, ME, ETF

Matt and Katie discuss Citigroup's fat fingers and confusing computer screen, 23andMe's troubles, serial-killer cousins, ETF sales practices and taking a holistic view of customer service. 

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Published on 5 months, 3 weeks ago

Funny Business Is My Business: PRIV, HHH, WARS

Katie and Matt discuss Apollo and State Street's private credit exchange-traded fund launch, Bill Ackman's efforts to build his own Berkshire Hathaway, and memecoins as bankruptcy bidding currency.

Se…

Published on 6 months ago

Bespokeness: AI, Passthrough, UST

Katie and Matt discuss the fighting over OpenAI, paying for hedge funds' photocopies, whether hedge funds are worth it or you should just buy buffer ETFs, and Microsoft vs. Treasuries.

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Published on 6 months, 2 weeks ago

Another Great Convergence: 7bps, APO, HOOD

Katie 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.

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Published on 6 months, 3 weeks ago

A Lineless World: AI, X, Darkness

Katie and Matt discuss the DeepSeek shock, AI and GDP, Elon Musk's X buyout debt, trading in the dark and double levered Melaniacoin ETFs.

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Published on 6 months, 4 weeks ago

Messing With Models: Vanguard, Buffers, Two Sigma

Katie and Matt discuss a Vanguard tax oopsie, buffered Bitcoin ETFs, crypto utility, and a hedge fund model calibration oopsie.

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Published on 7 months ago