Podcast Episodes
Back to Search
An OK Horse
Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as…
8 months, 2 weeks ago
Key Beast Risk: BMNR, 10%, OLMA
Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial ins…
8 months, 3 weeks ago
Embarrassment of Something: IQ, PE, BX
Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, pr…
9 months ago
Horse Pilates: A Mailbag Episode
Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics,…
9 months, 1 week ago
Good Game: WBD, Tricolor, TAE
Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing dea…
9 months, 2 weeks ago
Best and Final: WBD, IPO, BNPL
Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, tr…
9 months, 3 weeks ago
Flying High in Bird Heaven: MSTR, PSUS, ETF
Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsle…
10 months ago
Re-run: Gappy Paleologo
In an episode from July, Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researc…
10 months, 1 week ago
Bat Tat: Labubu, OBDC, Frank
Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Fran…
10 months, 2 weeks ago
Mouth Noises: 50y, ISS, HF
Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mor…
10 months, 3 weeks ago