Podcast Episodes
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Fat Wallet: Tariffs, Mergers, Brands
Katie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-F…
11 months ago
Kinda Spooky: META, AI, TSLA
Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), th…
11 months, 1 week ago
Indoor Cat: JPM, AI, 777
Katie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls f…
11 months, 2 weeks ago
No Nap Rooms: Credit, Peace, 24X
Katie and Matt discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-gra…
11 months, 3 weeks ago
How the Snake Dies: ICE, AMD, ARKK
Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction…
1 year ago
Loads of Vultures: Funds, Agents, Bets
Matt and Katie discuss multistrategy hedge funds, talent sieves, agents vs. headhunters, hedge fund managers' sense of their market value, agents for…
1 year ago
This Is Weird: A Mailbag Episode
Matt and Katie discuss reader mail about tungsten cubes, monthly financial reporting, long-term levered ETFs, the shrinking public markets, betting o…
1 year ago
Chaos Factor: ARKF, 10Q, 10%
Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, in…
1 year ago
A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
Katie and Matt discuss the career advantages of losing a billion dollars, wounded lions, hedge fund comp structures and stock prices, Elon Musk’s com…
1 year ago
Voluntary Nudge Nudge: IEEPA, TROW, FX
Katie and Matt discuss the taxation power, IEEPA, tariff refunds, government revenue sharing, voluntary tariffs, alternative/traditional asset manage…
1 year, 1 month ago