Podcast Episodes
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Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
Katie and Matt discuss Taylor Swift, dating podcasters, the betting markets/financial markets convergence, commodity insider trading, a magical money…
1 year, 1 month ago
Dinosaur Bone Treasury Company: A Mailbag Episode
Katie and Matt discuss reader questions about Blooming Onion futures, IPO pops, alternative treasury companies, sports bar hedging, no-penalty CDs, s…
1 year, 1 month ago
Tellers in Dallas: TSLA, FD, PE
Katie and Matt discuss Matt's vacation plans, Elon Musk's propensity to ruin them, Musk's new good-faith payment from Tesla, his work schedule, Tesla…
1 year, 2 months ago
Matt Levine Ripped My Face Off: CEF, FX, A
Katie and Matt discuss retail private assets, offsetting unicorn closed-end funds, Matt’s infrequent trading in his personal account, FX derivatives,…
1 year, 2 months ago
Relevant Markets Content: KSS, 351, QQQ
Katie and Matt discuss bird gender reveal parties, meme stocks, short squeezes, AI as a distillation of human wisdom, dispersion trades, ETF tax effi…
1 year, 2 months ago
Horse Barn: HVAC, Windsurf, Vanguard
Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire …
1 year, 2 months ago
Sports: India, TSLA, Kalshi
Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.
See omnystudio.co…
1 year, 2 months ago
Gappy Paleologo
Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the s…
1 year, 3 months ago
Catastrophe in the Name: ETF, Trades, AI
Matt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.
See omnystu…
1 year, 3 months ago
Cliff Asness
Matt and Katie talk with their guest, Cliff Asness of AQR, about momentum, meme stocks, value, market timing, publishing, academics, explaining facto…
1 year, 3 months ago