Podcast Episodes
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Smack-ish: MSTR, PE, MFT
Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity rec…
1 year, 3 months ago
Learn to Perch: WFC, BBB, TOPS
Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB…
1 year, 4 months ago
What Growing Starlings Need: USCIT, GSEs, SBET
Katie and Matt discuss Katie’s new bird, the legality of tariffs, the TACO trade, rooting for the nondelegation doctrine, implicit guarantees, the mo…
1 year, 4 months ago
Midnight Madness: Ryan Patch and Jon Seale
Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything…
1 year, 4 months ago
Full of Mirth: 401(k), Clubs, TSLA
Matt and Katie discuss leveraging up your 401(k), everyone's love for putting private credit into retirement accounts, mortgages versus margin loans,…
1 year, 4 months ago
A Broad Church: BRK/A, OpenAI, Medicaid
Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, S…
1 year, 5 months ago
Visionary Kibbitzer: TSLA, X, KKR
Matt and Katie talk about what Tesla is, splitting the roles of CEO and Technoking, the Musk attention auction, the benefits of not paying attention …
1 year, 5 months ago
Reptile Brain: ???, GS, XXI
Matt and Katie talk general craziness, tariffs, Jerome Powell, volatility and predictability, plus Goldman pay, alts managers versus banks, Twenty On…
1 year, 5 months ago
One Horse at a Time: A Mailbag Episode
Matt and Katie answer reader questions about law firm IPOs, cyber horses, private credit marketplaces, S&P 500 basis ETFs, the option value of person…
1 year, 5 months ago
Awkward Pauses: Tariffs, Basis, Leverage
Matt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs.
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1 year, 6 months ago