Podcast Episodes
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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 …
1 year, 6 months 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 r…
1 year, 6 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…
1 year, 6 months 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.
S…
1 year, 6 months 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 taki…
1 year, 7 months 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 Hathawa…
1 year, 7 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 …
1 year, 7 months 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 Fo…
1 year, 8 months 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.
See omnystu…
1 year, 8 months 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.
See omnystudio.com/lis…
1 year, 8 months ago