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 Hathaway, and memecoins as bankruptcy bidding currency.See...
28 Helmi 202535min
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 ETFs, and Microsoft vs. Treasuries.See omnystudio.c...
14 Helmi 202531min
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 Football Championship in your brokerage app.See omnys...
7 Helmi 202528min
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 omnystudio.com/listener for privacy information.
31 Tammi 202535min
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/listener for privacy information.
24 Tammi 202530min
Plant Some Petunias: Hindenburg, 360, ESG
Matt and Katie discuss how hard it is to make money as a short-focused researcher, how not to get the best rate on a savings account, and whether ESG is about doing good or doing well.See omnystudio.c...
17 Tammi 202531min
Sick and Aging Trees: GSE, MBA, ICE
Katie and Matt discuss the return of the Fannie Mae and Freddie Mac trade, a business school class project that came true in real life, and taking cocoa out of commodity exchange warehouses.See omnyst...
10 Tammi 202539min
Unfeasibly Tanned for This Time of Year: A Mailbag Episode
Katie and Matt answer reader questions about their paths into the world of finance, goth closing bell ceremonies, government insider trading, buying shares of other people's houses, "body language," t...
3 Tammi 202528min
