Paid in Eggs
Katie and Matt discuss Katie's baby shower, No Elon ETFs, index preferences, ETFs as performance art, index rebalancing, liquidity provision, averaging into the index, lockup supply vs. index demand, ...
10 Jul 30min
100 John Does
Katie and Matt discuss sports, the weather, lobster cake, getting picked off by insider traders, the retail options casino, limiting sharp bettors, sports gambling ETFs, weird ETFs generally, bad vibe...
2 Jul 30min
One Big Blob of Elon
Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, priva...
26 Jun 31min
Book of Souls
Katie and Matt discuss sports, mostly not SpaceX, alien capital markets, blinking, quality of earnings, hedge fund heroes, keeping a stegosaurus in your living room, the Book of Souls, capacity constr...
19 Jun 30min
Strongly Worded Letters
Katie and Matt discuss the pricing of the SpaceX IPO, cash-settled derivatives gambling, S&P’s no-fast-tracking decision, index divergence, active-management benchmarking, SpaceX ESG, federal sports g...
12 Jun 31min
Champagne and Caviar
Katie and Matt discuss the Knicks, the Jeffrey, hedging sports bets with sports bets, Google selling some stock, net equity issuance, taxes on stock vesting, Andrew Left, how long you have to be short...
5 Jun 27min
Shameful Secret Heart
Katie and Matt discuss the SpaceX IPO, enterprise AI, Mars colonies, the Elon Musk premium, consternation about indexes, a no-Elon index, closet indexing, price-insensitive IPO demand, unconstrained E...
29 Mai 35min
