Learn More Gooder
Matt and guest host Mary Childs discuss CDS gossip, suboptimal mortgage refinancing, cheap options, shopping for savings accounts, billing by the hour, AI and the apprenticeship model, second-price au...
4 Sep 37min
Re-Run: Boaz Weinstein
Matt and Katie talked in March to Boaz Weinstein of Saba Capital Management about his tenders for OBDC II and SREIT, semi-liquid fund liquidity, reflexivity, the lure of permanent capital, private cre...
14 Aug 49min
No Kiddie Pool
Matt and guest co-host Silvia Killingsworth discuss the Situational Awareness situation, record dates, CVRs, and sourcing weird volatility risk from retail customers to sell to hedge funds.See omnystu...
31 Jul 26min
Worried Noises
Katie and Matt discuss 351 exchanges, the Gabe Plotkin ETF, the two laws of tax, tax code is not quite law, Gary Gensler’s cell phone, crypto vs. the SEC, the Truth API, nuclear fusion, sports indexes...
24 Jul 29min
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
