
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 Jan 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 Jan 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 Jan 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 Jan 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 Jan 202528min

Half Backronym: PISCES, ACI, MSTR
Katie and Matt discuss insider trading in private companies, the process of generating financial acronyms, supermarket antitrust, the grand reopening party of a Kings supermarket in New Jersey, and Mi...
20 Des 202431min

Thin Gruel: Tetrahedron, Target, Firing
Katie and Matt talk about levels of financial celebrity, The Onion's efforts to buy Infowars out of bankruptcy, whether DEI is securities fraud, and committing insider trading after getting fired. Bec...
13 Des 202424min

Good Conspiracy: ESG, Assemblies, HPS
Katie and Matt discuss whether index funds are illegal, whether ESG investing leads to cartel-like profits, whether jury duty for index fund investors is a good idea and whether we are in a golden age...
6 Des 202432min



















