Hurt People Hurt People: SBUX, LMEs, BofA
A between-vacations episode in which Katie and Matt discuss Starbucks's new CEO, the capital solutions business, banking hours and being a horse.See omnystudio.com/listener for privacy information.
16 Aug 202429min
Guy on Twitter: PSUS, Left, ETFs
Matt and Katie discuss Pershing Square USA's IPO, Citron Research's short-and-distort charges, bond market liquidity, and Katie's trip to Paris to watch running.See omnystudio.com/listener for privacy...
2 Aug 202434min
All the Biggest Tombstones: M&A, ETF, Mailbag
Katie and Matt discuss fees for mergers and acquisitions, private assets in ETFs, liquidity mismatches, and reader questions about asset-manager parties, poker staking and finite alpha.See omnystudio....
26 Jul 202434min
Don’t Hate the Player: DJT, Bets, Funds
Katie and Matt discuss Trump Media’s stock sale, people who are too good at sports betting and stock trading, and single-stock private funds. See omnystudio.com/listener for privacy information.
19 Jul 202430min
Blood Farming: Purdue Pharma, empty voting and frozen heads
Katie and Matt discuss nonconsensual third-party releases, what comes next for the Oxycontin bankruptcy, empty voting in proxy fights, and writing your future clone into your will. Also we tease Katie...
12 Jul 202431min
Just Keep Bidding: MMTLP, PE, ETFs
Katie and Matt discuss short squeezes past, present and future, interviewing for private equity jobs two years in advance, and how if you want to own stock but with less risk, you can just sell some o...
28 Jun 202436min
Xs and Os: Trader U, VORB, QXO
Katie and Matt discuss auditing classes at portfolio manager school, getting on television by pretending to buy public companies, and how to make a few billion dollars by rolling up the building produ...
21 Jun 202429min
Uncatchable Mouse Jigglers: TSLA, PARA, WFC WFH
Matt and Katie discuss Elon's big payday (maybe), Paramount's lost deal and Wells Fargo's vice president of screen monitoring.See omnystudio.com/listener for privacy information.
14 Jun 202432min
