Impaled on the Obelisk
Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitc...
6 Feb 28min
Elevated Shepherd's Pie
Katie and Matt discuss Morgan’s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether’s mountain lair, gold vault tourism, how to ma...
30 Jan 28min
An OK Horse
Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as a unit of money, memecoin IP, moonshot pay incenti...
23 Jan 27min
Key Beast Risk: BMNR, 10%, OLMA
Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading.See omnystudio.com/listener for privac...
16 Jan 24min
Embarrassment of Something: IQ, PE, BX
Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the...
9 Jan 25min
Horse Pilates: A Mailbag Episode
Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and ...
2 Jan 28min
Good Game: WBD, Tricolor, TAE
Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization...
19 Des 202524min
Best and Final: WBD, IPO, BNPL
Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, ...
12 Des 202526min
