Humiliation Ritual
Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management caree...
10 Apr 30min
Also Sticky
Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic ind...
27 Mar 32min
Boaz Weinstein
Matt and Katie talk 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 credit NAVs, p...
19 Mar 49min
Man Not Bird
Katie and Matt discuss high school quiz bowl, Bill Ackman’s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance fees, p...
13 Mar 29min
Perhaps a Ballroom
Katie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackst...
6 Mar 30min
Re-Run: Cliff Asness
Matt and Katie are on vacation! There will be a new episode of Money Stuff in your feeds on March 6th. In this episode from June 2025, Matt and Katie talk with their guest, Cliff Asness of AQR, about...
13 Feb 1h 2min
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
