Dinosaur Bone Treasury Company: A Mailbag Episode
Katie and Matt discuss reader questions about Blooming Onion futures, IPO pops, alternative treasury companies, sports bar hedging, no-penalty CDs, spirit securities, “internet personality” as a caree...
15 Aug 202529min
Tellers in Dallas: TSLA, FD, PE
Katie and Matt discuss Matt's vacation plans, Elon Musk's propensity to ruin them, Musk's new good-faith payment from Tesla, his work schedule, Tesla as a car company vs. Tesla as the future of life, ...
8 Aug 202533min
Matt Levine Ripped My Face Off: CEF, FX, A
Katie and Matt discuss retail private assets, offsetting unicorn closed-end funds, Matt’s infrequent trading in his personal account, FX derivatives, unsophisticated clients, limited upside with unlim...
1 Aug 202526min
Relevant Markets Content: KSS, 351, QQQ
Katie and Matt discuss bird gender reveal parties, meme stocks, short squeezes, AI as a distillation of human wisdom, dispersion trades, ETF tax efficiency, heartbeats, everything will be a tokenized ...
25 Jul 202535min
Horse Barn: HVAC, Windsurf, Vanguard
Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index ...
18 Jul 202540min
Sports: India, TSLA, Kalshi
Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.See omnystudio.com/listener for privacy information.
11 Jul 202532min
Gappy Paleologo
Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and journalists a...
4 Jul 202554min
Catastrophe in the Name: ETF, Trades, AI
Matt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.See omnystudio.com/listener for privacy information.
27 Jun 202531min
