This Is Weird: A Mailbag Episode
Matt and Katie discuss reader mail about tungsten cubes, monthly financial reporting, long-term levered ETFs, the shrinking public markets, betting on onion prices, betting on stock prices, limiting s...
26 Sep 202531min
Chaos Factor: ARKF, 10Q, 10%
Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie’s vacation plans.See...
19 Sep 202534min
A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
Katie and Matt discuss the career advantages of losing a billion dollars, wounded lions, hedge fund comp structures and stock prices, Elon Musk’s comp structure, reasons for Tesla to invest in xAI, th...
12 Sep 202525min
Voluntary Nudge Nudge: IEEPA, TROW, FX
Katie and Matt discuss the taxation power, IEEPA, tariff refunds, government revenue sharing, voluntary tariffs, alternative/traditional asset manager partnerships, Goldman buying a little bit of T. R...
5 Sep 202526min
Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
Katie and Matt discuss Taylor Swift, dating podcasters, the betting markets/financial markets convergence, commodity insider trading, a magical money printing machine, weird preferred stocks, the cryp...
29 Aug 202532min
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
