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
Cliff Asness
Matt and Katie talk with their guest, Cliff Asness of AQR, about momentum, meme stocks, value, market timing, publishing, academics, explaining factors, how much to charge for alpha, private assets an...
20 Jun 20251h 2min
Smack-ish: MSTR, PE, MFT
Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity recruiting and mid-frequency trading.See omnystudio.co...
13 Jun 202530min
Learn to Perch: WFC, BBB, TOPS
Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices,...
6 Jun 202532min
