Reptile Brain: ???, GS, XXI
Matt and Katie talk general craziness, tariffs, Jerome Powell, volatility and predictability, plus Goldman pay, alts managers versus banks, Twenty One and negative Bitcoin per share.See omnystudio.com...
25 Apr 202537min
One Horse at a Time: A Mailbag Episode
Matt and Katie answer reader questions about law firm IPOs, cyber horses, private credit marketplaces, S&P 500 basis ETFs, the option value of personal bankruptcy, names for children/horses/ETFs and E...
18 Apr 202525min
Awkward Pauses: Tariffs, Basis, Leverage
Matt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs.See omnystudio.com/listener for privacy information.
11 Apr 202526min
Finders Keepers: IPO, XAI, Subs
Matt and Katie do not discuss tariffs but do discuss meme stock mini-IPOs, the stablecoin business, adult custodians of T-bills, booping some Circle coins, valuing X and xAI, X/xAI synergies, other po...
4 Apr 202532min
Land Rich: EDR, KKR, SPAX.PVT
Katie and Matt discuss the Endeavor deal, Carl Icahn, dodging brokers' phone calls, strategic holdings, a baby Berkshire boom, Katie's contact lens reorder, reinvesting crypto winnings in land, real-t...
28 Mar 202532min
Unbundled Advice: A Mailbag Episode
Matt and Katie answer reader questions about the quality of cocoa beans, who picks the loans in private credit ETFs, whether everything is stupid now, how to work quant hedge fund money laundering int...
21 Mar 202524min
American Dream: EDR, BIS, PILOT
Katie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey.See omnystudio.com/listener for privacy information.
14 Mar 202527min
Audible Frustration: C, ME, ETF
Matt and Katie discuss Citigroup's fat fingers and confusing computer screen, 23andMe's troubles, serial-killer cousins, ETF sales practices and taking a holistic view of customer service. See omnystu...
7 Mar 202535min
