What's the Concern?
Matt and guest host Max Abelson discuss money and power, Kawhi Leonard, independent investigations, the DAT trade, why anyone talks to us, the aesthetic appreciation of finance, Robinhood vs. AMC, mem...
11 Sep 40min
Learn More Gooder
Matt and guest host Mary Childs discuss CDS gossip, suboptimal mortgage refinancing, cheap options, shopping for savings accounts, billing by the hour, AI and the apprenticeship model, second-price au...
4 Sep 37min
Re-Run: Boaz Weinstein
Matt and Katie talked in March 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 cre...
14 Aug 49min
No Kiddie Pool
Matt and guest co-host Silvia Killingsworth discuss the Situational Awareness situation, record dates, CVRs, and sourcing weird volatility risk from retail customers to sell to hedge funds.See omnystu...
31 Juli 26min
Animal Communicator
Katie and Matt discuss Katie’s animals’ feelings, sports gambling ETFs, Matt’s SEC comment, active ETF management, South Korean regulatory regrets, perfect distilled margin debt, Strategy’s software b...
17 Juli 30min
Paid in Eggs
Katie and Matt discuss Katie's baby shower, No Elon ETFs, index preferences, ETFs as performance art, index rebalancing, liquidity provision, averaging into the index, lockup supply vs. index demand, ...
10 Juli 30min
100 John Does
Katie and Matt discuss sports, the weather, lobster cake, getting picked off by insider traders, the retail options casino, limiting sharp bettors, sports gambling ETFs, weird ETFs generally, bad vibe...
2 Juli 30min
