An OK Horse
Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as a unit of money, memecoin IP, moonshot pay incenti...
23 Jan 27min
Key Beast Risk: BMNR, 10%, OLMA
Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading.See omnystudio.com/listener for privac...
16 Jan 24min
Embarrassment of Something: IQ, PE, BX
Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the...
9 Jan 25min
Horse Pilates: A Mailbag Episode
Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and ...
2 Jan 28min
Good Game: WBD, Tricolor, TAE
Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization...
19 Dec 202524min
Best and Final: WBD, IPO, BNPL
Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, ...
12 Dec 202526min
Flying High in Bird Heaven: MSTR, PSUS, ETF
Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes,...
5 Dec 202528min
Re-run: Gappy Paleologo
In an episode from July, 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 fu...
28 Nov 202554min
