What Growing Starlings Need: USCIT, GSEs, SBET
Katie and Matt discuss Katie’s new bird, the legality of tariffs, the TACO trade, rooting for the nondelegation doctrine, implicit guarantees, the money to be made if Fannie Mae and Freddie Mac are re...
30 Maj 202540min
Midnight Madness: Ryan Patch and Jon Seale
Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything.See omnystudio.com/listener for privacy informatio...
23 Maj 202540min
Full of Mirth: 401(k), Clubs, TSLA
Matt and Katie discuss leveraging up your 401(k), everyone's love for putting private credit into retirement accounts, mortgages versus margin loans, college finance clubs, travel sports and how to ge...
16 Maj 202534min
A Broad Church: BRK/A, OpenAI, Medicaid
Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, Sam Altman's incentives and Medicaid provider taxes....
9 Maj 202535min
Visionary Kibbitzer: TSLA, X, KKR
Matt and Katie talk about what Tesla is, splitting the roles of CEO and Technoking, the Musk attention auction, the benefits of not paying attention to X debt prices, and why everyone likes private as...
2 Maj 202526min
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
