https://www.spreaker.com/podcast/money-stuff-the-podcast--7441308enBusinessCopyright nhythttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/00eb485a210aa4d692980950fe604f9c.jpghttps://www.spreaker.com/podcast/money-stuff-the-podcast--7441308Fri, 09 Oct 2026 15:24:15 +0000nhytnhytfeeds@spreaker.comThe audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes technical elucidation and wit” (NY Times). Once a week, Matt and his friend, Bloomberg News reporter and TV host Katie...falsee3421d84-095a-5cb9-87ac-27d643f4bd70episodichttps://www.spreaker.com/episode/jeremy-maletz--75669996omnystudio.com/listener for privacy information.]]>d48864e5-24e3-4186-b8de-b4de00f38870Fri, 09 Oct 2026 14:54:56 +0000nhytMatt talks to Jeremy Maletz, head of prediction markets at Susquehanna International Group, about hedging goat herder risk, flow versus bespoke trading, election factor hedging, adverse selection, correlation in prediction markets, and transitioning...omnystudio.com/listener for privacy information.]]>3265falsefullhttps://www.spreaker.com/episode/reintegration-with-the-default-world--75605395omnystudio.com/listener for privacy information.]]>e426b829-e22f-4759-b9cc-b4d70116d973Fri, 02 Oct 2026 17:04:13 +0000nhytMatt and guest host Mary Childs discuss Baby Stuff: The Podcast, 351 exchange ETFs, substance over form, agentic bank runs, doing things for points, getting the Burn you need, seizing control of the company Slack, cotton market manipulation, paperwork...omnystudio.com/listener for privacy information.]]>2489falsefullhttps://www.spreaker.com/episode/re-run-midnight-madness-ryan-patch-and-jon-seale--75605394omnystudio.com/listener for privacy information.]]>7752021d-3540-447c-9a17-b4d000d6df3eFri, 25 Sep 2026 14:00:00 +0000nhytAhead of Midnight Madness 2026, we revisit our May 2025 episode, when Katie and Matt spoke 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 information.]]>2446falsefullhttps://www.spreaker.com/episode/trying-to-save-the-world-is-no-excuse--75605434omnystudio.com/listener for privacy information.]]>6a5aab7a-29f7-4572-907e-b4c900f5ffe7Fri, 18 Sep 2026 15:15:42 +0000nhytMatt and guest co-host Silvia Killingsworth discuss late-summer nostalgia, Susquehanna's 100 Johns Doe, hedging options market making, nervously walking back and forth at the frontier, the economic and/or human extinction benefits of slowing AI...omnystudio.com/listener for privacy information.]]>2305falsefullhttps://www.spreaker.com/episode/what-s-the-concern--75605420omnystudio.com/listener for privacy information.]]>3185c85c-664e-438d-90c4-b4c20100cec0Fri, 11 Sep 2026 15:42:43 +0000nhytMatt 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, meme-stock bazaars, Cede & Co., stock ledgers on...omnystudio.com/listener for privacy information.]]>2440falsefullhttps://www.spreaker.com/episode/learn-more-gooder--75605408omnystudio.com/listener for privacy information.]]>49d2136c-7d8a-4883-abe9-b4bb00c0bdfaFri, 04 Sep 2026 14:00:00 +0000nhytMatt 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 auctions, chandelier bidding, the IVV to VOO...omnystudio.com/listener for privacy information.]]>2250falsefullhttps://www.spreaker.com/episode/re-run-boaz-weinstein--75605429watch this episode on YouTube.See omnystudio.com/listener for privacy information.]]>da2ad2eb-8e26-4fb7-8518-b49e0015aa37Fri, 14 Aug 2026 14:00:00 +0000nhytMatt 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 credit NAVs, public vs. private BDC discounts,...watch this episode on YouTube.See omnystudio.com/listener for privacy information.]]>2990falsefullhttps://www.spreaker.com/episode/no-kiddie-pool--75605416omnystudio.com/listener for privacy information.]]>089b710d-a0df-4ba0-977b-b4980108e6dbFri, 31 Jul 2026 16:59:01 +0000nhytMatt 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 https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1614falsefullhttps://www.spreaker.com/episode/worried-noises--75605396omnystudio.com/listener for privacy information.]]>743444ca-8008-48d1-9583-b49100e2e537Fri, 24 Jul 2026 14:14:18 +0000nhytKatie and Matt discuss 351 exchanges, the Gabe Plotkin ETF, the two laws of tax, tax code is not quite law, Gary Gensler’s cell phone, crypto vs. the SEC, the Truth API, nuclear fusion, sports indexes and ETFs of 351 ETFs of ETFs.See...omnystudio.com/listener for privacy information.]]>1748falsefullhttps://www.spreaker.com/episode/animal-communicator--75605399omnystudio.com/listener for privacy information.]]>61a1f026-6027-4f13-b6da-b48a00f27c4aFri, 17 Jul 2026 15:05:36 +0000nhytKatie 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 business and SpaceX’s stock price.See...omnystudio.com/listener for privacy information.]]>1842falsefullhttps://www.spreaker.com/episode/paid-in-eggs--75605443omnystudio.com/listener for privacy information.]]>e556d676-c67c-4c36-b0b0-b48300e960ccFri, 10 Jul 2026 15:00:00 +0000nhytKatie 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, egg manipulation, bird flu and...omnystudio.com/listener for privacy information.]]>1842falsefullhttps://www.spreaker.com/episode/100-john-does--75605401omnystudio.com/listener for privacy information.]]>2d18c446-d449-43ec-84da-b47b00ec8569Thu, 02 Jul 2026 15:00:00 +0000nhytKatie 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 vibes at Strategy, Bitcoin leverage and ChatGPT...omnystudio.com/listener for privacy information.]]>1827falsefullhttps://www.spreaker.com/episode/one-big-blob-of-elon--75605455omnystudio.com/listener for privacy information.]]>18425d8d-aa64-41e0-bb17-b47500ef3368Fri, 26 Jun 2026 14:40:50 +0000nhytKatie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, private credit redemptions, monthly liquidity and BDC...omnystudio.com/listener for privacy information.]]>1875falsefullhttps://www.spreaker.com/episode/book-of-souls--75605402omnystudio.com/listener for privacy information.]]>c927958f-001e-4d8d-99a0-b46d015b6134Fri, 19 Jun 2026 12:46:51 +0000nhytKatie and Matt discuss sports, mostly not SpaceX, alien capital markets, blinking, quality of earnings, hedge fund heroes, keeping a stegosaurus in your living room, the Book of Souls, capacity constraints, ruthless self-examination, market structure...omnystudio.com/listener for privacy information.]]>1808falsefullhttps://www.spreaker.com/episode/strongly-worded-letters--75605418omnystudio.com/listener for privacy information.]]>ced494f9-0701-497b-857f-b46700ea04fbFri, 12 Jun 2026 14:20:58 +0000nhytKatie and Matt discuss the pricing of the SpaceX IPO, cash-settled derivatives gambling, S&P’s no-fast-tracking decision, index divergence, active-management benchmarking, SpaceX ESG, federal sports gambling regulation, Matt’s future coaching...omnystudio.com/listener for privacy information.]]>1882falsefullhttps://www.spreaker.com/episode/champagne-and-caviar--75605428omnystudio.com/listener for privacy information.]]>46a5471a-449e-4f01-9c6a-b46000eaa2a6Fri, 05 Jun 2026 14:25:53 +0000nhytKatie and Matt discuss the Knicks, the Jeffrey, hedging sports bets with sports bets, Google selling some stock, net equity issuance, taxes on stock vesting, Andrew Left, how long you have to be short, the decline of activist short selling and not...omnystudio.com/listener for privacy information.]]>1630falsefullhttps://www.spreaker.com/episode/shameful-secret-heart--75605403omnystudio.com/listener for privacy information.]]>5a5d90e8-e98e-4210-8ca0-b45900ed115eFri, 29 May 2026 14:29:16 +0000nhytKatie and Matt discuss the SpaceX IPO, enterprise AI, Mars colonies, the Elon Musk premium, consternation about indexes, a no-Elon index, closet indexing, price-insensitive IPO demand, unconstrained Elon Musk, Robinhood AI agents, the universal...omnystudio.com/listener for privacy information.]]>2107falsefullhttps://www.spreaker.com/episode/frisky-dentists--75605414omnystudio.com/listener for privacy information.]]>27a48384-84de-4007-bab3-b44b00ea363fFri, 15 May 2026 14:22:11 +0000nhytKatie and Matt discuss GameStop buying (?) eBay, authorized shares, socks, activism, negging, CDOs, CLOs, structured finance innovations, trading private credit, daily pricing, bad ways to own Anthropic stock, suing dentists and human assembly...omnystudio.com/listener for privacy information.]]>1826falsefullhttps://www.spreaker.com/episode/timeless-wisdom-a-mailbag-episode--75605397omnystudio.com/listener for privacy information.]]>52d36a4f-fb2e-4e58-b28f-b44400e35917Fri, 08 May 2026 13:56:32 +0000nhytKatie and Matt discuss financial advisers, a little scooch of private credit, finance book recommendations, call options on time, expected returns, seating charts, rain creating liquidity, E and S vs. G, the church of capital allocation, the market...omnystudio.com/listener for privacy information.]]>1540falsefullhttps://www.spreaker.com/episode/bag-of-snakes--75605404omnystudio.com/listener for privacy information.]]>c4b0a072-3fba-4f0a-a0d8-b43d00eb66fbFri, 01 May 2026 14:33:21 +0000nhytKatie and Matt discuss the downsides of home ownership, hedge fund managers who had a somewhat disappointing week, Pershing Square USA, the physics of closed-end funds, publicly listed hedge fund firms, the pod shop business, the psychology of...omnystudio.com/listener for privacy information.]]>1831falsefullhttps://www.spreaker.com/episode/economic-animals--75605409omnystudio.com/listener for privacy information.]]>02a4d1d8-dd5d-4129-88e0-b43600e580deFri, 24 Apr 2026 14:02:49 +0000nhytKatie and Matt discuss bringing children to work, the weather in one corner of Charles de Gaulle airport, an infinite surface for market manipulation, bespoke parametric insurance, the Avis Budget short squeeze (maybe), the meme-stock playbook, SpaceX...omnystudio.com/listener for privacy information.]]>1606falsefullhttps://www.spreaker.com/episode/hour-of-slurping--75605426omnystudio.com/listener for privacy information.]]>a312fffb-8ab9-4a5e-8fef-b42f00f46b6bFri, 17 Apr 2026 14:59:29 +0000nhytKatie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, Exxon’s grudges, comptroller trolling, the...omnystudio.com/listener for privacy information.]]>2047falsefullhttps://www.spreaker.com/episode/humiliation-ritual--75605410omnystudio.com/listener for privacy information.]]>31a5fcf3-7f8a-4465-9f95-b42800f6234cFri, 10 Apr 2026 15:03:11 +0000nhytKatie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management career, doomsday funds, Elon Musk’s big thing, the...omnystudio.com/listener for privacy information.]]>1854falsefullhttps://www.spreaker.com/episode/also-sticky--75605398omnystudio.com/listener for privacy information.]]>13953fe3-4389-4516-9a8e-b41a00f879daFri, 27 Mar 2026 15:09:37 +0000nhytKatie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic index funds, podcasters and fund managers being...omnystudio.com/listener for privacy information.]]>1935falsefullhttps://www.spreaker.com/episode/boaz-weinstein--75605501watch this episode on YouTubeSee omnystudio.com/listener for privacy information.]]>e867e793-0871-4a0b-afe3-b412010b79c8Thu, 19 Mar 2026 16:50:56 +0000nhytMatt and Katie talk 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 credit NAVs, public vs. private BDC discounts, preserving brand...watch this episode on YouTubeSee omnystudio.com/listener for privacy information.]]>2969falsefullhttps://www.spreaker.com/episode/man-not-bird--75605461omnystudio.com/listener for privacy information.]]>6085c5bb-0db8-403e-8050-b40c00fe56c0Fri, 13 Mar 2026 15:46:13 +0000nhytKatie and Matt discuss high school quiz bowl, Bill Ackman’s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance fees, private credit vibes, accepting illiquidity for high...omnystudio.com/listener for privacy information.]]>1748falsefullhttps://www.spreaker.com/episode/perhaps-a-ballroom--75605411omnystudio.com/listener for privacy information.]]>fc017305-56e4-4f56-ae09-b40500f30e32Fri, 06 Mar 2026 14:55:34 +0000nhytKatie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackstone, Credit Suisse toxic asset bonuses, liquidity...omnystudio.com/listener for privacy information.]]>1802falsefullhttps://www.spreaker.com/episode/re-run-cliff-asness--75605503YouTube. See omnystudio.com/listener for privacy information.]]>dbf74a31-e192-4132-b888-b3f0010f257cFri, 13 Feb 2026 16:37:24 +0000nhytMatt and Katie are on vacation! There will be a new episode of Money Stuff in your feeds on March 6th.  In this episode from June 2025, Matt and Katie talk with their guest, Cliff Asness of AQR, about momentum, meme stocks, value, market timing,...YouTube. See omnystudio.com/listener for privacy information.]]>3763falsefullhttps://www.spreaker.com/episode/impaled-on-the-obelisk--75632389omnystudio.com/listener for privacy information.]]>30dc0f6b-7ead-4445-b259-b3e900f8782eFri, 06 Feb 2026 15:14:51 +0000nhytKatie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitcoin crash, Strategy, the week that software died,...omnystudio.com/listener for privacy information.]]>1706falsefullhttps://www.spreaker.com/episode/elevated-shepherd-s-pie--75605415omnystudio.com/listener for privacy information.]]>00114c15-b25a-4b2f-b8c8-b3e200efececFri, 30 Jan 2026 14:44:53 +0000nhytKatie and Matt discuss Morgan’s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether’s mountain lair, gold vault tourism, how to make a few more billion dollars, LMEs, law-firm...omnystudio.com/listener for privacy information.]]>1709falsefullhttps://www.spreaker.com/episode/an-ok-horse--75605469omnystudio.com/listener for privacy information.]]>c2cbd975-5c39-4cc9-8a2b-b3db00fc0b32Fri, 23 Jan 2026 15:29:08 +0000nhytKatie 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 incentives, 24ish/7ish trading, blockchain blockchain...omnystudio.com/listener for privacy information.]]>1662falsefullhttps://www.spreaker.com/episode/key-beast-risk-bmnr-10-olma--75605412omnystudio.com/listener for privacy information.]]>aab430da-8f30-4c1b-84e6-b3d4010935d5Fri, 16 Jan 2026 16:18:24 +0000nhytKatie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1485falsefullhttps://www.spreaker.com/episode/embarrassment-of-something-iq-pe-bx--75605406omnystudio.com/listener for privacy information.]]>6a436821-d1ff-4886-bcc2-b3cd00f84b43Fri, 09 Jan 2026 15:16:46 +0000nhytKatie 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 long path to private equity, home ownership,...omnystudio.com/listener for privacy information.]]>1549falsefullhttps://www.spreaker.com/episode/horse-pilates-a-mailbag-episode--75605423omnystudio.com/listener for privacy information.]]>5ccd6406-1995-4259-b9d2-b3b80105c01eFri, 02 Jan 2026 15:00:00 +0000nhytKatie 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 the thrill of horse dancing.See...omnystudio.com/listener for privacy information.]]>1736falsefullhttps://www.spreaker.com/episode/good-game-wbd-tricolor-tae--75605407omnystudio.com/listener for privacy information.]]>481e9fbe-f3f1-43cd-9f9c-b3b800f4ba07Fri, 19 Dec 2025 15:02:10 +0000nhytKatie 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 of past-due subprime auto loans, angling for...omnystudio.com/listener for privacy information.]]>1498falsefullhttps://www.spreaker.com/episode/best-and-final-wbd-ipo-bnpl--75605400omnystudio.com/listener for privacy information.]]>0e59bc30-b3b9-4539-b24b-b3b100fde8c4Fri, 12 Dec 2025 15:35:41 +0000nhytKatie 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, orbiting data centers, tech capex, rocket explosion...omnystudio.com/listener for privacy information.]]>1602falsefullhttps://www.spreaker.com/episode/flying-high-in-bird-heaven-mstr-psus-etf--75609663omnystudio.com/listener for privacy information.]]>9890a222-6bb9-481e-a9d6-b3aa00fa57d7Fri, 05 Dec 2025 15:24:44 +0000nhytMatt 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, the brief beautiful life of Katie's bird, Bill...omnystudio.com/listener for privacy information.]]>1735falsefullhttps://www.spreaker.com/episode/re-run-gappy-paleologo--75605463omnystudio.com/listener for privacy information.]]>68344c0a-6105-45bf-99b9-b3a0010240f1Fri, 28 Nov 2025 15:00:00 +0000nhytIn 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 funds, AI and journalists as portfolio managers.See...omnystudio.com/listener for privacy information.]]>3272falsefullhttps://www.spreaker.com/episode/bat-tat-labubu-obdc-frank--75605436omnystudio.com/listener for privacy information.]]>eef59f22-1334-449a-85b5-b39c00f83d6dFri, 21 Nov 2025 15:14:46 +0000nhytKatie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butter.See https://omnystudio.com/listener for privacy...omnystudio.com/listener for privacy information.]]>1737falsefullhttps://www.spreaker.com/episode/mouth-noises-50y-iss-hf--75605419omnystudio.com/listener for privacy information.]]>27bf0abc-d16a-4e05-a994-b39500fe329aFri, 14 Nov 2025 15:39:53 +0000nhytKatie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt’s mortgage rate, optimal exercise of prepayment options, proxy adviser competition,...omnystudio.com/listener for privacy information.]]>1900falsefullhttps://www.spreaker.com/episode/fat-wallet-tariffs-mergers-brands--75605417omnystudio.com/listener for privacy information.]]>b9b205ea-1561-49e0-8283-b38e00fad4e6Fri, 07 Nov 2025 15:37:53 +0000nhytKatie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-Fried’s appeal, alleged fraud at First Brands, factoring due diligence, the blockchain and short...omnystudio.com/listener for privacy information.]]>1542falsefullhttps://www.spreaker.com/episode/kinda-spooky-meta-ai-tsla--75605422omnystudio.com/listener for privacy information.]]>79c5c987-15da-4be9-84cb-b38700efbd9dFri, 31 Oct 2025 14:59:48 +0000nhytKatie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk’s pay package, Tesla...omnystudio.com/listener for privacy information.]]>1779falsefullhttps://www.spreaker.com/episode/indoor-cat-jpm-ai-777--75605449omnystudio.com/listener for privacy information.]]>9affddac-7819-45a8-9fe3-b38000f58690Fri, 24 Oct 2025 15:07:49 +0000nhytKatie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts’ hopes and dreams, the craft of building LBO models,...omnystudio.com/listener for privacy information.]]>1809falsefullhttps://www.spreaker.com/episode/no-nap-rooms-credit-peace-24x--75605413omnystudio.com/listener for privacy information.]]>3ad79b8c-57f5-4040-bb9b-b37900f01e98Fri, 17 Oct 2025 15:10:48 +0000nhytKatie and Matt discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-grade prediction markets, 23-hour-a-day stock trading, picking off drunks at 3 a.m., digesting news...omnystudio.com/listener for privacy information.]]>1883falsefullhttps://www.spreaker.com/episode/how-the-snake-dies-ice-amd-arkk--75605498omnystudio.com/listener for privacy information.]]>68b765e6-f663-40b6-af32-b37200f0e71dFri, 10 Oct 2025 14:50:33 +0000nhytKatie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, the OpenAI/AMD deal, discounting the AI future, AI...omnystudio.com/listener for privacy information.]]>1938falsefullhttps://www.spreaker.com/episode/loads-of-vultures-funds-agents-bets--75605424omnystudio.com/listener for privacy information.]]>51599231-6bfe-4653-83b5-b36b00f0e056Fri, 03 Oct 2025 14:51:42 +0000nhytMatt and Katie discuss multistrategy hedge funds, talent sieves, agents vs. headhunters, hedge fund managers' sense of their market value, agents for AI researchers, same-game parlays, sportsbook market structure and football betting ETFs.See...omnystudio.com/listener for privacy information.]]>1868falsefullhttps://www.spreaker.com/episode/this-is-weird-a-mailbag-episode--75605421omnystudio.com/listener for privacy information.]]>bd62b1f3-157f-46de-8dbe-b36400eeca6cFri, 26 Sep 2025 14:53:54 +0000nhytMatt and Katie discuss reader mail about tungsten cubes, monthly financial reporting, long-term levered ETFs, the shrinking public markets, betting on onion prices, betting on stock prices, limiting sharp bets, missing expectations and bonds being...omnystudio.com/listener for privacy information.]]>1873falsefullhttps://www.spreaker.com/episode/chaos-factor-arkf-10q-10--75605427omnystudio.com/listener for privacy information.]]>e5fbc878-9c8b-401c-b196-b35d00e8f76bFri, 19 Sep 2025 14:35:54 +0000nhytMatt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie’s vacation plans.See https://omnystudio.com/listener for privacy...omnystudio.com/listener for privacy information.]]>2047falsefullhttps://www.spreaker.com/episode/a-wounded-lion-or-a-beaten-mule-hf-tsla-fotsba--75605442omnystudio.com/listener for privacy information.]]>1a982e09-38c6-4c40-ace0-b35600dbcca0Fri, 12 Sep 2025 13:30:50 +0000nhytKatie and Matt discuss the career advantages of losing a billion dollars, wounded lions, hedge fund comp structures and stock prices, Elon Musk’s comp structure, reasons for Tesla to invest in xAI, the New York City mayoral race, insider trading on...omnystudio.com/listener for privacy information.]]>1533falsefullhttps://www.spreaker.com/episode/voluntary-nudge-nudge-ieepa-trow-fx--75605405omnystudio.com/listener for privacy information.]]>7b1162f2-c004-4a3d-80b8-b34f00f538e5Fri, 05 Sep 2025 15:08:43 +0000nhytKatie and Matt discuss the taxation power, IEEPA, tariff refunds, government revenue sharing, voluntary tariffs, alternative/traditional asset manager partnerships, Goldman buying a little bit of T. Rowe, private assets in target-date funds,...omnystudio.com/listener for privacy information.]]>1569falsefullhttps://www.spreaker.com/episode/cool-and-fun-for-capital-markets-nerds-tayvis-mstr-ipo--75605474omnystudio.com/listener for privacy information.]]>4a40c47b-a9f6-4e7a-9a01-b34800fe153fFri, 29 Aug 2025 15:38:59 +0000nhytKatie and Matt discuss Taylor Swift, dating podcasters, the betting markets/financial markets convergence, commodity insider trading, a magical money printing machine, weird preferred stocks, the crypto treasury boom, Money Stuff’s effect on academic...omnystudio.com/listener for privacy information.]]>1945falsefullhttps://www.spreaker.com/episode/dinosaur-bone-treasury-company-a-mailbag-episode--75605431omnystudio.com/listener for privacy information.]]>8517c13a-305f-4073-84e9-b339010ba5d0Fri, 15 Aug 2025 14:00:00 +0000nhytKatie and Matt discuss reader questions about Blooming Onion futures, IPO pops, alternative treasury companies, sports bar hedging, no-penalty CDs, spirit securities, “internet personality” as a career and news anchor vocal training. See...omnystudio.com/listener for privacy information.]]>1791falsefullhttps://www.spreaker.com/episode/tellers-in-dallas-tsla-fd-pe--75605439omnystudio.com/listener for privacy information.]]>a8330126-5d14-4f28-ab11-b33300ef3d9eFri, 08 Aug 2025 15:02:54 +0000nhytKatie and Matt discuss Matt's vacation plans, Elon Musk's propensity to ruin them, Musk's new good-faith payment from Tesla, his work schedule, Tesla as a car company vs. Tesla as the future of life, Regulation FD, tone and body language, hedge funds...omnystudio.com/listener for privacy information.]]>2019falsefullhttps://www.spreaker.com/episode/matt-levine-ripped-my-face-off-cef-fx-a--75605425omnystudio.com/listener for privacy information.]]>654d4052-6e90-4721-a04e-b32c00e3f288Fri, 01 Aug 2025 13:59:25 +0000nhytKatie and Matt discuss retail private assets, offsetting unicorn closed-end funds, Matt’s infrequent trading in his personal account, FX derivatives, unsophisticated clients, limited upside with unlimited downside, hurricanes, never-pay insurance...omnystudio.com/listener for privacy information.]]>1584falsefullhttps://www.spreaker.com/episode/relevant-markets-content-kss-351-qqq--75605481omnystudio.com/listener for privacy information.]]>f9ca1c6c-b688-4803-bc77-b32500f15ffbFri, 25 Jul 2025 15:14:43 +0000nhytKatie 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 ETF, the Qs, ETF marketing budgets and the rule...omnystudio.com/listener for privacy information.]]>2136falsefullhttps://www.spreaker.com/episode/horse-barn-hvac-windsurf-vanguard--75605506omnystudio.com/listener for privacy information.]]>75a4fe66-9d9c-4948-ab40-b31e00f7bcf2Fri, 18 Jul 2025 15:16:16 +0000nhytKatie 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 funds, owning the global financial portfolio and...omnystudio.com/listener for privacy information.]]>2438falsefullhttps://www.spreaker.com/episode/sports-india-tsla-kalshi--75605440omnystudio.com/listener for privacy information.]]>1b189a08-4fdf-46f9-a5c4-b31700efb53aFri, 11 Jul 2025 14:44:19 +0000nhytKatie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1971falsefullhttps://www.spreaker.com/episode/gappy-paleologo--75605489omnystudio.com/listener for privacy information.]]>a839fdf7-91bb-45bc-b09d-b30e014d4ef5Fri, 04 Jul 2025 14:00:00 +0000nhytKatie 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 as portfolio managers.See...omnystudio.com/listener for privacy information.]]>3250falsefullhttps://www.spreaker.com/episode/catastrophe-in-the-name-etf-trades-ai--75605454omnystudio.com/listener for privacy information.]]>ff9c0a82-f4ec-49d3-a81f-b30900e768e9Fri, 27 Jun 2025 14:28:15 +0000nhytMatt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1900falsefullhttps://www.spreaker.com/episode/cliff-asness--75605490YouTube. See omnystudio.com/listener for privacy information.]]>72445d36-1356-4e34-b4fe-b30200ea28bdFri, 20 Jun 2025 14:27:40 +0000nhytMatt 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 and machine learning. You can also watch this episode...YouTube. See omnystudio.com/listener for privacy information.]]>3763falsefullhttps://www.spreaker.com/episode/smack-ish-mstr-pe-mft--75605437omnystudio.com/listener for privacy information.]]>9485cafb-f5e2-4ac3-96b3-b2fb0102a683Fri, 13 Jun 2025 16:05:00 +0000nhytMatt 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 https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1853falsefullhttps://www.spreaker.com/episode/learn-to-perch-wfc-bbb-tops--75605430omnystudio.com/listener for privacy information.]]>745aeb21-05bc-426b-94a3-b2f400e1ff9cFri, 06 Jun 2025 13:56:05 +0000nhytKatie 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, Marshall Wace, hiring cheaters at hedge funds and...omnystudio.com/listener for privacy information.]]>1926falsefullhttps://www.spreaker.com/episode/what-growing-starlings-need-uscit-gses-sbet--75605468omnystudio.com/listener for privacy information.]]>cc4506af-dac9-4108-b3f5-b2ed00f740bbFri, 30 May 2025 15:29:09 +0000nhytKatie 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-privatized, stuffing Bitcoins into public...omnystudio.com/listener for privacy information.]]>2400falsefullhttps://www.spreaker.com/episode/midnight-madness-ryan-patch-and-jon-seale--75605456omnystudio.com/listener for privacy information.]]>83f56303-86db-42ec-aaaf-b2e601045542Fri, 23 May 2025 16:11:12 +0000nhytKatie 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 https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2417falsefullhttps://www.spreaker.com/episode/full-of-mirth-401-k-clubs-tsla--75605505omnystudio.com/listener for privacy information.]]>a365e79c-5a38-4d73-b682-b2df00f61063Fri, 16 May 2025 15:28:38 +0000nhytMatt 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 get Elon Musk paid.See...omnystudio.com/listener for privacy information.]]>2098falsefullhttps://www.spreaker.com/episode/a-broad-church-brk-a-openai-medicaid--75605452omnystudio.com/listener for privacy information.]]>03c4d2f2-b6ab-42ca-81b7-b2d800f9c064Fri, 09 May 2025 15:38:38 +0000nhytKatie 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.See https://omnystudio.com/listener for privacy...omnystudio.com/listener for privacy information.]]>2112falsefullhttps://www.spreaker.com/episode/visionary-kibbitzer-tsla-x-kkr--75605432omnystudio.com/listener for privacy information.]]>bfd8b24b-a144-4cfb-b36f-b2d100f1c62fFri, 02 May 2025 14:49:01 +0000nhytMatt 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 assets.See https://omnystudio.com/listener for...omnystudio.com/listener for privacy information.]]>1609falsefullhttps://www.spreaker.com/episode/reptile-brain-gs-xxi--75605445omnystudio.com/listener for privacy information.]]>e25dcc14-24ef-4e50-a384-b2ca00f44c31Fri, 25 Apr 2025 15:38:05 +0000nhytMatt 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 https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2260falsefullhttps://www.spreaker.com/episode/one-horse-at-a-time-a-mailbag-episode--75605433omnystudio.com/listener for privacy information.]]>544661bf-8655-4830-8b88-b2c200f2d0fcFri, 18 Apr 2025 15:00:00 +0000nhytMatt 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 ETFs of BDCs.See https://omnystudio.com/listener...omnystudio.com/listener for privacy information.]]>1527falsefullhttps://www.spreaker.com/episode/awkward-pauses-tariffs-basis-leverage--75605476omnystudio.com/listener for privacy information.]]>c869479f-10de-4693-8661-b2bc00e7dffdFri, 11 Apr 2025 14:15:51 +0000nhytMatt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1602falsefullhttps://www.spreaker.com/episode/finders-keepers-ipo-xai-subs--75605441omnystudio.com/listener for privacy information.]]>9cee0cee-25d6-45b9-b839-b2b500f04a75Fri, 04 Apr 2025 15:56:56 +0000nhytMatt 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 possible Musk mergers, buying Tesla stock in order to...omnystudio.com/listener for privacy information.]]>1924falsefullhttps://www.spreaker.com/episode/land-rich-edr-kkr-spax-pvt--75605462omnystudio.com/listener for privacy information.]]>4481a84d-10a5-402c-9544-b2ae00fc1701Fri, 28 Mar 2025 15:44:32 +0000nhytKatie 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-time-ish private stock prices, OpenAI's lack of...omnystudio.com/listener for privacy information.]]>1971falsefullhttps://www.spreaker.com/episode/unbundled-advice-a-mailbag-episode--75605457omnystudio.com/listener for privacy information.]]>5062f6bd-fbcd-4173-98b1-b2a501460c00Fri, 21 Mar 2025 15:00:00 +0000nhytMatt 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 into your novel and how to save on financial advisor...omnystudio.com/listener for privacy information.]]>1481falsefullhttps://www.spreaker.com/episode/american-dream-edr-bis-pilot--75605466omnystudio.com/listener for privacy information.]]>ae910a1e-ef01-4ad1-92c8-b2a000f3e6a5Fri, 14 Mar 2025 15:04:13 +0000nhytKatie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1665falsefullhttps://www.spreaker.com/episode/audible-frustration-c-me-etf--75605446omnystudio.com/listener for privacy information.]]>2335adeb-1446-4609-86a8-b2990100d448Fri, 07 Mar 2025 16:09:36 +0000nhytMatt 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 https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2143falsefullhttps://www.spreaker.com/episode/funny-business-is-my-business-priv-hhh-wars--75605444omnystudio.com/listener for privacy information.]]>2c021821-795a-4aa1-8d3e-b292010a236fFri, 28 Feb 2025 16:24:33 +0000nhytKatie and Matt discuss Apollo and State Street's private credit exchange-traded fund launch, Bill Ackman's efforts to build his own Berkshire Hathaway, and memecoins as bankruptcy bidding currency.See https://omnystudio.com/listener for privacy...omnystudio.com/listener for privacy information.]]>2105falsefullhttps://www.spreaker.com/episode/bespokeness-ai-passthrough-ust--75605451omnystudio.com/listener for privacy information.]]>1fa7f8bd-5f90-4f61-b940-b28401095a2fFri, 14 Feb 2025 16:38:30 +0000nhytKatie and Matt discuss the fighting over OpenAI, paying for hedge funds' photocopies, whether hedge funds are worth it or you should just buy buffer ETFs, and Microsoft vs. Treasuries.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1906falsefullhttps://www.spreaker.com/episode/another-great-convergence-7bps-apo-hood--75605438omnystudio.com/listener for privacy information.]]>b4c7979a-2d9c-4c80-9bd7-b27d00fe7e5bFri, 07 Feb 2025 15:47:17 +0000nhytKatie and Matt discuss Vanguard's big mutual fund fee cut, plans for private credit trading and the one glorious day when you could bet on the Pro Football Championship in your brokerage app.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1683falsefullhttps://www.spreaker.com/episode/a-lineless-world-ai-x-darkness--75605479omnystudio.com/listener for privacy information.]]>d799bf5b-886e-457b-a5bb-b27600faa209Fri, 31 Jan 2025 15:50:05 +0000nhytKatie and Matt discuss the DeepSeek shock, AI and GDP, Elon Musk's X buyout debt, trading in the dark and double levered Melaniacoin ETFs.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2146falsefullhttps://www.spreaker.com/episode/messing-with-models-vanguard-buffers-two-sigma--75605447omnystudio.com/listener for privacy information.]]>203b95fc-cf40-4a15-a56a-b26f0102e934Fri, 24 Jan 2025 16:12:16 +0000nhytKatie and Matt discuss a Vanguard tax oopsie, buffered Bitcoin ETFs, crypto utility, and a hedge fund model calibration oopsie.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1828falsefullhttps://www.spreaker.com/episode/plant-some-petunias-hindenburg-360-esg--75605464omnystudio.com/listener for privacy information.]]>7941822f-5818-4ae9-92e7-b26800ffc451Fri, 17 Jan 2025 16:03:03 +0000nhytMatt and Katie discuss how hard it is to make money as a short-focused researcher, how not to get the best rate on a savings account, and whether ESG is about doing good or doing well.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1892falsefullhttps://www.spreaker.com/episode/sick-and-aging-trees-gse-mba-ice--75605482omnystudio.com/listener for privacy information.]]>e6e37263-84e7-4991-90c7-b261010f5250Fri, 10 Jan 2025 16:57:16 +0000nhytKatie and Matt discuss the return of the Fannie Mae and Freddie Mac trade, a business school class project that came true in real life, and taking cocoa out of commodity exchange warehouses.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2392falsefullhttps://www.spreaker.com/episode/unfeasibly-tanned-for-this-time-of-year-a-mailbag-episode--75605460bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>51902517-8146-480b-a313-b25301090475Fri, 03 Jan 2025 15:33:54 +0000nhytKatie and Matt answer reader questions about their paths into the world of finance, goth closing bell ceremonies, government insider trading, buying shares of other people's houses, "body language," the maximum number of ETFs and Martha Stewart. ...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1681falsefullhttps://www.spreaker.com/episode/half-backronym-pisces-aci-mstr--75605453bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>226b182b-881a-4b73-9f3e-b24c00faf97bFri, 20 Dec 2024 15:27:05 +0000nhytKatie and Matt discuss insider trading in private companies, the process of generating financial acronyms, supermarket antitrust, the grand reopening party of a Kings supermarket in New Jersey, and MicroStrategy's index inclusion, convertible bonds,...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1917falsefullhttps://www.spreaker.com/episode/thin-gruel-tetrahedron-target-firing--75605435bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>72a9a409-9e01-4e25-b964-b245010de966Fri, 13 Dec 2024 16:33:53 +0000nhytKatie and Matt talk about levels of financial celebrity, The Onion's efforts to buy Infowars out of bankruptcy, whether DEI is securities fraud, and committing insider trading after getting fired. Become a Bloomberg.com subscriber using our special...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1464falsefullhttps://www.spreaker.com/episode/good-conspiracy-esg-assemblies-hps--75611666bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>d3b1163f-81a6-4684-87e8-b23e00fb8f36Fri, 06 Dec 2024 15:58:10 +0000nhytKatie and Matt discuss whether index funds are illegal, whether ESG investing leads to cartel-like profits, whether jury duty for index fund investors is a good idea and whether we are in a golden age for selling private credit firms. Become a...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1952falsefullhttps://www.spreaker.com/episode/chickenization-an-odd-lots-crossover--75605488here, here, and here. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>61d200ac-8b6b-4add-9d99-b2350161ff56Fri, 29 Nov 2024 16:02:21 +0000nhytKatie and Matt sit down with Tracy Alloway and Joe Weisenthal, hosts of the Odd Lots podcast, to discuss their new series on the chicken industry, Ray Dalio’s connection to McNuggets, cheap protein, the Victorian chicken bubble, factory farming and...here, here, and here. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>2283falsefullhttps://www.spreaker.com/episode/perpetual-motion-machine-adani-mstr-ostk--75605459bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>27373046-b484-41a7-bbac-b23000ffd9bcFri, 22 Nov 2024 16:01:39 +0000nhytMatt and Katie discuss the Adani bribery charges, the future of FCPA enforcement, MicroStrategy's Bitcoin strategy and the technology and legality of short squeezes. Become a Bloomberg.com subscriber using our special intro offer at...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1810falsefullhttps://www.spreaker.com/episode/generous-portion-ftc-cmg-etf--75605448bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>98238ec3-8aee-4873-9b6d-b22900f98326Fri, 15 Nov 2024 15:35:38 +0000nhytMatt and Katie talk about merger arbitrage, affordable luxury handbags, burrito bowl sizing, securities fraud and double Warren Buffett. Become a Bloomberg.com subscriber using our special intro offer at...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1740falsefullhttps://www.spreaker.com/episode/garlic-cartel-markets-credit-code--75605458bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>a319566b-e02f-4830-a4ce-b22201038a03Fri, 08 Nov 2024 16:07:36 +0000nhytMatt and Katie discuss the price of garlic, anticompetitive price disclosure, the private credit gold rush and (allegedly) downloading quant models and fleeing the country. Become a Bloomberg.com subscriber using our special intro offer at...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1805falsefullhttps://www.spreaker.com/episode/public-breakups-polymarket-taxes-smci--75605477omnystudio.com/listener for privacy information.]]>ee27b593-55b8-455d-9a00-b21b0105abcfFri, 01 Nov 2024 16:29:41 +0000nhytKatie and Matt talk on Halloween about what election market prices might mean, how to defer taxes and Super Micro's auditors resigning in a huff.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2067falsefullhttps://www.spreaker.com/episode/some-cigarettes-accreditation-memes-naughty-esg--75605507bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>5dcc69ce-e5f1-4a8a-9ca2-b21400fc1187Fri, 25 Oct 2024 16:29:14 +0000nhytKatie and Matt discuss taking tests to buy risky investments, growing up from meme stocks to boring retirement investing, and what happens when ESG funds smoke the occasional cigarette.   Become a Bloomberg.com subscriber using our special intro offer...bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.]]>1908falsefullhttps://www.spreaker.com/episode/john-collison--75605504omnystudio.com/listener for privacy information.]]>07f5a940-12fe-483b-aaf9-b20d010c053cFri, 18 Oct 2024 16:47:33 +0000nhytMatt and Katie talk with their first guest, John Collison, the co-founder and president of Stripe, about the financial services business, why payments are hard, what's good about crypto, why IPOs don't matter and how to fly planes.See...omnystudio.com/listener for privacy information.]]>2957falsefullhttps://www.spreaker.com/episode/technically-a-horse-etf-etf-etf--75605475omnystudio.com/listener for privacy information.]]>feeabc05-ebf9-43f3-ba60-b20600d8ad37Fri, 11 Oct 2024 15:37:14 +0000nhytKatie and Matt discuss large ponies, small horses, puzzle hunts, portfolio trading, Jane Street’s lack of a CEO, tax deferral, covered calls and yieldmaxxing.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2113falsefullhttps://www.spreaker.com/episode/men-s-haircuts-sats-flut-apo--75605472omnystudio.com/listener for privacy information.]]>83d88a3d-6f49-4102-a6ad-b1ff00f6fc32Fri, 04 Oct 2024 15:27:47 +0000nhytKatie and Matt discuss bond haircuts, literal haircuts, sports gambling, single-stock 0dte gambling and private assets in retirement accounts.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1777falsefullhttps://www.spreaker.com/episode/money-has-no-meaning-openai-aiwb-wwjd--75605467omnystudio.com/listener for privacy information.]]>cee38cd9-8d5a-40b1-ac25-b1f801063cddFri, 27 Sep 2024 16:06:13 +0000nhytKatie and Matt discuss nonprofits, capped-profits, for-profits, chatbot brokers, chatbot ETFs and biblically responsible investing. See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1815falsefullhttps://www.spreaker.com/episode/modular-cat-trees-a-mailbag-episode--75605473omnystudio.com/listener for privacy information.]]>1b558c6f-1c22-4e35-8cc1-b1f100e326ceFri, 20 Sep 2024 15:49:27 +0000nhytKatie and Matt answer reader questions about private markets being the new public markets, SEC fines, writing big stories, Icahn/Ackman activism, anti-leveraged ETFs, fake M&A, cat-based businesses, broker-dealers, naked shorts and our families'...omnystudio.com/listener for privacy information.]]>2163falsefullhttps://www.spreaker.com/episode/calm-knuckles-sec-etf-spot--75605484omnystudio.com/listener for privacy information.]]>f0d2f237-5bc4-4333-9804-b1ea01047888Fri, 13 Sep 2024 16:29:25 +0000nhytKatie and Matt discuss SEC cell phone location data, private credit ETFs, and having robots make fake songs for the streaming revenue.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1878falsefullhttps://www.spreaker.com/episode/fruitcakes-and-nutcases-etf-atic-djt--75605487omnystudio.com/listener for privacy information.]]>00fd4fd2-33d1-4cc9-8efb-b1e301075f4aFri, 06 Sep 2024 16:16:07 +0000nhytKatie and Matt discuss single-stock leveraged ETFs, insurance for taxis and Florida real estate, the Trump Media lockup, and whether there are more readers of Money Stuff or Truth Social. Also, there will be a mailbag episode so we want good mailbag...omnystudio.com/listener for privacy information.]]>2069falsefullhttps://www.spreaker.com/episode/pick-up-the-phone-shorts-psus-bls--75605450omnystudio.com/listener for privacy information.]]>7ba1d3b4-9f7a-4cbc-aafa-b1dc00ecce03Fri, 30 Aug 2024 14:44:33 +0000nhytKatie and Matt discuss short selling disclaimers, how to sell a closed-end fund and calling up the government to get payroll revisions.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1691falsefullhttps://www.spreaker.com/episode/hurt-people-hurt-people-sbux-lmes-bofa--75605493omnystudio.com/listener for privacy information.]]>fad65e5b-445a-4103-bcb7-b1ce010c41e4Fri, 16 Aug 2024 16:50:50 +0000nhytA between-vacations episode in which Katie and Matt discuss Starbucks's new CEO, the capital solutions business, banking hours and being a horse.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1797falsefullhttps://www.spreaker.com/episode/guy-on-twitter-psus-left-etfs--75605496omnystudio.com/listener for privacy information.]]>824b7428-6fd1-4937-a0be-b1c000fb4ce9Fri, 02 Aug 2024 15:51:52 +0000nhytMatt and Katie discuss Pershing Square USA's IPO, Citron Research's short-and-distort charges, bond market liquidity, and Katie's trip to Paris to watch running.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2050falsefullhttps://www.spreaker.com/episode/all-the-biggest-tombstones-m-a-etf-mailbag--75605478omnystudio.com/listener for privacy information.]]>789b9736-5d81-4bfa-907b-b1b9011496cbFri, 26 Jul 2024 17:20:53 +0000nhytKatie and Matt discuss fees for mergers and acquisitions, private assets in ETFs, liquidity mismatches, and reader questions about asset-manager parties, poker staking and finite alpha.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2085falsefullhttps://www.spreaker.com/episode/don-t-hate-the-player-djt-bets-funds--75605465omnystudio.com/listener for privacy information.]]>d2240efa-357a-4140-99a0-b1b2010870d4Fri, 19 Jul 2024 16:33:04 +0000nhytKatie and Matt discuss Trump Media’s stock sale, people who are too good at sports betting and stock trading, and single-stock private funds. See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1843falsefullhttps://www.spreaker.com/episode/blood-farming-purdue-pharma-empty-voting-and-frozen-heads--75605471omnystudio.com/listener for privacy information.]]>6806bf6b-df77-45c8-b332-b1ab0100fb51Fri, 12 Jul 2024 16:13:40 +0000nhytKatie and Matt discuss nonconsensual third-party releases, what comes next for the Oxycontin bankruptcy, empty voting in proxy fights, and writing your future clone into your will. Also we tease Katie's sci-fi novel and introduce a new member of...omnystudio.com/listener for privacy information.]]>1866falsefullhttps://www.spreaker.com/episode/just-keep-bidding-mmtlp-pe-etfs--75605480omnystudio.com/listener for privacy information.]]>a1fe2001-8743-45ea-b51b-b19d01080abbFri, 28 Jun 2024 16:53:40 +0000nhytKatie and Matt discuss short squeezes past, present and future, interviewing for private equity jobs two years in advance, and how if you want to own stock but with less risk, you can just sell some of your stock.See https://omnystudio.com/listener...omnystudio.com/listener for privacy information.]]>2174falsefullhttps://www.spreaker.com/episode/xs-and-os-trader-u-vorb-qxo--75605486omnystudio.com/listener for privacy information.]]>97684950-a0b0-4d4e-b3d8-b196010c2d29Fri, 21 Jun 2024 16:51:04 +0000nhytKatie and Matt discuss auditing classes at portfolio manager school, getting on television by pretending to buy public companies, and how to make a few billion dollars by rolling up the building products distribution industry.See...omnystudio.com/listener for privacy information.]]>1785falsefullhttps://www.spreaker.com/episode/uncatchable-mouse-jigglers-tsla-para-wfc-wfh--75605483omnystudio.com/listener for privacy information.]]>89bbd25f-a08f-4207-8106-b18f0127808bFri, 14 Jun 2024 18:10:26 +0000nhytMatt and Katie discuss Elon's big payday (maybe), Paramount's lost deal and Wells Fargo's vice president of screen monitoring.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1931falsefullhttps://www.spreaker.com/episode/equities-in-secaucus-txse-psus-gme--75605495omnystudio.com/listener for privacy information.]]>ca1f4778-4995-4419-9e18-b188011a7aa4Fri, 07 Jun 2024 17:39:27 +0000nhytMatt and Katie discuss a new stock exchange in Texas (and also New Jersey), Bill Ackman's multiple public offerings and what Roaring Kitty is up to.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2303falsefullhttps://www.spreaker.com/episode/t-lunchtime-settlement-musk-hwang--75605485omnystudio.com/listener for privacy information.]]>9bd67beb-b833-4c09-beea-b181011901a1Fri, 31 May 2024 17:54:36 +0000nhytMatt and Katie discuss the move to T+1 stock settlement, Elon Musk's pay vote, Bill Hwang's trial and a fat finger trade.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2001falsefullhttps://www.spreaker.com/episode/bad-monday-shrimp-fingers-brains--75605494omnystudio.com/listener for privacy information.]]>45ae40f5-4347-464e-90f8-b17a01175f21Fri, 24 May 2024 17:39:03 +0000nhytMatt and Katie discuss Red Lobster's shrimpy bankruptcy, Citi's software design and unconscious investing.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1837falsefullhttps://www.spreaker.com/episode/bets-are-off-dfv-buidl-cftc--75605492omnystudio.com/listener for privacy information.]]>cfca62d7-fe85-4678-8c6c-b1730117dd15Fri, 17 May 2024 17:44:09 +0000nhytKatie and Matt discuss the return of meme stocks, a money market fund on the blockchain, events contracts and whether the Oscars are rigged.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2089falsefullhttps://www.spreaker.com/episode/fun-shiny-object-ftx-public-etfs--75605497pudding.See omnystudio.com/listener for privacy information.]]>e4601732-ec24-4f72-b64f-b16c012485c7Fri, 10 May 2024 18:08:50 +0000nhytKatie and Matt talk about the FTX bankruptcy, public versus private markets, single-stock ETFs and floating on https://www.youtube.com/watch?v=DPZzrlFCD_I.See https://omnystudio.com/listener for privacy information.pudding.See omnystudio.com/listener for privacy information.]]>2372falsefullhttps://www.spreaker.com/episode/money-failed-death-bets-paramount-and-archegos--75605502omnystudio.com/listener for privacy information.]]>82d3fb34-d6b6-43ac-a4a7-b16501241236Fri, 03 May 2024 17:55:20 +0000nhytKatie and Matt discuss life insurance, murder, the Paramount merger limbo, Bill Hwang's case, how much an ounce of gold weighs, buying a bank with a credit card and dentistry. See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>2440falsefullhttps://www.spreaker.com/episode/goblin-hours-24-7-ftc-gold--75605470omnystudio.com/listener for privacy information.]]>ce60c09c-82d1-4c55-a966-b15e0118e013Fri, 26 Apr 2024 17:25:18 +0000nhytKatie and Matt discuss waking up at 3 a.m. to trade stocks, the possible end of gardening leave, and buying gold at Costco with your credit card.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1860falsefullhttps://www.spreaker.com/episode/beeeep-elon-jane-street-hunterbrook--75605491omnystudio.com/listener for privacy information.]]>319d2f42-763a-47a1-abba-b1570112c841Fri, 19 Apr 2024 17:03:05 +0000nhytMatt and Katie discuss Elon Musk's pay package, trading trade secrets, the joys and perils of gardening leave, a hedge fund that is also a newspaper, and a real life doped Olympics.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1888falsefullhttps://www.spreaker.com/episode/law-is-law-dxyz-mngo-bls--75605500omnystudio.com/listener for privacy information.]]>0a3aacce-f67b-4b44-81a6-b15001237f42Fri, 12 Apr 2024 17:53:17 +0000nhytFor their very first episode, Katie and Matt discuss a hot fund for private stocks, a clever/illegal DeFi trade and super users of government data. Also there's some fake Cormac McCarthy.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>1910falsefullhttps://www.spreaker.com/episode/introducing-money-stuff-the-podcast--75605499omnystudio.com/listener for privacy information.]]>a35b8cf8-9144-42d5-93e1-b14001361ccaWed, 27 Mar 2024 18:57:35 +0000nhytMatt Levine and Katie Greifeld talk Wall Street, finance, and other stuff.See https://omnystudio.com/listener for privacy information.omnystudio.com/listener for privacy information.]]>113falsetrailer