Money Stuff: The Podcast
The audio companion to Bloomberg Opinion’s Money Stuff column, hosted by author Matt Levine. Each week, Matt and Bloomberg News reporter Katie Greifeld discuss Wall Street, finance, and other topics. New episodes every Friday.
Episodes
Trying to Save the World Is No Excuse
Matt 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 training, writing about AI vs. AI writing, psychological liquidity mismatches and putting pensions back into 401(k)s.See omnystudio.com/listener for privac
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, meme-stock bazaars, Cede & Co., stock ledgers on the blockchain, Grayson Moorhead Securities, heists of bearer securities, the Apollo premium, geniality league tables and contextually appropriate &ld
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 auctions, chandelier bidding, the IVV to VOO pipeline, rich person trades vs. hedge fund trades and how much we all miss Katie.See omnystudio.com/listener for privacy information.
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 credit NAVs, public vs. private BDC discounts, preserving brand value, volatility laundering, howling at the moon, bowling and, why not, DATs. You can also watch this episode on YouTube.See omnystudio.co
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 omnystudio.com/listener for privacy information.
Worried Noises
Katie 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.
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 business and SpaceX’s stock price.See omnystudio.com/listener for privacy information.
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, egg manipulation, bird flu and everything-is-securities-fraud lawsuits.See omnystudio.com/listener for privacy information.
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 vibes at Strategy, Bitcoin leverage and ChatGPT security design.See omnystudio.com/listener for privacy information.
One Big Blob of Elon
Katie 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 arbitrage.See omnystudio.com/listener for privacy information.
Book of Souls
Katie 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 sickos, the trade-through rule, speed bumps and tokenization.See omnystudio.com/listener for privacy information.
Strongly Worded Letters
Katie 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 Little League, market integrity, brawls, everything is an assassination market, Boaz Weinstein’s day in the Supreme Court and not the t
Champagne and Caviar
Katie 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 saying dumb stuff in email.See omnystudio.com/listener for privacy information.
Shameful Secret Heart
Katie 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 wrapper for trade ideas, invisible transaction costs, the Drug Olympics, 10% of Fernando Tatis Jr., a venture portfolio of minor leaguers, hedging career r
Frisky Dentists
Katie 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 lines.See omnystudio.com/listener for privacy information.
Timeless Wisdom: A Mailbag Episode
Katie 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 for corporate control and corporate vs. human life cycles.See omnystudio.com/listener for privacy information.
Bag of Snakes
Katie 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 investors in non-traded BDCs, the Avis short squeeze, Section 16 short-swing profits and earnings call body language.See omnystudio.com/listener for privacy
Economic Animals
Katie 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 buying Cursor (maybe), SpaceX buying Tesla (maybe???), dual-class stock, robot armies annihilating each other off the shoulder of Orion, the word &l
Hour of Slurping
Katie 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 horrifying sounds of coffee grading, spot vs. futures commodity quality and banks foreclosing on shrimp to eat it.See omnystudio.com/listener for priva
Humiliation Ritual
Katie 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 SpaceX IPO, Grok for bankers, humiliating IPO pitches and some ETF stuff for the ETF fans.See omnystudio.com/listener for privacy information.
Also Sticky
Katie 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 displaced by AI, shorting the consumer economy, owning everything, the coming SpaceX IPO, lockups, index fast-tracking, a SpaceX treasury company and
Boaz Weinstein
Matt 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 value, volatility laundering, howling at the moon, bowling and, why not, DATs. You can also watch this episode on YouTubeSee omnystudio.com/listener f
Man Not Bird
Katie 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 returns, marking private credit to market, NAV arbitrage, assassination markets, fine print and resistance to innovation. See omnystudio.
Perhaps a Ballroom
Katie 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 premiums, short memories, XOVR and SpaceX liquidity. See omnystudio.com/listener for privacy information.
Re-Run: Cliff Asness
Matt 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, publishing, academics, explaining factors, how much to charge for alpha, private assets and machine learning. You can also watch this episode on YouT
Impaled on the Obelisk
Katie 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, SaaS private equity, AI disruption and private credit funding stability.See omnystudio.com/listener for privacy information.
Elevated Shepherd's Pie
Katie 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 conflicts and investment banking pep talks.See omnystudio.com/listener for privacy information.
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 incentives, 24ish/7ish trading, blockchain blockchain blockchain, and supervising the computers on the cozy night shift.See omnystudio.com/listener for privacy information.
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 privacy information.
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 long path to private equity, home ownership, housing affordability, brownstones in Hoboken and stock buybacks.See omnystudio.com/listener for privacy information.
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 the thrill of horse dancing.See omnystudio.com/listener for privacy information.
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 of past-due subprime auto loans, angling for cooperation agreements, Enron as a role model, nuclear fusion, access to significant capital and leveraged ETF training videos.See omnystudio.com/listener
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, orbiting data centers, tech capex, rocket explosion securities fraud lawsuits, alternative consumer lending and private credit regulation.See omnystudio.com/listener for privacy information.
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, the brief beautiful life of Katie's bird, Bill Ackman's closed-end fund plans, CEFs vs. ETFs, Howard Hughes, buffer ETFs and the ETFization of structured notes.See omnystudio.com/listener for privacy
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 funds, AI and journalists as portfolio managers.See omnystudio.com/listener for privacy information.
Bat Tat: Labubu, OBDC, Frank
Katie 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 omnystudio.com/listener for privacy information.
Mouth Noises: 50y, ISS, HF
Katie 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, shareholder proposals, good governance, index fund voting, hedge fund talent constraints, gardening leave, the Black Death and the AI Ph.D. pipeline
Fat Wallet: Tariffs, Mergers, Brands
Katie 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 memories in the credit market.See omnystudio.com/listener for privacy information.
Kinda Spooky: META, AI, TSLA
Katie 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 succession and getting cut off at the JPMorgan office pub.See omnystudio.com/listener for privacy information.
Indoor Cat: JPM, AI, 777
Katie 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, credit cockroaches and indirect lending.See omnystudio.com/listener for privacy information.
No Nap Rooms: Credit, Peace, 24X
Katie 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 outside of market hours, windows of liquidity and the rhythm of being a human.See omnystudio.com/listener for privacy information.
How the Snake Dies: ICE, AMD, ARKK
Katie 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 pricing power, Cathie Wood’s emotional maturity, the ETF ecosystem and the Midnight Madness puzzle hunt.See omnystudio.com/listener for privacy i
Loads of Vultures: Funds, Agents, Bets
Matt 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.
This Is Weird: A Mailbag Episode
Matt 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 stupid.See omnystudio.com/listener for privacy information.
Chaos Factor: ARKF, 10Q, 10%
Matt 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 omnystudio.com/listener for privacy information.
A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
Katie 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 prediction markets and Polymarket coming home.See omnystudio.com/listener for privacy information.
Voluntary Nudge Nudge: IEEPA, TROW, FX
Katie 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, deal-contingent hedges, private equity becoming the main clients of investment banks (and hedge funds).See omnystudio.com/listener for privacy informatio
Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
Katie 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 tenure, IPO pops, private company pops and security-based swaps.See omnystudio.com/listener for privacy information.
Dinosaur Bone Treasury Company: A Mailbag Episode
Katie 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.
Tellers in Dallas: TSLA, FD, PE
Katie 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 vs. long-only investors, retail corporate access, on-cycle recruiting and the heat death of the universe.See omnystudio.com/listener for privacy info
Matt Levine Ripped My Face Off: CEF, FX, A
Katie 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 policies and a call for mailbag questions.See omnystudio.com/listener for privacy information.
Relevant Markets Content: KSS, 351, QQQ
Katie 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 against perpetuities.See omnystudio.com/listener for privacy information.
Horse Barn: HVAC, Windsurf, Vanguard
Katie 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 Perching Square Capital Management’s closed-end fund.See omnystudio.com/listener for privacy information.
Sports: India, TSLA, Kalshi
Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.See omnystudio.com/listener for privacy information.
Gappy Paleologo
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.
Catastrophe in the Name: ETF, Trades, AI
Matt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.See omnystudio.com/listener for privacy information.
Cliff Asness
Matt 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 on YouTube. See omnystudio.com/listener for privacy information.
Smack-ish: MSTR, PE, MFT
Matt 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 omnystudio.com/listener for privacy information.
Learn to Perch: WFC, BBB, TOPS
Katie 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 signals from the sell side.See omnystudio.com/listener for privacy information.
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-privatized, stuffing Bitcoins into public companies and owning the global financial asset portfolio.See omnystudio.com/listener for privacy information.
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 information.
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 get Elon Musk paid.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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 assets.See omnystudio.com/listener for privacy information.
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/listener for privacy information.
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 ETFs of BDCs.See omnystudio.com/listener for privacy information.
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.
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 possible Musk mergers, buying Tesla stock in order to complain about Elon Musk, and what we would do if someone gave us $7 million by mistake.See omnystudio.com/listener for privacy information.
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-time-ish private stock prices, OpenAI's lack of stock volatility and distracting stock prices.See omnystudio.com/listener for privacy information.
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 into your novel and how to save on financial advisor fees.See omnystudio.com/listener for privacy information.
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.
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 omnystudio.com/listener for privacy information.
Funny Business Is My Business: PRIV, HHH, WARS
Katie 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 omnystudio.com/listener for privacy information.
Bespokeness: AI, Passthrough, UST
Katie 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 omnystudio.com/listener for privacy information.
Another Great Convergence: 7bps, APO, HOOD
Katie 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 omnystudio.com/listener for privacy information.
A Lineless World: AI, X, Darkness
Katie 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 omnystudio.com/listener for privacy information.
Messing With Models: Vanguard, Buffers, Two Sigma
Katie and Matt discuss a Vanguard tax oopsie, buffered Bitcoin ETFs, crypto utility, and a hedge fund model calibration oopsie.See omnystudio.com/listener for privacy information.
Plant Some Petunias: Hindenburg, 360, ESG
Matt 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 omnystudio.com/listener for privacy information.
Sick and Aging Trees: GSE, MBA, ICE
Katie 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 omnystudio.com/listener for privacy information.
Unfeasibly Tanned for This Time of Year: A Mailbag Episode
Katie 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. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis
Recommended
Medicine with Meaning
Infinite Health with Dr. Arasi Maran
Million Dollar Grit
Yours Truly Johnny Dollar Collection
Take Back Your Health®
CrossTalk
National Weather Service - FORT WALTON BEACH AND DESTIN FLORIDA FORECAST - by WARN
Back to the 80s Radio
Doctor Zhivago Slow Read
Apple News In Conversation
SLOW ENGLISH PODCAST (A1-A2) With Subtitles | Daily Videos | English With Us Podcast
Breaking News from Pod Save America
