Épisodes

  • Bag of Snakes

    Bag of Snakes
    May 1 2026
    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 information.

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    31 min
  • Economic Animals

    Economic Animals
    Apr 24 2026
    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 “gazumping” and the hedge fund hiring market.See omnystudio.com/listener for privacy information.

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    27 min
  • Hour of Slurping

    Hour of Slurping
    Apr 17 2026
    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 privacy information.

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    34 min
  • Humiliation Ritual

    Humiliation Ritual
    Apr 10 2026
    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.

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    31 min
  • Also Sticky

    Also Sticky
    Mar 27 2026
    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 Elon Musk no longer being amused by 420.See omnystudio.com/listener for privacy information.

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    32 min
  • Boaz Weinstein

    Boaz Weinstein
    Mar 19 2026
    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 for privacy information.

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    49 min
  • Man Not Bird

    Man Not Bird
    Mar 13 2026
    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.com/listener for privacy information.

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    29 min
  • Perhaps a Ballroom

    Perhaps a Ballroom
    Mar 6 2026
    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.

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    30 min