Episodes

  • Modular Cat Trees: A Mailbag Episode
    Sep 20 2024

    Katie 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' Money Stuff consumption.

    See omnystudio.com/listener for privacy information.

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    36 mins
  • Calm Knuckles: SEC, ETF, SPOT
    Sep 13 2024

    Katie and Matt discuss SEC cell phone location data, private credit ETFs, and having robots make fake songs for the streaming revenue.

    See omnystudio.com/listener for privacy information.

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    31 mins
  • Fruitcakes and Nutcases: ETF, ATIC, DJT
    Sep 6 2024

    Katie 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 questions.

    See omnystudio.com/listener for privacy information.

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    34 mins
  • Pick Up the Phone: Shorts, PSUS, BLS
    Aug 30 2024

    Katie and Matt discuss short selling disclaimers, how to sell a closed-end fund and calling up the government to get payroll revisions.

    See omnystudio.com/listener for privacy information.

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    28 mins
  • Hurt People Hurt People: SBUX, LMEs, BofA
    Aug 16 2024

    A between-vacations episode in which Katie and Matt discuss Starbucks's new CEO, the capital solutions business, banking hours and being a horse.

    See omnystudio.com/listener for privacy information.

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    30 mins
  • Guy on Twitter: PSUS, Left, ETFs
    Aug 2 2024

    Matt 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 omnystudio.com/listener for privacy information.

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    34 mins
  • All the Biggest Tombstones: M&A, ETF, Mailbag
    Jul 26 2024

    Katie 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 omnystudio.com/listener for privacy information.

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    35 mins
  • Don’t Hate the Player: DJT, Bets, Funds
    Jul 19 2024

    Katie 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 omnystudio.com/listener for privacy information.

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    31 mins