Episodes

  • Perpetual Motion Machine: Adani, MSTR, OSTK
    Nov 22 2024

    Matt and Katie discuss the Adani bribery charges, the future of FCPA enforcement, MicroStrategy's Bitcoin strategy and the technology and legality of short squeezes.

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    30 mins
  • Generous Portion: FTC, CMG, ETF
    Nov 15 2024

    Matt and Katie talk about merger arbitrage, affordable luxury handbags, burrito bowl sizing, securities fraud and double Warren Buffett.

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    29 mins
  • Garlic Cartel: Markets, Credit, Code
    Nov 8 2024

    Matt and Katie discuss the price of garlic, anticompetitive price disclosure, the private credit gold rush and (allegedly) downloading quant models and fleeing the country.

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    30 mins
  • Public Breakups: Polymarket, Taxes, SMCI
    Nov 1 2024

    Katie 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.

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    34 mins
  • Some Cigarettes: Accreditation, Memes, Naughty ESG
    Oct 25 2024

    Katie 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.

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    See omnystudio.com/listener for privacy information.

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    32 mins
  • John Collison
    Oct 18 2024

    Matt 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.

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    49 mins
  • Technically a Horse: ETF, ETF, ETF
    Oct 11 2024

    Katie and Matt discuss large ponies, small horses, puzzle hunts, portfolio trading, Jane Street’s lack of a CEO, tax deferral, covered calls and yieldmaxxing.

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    35 mins
  • Men's Haircuts: SATS, FLUT, APO
    Oct 4 2024

    Katie and Matt discuss bond haircuts, literal haircuts, sports gambling, single-stock 0dte gambling and private assets in retirement accounts.

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    30 mins