Episodes

  • Audible Frustration: C, ME, ETF
    Mar 7 2025

    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.

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    36 mins
  • Funny Business Is My Business: PRIV, HHH, WARS
    Feb 28 2025

    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.

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    35 mins
  • Bespokeness: AI, Passthrough, UST
    Feb 14 2025

    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.

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    32 mins
  • Another Great Convergence: 7bps, APO, HOOD
    Feb 7 2025

    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.

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    28 mins
  • A Lineless World: AI, X, Darkness
    Jan 31 2025

    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.

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    36 mins
  • Messing With Models: Vanguard, Buffers, Two Sigma
    Jan 24 2025

    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.

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    30 mins
  • Plant Some Petunias: Hindenburg, 360, ESG
    Jan 17 2025

    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.

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    32 mins
  • Sick and Aging Trees: GSE, MBA, ICE
    Jan 10 2025

    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.

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    40 mins