Episodios

  • 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 m
  • 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 m
  • Blood Farming: Purdue Pharma, empty voting and frozen heads
    Jul 12 2024

    Katie and Matt discuss nonconsensual third-party releases, what comes next for the Oxycontin bankruptcy, empty voting in proxy fights, and writing your future clone into your will. Also we tease Katie's sci-fi novel and introduce a new member of Matt's family.

    See omnystudio.com/listener for privacy information.

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    31 m
  • Just Keep Bidding: MMTLP, PE, ETFs
    Jun 28 2024

    Katie and Matt discuss short squeezes past, present and future, interviewing for private equity jobs two years in advance, and how if you want to own stock but with less risk, you can just sell some of your stock.

    See omnystudio.com/listener for privacy information.

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    36 m
  • Xs and Os: Trader U, VORB, QXO
    Jun 21 2024

    Katie and Matt discuss auditing classes at portfolio manager school, getting on television by pretending to buy public companies, and how to make a few billion dollars by rolling up the building products distribution industry.

    See omnystudio.com/listener for privacy information.

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    30 m
  • Uncatchable Mouse Jigglers: TSLA, PARA, WFC WFH
    Jun 14 2024

    Matt and Katie discuss Elon's big payday (maybe), Paramount's lost deal and Wells Fargo's vice president of screen monitoring.

    See omnystudio.com/listener for privacy information.

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    32 m
  • Equities in Secaucus: TXSE, PSUS, GME
    Jun 7 2024

    Matt and Katie discuss a new stock exchange in Texas (and also New Jersey), Bill Ackman's multiple public offerings and what Roaring Kitty is up to.

    See omnystudio.com/listener for privacy information.

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    38 m
  • T+Lunchtime: Settlement, Musk, Hwang
    May 31 2024

    Matt and Katie discuss the move to T+1 stock settlement, Elon Musk's pay vote, Bill Hwang's trial and a fat finger trade.

    See omnystudio.com/listener for privacy information.

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    33 m