Money Stuff: The Podcast

Latest Episodes:

Hurt People Hurt People: SBUX, LMEs, BofA Aug 16, 2024

Show notes

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

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Guy on Twitter: PSUS, Left, ETFs Aug 02, 2024

Show notes

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.

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

Show notes

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.

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

Show notes

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.

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

Show notes

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.

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Just Keep Bidding: MMTLP, PE, ETFs Jun 28, 2024

Show notes

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.

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

Show notes

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.

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

Show notes

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

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Equities in Secaucus: TXSE, PSUS, GME Jun 07, 2024

Show notes

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.

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T+Lunchtime: Settlement, Musk, Hwang May 31, 2024

Show notes

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.