Money Stuff: The Podcast

Latest Episodes:

Smack-ish: MSTR, PE, MFT Jun 13, 2025

Show notes

Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity recruiting and mid-frequency trading.

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Learn to Perch: WFC, BBB, TOPS Jun 06, 2025

Show notes

Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices, Marshall Wace, hiring cheaters at hedge funds and signals from the sell side.

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What Growing Starlings Need: USCIT, GSEs, SBET May 30, 2025

Show notes

Katie and Matt discuss Katie’s new bird, the legality of tariffs, the TACO trade, rooting for the nondelegation doctrine, implicit guarantees, the money to be made if Fannie Mae and Freddie Mac are re-privatized, stuffing Bitcoins into public companies and owning the global financial asset portfolio.

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Midnight Madness: Ryan Patch and Jon Seale May 23, 2025

Show notes

Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything.

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Full of Mirth: 401(k), Clubs, TSLA May 16, 2025

Show notes

Matt and Katie discuss leveraging up your 401(k), everyone's love for putting private credit into retirement accounts, mortgages versus margin loans, college finance clubs, travel sports and how to get Elon Musk paid.

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A Broad Church: BRK/A, OpenAI, Medicaid May 09, 2025

Show notes

Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, Sam Altman's incentives and Medicaid provider taxes.

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Visionary Kibbitzer: TSLA, X, KKR May 02, 2025

Show notes

Matt and Katie talk about what Tesla is, splitting the roles of CEO and Technoking, the Musk attention auction, the benefits of not paying attention to X debt prices, and why everyone likes private assets.

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Reptile Brain: ???, GS, XXI Apr 25, 2025

Show notes

Matt and Katie talk general craziness, tariffs, Jerome Powell, volatility and predictability, plus Goldman pay, alts managers versus banks, Twenty One and negative Bitcoin per share.

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One Horse at a Time: A Mailbag Episode Apr 18, 2025

Show notes

Matt and Katie answer reader questions about law firm IPOs, cyber horses, private credit marketplaces, S&P 500 basis ETFs, the option value of personal bankruptcy, names for children/horses/ETFs and ETFs of BDCs.

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Awkward Pauses: Tariffs, Basis, Leverage Apr 11, 2025

Show notes

Matt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs.

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