Show Notes
Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic index funds, podcasters and fund managers being displaced by AI, shorting the consumer economy, owning everything, the coming SpaceX IPO, lockups, index fast-tracking, a SpaceX treasury company and Elon Musk no longer being amused by 420.See omnystudio.com/listener for privacy information.
More from Money Stuff: The Podcast
Matt talks with Tice Brown, a guy, about good emails, the DAT craze, gambling proxies, non-cross-collateralized leverage, rolling calls, dinosaur fossils, bid/ask spreads in the art market, defeasing weirdo bonds, windfall-based pricing, lawyers vs. attorneys, Nebraska insurance regulation, Arkansas banking regulation, SpaceX/Tesla, Nasdaq valuation, starting investment banking in 2007 and the value of his time.See omnystudio.com/listener for privacy information.
Matt and guest co-host Mary Childs discuss sports betting, swap regulation, mention markets, flat waffles, gambling in your brokerage account, the rise of prime brokerage, relationship businesses, holding bags when hedge funds have oopsies, narrower banking, Matt's lack of hand-wringing, Kelly Clarkson and the animatronic bird, Martin Shkreli’s various comeuppances and short-selling metaphysics.See omnystudio.com/listener for privacy information.
Matt talks to Jeremy Maletz, head of prediction markets at Susquehanna International Group, about hedging goat herder risk, flow versus bespoke trading, election factor hedging, adverse selection, correlation in prediction markets, and transitioning from sports gambling to trillion-dollar data center credit derivatives.See omnystudio.com/listener for privacy information.
Matt and guest host Mary Childs discuss Baby Stuff: The Podcast, 351 exchange ETFs, substance over form, agentic bank runs, doing things for points, getting the Burn you need, seizing control of the company Slack, cotton market manipulation, paperwork and potential securities-fraud liability for destroying humanity.See omnystudio.com/listener for privacy information.
Ahead of Midnight Madness 2026, we revisit our May 2025 episode, when Katie and Matt spoke with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything.See omnystudio.com/listener for privacy information.