エピソード

  • Full of Mirth: 401(k), Clubs, TSLA

    Full of Mirth: 401(k), Clubs, TSLA
    2025/05/16

    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.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    35 分
  • A Broad Church: BRK/A, OpenAI, Medicaid

    A Broad Church: BRK/A, OpenAI, Medicaid
    2025/05/09

    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.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    35 分
  • Visionary Kibbitzer: TSLA, X, KKR

    Visionary Kibbitzer: TSLA, X, KKR
    2025/05/02

    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.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    27 分
  • Reptile Brain: ???, GS, XXI

    Reptile Brain: ???, GS, XXI
    2025/04/25

    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.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    38 分
  • One Horse at a Time: A Mailbag Episode

    One Horse at a Time: A Mailbag Episode
    2025/04/18

    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.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    25 分
  • Awkward Pauses: Tariffs, Basis, Leverage

    Awkward Pauses: Tariffs, Basis, Leverage
    2025/04/11

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

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    27 分
  • Finders Keepers: IPO, XAI, Subs

    Finders Keepers: IPO, XAI, Subs
    2025/04/04

    Matt and Katie do not discuss tariffs but do discuss meme stock mini-IPOs, the stablecoin business, adult custodians of T-bills, booping some Circle coins, valuing X and xAI, X/xAI synergies, other possible Musk mergers, buying Tesla stock in order to complain about Elon Musk, and what we would do if someone gave us $7 million by mistake.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    32 分
  • Land Rich: EDR, KKR, SPAX.PVT

    Land Rich: EDR, KKR, SPAX.PVT
    2025/03/28

    Katie and Matt discuss the Endeavor deal, Carl Icahn, dodging brokers' phone calls, strategic holdings, a baby Berkshire boom, Katie's contact lens reorder, reinvesting crypto winnings in land, real-time-ish private stock prices, OpenAI's lack of stock volatility and distracting stock prices.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    33 分