Money Stuff: The Podcast
1) Humiliation Ritual
Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management...Show More
2) Also Sticky
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 bas...Show More
3) Boaz Weinstein
Matt and Katie talk to Boaz Weinstein of Saba Capital Management about his tenders for OBDC II and SREIT, semi-liquid fund liquidity, reflexivity, the lure of permanent capital, private credit NAVs, p...Show More
4) Man Not Bird
Katie and Matt discuss high school quiz bowl, Bill Ackman’s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance f...Show More
5) Perhaps a Ballroom
Katie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackst...Show More
6) Re-Run: Cliff Asness
Matt and Katie are on vacation! There will be a new episode of Money Stuff in your feeds on March 6th. In this episode from June 2025, Matt and Katie talk with their guest, Cliff Asness of AQR, ...Show More
7) Impaled on the Obelisk
Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitc...Show More
8) Elevated Shepherd's Pie
Katie and Matt discuss Morgan’s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether’s mountain lair, gold vault touris...Show More
9) An OK Horse
Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as a unit of money, memecoin IP, moonshot pay i...Show More
10) Key Beast Risk: BMNR, 10%, OLMA
Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading.See omnystudio.com/listener for privac...Show More