Money Stuff: The Podcast

Episodes page 1 of 3

1. Tice Brown

   23 Oct 2026 · 44 min

   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,…

2. Release Me From This Demon

   16 Oct 2026 · 38 min

   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…

3. Jeremy Maletz

   9 Oct 2026 · 54 min

   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…

4. Reintegration With the Default World

   2 Oct 2026 · 41 min

   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,…

5. Re-run: Midnight Madness: Ryan Patch and Jon Seale

   25 Sep 2026 · 41 min

   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…

6. Trying to Save the World Is No Excuse

   18 Sep 2026 · 38 min

   Matt and guest co-host Silvia Killingsworth discuss late-summer nostalgia, Susquehanna's 100 Johns Doe, hedging options market making, nervously walking back and forth at the frontier, the economic and/or human…

7. What's the Concern?

   11 Sep 2026 · 41 min

   Matt and guest host Max Abelson discuss money and power, Kawhi Leonard, independent investigations, the DAT trade, why anyone talks to us, the aesthetic appreciation of finance, Robinhood vs. AMC, meme-stock bazaars,…

8. Learn More Gooder

   4 Sep 2026 · 38 min

   Matt and guest host Mary Childs discuss CDS gossip, suboptimal mortgage refinancing, cheap options, shopping for savings accounts, billing by the hour, AI and the apprenticeship model, second-price auctions, chandelier…

9. Re-Run: Boaz Weinstein

   14 Aug 2026 · 50 min

   Matt and Katie talked in March 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, public…

10. No Kiddie Pool

    31 Jul 2026 · 27 min

    Matt and guest co-host Silvia Killingsworth discuss the Situational Awareness situation, record dates, CVRs, and sourcing weird volatility risk from retail customers to sell to hedge funds. See omnystudio.com/listener…

11. Worried Noises

    24 Jul 2026 · 29 min

    Katie and Matt discuss 351 exchanges, the Gabe Plotkin ETF, the two laws of tax, tax code is not quite law, Gary Gensler’s cell phone, crypto vs. the SEC, the Truth API, nuclear fusion, sports indexes and ETFs of 351…

12. Animal Communicator

    17 Jul 2026 · 31 min

    Katie and Matt discuss Katie’s animals’ feelings, sports gambling ETFs, Matt’s SEC comment, active ETF management, South Korean regulatory regrets, perfect distilled margin debt, Strategy’s software business and…

13. Paid in Eggs

    10 Jul 2026 · 31 min

    Katie and Matt discuss Katie's baby shower, No Elon ETFs, index preferences, ETFs as performance art, index rebalancing, liquidity provision, averaging into the index, lockup supply vs. index demand, egg manipulation,…

14. 100 John Does

    2 Jul 2026 · 30 min

    Katie and Matt discuss sports, the weather, lobster cake, getting picked off by insider traders, the retail options casino, limiting sharp bettors, sports gambling ETFs, weird ETFs generally, bad vibes at Strategy,…

15. One Big Blob of Elon

    26 Jun 2026 · 31 min

    Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, private credit…

16. Book of Souls

    19 Jun 2026 · 30 min

    Katie and Matt discuss sports, mostly not SpaceX, alien capital markets, blinking, quality of earnings, hedge fund heroes, keeping a stegosaurus in your living room, the Book of Souls, capacity constraints, ruthless…

17. Strongly Worded Letters

    12 Jun 2026 · 31 min

    Katie and Matt discuss the pricing of the SpaceX IPO, cash-settled derivatives gambling, S&P’s no-fast-tracking decision, index divergence, active-management benchmarking, SpaceX ESG, federal sports gambling…

18. Champagne and Caviar

    5 Jun 2026 · 27 min

    Katie and Matt discuss the Knicks, the Jeffrey, hedging sports bets with sports bets, Google selling some stock, net equity issuance, taxes on stock vesting, Andrew Left, how long you have to be short, the decline of…

19. Shameful Secret Heart

    29 May 2026 · 35 min

    Katie and Matt discuss the SpaceX IPO, enterprise AI, Mars colonies, the Elon Musk premium, consternation about indexes, a no-Elon index, closet indexing, price-insensitive IPO demand, unconstrained Elon Musk,…

20. Frisky Dentists

    15 May 2026 · 30 min

    Katie and Matt discuss GameStop buying (?) eBay, authorized shares, socks, activism, negging, CDOs, CLOs, structured finance innovations, trading private credit, daily pricing, bad ways to own Anthropic stock, suing…

21. Timeless Wisdom: A Mailbag Episode

    8 May 2026 · 26 min

    Katie and Matt discuss financial advisers, a little scooch of private credit, finance book recommendations, call options on time, expected returns, seating charts, rain creating liquidity, E and S vs. G, the church of…

22. Bag of Snakes

    1 May 2026 · 31 min

    Katie and Matt discuss the downsides of home ownership, hedge fund managers who had a somewhat disappointing week, Pershing Square USA, the physics of closed-end funds, publicly listed hedge fund firms, the pod shop…

23. Economic Animals

    24 Apr 2026 · 27 min

    Katie and Matt discuss bringing children to work, the weather in one corner of Charles de Gaulle airport, an infinite surface for market manipulation, bespoke parametric insurance, the Avis Budget short squeeze…

24. Hour of Slurping

    17 Apr 2026 · 34 min

    Katie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, Exxon’s grudges,…

25. Humiliation Ritual

    10 Apr 2026 · 31 min

    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 career, doomsday funds,…

26. Also Sticky

    27 Mar 2026 · 32 min

    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,…

27. Boaz Weinstein

    19 Mar 2026 · 49 min

    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, public vs. private…

28. Man Not Bird

    13 Mar 2026 · 29 min

    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 fees, private credit…

29. Perhaps a Ballroom

    6 Mar 2026 · 30 min

    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 Blackstone, Credit Suisse…

30. Re-Run: Cliff Asness

    13 Feb 2026 · 1 h 03 min

    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, about momentum, meme…

31. Impaled on the Obelisk

    6 Feb 2026 · 28 min

    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 Bitcoin crash,…

32. Elevated Shepherd's Pie

    30 Jan 2026 · 28 min

    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 tourism, how to make a few more…

33. An OK Horse

    23 Jan 2026 · 28 min

    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 incentives, 24ish/7ish…

34. Key Beast Risk: BMNR, 10%, OLMA

    16 Jan 2026 · 25 min

    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 privacy information.

35. Embarrassment of Something: IQ, PE, BX

    9 Jan 2026 · 26 min

    Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the long path to…

36. Horse Pilates: A Mailbag Episode

    2 Jan 2026 · 29 min

    Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and the thrill of…

37. Good Game: WBD, Tricolor, TAE

    19 Dec 2025 · 25 min

    Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization of past-due…

38. Best and Final: WBD, IPO, BNPL

    12 Dec 2025 · 27 min

    Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, orbiting data…

39. Flying High in Bird Heaven: MSTR, PSUS, ETF

    5 Dec 2025 · 29 min

    Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes, the brief…

40. Re-run: Gappy Paleologo

    28 Nov 2025 · 55 min

    In an episode from July, Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and…

41. Bat Tat: Labubu, OBDC, Frank

    21 Nov 2025 · 29 min

    Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butter. See…

42. Mouth Noises: 50y, ISS, HF

    14 Nov 2025 · 32 min

    Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt’s mortgage rate, optimal exercise of prepayment options,…

43. Fat Wallet: Tariffs, Mergers, Brands

    7 Nov 2025 · 26 min

    Katie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-Fried’s appeal, alleged fraud at First Brands, factoring due…

44. Kinda Spooky: META, AI, TSLA

    31 Oct 2025 · 30 min

    Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon…

45. Indoor Cat: JPM, AI, 777

    24 Oct 2025 · 30 min

    Katie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts’ hopes and dreams, the…

46. No Nap Rooms: Credit, Peace, 24X

    17 Oct 2025 · 31 min

    Katie and Matt discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-grade prediction markets, 23-hour-a-day stock trading, picking off…

47. How the Snake Dies: ICE, AMD, ARKK

    10 Oct 2025 · 32 min

    Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, the OpenAI/AMD deal,…

48. Loads of Vultures: Funds, Agents, Bets

    3 Oct 2025 · 31 min

    Matt and Katie discuss multistrategy hedge funds, talent sieves, agents vs. headhunters, hedge fund managers' sense of their market value, agents for AI researchers, same-game parlays, sportsbook market structure and…

49. This Is Weird: A Mailbag Episode

    26 Sep 2025 · 31 min

    Matt and Katie discuss reader mail about tungsten cubes, monthly financial reporting, long-term levered ETFs, the shrinking public markets, betting on onion prices, betting on stock prices, limiting sharp bets, missing…

50. Chaos Factor: ARKF, 10Q, 10%

    19 Sep 2025 · 34 min

    Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie’s vacation plans. See…