Money Stuff: The Podcast
Business & Finance
About
The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes technical elucidation and wit” (NY Times). Once a week, Matt and his friend, Bloomberg News reporter and TV host Katie Greifeld, talk about Wall Street, finance and…other stuff. New episodes every Friday.
Episodes
- Timeless Wisdom: A Mailbag Episode
In this mailbag episode, Katie and Matt discuss various financial topics including financial advisers, private credit, and finance book recommendations. They also cover call options on time, expected returns, and corporate versus human lif…
- Bag of Snakes
Katie and Matt discuss various financial topics including the downsides of home ownership, hedge funds, closed-end funds, and investor psychology. They also touch on topics like publicly listed hedge fund firms and the Avis short squeeze.
- Economic Animals
This episode of Money Stuff: The Podcast features Katie and Matt discussing various financial topics including market manipulation, parametric insurance, short squeezes, and meme stocks. They also touch on SpaceX, dual-class stock, and the…
- Hour of Slurping
Katie and Matt discuss a variety of topics, including NewBird AI, meme AI diversification, floating-strike convertible financing, shareholder voting, Exxon's corporate disputes, and the mechanics of commodity quality in coffee and shrimp m…
- Humiliation Ritual
Katie and Matt discuss topics including Satoshi Nakamoto, Bill Ackman, Universal Music Group, Elon Musk, and SpaceX. They also touch on market concepts like SPARCs, asymmetric derivatives, and various ETF developments.
- Also Sticky
Katie and Matt discuss a wide range of topics, including private credit, AI trends, market dynamics, SpaceX, and Elon Musk. The conversation covers aspects of liquidity, index funds, and the impact of technology on various industries.
- Boaz Weinstein
Matt and Katie interview Boaz Weinstein of Saba Capital Management about topics including semi-liquid fund liquidity, private credit NAVs, and the differences between public and private BDC discounts. The conversation also explores reflexi…
- Man Not Bird
Katie and Matt discuss topics including high school quiz bowl, closed-end funds, private credit, and various aspects of financial markets and innovation.
- Perhaps a Ballroom
Katie and Matt discuss various financial topics, including potential media deal-making, leveraged buyout risks, and specific corporate credit and liquidity matters. They also reflect on a legendary lost episode of the podcast.
- Re-Run: Cliff Asness
In this re-released episode of Money Stuff, hosts Matt and Katie discuss finance topics with guest Cliff Asness of AQR, including momentum, meme stocks, value, and machine learning.
- Impaled on the Obelisk
Katie and Matt discuss a range of financial and technology topics, including SpaceX and xAI, the Kardashev scale, Twitter debt, market trends, and private equity. They also cover recent developments in AI, SaaS, and the Bitcoin market.
- Elevated Shepherd's Pie
Katie and Matt discuss a variety of topics, including Morgan's Pub, potential SpaceX/xAI merger talks, Twitter's valuation, and various financial and industry-related subjects such as Tether, gold vaults, and investment banking.
- An OK Horse
Katie and Matt discuss a variety of topics, including memecoins, debanking, corporate news, and the role of horses as units of money. They also explore financial trends like 24/7 trading, blockchain technology, and incentive structures.
- Key Beast Risk: BMNR, 10%, OLMA
Katie and Matt discuss topics including Beast Industries, immersion cooling, crypto treasury management, credit card interest rate caps, presentation tips, and insider trading related to drug trials.
- Embarrassment of Something: IQ, PE, BX
Katie and Matt cover a wide range of topics, including proxy advisory backlash, private equity, housing affordability, and stock buybacks. They also discuss AI proxy voting and current market trends.
- Horse Pilates: A Mailbag Episode
In this episode of Money Stuff: The Podcast, Katie and Matt answer listener questions covering topics such as hedge funds, proxy advisers, ETF mechanics, sports betting markets, 10b5-1 plans, and horse dancing.
- Good Game: WBD, Tricolor, TAE
Matt and Katie discuss financial and legal topics including merger agreement closing certainty, personal guarantees, subprime auto loan amortization, and the implications of various corporate legal strategies. They also cover subjects such…
- Best and Final: WBD, IPO, BNPL
Katie and Matt discuss a variety of financial topics, including Warner Bros. bidding, IPOs, and alternative consumer lending. They also explore issues related to corporate negotiations, rocket explosion litigation, and private credit regul…
- Flying High in Bird Heaven: MSTR, PSUS, ETF
Matt and Katie discuss corporate holiday parties, MicroStrategy's digital asset treasury strategy, Bill Ackman's plans for a closed-end fund, and the ETFization of structured notes. The episode also touches on shareholder meetings and the…
- Re-run: Gappy Paleologo
In this episode, Katie and Matt discuss gardening leave, quant research, factor models, the role of hedge funds, and the use of AI in portfolio management with guest Gappy Paleologo of Balyasny Asset Management.
- Bat Tat: Labubu, OBDC, Frank
Katie and Matt discuss various finance and pop culture topics, including Labubu binary options, sneaker manipulation, and the mechanics of private credit. They also cover the developments surrounding Frank's email list and legal indemnific…
- Mouth Noises: 50y, ISS, HF
Katie and Matt cover a wide range of topics, including mortgage markets, housing economics, corporate governance, shareholder voting, and talent management in the hedge fund industry. They also discuss the implications of AI on the academi…
- Fat Wallet: Tariffs, Mergers, Brands
Katie and Matt discuss a range of financial and legal topics including tariffs, corporate mergers like the Metsera deal, amylin targeting, and legal matters involving Sam Bankman-Fried and First Brands. They also cover aspects of credit ma…
- Kinda Spooky: META, AI, TSLA
Katie and Matt discuss topics including AI capital spending, OpenAI, Tesla, and investment grade private credit. The conversation also touches on Halloween costumes, hybrid financing, and recent corporate developments.
- Indoor Cat: JPM, AI, 777
Katie and Matt discuss JPMorgan's headquarters, AI model fine-tuning, the craft of investment banking modeling, and trends in lending. They also touch on aspects of office culture, including in-office amenities.
- No Nap Rooms: Credit, Peace, 24X
Katie and Matt discuss topics including late-cycle credit risks, private credit versus banks, the Nobel Peace Prize, and the implications of 24-hour stock trading on market liquidity and human behavior.
- How the Snake Dies: ICE, AMD, ARKK
Katie and Matt discuss topics including finance book parties, the ICE/Polymarket deal, prediction markets, and AI-related business developments involving AMD and OpenAI. They also cover the ETF ecosystem, Cathie Wood, and the Midnight Madn…
- Loads of Vultures: Funds, Agents, Bets
Matt and Katie discuss the dynamics of multistrategy hedge funds, the role of talent agents in various sectors, and current trends in sports betting and related funds.
- This Is Weird: A Mailbag Episode
Matt and Katie answer reader questions covering topics including tungsten cubes, financial reporting, ETFs, public markets, commodities and stock betting, and bonds.
- Chaos Factor: ARKF, 10Q, 10%
Matt and Katie discuss ARK's heartbeat trades, IPO allocations, ETFs, quarterly earnings reporting, and the process of going public. They also cover structured notes, installment index puts, and Katie's travel plans.
- A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
Katie and Matt explore various business and political topics, including hedge fund structures, Tesla's executive compensation, and the intersection of prediction markets and insider trading. The discussion also covers the New York City may…
- Voluntary Nudge Nudge: IEEPA, TROW, FX
Katie and Matt discuss topics including the taxation power, IEEPA, tariff refunds, government revenue sharing, and voluntary tariffs. They also explore trends in asset management, private equity, and deal-contingent hedges.
- Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
In this episode, Katie and Matt cover topics including betting and financial markets, commodity insider trading, the crypto treasury boom, IPO and private company pops, and security-based swaps. They also discuss Taylor Swift, dating podca…
- Dinosaur Bone Treasury Company: A Mailbag Episode
In this mailbag episode of Money Stuff: The Podcast, Katie and Matt answer listener questions on topics including blooming onion futures, IPOs, treasury companies, hedging, and career paths in media and internet personality.
- Tellers in Dallas: TSLA, FD, PE
Katie and Matt discuss various financial and corporate topics, including Tesla, Elon Musk, Regulation FD, and hedge fund investment strategies. The conversation also explores themes of corporate access and professional recruiting.
- Matt Levine Ripped My Face Off: CEF, FX, A
Katie and Matt discuss topics including retail private assets, FX derivatives, and the risks of certain insurance and investment products. They also address unsophisticated clients and invite listeners to submit questions for the mailbag.
- Relevant Markets Content: KSS, 351, QQQ
Katie and Matt discuss a variety of financial and cultural topics, ranging from meme stocks and short squeezes to ETF tax efficiency and tokenization. They also explore the role of AI and marketing within the financial sector.
- Horse Barn: HVAC, Windsurf, Vanguard
Katie and Matt analyze topics including search funds, career paths, and corporate acquisitions like the Windsurf deal. They also discuss index funds, Vanguard’s strategy, and Pershing Square Capital Management’s closed-end fund.
- Sports: India, TSLA, Kalshi
Katie and Matt discuss topics including Indian option trades, Tesla governance, prediction markets, and sports gambling. They also touch on dreams and XAI.
- Gappy Paleologo
Katie and Matt discuss gardening leave, quant research, factor models, and the role of hedge funds with Gappy Paleologo of Balyasny Asset Management. The conversation also covers the impact of AI and the potential of journalists as portfol…
- Catastrophe in the Name: ETF, Trades, AI
Matt and Katie discuss a range of financial topics, including ETFs, autocallable products, private-credit trading, volatility laundering, and recent hiring trends at Meta.
- Cliff Asness
Matt and Katie interview Cliff Asness of AQR about various financial topics, including momentum, meme stocks, market factors, and private assets. They also discuss academics, publishing, and the pricing of alpha.
- Smack-ish: MSTR, PE, MFT
Matt and Katie discuss the debate between Michael Saylor and Jim Chanos, financial language, federal clerkship hiring practices from the mid-2000s, private equity recruiting, and mid-frequency trading.
- Learn to Perch: WFC, BBB, TOPS
Katie and Matt discuss topics including Wells Fargo's asset cap, credit ratings, private credit in the insurance sector, real estate trends, and hedge fund hiring practices. They also explore the significance of BBB- credit ratings and sig…
- What Growing Starlings Need: USCIT, GSEs, SBET
Katie and Matt discuss topics including the legality of tariffs, trade, the nondelegation doctrine, and the potential re-privatization of Fannie Mae and Freddie Mac. They also cover the trend of incorporating Bitcoin into public companies.
- Midnight Madness: Ryan Patch and Jon Seale
Katie and Matt interview Ryan Patch and Jon Seale of the Great Gotham Challenge. The discussion covers the process of creating puzzle hunts tailored for hedge fund clients.
- Full of Mirth: 401(k), Clubs, TSLA
Matt and Katie discuss financial topics including 401(k) planning, private credit, mortgage loans versus margin loans, college finance clubs, youth sports, and Elon Musk's compensation.
- A Broad Church: BRK/A, OpenAI, Medicaid
Katie and Matt discuss news regarding Berkshire Hathaway, including leadership succession and Warren Buffett, as well as OpenAI's restructuring, Sam Altman's incentives, and issues surrounding Medicaid provider taxes.
- Visionary Kibbitzer: TSLA, X, KKR
Matt and Katie discuss Tesla's corporate structure, the role of Elon Musk, the impact of X debt prices, and the popularity of private assets.
- Reptile Brain: ???, GS, XXI
Matt and Katie discuss recent financial market developments, including tariffs, Jerome Powell, and volatility. They also cover Goldman Sachs compensation, the differences between alternative managers and banks, and Bitcoin per share dynami…