Money Stuff: The Podcast
Money Stuff: The Podcast
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.Social links:
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Horse Barn: HVAC, Windsurf, Vanguard
Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index funds, owning the global financial portfolio and Perching Square Capital Management’s closed-end fu…
40:37
Sports: India, TSLA, Kalshi
Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.
32:50
Gappy Paleologo
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 journalists as portfolio managers.
54:09
Catastrophe in the Name: ETF, Trades, AI
Matt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.
31:39
Cliff Asness
Matt and Katie talk with their guest, Cliff Asness of AQR, about momentum, meme stocks, value, market timing, publishing, academics, explaining factors, how much to charge for alpha, private assets and machine learning. You can also watch this episode on YouTube.
1:02:42
Smack-ish: MSTR, PE, MFT
Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity recruiting and mid-frequency trading.
30:52
Learn to Perch: WFC, BBB, TOPS
Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices, Marshall Wace, hiring cheaters at hedge funds and signals from the sell side.
32:05
What Growing Starlings Need: USCIT, GSEs, SBET
Katie and Matt discuss Katie’s new bird, the legality of tariffs, the TACO trade, rooting for the nondelegation doctrine, implicit guarantees, the money to be made if Fannie Mae and Freddie Mac are re-privatized, stuffing Bitcoins into public companies and owning the global financial asset portfoli…
39:59
Midnight Madness: Ryan Patch and Jon Seale
Katie and Matt talk with Ryan Patch and Jon Seale of Great Gotham Challenge about building puzzle hunts for the hedge fund manager who has everything.
40:16
Full of Mirth: 401(k), Clubs, TSLA
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.
34:57