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.

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.

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.

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.

Money Stuff: The Podcast

A Broad Church: BRK/A, OpenAI, Medicaid

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/03c4d2f2-b6ab-42ca-81b7-b2d800f9c064/transcript

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, Elon Musk’s big thing, the SpaceX IPO, Grok for bankers, humiliating IPO pitches and some ETF stuff for the ETF fans.

Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt&rsquo;s dream money management career, doomsday funds, Elon Musk&rsquo;s big thing, the SpaceX IPO, Grok for bankers, humiliating IPO pitches and some ETF stuff for the ETF fans.

Humiliation Ritual

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/31a5fcf3-7f8a-4465-9f95-b42800f6234c/transcript

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, podcasters and fund managers being displaced by AI, shorting the consumer economy, owning everything, the coming SpaceX IPO, lockups, index fast-tracking, a SpaceX treasury company and Elon Musk no longer being amused by 420.

Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink&rsquo;s annual letter, AI taking all the jobs, universal basic index funds, podcasters and fund managers being displaced by AI, shorting the consumer economy, owning everything, the coming SpaceX IPO, lockups, index fast-tracking, a SpaceX treasury company and Elon Musk no longer being amused by 420.

Also Sticky

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/13953fe3-4389-4516-9a8e-b41a00f879da/transcript

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 BDC discounts, preserving brand value, volatility laundering, howling at the moon, bowling and, why not, DATs.

You can also watch this episode on YouTube

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 BDC discounts, preserving brand value, volatility laundering, howling at the moon, bowling and, why not, DATs.
You can also <a href="https://www.youtube.com/watch?v=cRt9ehlFLGo">watch this episode</a> on YouTube

Boaz Weinstein

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e867e793-0871-4a0b-afe3-b412010b79c8/transcript

A Broad Church: BRK/A, OpenAI, Medicaid

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Money Stuff: The Podcast

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