Katie and Matt discuss fees for mergers and acquisitions, private assets in ETFs, liquidity mismatches, and reader questions about asset-manager parties, poker staking and finite alpha.

Katie and Matt discuss fees for mergers and acquisitions, private assets in ETFs, liquidity mismatches, and reader questions about asset-manager parties, poker staking and finite alpha.

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

All the Biggest Tombstones: M&A, ETF, Mailbag

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/789b9736-5d81-4bfa-907b-b1b9011496cb/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

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 vibes, accepting illiquidity for high returns, marking private credit to market, NAV arbitrage, assassination markets, fine print and resistance to innovation. 

Katie and Matt discuss high school quiz bowl, Bill Ackman&rsquo;s closed-end fund again, the rich history of CEFs trading at a discount, economically attractive places to work, preferred performance fees, private credit vibes, accepting illiquidity for high returns, marking private credit to market, NAV arbitrage, assassination markets, fine print and resistance to innovation.&nbsp;

Man Not Bird

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6085c5bb-0db8-403e-8050-b40c00fe56c0/transcript

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 toxic asset bonuses, liquidity premiums, short memories, XOVR and SpaceX liquidity. 

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 toxic asset bonuses, liquidity premiums, short memories, XOVR and SpaceX liquidity.&nbsp;

Perhaps a Ballroom

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fc017305-56e4-4f56-ae09-b40500f30e32/transcript

All the Biggest Tombstones: M&A, ETF, Mailbag

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Money Stuff: The Podcast

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