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

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

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

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 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. 

Matt and Katie are on vacation! There will be a new episode of Money Stuff in your feeds on March 6th.&nbsp;
In this episode from June 2025, 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 <a href="https://www.youtube.com/watch?v=lhCL4R3JFOc&amp;list=PLe4PRejZgr0Mxz914cYuVpTiUuqiF3U0x&amp;index=1&amp;pp=iAQB">YouTube</a>.&nbsp;

Re-Run: Cliff Asness

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dbf74a31-e192-4132-b888-b3f0010f257c/transcript

Boaz Weinstein

Money Stuff: The Podcast

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Money Stuff: The Podcast

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