Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie’s vacation plans.

Matt and Katie discuss ARK heartbeat (?) trades, IPO allocations, ETFs as widgets, quarterly earnings, barriers to going public, structured notes, installment index puts and Katie&rsquo;s vacation plans.

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

Chaos Factor: ARKF, 10Q, 10%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e5fbc878-9c8b-401c-b196-b35d00e8f76b/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

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

Chaos Factor: ARKF, 10Q, 10%

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Money Stuff: The Podcast

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