Katie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-Fried’s appeal, alleged fraud at First Brands, factoring due diligence, the blockchain and short memories in the credit market.

Jeremy Maletz
54:24

Reintegration With the Default World
41:28

Re-run: Midnight Madness: Ryan Patch and Jon Seale
40:45