Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and journalists as portfolio managers.

Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and journalists as portfolio managers.

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

Gappy Paleologo

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a839fdf7-91bb-45bc-b09d-b30e014d4ef5/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

Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitcoin crash, Strategy, the week that software died, SaaS private equity, AI disruption and private credit funding stability.

Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitcoin crash, Strategy, the week that software died, SaaS private equity, AI disruption and private credit funding stability.

Impaled on the Obelisk

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/30dc0f6b-7ead-4445-b259-b3e900f8782e/transcript

Katie and Matt discuss Morgan’s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether’s mountain lair, gold vault tourism, how to make a few more billion dollars, LMEs, law-firm conflicts and investment banking pep talks.

Katie and Matt discuss Morgan&rsquo;s Pub, SpaceX/xAI merger talks, a $1.5 trillion valuation for Twitter, astrology, numerology, the Year of the Horse, Tether&rsquo;s mountain lair, gold vault tourism, how to make a few more billion dollars, LMEs, law-firm conflicts and investment banking pep talks.

Elevated Shepherd's Pie

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/00114c15-b25a-4b2f-b8c8-b3e200efecec/transcript

Gappy Paleologo

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Money Stuff: The Podcast

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