Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index funds, owning the global financial portfolio and Perching Square Capital Management’s closed-end fund.

Reintegration With the Default World
41:28

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

Trying to Save the World Is No Excuse
38:24