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.

Katie and Matt discuss search funds, post-MBA career paths, Katie&rsquo;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&rsquo;s closed-end fund.

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

Horse Barn: HVAC, Windsurf, Vanguard

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/75a4fe66-9d9c-4948-ab40-b31e00f7bcf2/transcript

Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization of past-due subprime auto loans, angling for cooperation agreements, Enron as a role model, nuclear fusion, access to significant capital and leveraged ETF training videos.

Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization of past-due subprime auto loans, angling for cooperation agreements, Enron as a role model, nuclear fusion, access to significant capital and leveraged ETF training videos.

Good Game: WBD, Tricolor, TAE

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/481e9fbe-f3f1-43cd-9f9c-b3b800f4ba07/transcript

Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, orbiting data centers, tech capex, rocket explosion securities fraud lawsuits, alternative consumer lending and private credit regulation.

Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, orbiting data centers, tech capex, rocket explosion securities fraud lawsuits, alternative consumer lending and private credit regulation.

Best and Final: WBD, IPO, BNPL

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0e59bc30-b3b9-4539-b24b-b3b100fde8c4/transcript

Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes, the brief beautiful life of Katie's bird, Bill Ackman's closed-end fund plans, CEFs vs. ETFs, Howard Hughes, buffer ETFs and the ETFization of structured notes.

Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes, the brief beautiful life of Katie's bird, Bill Ackman's closed-end fund plans, CEFs vs. ETFs, Howard Hughes, buffer ETFs and the ETFization of structured notes.

Flying High in Bird Heaven: MSTR, PSUS, ETF

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9890a222-6bb9-481e-a9d6-b3aa00fa57d7/transcript

Horse Barn: HVAC, Windsurf, Vanguard

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Money Stuff: The Podcast

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