Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, the OpenAI/AMD deal, discounting the AI future, AI pricing power, Cathie Wood’s emotional maturity, the ETF ecosystem and the Midnight Madness puzzle hunt.

Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, the OpenAI/AMD deal, discounting the AI future, AI pricing power, Cathie Wood&rsquo;s emotional maturity, the ETF ecosystem and the Midnight Madness puzzle hunt.

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

How the Snake Dies: ICE, AMD, ARKK

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/68b765e6-f663-40b6-af32-b37200f0e71d/transcript

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.

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

Fat Wallet: Tariffs, Mergers, Brands

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b9b205ea-1561-49e0-8283-b38e00fad4e6/transcript

Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk’s pay package, Tesla succession and getting cut off at the JPMorgan office pub.

Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk&rsquo;s pay package, Tesla succession and getting cut off at the JPMorgan office pub.

Kinda Spooky: META, AI, TSLA

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/79c5c987-15da-4be9-84cb-b38700efbd9d/transcript

Katie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts’ hopes and dreams, the craft of building LBO models, credit cockroaches and indirect lending.

Katie and Matt discuss JPMorgan&rsquo;s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts&rsquo; hopes and dreams, the craft of building LBO models, credit cockroaches and indirect lending.

Indoor Cat: JPM, AI, 777

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9affddac-7819-45a8-9fe3-b38000f58690/transcript

How the Snake Dies: ICE, AMD, ARKK

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Money Stuff: The Podcast

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