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.

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

Kinda Spooky: META, AI, TSLA

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

In an episode from July, 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.

In an episode from July, 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.

Re-run: Gappy Paleologo

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/68344c0a-6105-45bf-99b9-b3a0010240f1/transcript

Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butter.

Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butter.

Bat Tat: Labubu, OBDC, Frank 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eef59f22-1334-449a-85b5-b39c00f83d6d/transcript

Kinda Spooky: META, AI, TSLA

Money Stuff: The Podcast

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Money Stuff: The Podcast

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