• Thin Gruel: Tetrahedron, Target, Firing
    Dec 13 2024

    Katie and Matt talk about levels of financial celebrity, The Onion's efforts to buy Infowars out of bankruptcy, whether DEI is securities fraud, and committing insider trading after getting fired.

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    24 mins
  • Good Conspiracy: ESG, Assemblies, HPS
    Dec 6 2024

    Katie and Matt discuss whether index funds are illegal, whether ESG investing leads to cartel-like profits, whether jury duty for index fund investors is a good idea and whether we are in a golden age for selling private credit firms.

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    33 mins
  • Chickenization: An Odd Lots Crossover
    Nov 29 2024

    Katie and Matt sit down with Tracy Alloway and Joe Weisenthal, hosts of the Odd Lots podcast, to discuss their new series on the chicken industry, Ray Dalio’s connection to McNuggets, cheap protein, the Victorian chicken bubble, factory farming and Chicken Libor.

    You can listen to Odd Lots' Beak Capitalism here, here, and here.

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    38 mins
  • Perpetual Motion Machine: Adani, MSTR, OSTK
    Nov 22 2024

    Matt and Katie discuss the Adani bribery charges, the future of FCPA enforcement, MicroStrategy's Bitcoin strategy and the technology and legality of short squeezes.

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    30 mins
  • Generous Portion: FTC, CMG, ETF
    Nov 15 2024

    Matt and Katie talk about merger arbitrage, affordable luxury handbags, burrito bowl sizing, securities fraud and double Warren Buffett.

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    29 mins
  • Garlic Cartel: Markets, Credit, Code
    Nov 8 2024

    Matt and Katie discuss the price of garlic, anticompetitive price disclosure, the private credit gold rush and (allegedly) downloading quant models and fleeing the country.

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    30 mins
  • Public Breakups: Polymarket, Taxes, SMCI
    Nov 1 2024

    Katie and Matt talk on Halloween about what election market prices might mean, how to defer taxes and Super Micro's auditors resigning in a huff.

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    34 mins
  • Some Cigarettes: Accreditation, Memes, Naughty ESG
    Oct 25 2024

    Katie and Matt discuss taking tests to buy risky investments, growing up from meme stocks to boring retirement investing, and what happens when ESG funds smoke the occasional cigarette.

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    32 mins