26 Sept 2025
31m

This Is Weird: A Mailbag Episode

Podcast cover

Money Stuff: The Podcast

The Money Stuff Podcast episode is a mailbag edition where Matt Levine and Katie Greifeld answer questions from listeners on a variety of financial topics. They discuss the infrequency of monthly reporting for public companies due to litigation concerns, the complexities of levered ETFs and potential alternatives, the increasing trend of private capital in 401k investments, and the legality of betting markets on commodities like onions and stocks. They also explore the possibility of sports betting apps banning consistently winning bettors in equity markets and debate whether companies or analysts should bear the burden when earnings expectations are missed. Finally, they share some heterodox opinions on investing, with Katie expressing skepticism towards fixed income and bonds.

Outlines

Part 1: Introduction and Financial Reporting

Part 2: Leveraged ETFs and Public Companies

Part 3: Prediction Markets and Regulations

Part 4: Earnings and Investment Opinions

Part 5: Conclusion

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