Money Stuff: The Podcast

Economic Animals

Hour of Slurping

Humiliation Ritual

Also Sticky

The Money Stuff Podcast explores the complexities of private credit, particularly redemption requests and inflows in funds like Apollo and Ares, and the potential "liquidity confusion" arising from mismatched expectations. It also examines Larry Fink's letter to investors, focusing on AI's potential to exacerbate wealt...

Boaz Weinstein

Man Not Bird

Perhaps a Ballroom

Re-Run: Cliff Asness

Impaled on the Obelisk

Elevated Shepherd's Pie

The Money Stuff podcast explores the potential merger between SpaceX and XAI, driven by synergies in building data centers in space, while also considering Elon Musk's potential motivations, including the influence of astronomy, astrology, and the number 69. The hosts then shift to Tether's increasing gold reserves, st...

An OK Horse

The podcast explores several topics, beginning with a correction regarding Jamie Dimon's attendance at the JP Morgan Healthcare Conference and a discussion about JP Morgan being sued for debanking Donald Trump. Matt Levine introduces a story about a software developer named Steve Yegg and his open-source project Gastow...

Key Beast Risk: BMNR, 10%, OLMA

The Money Stuff Podcast explores the convergence of digital finance and the creator economy, highlighting Bitmine's $200 million investment in Mr. Beast's Beast Industries. The discussion questions the sustainability of crypto treasury companies and their diversification strategies amid fluctuating Ethereum values. It ...

Embarrassment of Something: IQ, PE, BX

The Money Stuff podcast explores the implications of JP Morgan's decision to replace traditional proxy advisors with an in-house AI system, Proxy IQ, for voting on shareholder proposals. Matt Levine suggests this move, driven by pressure from Republicans and companies, could lead to conflicts of interest, as JP Morgan ...

Horse Pilates: A Mailbag Episode

This podcast episode answers listener questions about various financial topics. It addresses why analysts ask questions on earnings calls, explaining that it's a performative marketing aspect of their job, allowing them to showcase their knowledge and potentially gain favor with companies and investors. The hosts also ...

Good Game: WBD, Tricolor, TAE

The Money Stuff Podcast delves into several financial stories, starting with the Warner Bros. Discovery situation and the uncertainty surrounding Paramount's bid due to Larry Ellison's trust commitment. The hosts then discuss the Tricolor bankruptcy case, highlighting the alleged fraud involving double-pledged loans an...

Best and Final: WBD, IPO, BNPL

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing current financial news and events. This episode covers the bidding war between Netflix and Paramount for Warner Bros., including the unusual bidding strategies and potential regulatory hurdles, especially concerning Donald Trump's influence on C...

Flying High in Bird Heaven: MSTR, PSUS, ETF

The Money Stuff Podcast explores the evolving "strategy trade" of MicroStrategy (MSTR), a company known for holding large amounts of Bitcoin. Matt Levine suggests the trade, where MSTR stock traded at a premium due to its Bitcoin holdings, is nearing its end as the premium shrinks. Katie Greifeld notes the CEO's statem...

Re-run: Gappy Paleologo

Bat Tat: Labubu, OBDC, Frank

Mouth Noises: 50y, ISS, HF