Money Stuff: The Podcast

Fat Wallet: Tariffs, Mergers, Brands

Kinda Spooky: META, AI, TSLA

The podcast explores the shift in big tech's capital strategies amid massive AI infrastructure investments. It highlights how companies like Meta are increasingly using debt financing and innovative structures like joint ventures to fund these projects, raising questions about the changing nature of tech investments. T...

Indoor Cat: JPM, AI, 777

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss JPMorgan's new headquarters, including its amenities like Morgan's pub and a fitness center, and the surrounding real estate the company owns. They then delve into a story about OpenAI hiring former investment bankers to train AI in buil...

No Nap Rooms: Credit, Peace, 24X

How the Snake Dies: ICE, AMD, ARKK

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial news and market trends. This episode covers Polymarket's valuation and ICE's investment, exploring the potential of prediction markets and the role of sports gambling in incentivizing informed predictions. They also delve into OpenAI's...

Loads of Vultures: Funds, Agents, Bets

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial news, specifically the winding down of Eisler's multistrategy hedge fund and the emergence of hedge fund talent agents. They analyze the challenges faced by smaller multistrategy funds in competing with larger firms like Millennium and...

This Is Weird: A Mailbag Episode

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 ...

Chaos Factor: ARKF, 10Q, 10%

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss the ARK Innovation ETF and a trading strategy involving exploiting IPO allocations within the ETF, where traders borrow underlying shares, create ETF shares, and then redeem them after an IPO pop to capture the gains. They also delve int...

A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial topics, including hedge fund compensation structures and the phenomenon of hedge fund traders who lose money being in high demand. They analyze a story about "wounded lions" in the hedge fund world and the incentives for traders to res...

Voluntary Nudge Nudge: IEEPA, TROW, FX

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial news and topics. This episode covers the legality of Trump's tariffs and the potential implications if they are ruled illegal by the Supreme Court, including the possibility of refunds to importers and the impact on the U.S.'s fiscal o...

Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial topics, beginning with Taylor Swift's engagement and its minor impact on prediction markets, including potential insider trading. They then shift to MicroStrategy's collapsing premium and its strategy of selling stock to buy Bitcoin, t...

Dinosaur Bone Treasury Company: A Mailbag Episode

The Money Stuff Podcast features Matt Levine and Katie Greifeld answering listener questions in a "mailbag" episode. They discuss the legality of DoorDashing blooming onions in relation to the Onion Futures Act, the reasons behind IPO pops, and whether companies should factor in retail mania when setting IPO prices. Th...

Tellers in Dallas: TSLA, FD, PE

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss recent financial news, including Elon Musk's compensation package from Tesla and the complexities of corporate access. They delve into the details of Tesla's decision to award Musk $28 billion in stock options, contingent on him staying ...

Matt Levine Ripped My Face Off: CEF, FX, A

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss River North's paired closed-end funds that offer exposure to the unicorn index via cash-settled swaps, allowing retail investors to bet on private companies like SpaceX and OpenAI without directly owning shares. They explore the potentia...

Relevant Markets Content: KSS, 351, QQQ

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing current financial topics. This episode begins with a lighthearted update on Katie's pet bird, then transitions to a discussion on the resurgence of meme stocks, questioning whether the current frenzy matches the intensity of the 2021 phenomenon ...

Horse Barn: HVAC, Windsurf, Vanguard

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss search funds, where individuals with business degrees acquire and manage small, often unglamorous businesses like HVAC or pest control companies. They explore the motivations, challenges, and potential rewards for both the searchers and ...

Sports: India, TSLA, Kalshi

The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing financial topics, including SEBI's investigation of Jane Street's trading in the Indian options market, the potential for single stock leverage ETFs to overshadow the underlying stock, and Elon Musk's activities with X and Tesla. They explore th...

Gappy Paleologo

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld interview Giuseppe "Gappy" Paleologo, a quantitative researcher, about his career, gardening leave, and the world of quantitative investing. They discuss the role of creativity and genuine interest in quant careers, the relevance of different ac...

Catastrophe in the Name: ETF, Trades, AI

In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss the emergence of autocallable ETFs, a structured product that offers high yields but carries the risk of significant losses during market crashes. They explore the mechanics of these ETFs, comparing them to buffer ETFs and catastrophe bo...

Cliff Asness

In this episode of the Money Stuff podcast, Matt Levine and Katie Greifeld interview Cliff Asness, the founder of AQR Capital Management, about quantitative investing and market efficiency. Asness discusses the economic function of AQR, which involves predicting security returns and taking positions based on those pred...