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.
In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss Jim Chanos's short thesis on Michael Saylor's MicroStrategy, which involves shorting the stock and buying Bitcoin, and Saylor's response. They analyze MicroStrategy's business model of selling stock to buy Bitcoin and the implications of...
The Money Stuff Podcast features Matt Levine and Katie Greifeld discussing recent financial news. This episode covers the lifting of the asset cap on Wells Fargo, imposed in 2018 due to a fake account scandal, and its implications for the bank's future performance and valuation compared to competitors like JP Morgan an...
In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss current financial news, including the legal challenges to Trump's tariffs, the potential reprivatization of Fannie and Freddie, and the trend of companies adding Bitcoin to their balance sheets. They analyze the implications of a court r...
In this episode of the Money Stuff podcast, Matt Levine and Katie Greifeld interview Ryan Patch and Jon Seale from the Great Gotham Challenge, who are taking over the Midnight Madness puzzle hunt for the financial industry. The discussion explores what puzzle hunts are, differentiating them from scavenger hunts and esc...
In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss leveraging 401ks through Basic Capital, a company backed by Bill Ackman, which allows borrowing against retirement funds, primarily investing in fixed income and private credit. They explore the theoretical benefits and practical comprom...
This episode explores the implications of Warren Buffett's upcoming retirement from Berkshire Hathaway and the company's future under successor Greg Abel, alongside a discussion of OpenAI's unusual corporate structure. Against the backdrop of Buffett's departure, the conversation pivots to Abel's operational background...
In this episode of the Money Stuff Podcast, Matt Levine and Katie Greifeld discuss Elon Musk's role at Tesla, including the possibility of him stepping down as CEO and the impact on the company's stock. They explore alternative roles for Musk, such as "Technoking," and compare Tesla's situation to MicroStrategy. The co...
This episode explores the volatility of the US market and its relationship with the Trump administration's trade policies. Against the backdrop of fluctuating market trends and conflicting statements from administration officials regarding trade negotiations with China and the potential firing of Fed Chair Jerome Powel...
This episode explores listener questions about various topics in business and finance. The hosts, Matt Levine and Katie Greifeld, field questions ranging from the potential for law firm IPOs and the implications of private credit moving to marketplaces, to more lighthearted inquiries about cyber horses and ETF ticker ...
This episode explores the unexpected market reactions to the announcement of a 90-day pause on tariffs, focusing on the role of social media and the complexities of the treasury market. Against the backdrop of this news, the hosts discuss a fake Bloomberg headline that accurately predicted the tariff pause, highlightin...
This episode explores the unusual market behavior of several companies, focusing on the surprising valuations and IPO strategies employed. Against the backdrop of Newsmax's unexpectedly high initial market valuation, despite significant losses, the hosts delve into the mechanics of its Regulation A Plus mini-IPO and t...
This episode explores the intersection of private and public markets, focusing on recent market activity and the blurring lines between these sectors. Against this backdrop, the hosts discuss Endeavor's recent privatization, highlighting the unusual market behavior leading up to the deal's closure and the anticipation...
This episode explores listener questions about various financial topics. The hosts first delve into the inconsistencies in cocoa bean pricing across different exchanges, explaining how quality differences, rather than just supply and demand, influence prices. More significantly, the discussion expands to the broader ...
This episode explores the complexities of private credit liquidity, particularly within the context of ETFs, and the ongoing legal battle surrounding Endeavor's acquisition by Silver Lake. Against the backdrop of a global industrial renaissance demanding massive capital investment, the discussion delves into the intric...
This episode explores recurring instances of significant financial errors at Citigroup, the declining fortunes of 23andMe, and the sales practices of First Trust, an ETF issuer. Against this backdrop of financial industry anomalies, the hosts delve into Citigroup's repeated "fat finger" incidents, where massive erroneo...
This episode explores the recent launch of the first-ever private credit ETF, the implications of Bill Ackman's attempt to create a Berkshire Hathaway-like investment vehicle, and a unique bid to acquire Infowars using a memecoin. Against the backdrop of a changing regulatory environment, the hosts discuss the surpris...
This episode explores the complexities of the modern financial landscape, focusing on three key areas: the attempted hostile takeover of OpenAI, exorbitant pass-through fees in multi-strategy hedge funds, and a thought experiment comparing the creditworthiness of Microsoft and the U.S. government. Against the backdrop ...
This episode explores the evolving landscape of asset management, focusing on fee structures and the emergence of private credit trading. Against the backdrop of Vanguard's significant fee cuts, the hosts discuss the competitive pressures faced by other firms like BlackRock, highlighting Vanguard's unique ownership st...
This podcast episode discusses the impact of DeepSeek, a new AI model, on the stock market and the broader economy. The hosts analyze DeepSeek's rapid rise to prominence, its potential implications for AI-related investments (particularly Nvidia), and the resulting market reactions, including a significant drop in mar...
This co-hosted finance podcast, "The Money Stuff Podcast," discusses three main topics: Vanguard's $106 million settlement with the SEC for capital gains distribution issues in its target-date funds, the rise of buffered Bitcoin ETFs, and Two Sigma's $90 million penalty for an employee's unauthorized model adjustments....
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