Katherine GreifeldVerified114,461 followers
Matt LevineVerified324,760 followers
Jul 10, 2026 — Katie and Matt discuss Katie's baby shower, No Elon ETFs, index preferences, ETFs as performance art, index rebalancing, liquidity provision, averaging into the index, lockup supply vs. index demand, egg manipulation, bird flu and...
Jul 02, 2026 — Katie and Matt discuss sports, the weather, lobster cake, getting picked off by insider traders, the retail options casino, limiting sharp bettors, sports gambling ETFs, weird ETFs generally, bad vibes at Strategy, Bitcoin leverage and ChatGPT security...
Jun 26, 2026 — Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, private credit redemptions, monthly liquidity and BDC...
Jun 19, 2026 — Katie and Matt discuss sports, mostly not SpaceX, alien capital markets, blinking, quality of earnings, hedge fund heroes, keeping a stegosaurus in your living room, the Book of Souls, capacity constraints, ruthless self-examination, market structure...
Jun 12, 2026 — Katie and Matt discuss the pricing of the SpaceX IPO, cash-settled derivatives gambling, S&P’s no-fast-tracking decision, index divergence, active-management benchmarking, SpaceX ESG, federal sports gambling regulation, Matt’s future coaching Little...
