Money Stuff: The Podcast

• Gappy Paleologo

  Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and journalists as portfolio managers.See omnystudio.com/listener for privacy information.

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  54:09

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  54:09
• Catastrophe in the Name: ETF, Trades, AI

  Matt and Katie discuss Boomer-candy ETFs, autocallables, private-credit trading, volatility laundering and Mark Zuckerberg's hiring spree.See omnystudio.com/listener for privacy information.

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  31:39

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  31:39
• Cliff Asness

  Matt and Katie talk with their guest, Cliff Asness of AQR, about momentum, meme stocks, value, market timing, publishing, academics, explaining factors, how much to charge for alpha, private assets and machine learning. You can also watch this episode on YouTube. See omnystudio.com/listener for privacy information.

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  1:02:43

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  1:02:43
• Smack-ish: MSTR, PE, MFT

  Matt and Katie discuss the Michael Saylor vs. Jim Chanos debate, financial gibberish, the mid-2000s federal clerkship hiring plan, private equity recruiting and mid-frequency trading.See omnystudio.com/listener for privacy information.

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  30:53

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  30:53
• Learn to Perch: WFC, BBB, TOPS

  Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices, Marshall Wace, hiring cheaters at hedge funds and signals from the sell side.See omnystudio.com/listener for privacy information.

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  32:06

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  32:06

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