Key Beast Risk: BMNR, 10%, OLMA

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Embarrassment of Something: IQ, PE, BX

Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the long path to private equity, home ownership, housing affordability, brownstones ... Show more

. 25min 48sec

Horse Pilates: A Mailbag Episode

Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and the thrill of horse dancing.See omnystudio.com/listener for privacy information.

. 28min 56sec

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