What's the Concern?

Matt and guest host Mary Childs discuss CDS gossip, suboptimal mortgage refinancing, cheap options, shopping for savings accounts, billing by the hour, AI and the apprenticeship model, second-price auctions, chandelier bidding, the IVV to VOO pipeline, rich person trades vs. hedg ...  Show more

Matt and Katie talked in March to Boaz Weinstein of Saba Capital Management about his tenders for OBDC II and SREIT, semi-liquid fund liquidity, reflexivity, the lure of permanent capital, private credit NAVs, public vs. private BDC discounts, preserving brand value, volatility l ...  Show more

This week we talk about what's going on, news-wise. Some of it is about things like Ukraine and Crypto Ads. Some of it is about Elon Musk bringing a little South America apartheid into his factories. Some of it, is other stuff. Learn more about your ad-choices at https://www.ihea ...  Show more

This week, Felix Salmon and Emily Peck and Elizabeth Spiers talk about the shakeup in the streaming world with Netflix considering ads and CNN+ folding, the end of the public transportation mask mandate, and inflation. In the Plus segment: Elon Musk, one more time.Mentioned In th ...  Show more