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Tellers in Dallas: TSLA, FD, PE

34 min • 8 augusti 2025

Katie and Matt discuss Matt's vacation plans, Elon Musk's propensity to ruin them, Musk's new good-faith payment from Tesla, his work schedule, Tesla as a car company vs. Tesla as the future of life, Regulation FD, tone and body language, hedge funds vs. long-only investors, retail corporate access, on-cycle recruiting and the heat death of the universe.

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Senaste avsnitt

Tellers in Dallas: TSLA, FD, PE

Senaste avsnitt

Tellers in Dallas: TSLA, FD, PE

Matt Levine Ripped My Face Off: CEF, FX, A

Relevant Markets Content: KSS, 351, QQQ

Horse Barn: HVAC, Windsurf, Vanguard

Sports: India, TSLA, Kalshi

Gappy Paleologo

Catastrophe in the Name: ETF, Trades, AI

Cliff Asness

Smack-ish: MSTR, PE, MFT

Learn to Perch: WFC, BBB, TOPS

What Growing Starlings Need: USCIT, GSEs, SBET

Midnight Madness: Ryan Patch and Jon Seale

Full of Mirth: 401(k), Clubs, TSLA

A Broad Church: BRK/A, OpenAI, Medicaid

Visionary Kibbitzer: TSLA, X, KKR

Reptile Brain: ???, GS, XXI

One Horse at a Time: A Mailbag Episode

Awkward Pauses: Tariffs, Basis, Leverage

Finders Keepers: IPO, XAI, Subs

Land Rich: EDR, KKR, SPAX.PVT

Unbundled Advice: A Mailbag Episode

American Dream: EDR, BIS, PILOT

Audible Frustration: C, ME, ETF

Funny Business Is My Business: PRIV, HHH, WARS

Bespokeness: AI, Passthrough, UST

Another Great Convergence: 7bps, APO, HOOD

A Lineless World: AI, X, Darkness

Messing With Models: Vanguard, Buffers, Two Sigma

Plant Some Petunias: Hindenburg, 360, ESG

Sick and Aging Trees: GSE, MBA, ICE

Unfeasibly Tanned for This Time of Year: A Mailbag Episode

Half Backronym: PISCES, ACI, MSTR

Thin Gruel: Tetrahedron, Target, Firing

Good Conspiracy: ESG, Assemblies, HPS

Chickenization: An Odd Lots Crossover

Perpetual Motion Machine: Adani, MSTR, OSTK

Generous Portion: FTC, CMG, ETF

Garlic Cartel: Markets, Credit, Code

Public Breakups: Polymarket, Taxes, SMCI

Some Cigarettes: Accreditation, Memes, Naughty ESG

John Collison

Technically a Horse: ETF, ETF, ETF

Men's Haircuts: SATS, FLUT, APO

Money Has No Meaning: OpenAI, AIWB, WWJD

Modular Cat Trees: A Mailbag Episode

Calm Knuckles: SEC, ETF, SPOT

Fruitcakes and Nutcases: ETF, ATIC, DJT

Pick Up the Phone: Shorts, PSUS, BLS

Hurt People Hurt People: SBUX, LMEs, BofA

Guy on Twitter: PSUS, Left, ETFs

All the Biggest Tombstones: M&A, ETF, Mailbag

Don’t Hate the Player: DJT, Bets, Funds

Blood Farming: Purdue Pharma, empty voting and frozen heads

Just Keep Bidding: MMTLP, PE, ETFs

Xs and Os: Trader U, VORB, QXO

Uncatchable Mouse Jigglers: TSLA, PARA, WFC WFH

Equities in Secaucus: TXSE, PSUS, GME

T+Lunchtime: Settlement, Musk, Hwang

Bad Monday: Shrimp, Fingers, Brains

Bets Are Off: DFV, BUIDL, CFTC

Fun Shiny Object: FTX, Public, ETFs

Money Failed!: Death bets, Paramount and Archegos

Goblin Hours: 24/7, FTC, Gold

[Beeeep] $: Elon, Jane Street, Hunterbrook

Law is Law: DXYZ, MNGO, BLS

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