logo
episode-header-image
Jul 2024
34m 44s

All the Biggest Tombstones: M&A, ETF, Ma...

bloomberg
About this episode

Katie and Matt discuss fees for mergers and acquisitions, private assets in ETFs, liquidity mismatches, and reader questions about asset-manager parties, poker staking and finite alpha.

See omnystudio.com/listener for privacy information.

Up next
Apr 17
Hour of Slurping
Katie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, Exxon’s grudges, comptroller trolling, the horrifying sounds of coffee grading, ... Show More
34m 7s
Apr 10
Humiliation Ritual
Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management career, doomsday funds, Elon Musk’s big thing, the SpaceX IPO, Grok for bankers, humi ... Show More
30m 53s
Mar 27
Also Sticky
Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic index funds, podcasters and fund managers being displaced by AI, shorting the consu ... Show More
32m 14s
Recommended Episodes
Oct 2024
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP ... Show More
47m 10s
Sep 2025
Cramer's Morning Take: Boeing & Costco 9/30/25
<p>Cramer explains two stocks The Club is buying. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: <a target="_blank">cnbc.com/morningtake</a></p><p><a href="https:/ ... Show More
3m 26s
May 2025
IDW Group CEO Ilana Weinstein Talks Hedge Funds
Ilana Weinstein, IDW Group CEO and Founder discusses hedge funds recent talent wars and their attempts to gain capital. She is joined by Bloomberg's Sonali Basak and Matt Miller.See omnystudio.com/listener for privacy information. 
7m 29s
Sep 2024
Understanding Leverage in Real Estate Investing
Leverage in real estate investing is often misunderstood because it can amplify both gains and losses.(I'll share real-world examples like Vornado and NexPoint.) Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real ... Show More
46m 55s
Sep 2025
233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs
<p>ETFs are at the center of how investors are navigating today’s rapidly changing markets. From&nbsp;active ETFs&nbsp;to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ... Show More
16m 39s
May 2021
Berkshire Hathaway’s Annual Meeting: Warren Buffett & Charlie Munger
At the Berkshire Hathaway Annual Shareholders Meeting, investing legends Warren Buffett and Charlie Munger reveal their successors and discuss--and defend--their investment decisions. In the first public conversations they’ve had in a year, Buffett and Munger answer questions fro ... Show More
30m 43s
Jul 2025
How Nvidia's size is rewriting the market playbook
Nvidia’s (NVDA) explosive growth is doing more than lifting portfolios - it’s changing the whole market. In this episode of Stocks in Translation, Strategas Securities senior ETF and technical strategist Todd Sohn joins host Jared Blikre and Producer Sydnee Fried to discuss excha ... Show More
24m 30s
Aug 2024
Meta's AI Investments Pay Off, and Nvidia Shatters Records
Bloomberg's Ed Ludlow breaks down how Meta's AI investments seem to have paid off. Plus, Arm slumps as the chip company holds off boosting its outlook, and Nvidia shatters records by adding $329 billion to its market cap in a single session.  See omnystudio.com/listener for priva ... Show More
42m 37s
Jul 2025
Private Credit Heavyweight HPS Sees ‘Huge Opportunity’ in Fund Finance
HPS Investment Partners is building out its fund finance business, including net-asset-value lending. “It’s a huge opportunity,” Purnima Puri, head of liquid credit and a founding partner at the $150 billion firm, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s T ... Show More
49m 6s
Nov 2024
Playing the Post-Election Pop 11/14/24
<p>Scott Wapner and the Investment Committee debate the post-election rally and how to position your portfolio into year-end.  Plus, Josh Brown says some stocks are poised for a breakout, he shares the details. And later, Steve Weiss buys Bitcoin again, he explains why. </p><p><a ... Show More
49m 22s