Loads of Vultures: Funds, Agents, Bets

<p>Katie and Matt discuss Batman, Labubu binary options, sneaker manipulation, publicly traded private credit, OBDC, OBDC II, private credit marks, Frank's email list, indemnification and cellulite butter.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listene ... Show More

<p>Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt&rsquo;s mortgage rate, optimal exercise of prepayment options, proxy adviser competition, shareholder proposals, go ... Show More

Katie and Matt discuss tariffs, skeptical questions, nondelegation, major questions, reimbursement, the Metsera deal, amylin targeting, Sam Bankman-Fried’s appeal, alleged fraud at First Brands, factoring due diligence, the blockchain and short memories in the credit market.See o ... Show More

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. 

Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street. The business model is supposed to allow hedge funds to operate more efficiently. That includes deploying capital in a more productive manner and better managing risk. But how doe ... Show More

Two summers ago, hedge fund manager Bobby Jain set out with a huge goal: build a hedge fund that can rival the likes of industry giants Citadel and Millennium. But in the year since his firm started trading, Jain has found the going tough. FT hedge fund correspondents Amelia Poll ... Show More

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the overcrowded quant equity space. We also dive into statistical arbitrage, multi-strat funds, the macro outlook, and the advantages ... Show More

This week on Talking Wealth, Fil and Pedro breakdown where the biggest fund managers have placed their bets for the second quarter of 2025. They break down the latest buys and sells from some of the biggest movers and shakers in global markets including Ray Dalio’s Bridgewater As ... Show More

 The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fashion as market conditions change. Strategies that work become crowded with investors, which can mean they stop working as well. The hottest thing these days are so-called multi-str ... Show More

Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans and the company's relationship with the Trump administrations. Plus Nvidia earnings underwhelm investors used to blowout results and forecasts. And how investors are reacting to Salesforce’s bet on AI ... Show More

Bloomberg News Projects and Investigations Reporter Zach Mider discusses the SEC Chairman citing fishy letters in support of policy change. Ken Leon, Global Director of Equity Research at CFRA, breaks down Home Depot earnings. Jeff Krumpelman, Chief Investment Strategist at Marin ... Show More

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More