최고 Money Stuff 팟캐스트 (2024)

1
Calm Knuckles: SEC, ETF, SPOT 31:18

5d ago31:18

31:18

Katie and Matt discuss SEC cell phone location data, private credit ETFs, and having robots make fake songs for the streaming revenue. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Fruitcakes and Nutcases: ETF, ATIC, DJT 34:28

12d ago34:28

34:28

Katie and Matt discuss single-stock leveraged ETFs, insurance for taxis and Florida real estate, the Trump Media lockup, and whether there are more readers of Money Stuff or Truth Social. Also, there will be a mailbag episode so we want good mailbag questions. See omnystudio.com/listener for privacy information.…

1
Pick Up the Phone: Shorts, PSUS, BLS 28:10

19d ago28:10

28:10

Katie and Matt discuss short selling disclaimers, how to sell a closed-end fund and calling up the government to get payroll revisions. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Hurt People Hurt People: SBUX, LMEs, BofA 29:56

1M ago29:56

29:56

A between-vacations episode in which Katie and Matt discuss Starbucks's new CEO, the capital solutions business, banking hours and being a horse. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Guy on Twitter: PSUS, Left, ETFs 34:10

2M ago34:10

34:10

Matt and Katie discuss Pershing Square USA's IPO, Citron Research's short-and-distort charges, bond market liquidity, and Katie's trip to Paris to watch running. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
All the Biggest Tombstones: M&A, ETF, Mailbag 34:44

2M ago34:44

34:44

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.저자 Bloomberg

1
Don’t Hate the Player: DJT, Bets, Funds 30:42

2M ago30:42

30:42

Katie and Matt discuss Trump Media’s stock sale, people who are too good at sports betting and stock trading, and single-stock private funds. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Blood Farming: Purdue Pharma, empty voting and frozen heads 31:05

2M ago31:05

31:05

Katie and Matt discuss nonconsensual third-party releases, what comes next for the Oxycontin bankruptcy, empty voting in proxy fights, and writing your future clone into your will. Also we tease Katie's sci-fi novel and introduce a new member of Matt's family. See omnystudio.com/listener for privacy information.…

1
Just Keep Bidding: MMTLP, PE, ETFs 36:14

3M ago36:14

36:14

Katie and Matt discuss short squeezes past, present and future, interviewing for private equity jobs two years in advance, and how if you want to own stock but with less risk, you can just sell some of your stock. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Xs and Os: Trader U, VORB, QXO 29:45

3M ago29:45

29:45

Katie and Matt discuss auditing classes at portfolio manager school, getting on television by pretending to buy public companies, and how to make a few billion dollars by rolling up the building products distribution industry. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Uncatchable Mouse Jigglers: TSLA, PARA, WFC WFH 32:11

3M ago32:11

32:11

Matt and Katie discuss Elon's big payday (maybe), Paramount's lost deal and Wells Fargo's vice president of screen monitoring. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Equities in Secaucus: TXSE, PSUS, GME 38:23

3M ago38:23

38:23

Matt and Katie discuss a new stock exchange in Texas (and also New Jersey), Bill Ackman's multiple public offerings and what Roaring Kitty is up to. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
7 Biggest Retirement Mistakes to Avoid 29:03

3M ago29:03

29:03

Sam Rodriguez CFP® & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss: The importance of having a plan for your retirement and the ramifications of retiring without any plan The dangers of prioriti…

1
T+Lunchtime: Settlement, Musk, Hwang 33:21

4M ago33:21

33:21

Matt and Katie discuss the move to T+1 stock settlement, Elon Musk's pay vote, Bill Hwang's trial and a fat finger trade. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Bad Monday: Shrimp, Fingers, Brains 30:37

4M ago30:37

30:37

Matt and Katie discuss Red Lobster's shrimpy bankruptcy, Citi's software design and unconscious investing. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Why Are Baby Boomers Watching So Much Television? 19:24

4M ago19:24

19:24

Sam Rodriguez CFP® & Conor Shepard are back! In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generations. They discuss: Reasons for why Baby Boomers have the highest amount of time watching television among different generations Discrepancies in the re…

1
Bets Are Off: DFV, BUIDL, CFTC 34:48

4M ago34:48

34:48

Katie and Matt discuss the return of meme stocks, a money market fund on the blockchain, events contracts and whether the Oscars are rigged. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Fun Shiny Object: FTX, Public, ETFs 39:32

4M ago39:32

39:32

Katie and Matt talk about the FTX bankruptcy, public versus private markets, single-stock ETFs and floating on pudding. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Money Failed!: Death bets, Paramount and Archegos 40:40

5M ago40:40

40:40

Katie and Matt discuss life insurance, murder, the Paramount merger limbo, Bill Hwang's case, how much an ounce of gold weighs, buying a bank with a credit card and dentistry. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Goblin Hours: 24/7, FTC, Gold 30:59

5M ago30:59

30:59

Katie and Matt discuss waking up at 3 a.m. to trade stocks, the possible end of gardening leave, and buying gold at Costco with your credit card. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
[Beeeep] $: Elon, Jane Street, Hunterbrook 31:27

5M ago31:27

31:27

Matt and Katie discuss Elon Musk's pay package, trading trade secrets, the joys and perils of gardening leave, a hedge fund that is also a newspaper, and a real life doped Olympics. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Law is Law: DXYZ, MNGO, BLS 31:49

5M ago31:49

31:49

For their very first episode, Katie and Matt discuss a hot fund for private stocks, a clever/illegal DeFi trade and super users of government data. Also there's some fake Cormac McCarthy. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
Introducing: Money Stuff: The Podcast 1:52

6M ago1:52

1:52

Matt Levine and Katie Greifeld talk Wall Street, finance, and other stuff. See omnystudio.com/listener for privacy information.저자 Bloomberg

1
3 Year End Tax To-Do's 9:20

9M ago9:20

9:20

Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss: How your 401K contributions affect your taxes and what strategies you could employ to position yourself in a more favorable position Strategies for grouping your donations/deductions to maximize your potential deduction p…

1
5 Reasons to Rent instead of Buy 17:51

11M ago17:51

17:51

Sam Rodriguez CFP® & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss: Benefits of renting vs buying a home Why money isn't the only factor to consider when looking at renting vs buying What factors to consider before deciding to commit to either choice…

1
5 Reasons You Should Buy a Home 14:34

11M ago14:34

14:34

Sam Rodriguez CFP® & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss: Positive benefits from home ownership The opportunity cost associated with buying vs renting What factors to consider before deciding to commit to a home purchase Watch Here: https://youtu.be/Uic_htZgHig Want to talk to an adv…

1
5 Reasons Home Prices Keep Increasing 33:11

12M ago33:11

33:11

Sam Rodriguez CFP® & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss: 5 possible causes for the continued rise What factors are involved that can add to the confusion What to look for before considering a home buy Watch Here: https://youtu.be/9KwryhZ1NrM Want to talk to an advisor abo…

1
5 Big Things That Confuse Americans About Retirement 30:02

12M ago30:02

30:02

Sam Rodriguez CFP® & Conor Shepard dig into 5 things that leave many Americans confused when it comes to retirement. They discuss: 5 major questions and concerns Americans have about retirement What factors are involved that can add to the confusion Tips on how to avoid the confusion and keep your financial life on track Watch Here: https://youtu.b…

1
Market Talk: The Opportunity in Bonds 23:35

1y ago23:35

23:35

Sam Rodriguez CFP® is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk more about bonds and the potential opportunities they can offer. They discuss: Why the bond market has more appeal and what factors contributed to the change What the opportunities are available and why it may not last forever Watch Here: https://youtu.…

1
Increase in Foreclosures & What it Means for the Economy 18:56

1y ago18:56

18:56

Sam Rodriguez CFP® & Conor Shepard talk about the recent increase in foreclosures among Americans. They discuss: What factors could be influencing the foreclosure rate The driving forces behind recent changes in American's economic outlook How the foreclosures are related to other recent events in the economy Watch Here: https://youtu.be/72rng9YkY3…

1
Is the Stock Market too High? 16:29

1y ago16:29

16:29

Sam Rodriguez CFP® is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk through the stock market's current state. They discuss: The state of the stock market today and what that could mean to regular investors Whether or not the markets are overvalued and what this means for future events Watch Here: https://youtu.be/1M0tlZ…

1
9 Middle Class Money Traps to Avoid 26:41

1y ago26:41

26:41

Sam Rodriguez CFP® & Conor Shepard talk about 9 middle-class money traps many people find themselves in and how you can avoid them. They discuss: The dangers of "keeping up with the Joneses" The risks of taking on too much expensive debt (ex. credit cards) How falling into one trap can inevitably slide into another trap if someone doesn't take acti…

1
Why are American's Losing Confidence in their Ability to Retire? 27:06

1y ago27:06

27:06

Sam Rodriguez CFP® & Conor Shepard are talking about why more and more Americans think they'll never be able to retire and what to do about it. They discuss: Recent surveys that show the increasing number of Americans who feel they'll never be able to retire What factors could be causing the increase and what it could mean long term Possible soluti…

1
Disney: A Surprising Mirror of Our Economy Today 29:32

1y ago29:32

29:32

Sam Rodriguez CFP® & Conor Shepard are talking about Disney's recent decline in park attendance and the likely factors behind it. They discuss: Disney World's business model and target demographics How Covid and lockdowns impacted their strategies Whether or not "greedflation" is involved with Disney's most recent changes Watch Here: https://youtu.…

1
Why you Don't Want a Tax-Free Retirement 38:13

1+ y ago38:13

38:13

Sam Rodriguez CFP® & Conor Shepard dig into the reasons why a tax-free retirement may not be the best option for you. They discuss: The differences between a tax-diversified retirement vs a tax-free retirement Why a tax-free retirement can actually be damaging to your plan How tax diversification can benefit you before and after retirement Watch He…

1
What is the Debt Ceiling? 18:24

1+ y ago18:24

18:24

Sam Rodriguez CFP® & Conor Shepard are spending some time on the debt ceiling and what it means to you. They discuss: What the "debt ceiling" is and why it was established How it has changed over time and become more and more politicized What a default could mean for individuals & the economy Watch Here: https://youtu.be/71XzXLQnTT0 Want to talk to…

1
How to Create a Tax Diversified Retirement 27:30

1+ y ago27:30

27:30

Sam Rodriguez CFP® & Conor Shepard talk about how to create a tax-diversified retirement & the differences with a tax-free retirement. They discuss: What "tax diversification" means and how it can play a positive role in retirement The different types of accounts used to diversify and how they're taxed differently What benefits can come from a tax-…

1
Tax Diversification in Retirement 17:59

1+ y ago17:59

17:59

Sam Rodriguez CFP® & Conor Shepard start discussing the next topic we'll be covering: Tax diversification. They discuss: What "tax diversification" means and how it can play a positive role in retirement The different types of accounts used to diversify and how they're taxed differently What benefits can come from a tax-diversified retirement vs a …

1
Why is Social Security Running Out? 53:29

1+ y ago53:29

53:29

Sam Rodriguez CFP® & Conor Shepard wrap up their discussion on Social Security by explaining why Social Security is running out and some potential solutions. They discuss: What has led to the current deficit with Social Security What is being proposed as possible solutions and how they could be implemented How it might impact future generations Wat…

1
How is Social Security Taxed? 16:45

1+ y ago16:45

16:45

Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security and talk about how and why Social Security is taxed. They discuss: How your Social Security is taxed What determines how it is taxed and what isn't taxed What your provisional income is and how it impacts your taxation Watch here: https://youtu.be/YFCl5i3Bipg Want to ta…

1
Taking Social Security Early 22:19

1+ y ago22:19

22:19

Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security with an overview of what happens if you take it early. They discuss: Pros and cons of taking Social Security early What your full retirement age is and how it factors into your Social Security How you can be strategic with taking Social Security Watch here: https://yout…

1
How is Social Security Calculated? 15:01

1+ y ago15:01

15:01

Sam Rodriguez CFP® & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss: What is used to calculate an individual's Social Security benefits What your A.I.M.E. is and what you can do to improve your expected benefits Why it's important to know the impact of taking yo…

1
2023 Top Money Resolutions and How to Achieve Them 33:43

1+ y ago33:43

33:43

Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss: All 5 goals and why they're beneficial How and why you would want to set these goals Steps to take in order to accomplish your resolutions Want to talk to an advisor about something you heard in this…

1
SECURE Act 2.0: 5 Changes You Need to Know 28:10

1+ y ago28:10

28:10

Sam Rodriguez CFP® & Conor Shepard are kicking off 2023 by talking about some important changes happening with the SECURE Act. They discuss: What the SECURE Act is and what has lead to these changes What changes are relevant to your situation How these changes may help/hinder retirement planning for some individuals Want to talk to an advisor about…

1
Are the Recent Layoff Announcements a Sign of a Recession? 22:16

1+ y ago22:16

22:16

Sam Rodriguez CFP® & Conor Shepard are talking about the recession and the planned layoffs in 2023 by some of the largest US companies. They discuss: What has led up to the current economic situation and where these companies were going Why these companies would be laying off employees and what it means for 2023 Employment How this could affect the…

1
Can Europe Survive the Winter Without Russian Energy? 47:42

1+ y ago47:42

47:42

Sam Rodriguez CFP® & Conor Shepard spend some time talking about the energy shortage Europe is facing this winter. They discuss: What has been happening since the start of the war in Ukraine How countries may be able to last this winter without needing Russian energy What the ramifications would be after several years and what capitulation would me…

1
What Happened to FTX? 29:53

2y ago29:53

29:53

Sam Rodriguez CFP® & Conor Shepard are talking about crypto and what the heck happened to the cryptocurrency exchange FTX. They discuss: How FTX & Alameda Research operated and what events lead up to the collapse Who Sam Bankman-Freid is and how much he may have known Why regulation may be soon to follow recent events Want to talk to an advisor abo…

1
Is Corporate Greed Keeping Inflation High? 39:11

2y ago39:11

39:11

Sam Rodriguez CFP® & Conor Shepard talk about inflation and how corporations are using it to their advantage. They discuss: What has caused inflation to be so high in recent years How corporations have used inflationary pressures as an opportunity to cut costs while keep prices high What to expect from consumer prices in the future Want to talk to …

1
Is $1.25 Million Enough to Retire? 31:52

2y ago31:52

31:52

Sam Rodriguez CFP® & Conor Shepard spend some time talking about why more Americans feel they will need at least $1.25 Million for a successful retirement. They discuss: What has affected people's outlook on retirement and the necessities surrounding it How you can better position yourself for less stress and more choice with your retirement situat…

1
Finding Your Hidden Saving Ability 38:05

2y ago38:05

38:05

Sam Rodriguez CFP® & Conor Shepard talk about saving for retirement and why Americans are saying they will need even more money in retirement. They discuss: Common problems and misconceptions with retirement saving Why Americans think they'll need more than ever in order to retire Want to talk to an advisor about something you heard in this episode…

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