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What's the Concern?
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Learn More Gooder
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Re-Run: Boaz Weinstein
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No Kiddie Pool
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Worried Noises
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Animal Communicator
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Paid in Eggs
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100 John Does
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One Big Blob of Elon
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Book of Souls
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Strongly Worded Letters
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Champagne and Caviar
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Shameful Secret Heart
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Frisky Dentists
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Timeless Wisdom: A Mailbag Episode
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Bag of Snakes
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Economic Animals
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Hour of Slurping
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Humiliation Ritual
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Also Sticky
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Boaz Weinstein
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Man Not Bird
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Perhaps a Ballroom
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Re-Run: Cliff Asness
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Impaled on the Obelisk
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Elevated Shepherd's Pie
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An OK Horse
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Key Beast Risk: BMNR, 10%, OLMA
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Embarrassment of Something: IQ, PE, BX
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Horse Pilates: A Mailbag Episode
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Good Game: WBD, Tricolor, TAE
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Best and Final: WBD, IPO, BNPL
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Flying High in Bird Heaven: MSTR, PSUS, ETF
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Re-run: Gappy Paleologo
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Bat Tat: Labubu, OBDC, Frank
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Mouth Noises: 50y, ISS, HF
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Fat Wallet: Tariffs, Mergers, Brands
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Kinda Spooky: META, AI, TSLA
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Indoor Cat: JPM, AI, 777
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No Nap Rooms: Credit, Peace, 24X
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How the Snake Dies: ICE, AMD, ARKK
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Loads of Vultures: Funds, Agents, Bets
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This Is Weird: A Mailbag Episode
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Chaos Factor: ARKF, 10Q, 10%
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A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA
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Voluntary Nudge Nudge: IEEPA, TROW, FX
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Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO
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Dinosaur Bone Treasury Company: A Mailbag Episode
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Tellers in Dallas: TSLA, FD, PE
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Matt Levine Ripped My Face Off: CEF, FX, A
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Relevant Markets Content: KSS, 351, QQQ
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Horse Barn: HVAC, Windsurf, Vanguard
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Sports: India, TSLA, Kalshi
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Gappy Paleologo
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Catastrophe in the Name: ETF, Trades, AI
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Cliff Asness
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Smack-ish: MSTR, PE, MFT
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Learn to Perch: WFC, BBB, TOPS
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What Growing Starlings Need: USCIT, GSEs, SBET
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Midnight Madness: Ryan Patch and Jon Seale
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Full of Mirth: 401(k), Clubs, TSLA
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A Broad Church: BRK/A, OpenAI, Medicaid
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Visionary Kibbitzer: TSLA, X, KKR
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Reptile Brain: ???, GS, XXI
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One Horse at a Time: A Mailbag Episode
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Awkward Pauses: Tariffs, Basis, Leverage
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Finders Keepers: IPO, XAI, Subs
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Land Rich: EDR, KKR, SPAX.PVT
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Unbundled Advice: A Mailbag Episode
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American Dream: EDR, BIS, PILOT
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Audible Frustration: C, ME, ETF
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Funny Business Is My Business: PRIV, HHH, WARS
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Bespokeness: AI, Passthrough, UST
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Another Great Convergence: 7bps, APO, HOOD
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A Lineless World: AI, X, Darkness
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Messing With Models: Vanguard, Buffers, Two Sigma
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Plant Some Petunias: Hindenburg, 360, ESG
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Sick and Aging Trees: GSE, MBA, ICE
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Unfeasibly Tanned for This Time of Year: A Mailbag Episode
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Half Backronym: PISCES, ACI, MSTR
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Thin Gruel: Tetrahedron, Target, Firing
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Good Conspiracy: ESG, Assemblies, HPS
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Chickenization: An Odd Lots Crossover
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Perpetual Motion Machine: Adani, MSTR, OSTK
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Generous Portion: FTC, CMG, ETF
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Garlic Cartel: Markets, Credit, Code
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Public Breakups: Polymarket, Taxes, SMCI
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Some Cigarettes: Accreditation, Memes, Naughty ESG
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John Collison
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Technically a Horse: ETF, ETF, ETF
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Men's Haircuts: SATS, FLUT, APO
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Money Has No Meaning: OpenAI, AIWB, WWJD
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Modular Cat Trees: A Mailbag Episode
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Calm Knuckles: SEC, ETF, SPOT
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Fruitcakes and Nutcases: ETF, ATIC, DJT
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Pick Up the Phone: Shorts, PSUS, BLS
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Hurt People Hurt People: SBUX, LMEs, BofA
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Guy on Twitter: PSUS, Left, ETFs
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All the Biggest Tombstones: M&A, ETF, Mailbag
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Don’t Hate the Player: DJT, Bets, Funds
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