Listen "Mouth Noises: 50y, ISS, HF"
Episode Synopsis
Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt’s mortgage rate, optimal exercise of prepayment options, proxy adviser competition, shareholder proposals, good governance, index fund voting, hedge fund talent constraints, gardening leave, the Black Death and the AI Ph.D. pipeline.See omnystudio.com/listener for privacy information.
More episodes of the podcast Money Stuff: The Podcast
Bat Tat: Labubu, OBDC, Frank
21/11/2025
Fat Wallet: Tariffs, Mergers, Brands
07/11/2025
Kinda Spooky: META, AI, TSLA
31/10/2025
Indoor Cat: JPM, AI, 777
24/10/2025
No Nap Rooms: Credit, Peace, 24X
17/10/2025
How the Snake Dies: ICE, AMD, ARKK
10/10/2025
Loads of Vultures: Funds, Agents, Bets
03/10/2025
This Is Weird: A Mailbag Episode
26/09/2025
Chaos Factor: ARKF, 10Q, 10%
19/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.