The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes technical elucidation and wit” (NY Times). Once a week, Matt and his friend, Bloomberg News reporter and TV host Katie Greifeld, talk about Wall Street, finance and…other stuff. New episodes every Friday.
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
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A regular family finance feature. We’re a not- for profit co-op, offering a trusted, ethical place for members to save and borrow. We provide a range of affordable financial services for current and retired Co-op employees and members from a host of co-operative and mutual businesses. Since our launch in 1998, we’ve lent over £30m to our members at affordable rates, and always work in the best interest of our members.
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Listen Money Matters - Free your inner financial badass. All the stuff you should know about personal finance.
ListenMoneyMatters.com | Andrew Fiebert and Matt Giovanisci
Honest and uncensored - this is not your father’s boring finance show. This show brings much needed ACTIONABLE advice to a people who hate being lectured about personal finance from the out-of-touch one percent. Andrew and Matt are relatable, funny, and brash. Their down-to-earth discussions about money are entertaining whether you’re a financial whiz or just starting out. To be a part of the show and get your financial questions answered, send an email to listenmoneymatters@gmail.com.
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Matt and Katie discuss the price of garlic, anticompetitive price disclosure, the private credit gold rush and (allegedly) downloading quant models and fleeing the country. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around the world, p…
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Katie and Matt talk on Halloween about what election market prices might mean, how to defer taxes and Super Micro's auditors resigning in a huff. See omnystudio.com/listener for privacy information.Di Bloomberg
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Katie and Matt discuss taking tests to buy risky investments, growing up from meme stocks to boring retirement investing, and what happens when ESG funds smoke the occasional cigarette. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll unlock deep reporting, data and analysis from reporters around…
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Matt and Katie talk with their first guest, John Collison, the co-founder and president of Stripe, about the financial services business, why payments are hard, what's good about crypto, why IPOs don't matter and how to fly planes. See omnystudio.com/listener for privacy information.Di Bloomberg
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Katie and Matt discuss large ponies, small horses, puzzle hunts, portfolio trading, Jane Street’s lack of a CEO, tax deferral, covered calls and yieldmaxxing. See omnystudio.com/listener for privacy information.Di Bloomberg
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With the election right around the corner, Sam Rodriguez CFP® & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In this episode, they discuss: Why there tends to be more market volatility during election years compared to non-election years Some of the misconceptions…
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Katie and Matt discuss bond haircuts, literal haircuts, sports gambling, single-stock 0dte gambling and private assets in retirement accounts. See omnystudio.com/listener for privacy information.Di Bloomberg
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Katie and Matt discuss nonprofits, capped-profits, for-profits, chatbot brokers, chatbot ETFs and biblically responsible investing. See omnystudio.com/listener for privacy information.Di Bloomberg
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Katie and Matt answer reader questions about private markets being the new public markets, SEC fines, writing big stories, Icahn/Ackman activism, anti-leveraged ETFs, fake M&A, cat-based businesses, broker-dealers, naked shorts and our families' Money Stuff consumption. See omnystudio.com/listener for privacy information.…
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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.Di Bloomberg
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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.…
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.…
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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…
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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.Di Bloomberg
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Matt and Katie discuss Red Lobster's shrimpy bankruptcy, Citi's software design and unconscious investing. See omnystudio.com/listener for privacy information.Di Bloomberg
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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…
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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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.Di Bloomberg
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Matt Levine and Katie Greifeld talk Wall Street, finance, and other stuff. See omnystudio.com/listener for privacy information.Di Bloomberg
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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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-…
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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 …
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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…
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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…
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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…
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