Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Est. Listeners
Based on iTunes & Spotify (publisher stats).
- Per-Episode Audience
Est. listeners per new episode within ~30 days
10,001 - 25,000 - Monthly Reach
Unique listeners across all episodes (30 days)
25,001 - 75,000 - Active Followers
Loyal subscribers who consistently listen
15,001 - 40,000
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Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
Recent guests
Recent episodes
Bag of Snakes
May 1, 2026
30m 30s
Economic Animals
Apr 24, 2026
26m 45s
Hour of Slurping
Apr 17, 2026
34m 07s
Humiliation Ritual
Apr 10, 2026
30m 53s
Also Sticky
Mar 27, 2026
32m 14s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/1/26 |  Bag of Snakes✨ | home ownershiphedge funds+4 | — | Pershing Square USAAvis+1 | — | home ownershiphedge funds+4 | — | 30m 30s | |
| 4/24/26 | Economic Animals✨ | children at workmarket manipulation+4 | — | SpaceXTesla+2 | Charles de Gaulle airportOrion | market manipulationbespoke insurance+4 | — | 26m 45s | |
| 4/17/26 | Hour of Slurping✨ | AIfinance+4 | — | NewBird AILong Blockchain+1 | — | NewBird AILong Blockchain+3 | — | 34m 07s | |
| 4/10/26 | Humiliation Ritual✨ | cryptocurrencyfinance+5 | — | Universal Music GroupSpaceX+1 | — | Satoshi NakamotoBill Ackman+6 | — | 30m 53s | |
| 3/27/26 | Also Sticky✨ | conferencesprivate credit+4 | — | Larry FinkSpaceX | — | private creditAI+4 | — | 32m 14s | |
| 3/19/26 | Boaz Weinstein✨ | financeinvestment+3 | Boaz Weinstein | Saba Capital ManagementOBDC II+1 | — | tenderssemi-liquid fund+3 | — | 49m 28s | |
| 3/13/26 | Man Not Bird✨ | quiz bowlclosed-end funds+5 | — | Bill AckmanCEFs | — | quiz bowlBill Ackman+5 | — | 29m 07s | |
| 3/6/26 | Perhaps a Ballroom✨ | podcast episodebusiness deals+4 | — | XOVRParamount+6 | — | Money StuffParamount+6 | — | 30m 01s | |
| 2/13/26 | Re-Run: Cliff Asness✨ | momentummeme stocks+3 | Cliff Asness | AQR | — | momentummeme stocks+5 | — | 1h 02m 43s | |
| 2/6/26 | Impaled on the Obelisk✨ | SpaceXAI+5 | — | SpaceXxAI+3 | — | SpaceXxAI+7 | — | 28m 26s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 1/30/26 | Elevated Shepherd's Pie✨ | business valuationastrology+5 | — | Morgan’s PubSpaceX+3 | mountain lairgold vault | Morgan’s PubSpaceX+6 | — | 28m 28s | |
| 1/23/26 | An OK Horse | Katie and Matt discuss the weather, Jamie Dimon’s whereabouts, Guinness latte art at the JPMorgan pub, debanking, memecoin logic, Gas Town, horses as a unit of money, memecoin IP, moonshot pay incentives, 24ish/7ish trading, blockchain blockchain blockchain, and supervising the computers on the cozy night shift.See omnystudio.com/listener for privacy information. | 27m 41s | ||||||
| 1/16/26 | Key Beast Risk: BMNR, 10%, OLMA | Katie and Matt discuss Beast Industries, immersion in cool liquids, crypto treasury pivots, credit card rate caps, PowerPoint tips and drug trial insider trading.See omnystudio.com/listener for privacy information. | 24m 44s | ||||||
| 1/9/26 | Embarrassment of Something: IQ, PE, BX | Katie and Matt discuss Wyclef Jean, the backlash against proxy advisers, AI proxy voting, writing proxies for LLMs, things that annoy Jamie Dimon, private equity recruiting, banking loyalty oaths, the long path to private equity, home ownership, housing affordability, brownstones in Hoboken and stock buybacks.See omnystudio.com/listener for privacy information. | 25m 48s | ||||||
| 1/2/26 | Horse Pilates: A Mailbag Episode | Katie and Matt answer listener questions about performative earnings calls, hedge funds as a calling, favorite quotes, proxy advisers, ETF mechanics, sports betting market structure, 10b5-1 plans and the thrill of horse dancing.See omnystudio.com/listener for privacy information. | 28m 56s | ||||||
| 12/19/25 | Good Game: WBD, Tricolor, TAE | Katie and Matt do not discuss themes for 2026 but do discuss closing certainty in merger agreements, revocable trusts, personal guarantees, doing deals over the holidays, double-pledging, amortization of past-due subprime auto loans, angling for cooperation agreements, Enron as a role model, nuclear fusion, access to significant capital and leveraged ETF training videos.See omnystudio.com/listener for privacy information. | 24m 57s | ||||||
| 12/12/25 | Best and Final: WBD, IPO, BNPL | Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, orbiting data centers, tech capex, rocket explosion securities fraud lawsuits, alternative consumer lending and private credit regulation.See omnystudio.com/listener for privacy information. | 26m 41s | ||||||
| 12/5/25 | Flying High in Bird Heaven: MSTR, PSUS, ETF | Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes, the brief beautiful life of Katie's bird, Bill Ackman's closed-end fund plans, CEFs vs. ETFs, Howard Hughes, buffer ETFs and the ETFization of structured notes.See omnystudio.com/listener for privacy information. | 28m 55s | ||||||
| 11/28/25 | Re-run: Gappy Paleologo | In an episode from July, Katie and Matt talk with Gappy Paleologo of Balyasny Asset Management about gardening leave, what makes a good quant researcher, factor models, the social function of hedge funds, AI and journalists as portfolio managers.See omnystudio.com/listener for privacy information. | 54m 32s | ||||||
| 11/21/25 | Bat Tat: Labubu, OBDC, Frank | 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.See omnystudio.com/listener for privacy information. | 28m 57s | ||||||
| 11/14/25 | Mouth Noises: 50y, ISS, HF | 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. | 31m 39s | ||||||
| 11/7/25 | Fat Wallet: Tariffs, Mergers, Brands | 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 omnystudio.com/listener for privacy information. | 25m 41s | ||||||
| 10/31/25 | Kinda Spooky: META, AI, TSLA | Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk’s pay package, Tesla succession and getting cut off at the JPMorgan office pub.See omnystudio.com/listener for privacy information. | 29m 38s | ||||||
| 10/24/25 | Indoor Cat: JPM, AI, 777 | Katie and Matt discuss JPMorgan’s new headquarters, in-office pubs, in-office gyms, the JPMorgan District, specialist fine-tuning of AI models, pls fix memes, crushing investment banking analysts’ hopes and dreams, the craft of building LBO models, credit cockroaches and indirect lending.See omnystudio.com/listener for privacy information. | 30m 08s | ||||||
| 10/17/25 | No Nap Rooms: Credit, Peace, 24X | Katie and Matt discuss late-cycle credit accidents, dancing while the music plays, banks vs. private credit, the Nobel Peace Prize, institutional-grade prediction markets, 23-hour-a-day stock trading, picking off drunks at 3 a.m., digesting news outside of market hours, windows of liquidity and the rhythm of being a human.See omnystudio.com/listener for privacy information. | 31m 22s | ||||||
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Chart Positions
8 placements across 8 markets.
Chart Positions
8 placements across 8 markets.