A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA

Update: 2025-09-12

Description

Katie and Matt discuss the career advantages of losing a billion dollars, wounded lions, hedge fund comp structures and stock prices, Elon Musk’s comp structure, reasons for Tesla to invest in xAI, the New York City mayoral race, insider trading on prediction markets and Polymarket coming home.

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Comments

In Channel

Chaos Factor: ARKF, 10Q, 10%

2025-09-1939:39

A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA

2025-09-1230:57

Voluntary Nudge Nudge: IEEPA, TROW, FX

2025-09-0532:06

Cool and Fun for Capital Markets Nerds: Tayvis, MSTR, IPO

2025-08-2937:48

Dinosaur Bone Treasury Company: A Mailbag Episode

2025-08-1535:28

Tellers in Dallas: TSLA, FD, PE

2025-08-0839:14

Matt Levine Ripped My Face Off: CEF, FX, A

2025-08-0131:29

Relevant Markets Content: KSS, 351, QQQ

2025-07-2541:14

Horse Barn: HVAC, Windsurf, Vanguard

2025-07-1845:57

Sports: India, TSLA, Kalshi

2025-07-1136:42

Gappy Paleologo

2025-07-0458:38

Catastrophe in the Name: ETF, Trades, AI

2025-06-2735:56

Cliff Asness

2025-06-2001:08:40

Smack-ish: MSTR, PE, MFT

2025-06-1335:33

Learn to Perch: WFC, BBB, TOPS

2025-06-0636:52

What Growing Starlings Need: USCIT, GSEs, SBET

2025-05-3044:38

Midnight Madness: Ryan Patch and Jon Seale

2025-05-2343:48

Full of Mirth: 401(k), Clubs, TSLA

2025-05-1639:14

A Broad Church: BRK/A, OpenAI, Medicaid

2025-05-0939:23

Visionary Kibbitzer: TSLA, X, KKR

2025-05-0230:51

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A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA

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A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA

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A Wounded Lion or a Beaten Mule: HF, TSLA, FOTSBA