Awkward Pauses: Tariffs, Basis, Leverage

Update: 2025-04-11

Description

Matt and Katie discuss fake tariff tweets, real tariff Truths, swaps, futures, basis trades and and ETF for shorting leveraged ETFs.

See omnystudio.com/listener for privacy information.

Comments

In Channel

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

Reptile Brain: ???, GS, XXI

2025-04-2541:56

One Horse at a Time: A Mailbag Episode

2025-04-1829:12

Awkward Pauses: Tariffs, Basis, Leverage

2025-04-1130:37

Finders Keepers: IPO, XAI, Subs

2025-04-0437:10

Land Rich: EDR, KKR, SPAX.PVT

2025-03-2838:53

Unbundled Advice: A Mailbag Episode

2025-03-2126:49

American Dream: EDR, BIS, PILOT

2025-03-1433:16

Audible Frustration: C, ME, ETF

2025-03-0741:03

Funny Business Is My Business: PRIV, HHH, WARS

2025-02-2840:28

Bespokeness: AI, Passthrough, UST

2025-02-1437:22

Another Great Convergence: 7bps, APO, HOOD

2025-02-0733:45

A Lineless World: AI, X, Darkness

2025-01-3142:07

Messing With Models: Vanguard, Buffers, Two Sigma

2025-01-2436:08

00:00

1.0x

Awkward Pauses: Tariffs, Basis, Leverage

#box-pro-ellipsis-175025986301248{-webkit-line-clamp:2;}Awkward Pauses: Tariffs, Basis, Leverage

Awkward Pauses: Tariffs, Basis, Leverage

Bloomberg

Awkward Pauses: Tariffs, Basis, Leverage