Learn to Perch: WFC, BBB, TOPS

Update: 2025-06-06

Description

Katie and Matt discuss Wells Fargo’s asset cap, credit ratings conflicts of interest, private credit controversies in the insurance business, why BBB- is the best rating, Main Line real estate prices, Marshall Wace, hiring cheaters at hedge funds and signals from the sell side.

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Comments

In Channel

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

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

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Learn to Perch: WFC, BBB, TOPS

#box-pro-ellipsis-175282273693843{-webkit-line-clamp:2;}Learn to Perch: WFC, BBB, TOPS

Learn to Perch: WFC, BBB, TOPS

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Learn to Perch: WFC, BBB, TOPS