Money Stuff: The Podcast
Summary
Money Stuff: The Podcast is hosted by Matt Levine covering Activist Investing, Corporate Governance, Meme Stocks, and AI Infrastructure. Notable guests include Timeless Wisdom. Episodes span from Apr 2026 to Jun 2026.
Major tech companies like Google are shifting from capital-light models to capital-intensive ones, raising massive amounts of equity ($85B in Google's case) to fund AI infrastructure like data cent...
SpaceX is preparing for a massive IPO with a target valuation of $1-2 trillion, justifying it by pivoting its narrative from a space exploration company to an AI infrastructure provider with a $28 ...
GameStop's bid for eBay is analyzed as a poorly structured but strategic maneuver by CEO Ryan Cohen, potentially serving as a convoluted 'job application' to run eBay rather than a serious acquisit...