scripod.com

Good Game: WBD, Tricolor, TAE

Shownote

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 cooperatio...

Highlights

In this episode, the conversation dives into high-stakes corporate deals, financial misdeeds unraveling behind the scenes, and the surprising ways market enthusiasm can reshape company trajectories. From media giants to speculative retail investments, the lines between innovation, opportunity, and risk are increasingly blurred.
05:38
Warner demands Larry Ellison personally commit $40 billion instead of using his trust
15:49
A junior analyst found the fraud in Tricolor's Excel sheets.
18:19
Trump Media uses its high stock price to merge with a billion-dollar nuclear fusion company.
26:16
Regulators require one-hour training for leveraged ETF access

Chapters

Can a media empire really be saved by a billionaire's trust?
00:00
How one analyst’s discovery brought down a subprime lender
13:15
From social media rage to nuclear fusion: What’s the real plan?
18:19
Why South Korea made investors sit through a training video
23:33
What 12,000 angry comments say about retail investors’ power
28:37

Transcript

Speaker 2: When you give to a non-profit, how do you measure success? You'll hear a lot about things like low overhead costs and efficient fundraising. But what about the actual impact on people's lives? GiveWell, this episode's sponsor, focuses on that im...