Matt Levine

9 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Apr 29, 2019 by Matt Levine · said 6 times in 3 episodes since 2019 · across every show →

On the record as a speaker too: Matt Levine's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Ted Seides (4), Sonal Chokshi (1), Michael Mauboussin (1)

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Everything said about Matt Levine, oldest first

Apr 29, 2019 positive
Opinion
Levine: Manufactured CDS defaults benefit corporations via cheaper debt refinancing
“I'm not that bothered by this for a couple of reasons. One, it's like Many of these stories result in companies getting cheap financing and it's like, well, you have this derivatives market. Company didn't ask for it. It was just like grew up independently of …”
Matt Levine Apr 29, 2019 ▶ 24:51 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019
Disclosure
Levine writes Bloomberg's Money Stuff daily from 5 a.m. to 11 a.m.
“Well, my day starts at, like, five a.m. I wake up. I have, like, some stuff collected for that day's money stuff. Sometimes I've written a section. Mostly I've collected links. Sometimes I've written two sections. But, you know, it's mostly, like, pretty ill-f…”
Matt Levine Apr 29, 2019 ▶ 11:04 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019
Assertion Not checkable as stated
Levine: Dealbreaker faced low hiring risk due to low pay and mean commenters
“Their barriers to hiring me were pretty low because like they don't pay that much. And if I was really bad at it, the commenters would be really mean to me. And I would quit in a month, which has sort of had happened before. So they're like, their risk was pre…”
Matt Levine Apr 29, 2019 ▶ 8:44 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019
Insight
Levine: Corporate defaults depend on creditor relationships, not pure cash flows
“It's a mistake to think that there is this pure bet on the credit quality of a company. The company is going to default or not default, not just based on its cash flows, but based on like whether it can get refinancing or whether its lenders will extend its lo…”
Matt Levine Apr 29, 2019 ▶ 25:15 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019 positive
Insight
Levine: Buybacks emerged as a corrective to managerial empire-building
“There was a view that corporate managers liked to spend money inefficiently and to aggrandize themselves and build empires, and so, like, there's this wave of conglomeration where, like, managers were like, oh, look, we have money. We should buy some more stuf…”
Matt Levine Apr 29, 2019 ▶ 19:15 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019
Insight
Levine: Old-school blogging applies non-journalism expertise to daily news
“That's the basic thing is sort of old school blogging is it's like someone who has an expertise in something other than journalism, like writing about the news of the day. So it's not like necessarily like reporting or research intensive, but it is applying kn…”
Matt Levine Apr 29, 2019 ▶ 14:13 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Apr 29, 2019 neutral
Opinion
Levine: Anti-buyback arguments rely on a strange bias against returning capital
“There is a strand of the buyback debate that says companies should never return money to shareholders. It says once money comes into a company, it should stay in that company forever, which is obviously not what anyone says, but it's like sort of the implied P…”
Matt Levine Apr 29, 2019 ▶ 18:24 Matt Levine – Money Stuff (Capital Allocators, EP.97)
May 13, 2019 positive
Opinion
Mauboussin: Bloomberg Columnist Matt Levine Is an Absolute Genius
“The author who, there are probably two authors who I never miss, and one is Matt Levine at Bloomberg, and that guy is an absolute genius. And, you know, look, he takes topics that are certainly, they're obviously sort of Topical things, but breaks them down in…”
Michael Mauboussin May 13, 2019 ▶ 57:15 Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Mar 25, 2021 positive
Disclosure
Seides: I replaced reading daily business news with Matt Levine's column
“So I don't really read the newspaper anymore, and particularly not the business news, because if I really want to understand what's going on, I read Matt Levine's blog.”
Ted Seides Mar 25, 2021 ▶ 39:55 Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
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