In episode 50, Matt, Aaron, & Pat ruminate on the origin of the podcast 50 episodes in. They also discuss what’s driving capital markets, what to make of the latest trends in AI, and Aaron unveils a great end-of-summer hoagie review.

In episode 49, Matt, Aaron, and Pat break down the hedge fund that lost 67% in a single month, what it says about conviction and leverage, and why the smartest person in the room is often the most exposed. They also get into the SpaceX stock move and what it actually looks like for employees holding a concentrated position, plus a clear-eyed look at the new Trump accounts and where they belong in a family’s savings plan.

In episode 48, Matt sits down with Amplius Founding Partner & Chairman Sam Liebman — otherwise known as Dad — for a deep dive into decades of market history and hard-won wisdom. Sam shares what it was like to start his career during a 13-year bear market, how he navigated the Crash of 1987, and what he sees when he looks at markets today. A rare conversation with someone who has genuinely seen it all.

In episode 47, Matt, Aaron, & Patrick are back together to celebrate America’s 250th birthday, and the theme of independence. They discuss the importance of independent financial advice, Amplius’ journey through 5+ years of existence, and the exceptionalism of American innovation. They also provide an update on markets, Matt reveals a brand new segment, and Aaron provides a new hoagie review.

In episode 46, Matt & Aaron go deep on what could be the biggest IPO of all time — SpaceX. Aaron has been on the front lines working with current and former SpaceX employees, and Matt puts him in the hot seat to unpack what makes this financial moment so unique, what mistakes people are making, and what strategies are actually available to navigate a concentrated stock position before and after a major liquidity event.

In episode 45, Matt, Aaron, & Pat recount recent trips that saw Aaron visiting SpaceX headquarters and clients in southern CA, and Matt in Miami for the most recent Futureproof Festival. The trio discuss recent market developments and trends that are emerging – risk in private credit, AI displacement, and geopolitical turmoil.

In episode 44, Matt, Aaron, & Patrick unpack some of the most polarizing headlines kicking off 2026—including the recently announced investigation involving Jerome Powell, Chairman of the Fed. The trio explores the implications for Federal Reserve independence, potential market reactions, and other major stories making waves in the new year.

In episode 43, Matt, Aaron, & Patrick review what happened in 2025 – across markets, economies, and society, and compare against what they predicted from a year ago! And per tradition, they dive into all they think will happen in 2026 based on where we are today.