Alle afleveringen
477 afleveringen, van nieuw naar oud
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MM152: Decoding Meme Stock Mayhem & US CPI's Impact on Fed Policy
15 mei 2024 · 37 min
GameStop, the iconic video game retailer synonymous with meme stocks, witnessed a rollercoaster of surges and crashes in the past week, echoing memories of its previous meteoric rise. But what's driving this volatility? Lees meer
In this episode, we delve into what caused the move, the mechanics behind how a short squeeze works, and why this time is different.
Meanwhile, Wall Street traders sent stocks to all-time highs as bond yields slumped after an inflation slowdown reinforced bets the Federal Reserve will cut interest rates as early as September.
Tune in now to find out more!
*****
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The Deal Room: Highlights from one of the most influential conferences of 2024!
12 mei 2024 · 29 min
In this episode, we bring you the most compelling highlights from the Milken Institute Global Conference 2024. Lees meer
Last week, Beverly Hills hosted this powerhouse event, drawing luminaries and influencers from across the globe, making this conference a pivotal moment in the world of finance and investment.
Join us as we unpack the key takeaways:
Elon Musk's x.AI is on the brink of securing a staggering $6bn in funding, propelling its valuation to a staggering $18bn
The Saudi government's investment A-team makes waves, signalling a significant shift in global investment dynamics
Former US Treasury Secretary Steve Mnuchin remains undeterred in his pursuit of a stake in TikTok
Private markets are all anyone is talking about with Goldman Sachs CEO David Solomon expecting a massive amount of consolidation
Everyone is getting hot on M&A in 2024
Tune in to "The Deal Room" as we uncover the power plays, strategic manoeuvres, and game-changing insights from one of the most influential conferences of the year.
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MM151: How Hedge Funds Work & Landing Your Ideal Role
10 mei 2024 · 1 uur 2 min
Join us in exploring the intricate landscape of hedge funds in our latest episode. Lees meer
Delve into the origins of hedge funds, examine the captivating journey of Ray Dalio and Bridgewater Associates, and unravel the diverse investment strategies employed by these financial powerhouses.
Plus, we shed light on a burning question: What does it take to land a coveted position at a hedge fund?
Tune in for an insightful discussion on the inner workings of hedge funds and their impact on the financial world.
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The Deal Room: How do you value a bank like J.P. Morgan?
6 mei 2024 · 39 min
Join us as we dissect HSBC's recent earnings report to demystify financial statements and explore the valuation process used for banks. Lees meer
From a career perspective, we shine a spotlight on the Financial Institutions Group (FIG) and delve into the unique role of a FIG analyst compared to other sector teams.
If you're aspiring to a career in investment banking, this episode is a must-listen!
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FIG refers to the Financial Institutions Group, which is a sector within banking that focuses on providing specialised services to financial institutions.
NIM, or Net Interest Income, is the difference between interest earned from assets like loans and interest paid on liabilities such as deposits.
Net fee income represents the revenue generated by a financial institution from fees charged for services provided to clients, after deducting related expenses.
Net operating income is the total revenue earned by a company from its core business operations, minus operating expenses.
EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization, representing a company's profitability before accounting for non-operating expenses.
DCF, or Discounted Cash Flow, refers to the method of valuing an investment by estimating its future cash flows and discounting them to present value using a specified discount rate.
Enterprise Value is a measure of a company's total value, calculated as market capitalization plus debt, minority interest, and preferred shares, minus cash and cash equivalents.
Free cash flow represents the cash a company generates after accounting for capital expenditures necessary to maintain or expand its asset base.
Price/earnings (P/E) ratio is a valuation metric calculated by dividing a company's stock price by its earnings per share, indicating how much investors are willing to pay for each dollar of earnings.
Price/book (P/B) ratio compares a company's stock price to its book value per share, reflecting the market's valuation of a compa…
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MM150: Fed Decision Explained & Apple Beats The Street
3 mei 2024 · 43 min
Get the inside scoop on the latest moves in financial markets with our deep dive into recent headlines. Lees meer
Make sense of what the US central bank said this week, how markets reacted and what might come next.
Apple shares jumped after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, alongside the biggest corporate buyback of shares in history.
Don't miss out on this episode, tailored for students seeking to navigate the complexities of financial markets and in a fun and easy to understand way.
Tune in now and stay ahead of the curve!
*****
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The Deal Room: BHP's Pursuit of Anglo American, Goldman Sachs Bankers Head To Paris & CVC Goes Public
29 april 2024 · 36 min
In this week's episode of The Deal Room, we dive into three major headlines shaking up the world of corporate finance. Lees meer
Explore BHP's ambitious £31bn bid for Anglo American, recently rejected but potentially set for a comeback. Discover the strategic insights driving this high-stakes deal and the hurdles it faces.
Get the inside scoop on Goldman Sachs' bold move, relocating top talent from London to Paris amidst Brexit uncertainties. Could Paris be the next hotspot for finance graduates?
Plus, unravel the story behind CVC Capital Partners' successful IPO, as the firm and its investors raise €2bn, marking a significant milestone in Europe's private equity landscape.
Tune in and learn about finance with real news events happening today!
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MM149: Tesla, Microsoft, Alphabet & Meta Earnings
26 april 2024 · 44 min
In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street. Lees meer
If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!
We also look at how AI is integral to current investor perceptions and while companies like Microsoft and Alphabet are well placed to monitise this new technology, Facebook is still trying to find its fit.
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The Deal Room: Debt Capital Markets (DCM) Explained
22 april 2024 · 42 min
In this episode, we shine a spotlight on Debt Capital Markets, a crucial yet often overlooked business function within major investment banks like J.P. Morgan, Bank of America, and Citi. Lees meer
Join us as we demystify DCM, explaining its unique role within investment banking divisions and the essential personality traits that make individuals well-suited to this area of finance.
From structuring bond offerings to advising clients on debt issuance strategies, DCM professionals play a vital role in facilitating capital raising for corporations and governments worldwide.
But that's not all – we also address questions from our community, exploring topics such as private secondary markets and the possibility of owning a stake in innovative companies like SpaceX or OpenAI.
Get ready to dive deep into Debt Capital Markets and uncover fresh insights into the ever-evolving world of finance.
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FOUR Strategies To Combat Imposter Syndrome
19 april 2024 · 22 min
Join us as we explore four tactics and share personal stories to guide you toward confidence and self-assurance. Lees meer
It's time to silence that inner critic and step boldly into your true potential!
Prepare to conquer imposter syndrome with strategies from our head of recruitment Andrew Osayemi.
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The Deal Room: Exploring KKR's Evolution into an Alternative Investment Powerhouse
15 april 2024 · 37 min
Last week the American global investment company KKR held its first investor day in 3 years, laying out a plan to scale its core businesses to reach at least $1 trillion of assets under management in five years. Lees meer
In this episode, our Director of Corporate Finance, Stephen Barnett, provides expert insights into KKR's journey from its origins in the 1970s to its present-day status as a leader in alternative investing. Discover the strategies driving KKR's growth and how the firm plans to maintain its rapid expansion in the years ahead.
Whether you're a seasoned professional or aspiring to enter the world of corporate finance, this episode offers valuable perspectives on KKR's unique approach and the broader landscape of alternative investments.
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KKR Investor Day 2024 Presentation https://rb.gy/soni0t
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MM148: US Rate Cut Re-Think, FTSE Hits Record High & Bank Earnings Update
12 april 2024 · 45 min
Upside inflation prints, solid labour market data, and easing financial conditions have led the market to reprice the number of US rate cuts to just two this year but is this the final verdict? Lees meer
Meanwhile, discover the driving forces behind the FTSE 100's surge to record highs. Plus, gain valuable insights into the Q1 2024 earnings reports from industry giants like J.P. Morgan, Citi, and BlackRock.
*****
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The Deal Room: Alphabet Weighs Offer for HubSpot & 3 Hot M&A Breakdowns!
9 april 2024 · 44 min
Join us this week in The Deal Room as we dissect the buzz surrounding Google's potential acquisition of HubSpot, a deal potentially valued at a $35bn. Discover the strategic reasoning behind it, potential synergies, and the looming antitrust hurdles. Lees meer
We also take you on a tour of the latest deals making waves in the corporate world:
Endeavor Group Holdings Inc. - A $13bn buyout by Silver Lake Management, reshaping the talent agency landscape (Think WWE and the Ultimate Fighting Championship meet Private Equity!).
Formula 1's New Venture - Liberty Media Corp. secures MotoGP World Championship in a $3.8bn deal.
Johnson & Johnson's Growth - The pharma giant's $13.1bn cash deal to acquire Shockwave Medical to expand their medical device portfolio.
Stay ahead of the curve with The Deal Room as we navigate through the latest corporate manoeuvres shaping industries worldwide!
*****
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MM147: Unravelling Interest Rates, Commodities and EV's
4 april 2024 · 47 min
In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. Lees meer
From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring of late.
The team also delves into the recent dip in Tesla's quarterly deliveries, sparking debates over its significance in the broader electric vehicle market.
Is this setback merely a temporary blip on Tesla's radar, or does it signal deeper challenges ahead for the EV leader?
*****
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The Deal Room: Q1 2024 M&A, ECM, DCM, PE & VC Review
1 april 2024 · 34 min
Q1 of 2024 has seen a significant increase in financial transactions. Lees meer
Total M&A volumes are up 30%, US IPO's are tracking 18% above this time last year and private equity firms are sitting on over $1 trillion of dry powder.
In this episode, Stephen Barnett delves into the core principles underpinning this uptick in activity.
We'll explore what lies on the horizon for the coming quarters and gain invaluable insights into the practical nuances of roles within these domains.
Whether you're intrigued by the driving forces behind M&A deal flow or seeking clarity on the distinctions between Equity Capital Markets (ECM) and Debt Capital Markets (DCM), this episode is tailor-made for you and the perfect tool to assist your applications and preparation ahead of any internship!
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10 Tips for Excelling During an Investment Bank Spring Week
28 maart 2024 · 18 min
In this career episode, I share my insights on how to make the most of your Spring Week, ensuring both personal and professional growth. Lees meer
From fostering a curious mindset to taking initiative and mastering time management, these tips aren't just applicable for the duration of your Spring Week but will resonate throughout your early career.
By embracing these principles, you'll not only excel during your Spring Week but set yourself up for success in your future career endeavours.
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Connect with Anthony on LinkedIn https://www.linkedin.com/in/anthonycheung10/
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The Deal Room: Reddit IPO launch & Microsoft's AI talent raid
25 maart 2024 · 41 min
In The Deal Room podcast series this week: Lees meer
Reddit IPO launch and the bull case for how the business intends to grow in the future
Microsoft hires DeepMind co-founder Mustafa Suleyman in their latest AI talent raid which is set to test regulators and VCs
Consumer goods giant Unilever is selling its ice cream unit for between €10bn to €15bn. Find out why spin-offs can often be a tasty treat for private equity firms
*****
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MM146: Fed, BoE & BoJ update in less than 5 minutes!
22 maart 2024 · 6 min
It was a significant week in global markets as many of the world's leading central banks announced their latest monetary policy decisions. Lees meer
Find out what the Federal Reserve, Bank of England, and Bank of Japan said and how markets reacted.
Whether you're navigating the application process or seeking to refine your skills before an internship, this 5-minute summary is your essential guide to staying informed.
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The Deal Room: IPO World Tour - From Dubai to Hong Kong
18 maart 2024 · 32 min
In 2024, the IPO landscape has experienced a significant revival. Lees meer
While discussions frequently gravitate towards the next big company to hit the New York Stock Exchange, we aim to expand your viewpoint to a global perspective.
From the surging interest in Dubai’s car park investments to the allure of Hong Kong’s Sexy Tea, we delve into the unique business and local environments across five key regions: Dubai, Germany, Italy, Switzerland, and Hong Kong.
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Join the next free M&A Finance Accelerator simulation event, in partnership with UBS www.amplifyme.com/mafa
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MM145: Is TikTok Getting Banned and ByteDance's Next Moves
14 maart 2024 · 32 min
The House of Representatives passed a bill on Wednesday that would require the TikTok owner ByteDance to sell the social media platform or face a total ban in the United States. Lees meer
In this episode, we delve into the intricate web of national security implications, assess the likelihood of a ban, and speculate on who the frontrunners could be in a high-stakes acquisition.
We also unpack how Instagram has stealthily overtaken TikTok in downloads, with its significant growth and adaptation strategies and the reason why the outcome of this decision will have a major impact on the upcoming US election.
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The Deal Room: Morgan Stanley's Latest IPO & The Reddit Revolt
11 maart 2024 · 40 min
Dive into our latest podcast episode for a rapid-fire exploration of hot topics: Lees meer
Morgan Stanley's Exclusive Offer: Learn how its clients get early access to private company shares.
Elon Musk's Debt Remix: Unpack the $12.5bn refinancing talks changing the game for a social media giant.
Reddit's IPO Challenge: Discover the impact of WallStreetBets' critique on Reddit's looming $6.5 billion IPO.
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Take the free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
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MM144: J.P. Morgan vs Goldman Sachs, Bitcoin & Gold Hit New Record Highs
7 maart 2024 · 50 min
In this episode, our team delves into the stark differences between two of Wall Street's heavyweights and their conflicting predictions for the future of US stocks. Lees meer
We also uncover the driving forces behind the unprecedented surge in both Bitcoin and Gold, ranging from institutional adoption to rising demand from China, and offer a concise analysis of Super Tuesday's implications for the impending US election.
Tune in for an essential overview of the global markets and arm yourself with the knowledge you need to excel in any forthcoming interviews!
***
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The Deal Room: The biggest M&A deal YTD, Shein's London IPO & the role of activist investors
4 maart 2024 · 40 min
The year's largest acquisition has taken place between Capital One and Discovery. Explore the deal's rationale and delve into the significant antitrust concerns it has raised. Lees meer
Shein, a fast-fashion powerhouse, is contemplating shifting its initial public offering from New York to London. Is this indicative of London's resurgence as a financial hub, or merely a contingency plan?
We examine the pivotal role of activist investors, spotlighting developments at Disney, where Blackwells Capital is advocating for the appointment of a Chief Technology Officer to spearhead a technology-focused transformation.
***
Want to experience what it would be like to work as a global M&A adviser and showcase your talent to UBS? Join our next free simulation www.amplifyme.com/mafa
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Roles in Quantitative Finance Explained By Head of Engineering Milandeep Bassi
1 maart 2024 · 1 uur 2 min
Dive deep into the mechanics of quantitative finance and explore how a blend of skills ranging from data analysis to software development fuels this dynamic field. Lees meer
If you've ever pondered the pathways to entering and excelling in quant finance, or if you seek to understand the symbiotic relationship between risk management and algorithm development, this episode is your roadmap.
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The Investment Bank Interview Playbook: Mastering Behaviour & Technical Questions
26 februari 2024 · 43 min
In this podcast episode, the team delves into the techniques and best practices for excelling in an investment bank interview. Lees meer
Topics covered include:
**Crafting Compelling Responses:** Learn the art of structuring your answers for maximum impact.
**Harnessing the Power of Non-Verbal Communication:** Discover how positive body language can tip the scales in your favour.
**Setting Yourself Apart:** Strategies to highlight your unique attributes and experiences.
**Navigating Your 'Achilles Heel':** Tackling the daunting “What is your biggest weakness?” question with confidence.
**Articulating M&A Deals:** Best practices for succinctly and effectively explaining a live deal you're interested in.
**Solving Brain Teasers with Ease:** Tips for approaching and solving tricky brain teasers that interviewers love.
**Asking the Right Questions:** Guidance on what to ask when the tables turn, ensuring you leave a lasting impression.
***
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MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief
23 februari 2024 · 40 min
In our end-of-week wrap of Global Markets, we discuss: Lees meer
**Nvidia’s Market Triumph**:
Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks as the third-largest company globally. But what's on the horizon for this AI titan?
**The Cocoa Craze Among Hedge Funds**:
Uncover the reason behind hedge fund managers' growing obsession with cocoa. Dive into an analysis of how speculation plays a pivotal role in the cocoa futures market, unraveling the layers of this unique investment craze.
**Japan’s Nikkei 225 Surges**:
After a 34-year wait, Japan's Nikkei 225 index finally breaks its record, hitting an all-time high. Explore the concept of deflation, Japan's successful strategies to turn the economic tide, and the sustainability of this newfound growth. Can Japan maintain its momentum?
***
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The Deal Room: The sobering of SPACs and the IPO market heats up
19 februari 2024 · 35 min
In this week's episode, we unpack the following four stories in the world of corporate finance. Lees meer
Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?
The IPO market continues to heat up so what's driving the newfound activity and will it last?
A take-private deal for Italian loafer maker Tod's fuels luxury M&A speculation
Another oil and gas megadeal as Diamondback jumps on a $26bn Endeavor shale takeover
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The Deal Room: Carmaker M&A, Sports & Reddit IPO's and Adam Neumann is back!
12 februari 2024 · 28 min
This week, we unpack 5 real stories in the news to help you better understand concepts in corporate finance: Lees meer
PGA Tour secures up to $3 billion from U.S. investors as LIV Golf merger hangs in the balance
Stellantis, owner of brands such as Peugeot, Fiat, and Chrysler says it isn’t considering a plan to merge with other manufacturers
Shares of Amer Sports Inc. debuted with a gain, as the upsized initial public offering was priced low enough to attract investor interest
Reddit could IPO for $5 billion but it isn't profitable yet. Is their delayed listing doomed to fail?
Adam Neumann is back and exploring buying WeWork out of bankruptcy
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MM142: Magnificent 7 vs Tech Bubble 5 (Similarities & Differences)
9 februari 2024 · 36 min
Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'. Lees meer
So should investors be worried or are the tech stocks just trading at a fair valuation?
Join us for an episode that promises not only to clarify the existing tech market landscape but also to equip you with the analytical tools needed to discern hype from sustainable investment opportunities.
******
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The Deal Room: A deep dive into the Paramount Global M&A deal
5 februari 2024 · 37 min
Today we are taking a deep dive into the ongoing M&A saga at Paramount Global, the cable, streaming, and studio conglomerate, responsible for everything from the NFL to Top Gun. Lees meer
To discuss the deal, we are delighted to speak with AmplifyME Alum and Media Banking expert, Jagger Lambert, who helps us go deep into a brilliant Corporate Finance case study.
In this episode of the podcast, we discuss:
Who Paramount Global is – and why the founding Redstone family might well be the main influence for Succession
Why Paramount is struggling, analysing its position in the declining cable TV market, and its loss making entry into streaming
Is Paramount up for sale? And is it worth anything?
Who are the potential buyers – a deep dive into Skybird (owned by Larry Ellison’s son) and Byron Allen (from the Weather Channel to a $30bn bid for Paramount!)
How an acquisition might be structured in the context of a dual-class share structure and $16bn debt pile.
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MM141: Decoding Fed & BoE Moves and Big Earnings from Tech to European Banks
1 februari 2024 · 49 min
This week we discuss the following questions: Lees meer
The US Federal Reserve and the Bank of England hold rates but what did they have to say about the timing of rate cuts?
Microsoft continues to shine while Google shares dropped sharply as search revenues missed. Can Alphabet deliver on its AI plans in 2024?
Deutsche Bank shares rose 4% on earnings while BNP Paribas fell 8%. What's caused this divergence in investor perception?
British oil giant Shell released a positive earnings update so what does the year ahead look like for the oil majors?
A Delaware court has found Tesla CEO Elon Musk's compensation package, valued at $55.8 billion, to be excessive. Can Elon turn this one around?!
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The Deal Room: Macy's Private Equity Battle & Racket Maker Wilson Set To IPO
29 januari 2024 · 31 min
Stephen Barnett picks three real-world stories in the news to unpack the world of corporate finance in practice. Lees meer
Amer Sports Inc., the maker of Wilson tennis rackets is seeking to raise as much as $1.8 billion in what would be one of the year’s first major initial public offerings.
Macy’s has rejected a $5.8 Billion takeover offer from Arkhouse Management Co. and Brigade Capital Management despite the offer representing about a 19% premium on its share price.
JetBlue tells Spirit Airlines that it may terminate its $3.8 billion buyout offer challenged by US.
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MM140: Tesla skids, Netflix pops & US 'goldilocks scenario'
26 januari 2024 · 51 min
In this week's weekly wrap of global markets, we talk about the forecast-busting US GDP report, the ECB's dovish tone, and Bejing's response to the slowdown in Chinese activity. Lees meer
In single stocks news, we unpack why Tesla shares fell 12% on Thursday and how Netflix is winning the streaming wars.
*****
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The Deal Room: FOUR things we learned from The World Economic Forum (WEF) in Davos this year
22 januari 2024 · 32 min
In our latest podcast episode our Director of Corporate Finance, Stephen Barnett unpacks four FT headlines coming out of Davos last week. Lees meer
Private Equity predicts deal rebound as sellers capitulate on prices
Mistral becomes the talk of Davos as business leaders seek AI gains
Blackstone boss Steve Schwarzman sees ‘animal spirits’ returning to the financial sector
Is Davos still worthwhile?
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MM139: Goldman doubles down and Trump wins big in Iowa
19 januari 2024 · 47 min
In our latest review of this week in markets we cover the following topics: Lees meer
UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy?
A breakdown of the latest earnings from Goldman Sachs and Morgan Stanley. Who will win the battle of the banking giants?
Donald Trump wins a landslide victory in Iowa. What next and how AI could transform the 2024 elections
Find out more about AmplifyME at www.amplifyme.com
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MM138: The first of the BIG BANK earnings are out! Here's what you need to know
12 januari 2024 · 40 min
BlackRock the world's largest asset manager announced a $12bn M&A deal alongside its Assets Under Management (AUM) topping $10 trillion again. Lees meer
J.P. Morgan reported its best-ever annual profit, while Citigroup saw the most positive share price response to its earnings despite losing some $1.8 billion in Q4, as investors embrace the turnaround strategy that will see them eliminate 20,000 jobs.
A great episode to better understand the unique merits of each of these different financial institutions.
*****
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The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
8 januari 2024 · 42 min
Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller. Lees meer
In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 times more than its Chinese competitor.
We examine the bull and the bear arguments culminating in our Director of Corporate Finance Stephen Barnett sharing his Discounted Cash Flow (DCF) process.
Is Tesla overvalued at a 77x Price-to-Earnings (P/E) ratio? That's more than double Microsoft!
You'll have to tune in to find out.
******
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MM137: 2024 Market Predictions with Co-Founder Piers Curran
4 januari 2024 · 54 min
Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter. Lees meer
Also, the world's biggest hedge funds have revealed their 2023 performance.
In this conversion, we explain what the following terms mean:
Systematic and discretionary strategies
Macro and quantamental investing
Fixed income relative value trades
Don't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024.
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The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 2)
22 december 2023 · 24 min
Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year. Lees meer
In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number 1.
From the rise in private credit and partial re-opening of the IPO market to how inflation and interest rates impacted M&A activity.
There are even a few predictions for the year ahead!
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Happy holidays to everyone and see you in the New Year.
Anthony
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The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 1)
18 december 2023 · 25 min
Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year. Lees meer
In the first of this two-part podcast series, we dive into a countdown of the year's defining moments, starting with trends 10 through 6.
From Saudi money to mega deals in the oil & gas sector and a sprinkle of generative AI.
Don't let the year end without being in the know!
(Remember to subscribe to the show and hit the bell icon to be notified for the final episode of the year and the countdown from 5-1!)
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MM136: Jerome Powell delivers Christmas early for markets
15 december 2023 · 24 min
In the final episode of The Trading Floor series for 2023, co-founder Piers Curran breaks down the difference between the central bank announcements from the Federal Reserve, Bank of England, and European Central Bank this week. Lees meer
Find out how markets reacted, what to expect from them in 2024, and what Fed Chairman Jerome Powell has to do with a bottle of vodka!
Thank you for listening to the show this year and all the very best to you and your loved ones over the festive break!
Anthony & Piers
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The Deal Room: Unicorns, Weight Loss Drugs & Enrique Iglesias!
11 december 2023 · 40 min
The singer Enrique Iglesias has closed a deal to sell his catalog of songs and his image rights in a reported nine-figure deal. So what is it that makes music such an attractive alternative investment? Lees meer
Elsewhere, a sharp reset in private market valuations has stripped numerous so-called unicorns of their status and Swiss drugmaker Roche has agreed to acquire Carmot, the west-coast-based biotechnology company for up to $3.1bn, fueled by the frenzied demand for obesity medicines.
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MM135: Google release their ChatGPT killer & US Non-Farm Payrolls suggest a 'soft landing'
8 december 2023 · 47 min
Google unveiled its long-awaited rival to ChatGPT this week but is it as good the the viral “what the quack” hands-on demonstration would have you believe? Lees meer
We explain the upgrade to multimodal AI and look at the broader context of its application but also examine whether it's better to be first or the best with new technologies.
Meanwhile, the latest US jobs report unexpectedly strengthened in November with pickups in employment and wages, deflating bets the Federal Reserve will cut interest rates early next year. Find out how the market reacted.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Piers https://www.linkedin.com/in/pierscurran/
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The Deal Room: Sovereign Wealth Funds ❤️ Private Equity
4 december 2023 · 39 min
In this podcast episode, we explore the world of sovereign wealth funds: who they are, why they exist, and how they operate, as well as understand the fascination of Norway's largest fund with private equity firms. Lees meer
Additionally, we delve into the recent announcement that the Saudi Public Investment Fund (PIF) and the European private equity heavyweight Ardian are set to purchase a 25% stake in Heathrow Airport for £2.4bn and discuss Barclays Bank's considerations for a strategic overhaul in the UK.
**UBS M&A Finance Accelerator simulation https://amplifyme.com/mafa**
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MM134: Elon Musk publicly tells advertisers to 'go f*** yourselves'
1 december 2023 · 43 min
In this podcast episode, we take stock on the past month when the S&P 500 finished up 8.9%, for its second-best November since 1980. Lees meer
We explain what was behind the move higher, who the big winners were, and what major Wall Street banks think will come next.
In other news, Elon Musk publicly tells advertisers to 'go f*** yourselves', but what's behind the latest outburst from the world's richest man? And is this part of a bigger plan to restructure X debt?
Finally, Opec+ members have agreed to make additional voluntary cuts to oil production in 2024 to bolster the market, however, oil traders aren't buying it. Is OPEC's rule coming to an end?
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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M&A Explained Part 4: Buy-to-build strategy & vertical integration
27 november 2023 · 34 min
In the final episode of this 4-part mini-series, we use Hotel Chocolat, Mars, McDonald's, Broadcom, and VMware to bring some classic M&A theory to life! Lees meer
From buy-to-build strategies and vertical integrations to buying back core assets in the private equity world, if you are looking to pursue a career in banking this is the episode for you.
Join our next free M&A Finance Accelerator simulation https://amplifyme.com/mafa
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MM133: Did Sam Altman engineer his own exit to gain control of OpenAI?
24 november 2023 · 50 min
It's been a remarkable week at Open AI! Lees meer
In a series of unforeseen events, the founder was fired, took a brief stint at Microsoft, and then made a dramatic return to the helm of the company he originally created.
This whirlwind of changes begs several questions: What were the reasons behind his initial termination? Who is currently in charge of OpenAI's board of directors? And can we dismiss the possibility that these events were part of a deliberate plan?
Meanwhile, in markets, hedge funds that placed their bets against the US and European stock markets are reeling from a staggering $43bn in losses following an unexpected market rally.
We delve into the sectors most affected and why. Additionally, we demystify the mechanics of a short squeeze and discuss the inherent risks of relying on algorithmic trading as a guaranteed profit strategy.
Black Friday competition to win two fully sponsored places on the AmplifyME Summer Analyst Training Programme https://www.linkedin.com/feed/update/urn:li:activity:7133742770585788417
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MM132: Inflation drop sends stocks higher & Michael Burry's new 'Big Short'
17 november 2023 · 59 min
It's the end of the week, so time to catch up on some of the major themes in focus: Lees meer
Why US and UK inflation has fallen, how markets reacted, and why Morgan Stanely and Goldman Sachs disagree on what comes next!
Infamous hedge fund manager Michael Burry of the 'Big Short' takes a new bet on the decline of semiconductors and what's going on with Warren Buffett's portfolio
Thoughts on the meeting between US President Biden and China's Xi Jinping and the UK Prime Minister gives it one last throw of the dice in a major cabinet reshuffle
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Piers https://www.linkedin.com/in/pierscurran/
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M&A Explained Part 3: Buying to boost ESG & Cashing in from underperforming companies
16 november 2023 · 29 min
In the third episode of this four-part mini-series on M&A, we take a look at ESG through the lens of the latest Glencore deal to buy the coal division of Canada’s Teck, grab a quick Joe & the Juice as private equity money looks to cash in and explore why Germany are looking to acquire Dutch owned Tennet to sure up their national security. Lees meer
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M&A Explained Part 2: Three Reasons For Making Acquisitions
10 november 2023 · 31 min
In the second episode of this four-part series, we look at the different reasons that drive the decision to acquire another company. Lees meer
Whether it be to gain political influence, or to make the most of potential revenue and cost synergies, we'll examine each scenario incorporating real-life examples so it's super easy to understand!
Register for the next M&A Finance Accelerator simulation www.amplifyme.com/mafa
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MM131: Is Bitcoin heading to $150,000?!
3 november 2023 · 45 min
Last week, the price of Bitcoin reached $35,000, its highest level since May 2022. So why has the cryptocurrency woken from its slumber and how far can this recent rally go? Lees meer
Also, in this week's podcast episode:
FTX founder Sam Bankman-Fried has been convicted of fraud and money laundering by a New York jury and is set to face up to 110 years in prison!
Apple's latest earnings disappoint but why context is important when looking at their long-term performance
US stocks rally sharply this week as US yields dropped on a dovish pivot from the US Federal Reserve
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Piers https://www.linkedin.com/in/pierscurran/
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