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477 afleveringen, van nieuw naar oud
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M&A Explained Part 1: Economies of Scale & Reacting to Competition
1 november 2023 · 33 min
Over the next four episodes, we will use the latest deal announcements to better understand why M&A happens. Lees meer
We will look at textbook (and non-textbook) deal rationale for acquiring, and selling, which will help you nail interviews and assessment centres.
Each week we will look at three key reasons why a company might go on the hunt for acquisitions, and one reason why a company might be ready to sell.
In the first episode of the series, we will be looking at Economies of Scale and Reacting to Competition – using Shein’s acquisition of Missguided and Google’s $2bn investment in AI company Anthropic.
We will also be looking at the recent wave of mega deals in the Oil and Gas sector to see how the weight of cold-hard cash acts as a reason to go out and find some acquisitions.
Finally, we will be using Intel and Blackberry to discuss the logic of spinoffs and the rationale behind selling the family silver.
Sign up for the free M&A Finance Accelerator Simulation https://amplifyme.com/mafa
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MM130: Microsoft's AI edge & Chevron's biggest M&A deal ever
27 oktober 2023 · 49 min
In this podcast episode, we take a deep dive into the numbers of Microsoft and Alphabet (Google) who had a mixed reception on Wall Street as the AI battle rages and Cloud competition remains fierce. Lees meer
The conversation then pivots to more mega-deals in the US energy sector as Chevron looks to buy US oil and gas producer Hess Corporation in a $53bn all-stock deal.
Find out why a little country in South America holds the key for major oil corporations in the US.
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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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How to enhance your Investment Banking applications through sector selection
25 oktober 2023 · 46 min
Are you eyeing a future in investment banking, but puzzled about which sector to choose? Lees meer
Join us in this podcast episode as Anthony Cheung and Silvia Magni guide you through the maze of sector selection and explain its impact on your Investment Banking application.
Get insights on:
Understanding the diverse sector teams
Exploring the nuances of tech, natural resources, and financial sectors
The variations among valuation models
Strategies to showcase your enthusiasm
A peek into the daily life and the prospective career paths in the industry
Make sector selection work to your advantage in your IBD applications and set yourself apart from the competition!
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Dates for the next M&A Finance Accelerator simulation will be announced via the newsletter!
Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Conect with Silvia https://www.linkedin.com/in/silvia-magni-3a69181a3/
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Investment Bank Application Tips from a J.P. Morgan IBD Summer Analyst
23 oktober 2023 · 38 min
A special podcast episode to help everyone who is currently in the midst of applications! Lees meer
I'm joined by Gauri Duhan, a final-year PPE student at LSE who interned at J.P. Morgan this summer and secured a return offer to join their UK M&A team in the investment banking division.
In this conversation, we cover:
How to handle applications (quality vs quantity)
Tackling online tests (numerical)
Advice for HireVue interviews
Technical and behavioural interviews (preparation & execution)
Dealing with pressure at an assessment centre
Here is the list of resources mentioned by Gauri:
https://www.jobtestprep.co.uk/
https://www.assessmentday.co.uk/
https://www.graduatesfirst.com/
https://apps.apple.com/us/app/mimir-mental-math-lite/id416770677
Connect with Gauri https://www.linkedin.com/in/gauriduhan/
Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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MM129: Unlocking Success: The ONE Essential Characteristic for Traders, Graduates, and Business Owners
20 oktober 2023 · 55 min
This week we delve deep into the single, most essential trait that has proven vital across diverse fields - be it trade, academics, internships, or entrepreneurship. Lees meer
It's the one characteristic that unites successful traders, top-achieving graduates, and savvy business owners.
What is it? You'll need to listen to find out!
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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The Deal Room: Goldman's profit tanks, Man U slumps & Birkenflops!
18 oktober 2023 · 28 min
Goldman Sachs reported a 36% drop in third-quarter profits, the bank’s eighth straight quarter of falling earnings BUT eked out a year-on-year increase in investment banking revenues for the first time in almost two years. Lees meer
Should DJ Sol be hanging up more than his decks? Or is this an effective pivot from the US investment bank which is now over the worst?
Meanwhile, shares in Manchester United slumped after the Qatari group withdrew from their 100% bid for the football club and we review what Birken'flop' means for the IPO market going forward.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://shorturl.at/cxE36
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MM128: Everything you need to know about J.P. Morgan, BlackRock, Citi and Wells Fargo's earnings!
13 oktober 2023 · 42 min
Everything you need to know about today's earnings from J.P. Morgan, BlackRock, Citi and Wells Fargo Lees meer
On The Trading Floor podcast series this week we unpack the first of the major investment banks to report Q3 earnings.
If you're in the process of applying to these firms, don't miss out on this episode. A "must-listen" to significantly enhance your applications!
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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: Citi strikes a $3.6bn deal with HSBC & ExxonMobil looks to acquire Pioneer for $56bn
11 oktober 2023 · 29 min
In The Deal Room this week the team discuss: Lees meer
Citi's decision to sell its $3.6bn China consumer wealth portfolio to HSBC. Find out the strategy behind the deal and what might come next for the UK-listed bank.
ExxonMobil is embarking on one of the biggest M&A deals of the year. The acquisition represents the first big move of an oil Supermajor in the Permian Basin, the USA’s largest oil-producing region.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://shorturl.at/nuQ59
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MM127: Why surging yields may break the financial system!
6 oktober 2023 · 40 min
World's biggest bond market hits a wave of selling Lees meer
Global bonds at the mercy of Treasuries in an echo of 2020 debt sell-off
Treasury-bond collapse ranks among the worst crashes in history
Bloomberg has reported losses on Treasury bonds with maturities of 10 years or more had notched 46% since March 2020, while the 30-year bond had plunged 53%.
Those losses are nearly in line with stock-market losses seen during the worst crashes of recent history — when equities slumped 49% after the dot-com bubble burst and 57% in the aftermath of 2008.
In this podcast episode, we attempt to step out of the hysteria, re-examine what caused this move and look at the effects it may have on US/European banks, debt markets, pension funds, and the private equity community.
If you have an interview or an assessment centre coming up then you MUST listen to this episode!
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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: Bill Ackman on a potential deal with Elon Musk's X & Birkenstock's $10bn IPO
4 oktober 2023 · 34 min
Welcome back to the Deal Room on the AmplifyME podcast where this week our Director of Corporate Finance Stephen Barnett unpacks three themes in focus this week: Lees meer
Bill Ackman the famous activist investor has said that he would consider taking Elon Musk's 'X' public. You've heard of a SPAC but what's a SPARC?!
The IPO run continues with Birkenstock the German footwear maker about to fetch a valuation of $10.1bn
With M&A deals starting to liven up, we take a look at what dealmakers need to do to avoid missing out on the target of $3 trillion in deal volume for the first time since 2013
Join the next M&A Finance Accelerator simulation https://shorturl.at/dmJO5
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Connect with Anthony https://www.linkedin.com/in/anthonych...
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MM126: Could surging oil prices lead to an economic collapse?
29 september 2023 · 35 min
AmplifyME co-founder Piers Curran returns to the show to deconstruct what exactly is going on in the oil market and the potential impact it could have on the global economy. Lees meer
This is a great episode to really connect the dots and better understand how financial markets and the economy operate.
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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: Will Private Equity be at the centre of the next financial crisis?
27 september 2023 · 39 min
Private equity firms have been increasingly adding another layer of debt to their complex borrowing arrangements, raising concern among some investors about potential risks to the wider industry and the financial system. Lees meer
In this episode, Director of Corporate Finance Stephen Barnett explains how the PE business model works, how it's impacted by rising interest rates, and what the potential dangers are to the wider system.
Get advance registration for the next M&A Finance Accelerator simulation https://shorturl.at/dmJO5
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://shorturl.at/mrzQ0
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From Trading to Netflix: How Andrew Osayemi overcame the odds to achieve success across his career
22 september 2023 · 41 min
Andrew came from humble beginnings. Born in Peckham, London, success as a young person was just about not getting into trouble! Lees meer
Fast forward to today and he has worked in New York as a trader, is an award-winning TV producer and has been instrumental in setting up a wide variety of diversity initiatives across the finance industry.
However, it has not been without its challenges.
In this conversation, Andrew not only tells his story but shares the lessons he learned along the way.
Insightful but also inspirational, this is a must-listen episode!
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Given it is application season, Andrew has kindly made his book 'The Successful Student Job Hunter' FREE on Amazon for this weekend only!
(Select kindle version - £0.00 to get the free version. No kindle needed – you can use amazon free online kindle reader)
Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Piers https://www.linkedin.com/in/andrew-osayemi/
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The Deal Room: The IPO market reopens & how to leverage this for your banking applications!
20 september 2023 · 41 min
The past two weeks have seen some big names come to market including the likes of Arm, Instacart, Klayvio and Birkenstock. Lees meer
While there are similarities, there are also unique differences.
From the sector, strategy, and end outcome for founders and venture capitalists, this is a great episode for anyone interested in working in Equity Capital Markets (ECM).
Better still, Stephen Barnett, our Director of Corporate Finance shares some great insight on the role that investment banks play in the IPO process, a MUST listen segment that will really make your applications stand out!
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/
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The Deal Room: Arm IPO explained
13 september 2023 · 29 min
Arm, the chip designer owned by SoftBank is set to secure at least the top end of the price range in its initial public offering, which would command a $54.5bn valuation. Lees meer
Who is Arm?
What is their business model?
Why are there so many banks involved in running the deal?
What are anchor investors?
What can you expect on pricing and the first day of trading?
All these questions and more are answered by our Director of Corporate Finance Stephen Barnett.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/
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Career Insight: Equity Research Analyst explained
8 september 2023 · 29 min
In the spirit of application season and making sure you apply to the right role for you, our latest podcast episode is a deep dive into the role of an equity research analyst. Lees meer
Where does Equity Research sit in an Investment Bank?
How is the division structured in terms of teams/focus?
What are the main tasks of an Equity Research Analyst?
What are the key skills necessary to have success in this role?
To help answer these questions, I'm joined by our very own Silvia Magni, a former equity research analyst at a tier 1 US investment bank.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Silvia https://shorturl.at/kIKW5
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The Deal Room: How Middle Eastern money is fuelling M&A activity and why Kylie Jenner wants back in!
6 september 2023 · 31 min
Director of Corporate Finance Stephen Barnett returns to the show to answer questions on the following three themes: Lees meer
Big money coming out of oil-rich Gulf countries is helping the Middle East buck the global M&A trend. So what's the strategy, how important is 'soft' power and where might there be opportunities for aspiring young bankers?
We've covered Kim so it's over to Kylie! Reports this week that Kylie Jenner has explored buying back Coty's $600mn stake in her makeup brand. What were the mechanics of the deal and why does so want her company back?
OpenAI rival Cohere is tapping the likes of JPMorgan and Goldman for financing, but why are they raising money again so soon and how can these banks help the process?
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/
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MM125: Is the UK housing market about to crash?
1 september 2023 · 45 min
In our latest podcast episode, I talk to AmplifyME co-founder Piers Curran on three major topics: Lees meer
1 - UK house prices have fallen at the fastest rate since 2009. How bad will it get and why Denmark might have the solution to Britain's broken housing market
2 - UBS posted the biggest-ever quarterly profit in banking history this week, so how exactly did they pull it off?
3 - Is the US labour market starting to show some cracks and why this is actually good news for the stock market!
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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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MM124: Is Nvidia overvalued and why the expansion of the BRICS matters to the West and the rest!
25 augustus 2023 · 45 min
Nvidia reported an incredible 88% jump in revenue this week driven by the ongoing demand for AI chips. However, their shares finished the session flat. What is a fair valuation for the tech stock and can its shares continue to rise? Lees meer
The BRICS (Brazil, Russia, India, China, South Africa) launched their biggest expansion in its history but what is this group of nations, why the additions and what are the long-term implications for the West?
Find out the answers to these questions with our Chief Content & Culture Officer Anthony Cheung and Co-Founder Piers Curran.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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The Deal Room: The Venture Fund that changed everything!
23 augustus 2023 · 20 min
In this episode, Director of Corporate Finance Stephen Barnett dives into Softbank's $100bn Vision Fund. Lees meer
Here's what you can expect:
- The history of Softbank and the creation of the Vision fund
- How the size of the fund changed venture capital – and not necessarily for the good
- WeWork as a case study for the venture boom
- The impact of higher interest rates and market drawback on Softbank
- Where this leaves us in the summer of 2023
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The Deal Room: Working in venture debt and how to break into early stage funding with Ross Fleck, Managing Director at Comerica (PART 2)
18 augustus 2023 · 23 min
In this wide-ranging interview, our Director of Corporate Finance Stephen Barnett speaks to Ross about: Lees meer
What working for a world-class team feels like
How to leave jobs you love and make hard career decisions
The differences between a global bank + a regional bank
Why mentors don’t always need to be your seniors
What is venture debt, and how to break into early-stage funding
Best career advice for young people looking to break into finance
What podcast all young people should be tuning into
And much more!
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The Deal Room: Bulge bracket vs Boutique and how to navigate your career in finance with Ross Fleck, Managing Director at Comerica (PART 1)
16 augustus 2023 · 21 min
In this wide-ranging interview, Our Director of Corporate Finance Stephen Barnett talks to Ross about: Lees meer
Why taking multiple gap years might make sense and the benefits of an MBA
Why being a jack of all trades is beneficial to banks, and to your career
How to navigate assessment centres (in the face of adversity)
Why soft skills are most important to develop at an early age (the rest you can learn)
Why it’s important to have a plan, but also embrace flexibility and learn from every role you get
The importance of being yourself – taking the job seriously, but not yourself
Why the perfect job doesn’t exist, and your career is only one facet of your life and personality
And much more!
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The Deal Room: Why Private Equity is Lionel Messi's biggest fan!
9 augustus 2023 · 31 min
Ares Management, one of the world’s largest private equity investors, recently announced a new $75mn investment into Major League Soccer's (MLS) Inter Miami. Lees meer
In this episode, Director of Corporate Finance Stephen Barnett breaks down the mechanics of the deal and why the likes of David Rubenstein, co-founder of the Carlyle Group, has stated that "It’s very difficult to buy a sports team and lose money!"
With an investment strategy that makes investing in the stock market look boring to guest appearances from the likes of David Beckham and Michael Jordan, this is an episode not to miss.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://shorturl.at/hvwE3
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MM123: Apple & Amazon earnings explained and why the US downgrade shouldn't come as a surprise!
4 augustus 2023 · 19 min
Find out why despite Apple's drop in revenue the company has crossed an important milestone with its Services division and how aggressive and consistent job cuts, amid a surprisingly resilient US economy, has Amazon feeling optimistic about the future. Lees meer
Meanwhile, ratings agency Fitch downgraded the United States earlier this week to much fanfare in mainstream media. So how important is this news for markets? Why did they take such action? Is the erosion of governance only going to get worse?
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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The Deal Room: Challenges of direct listing and how SPAC deals work
2 augustus 2023 · 31 min
In this conversation, our Director of Corporate Finance Stephen unpicks the changing IPO landscape and looks at the challenges of direct listing and the structure of SPAC deals using real-life examples in focus today. Lees meer
A great listen for anyone interested in banking to better understand the importance of strong fundamentals, investor awareness, and careful consideration of structural aspects when a company seeks to go public through these alternative methods.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Stephen https://tinyurl.com/4h24y8jn
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MM122: BIG tech earnings & yield curve control explained?
28 juli 2023 · 57 min
A BIG week for global markets, from tech earnings to central bank decisions, get the full low down. Lees meer
On the trading floor this week, Anthony and Piers discuss:
Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid numbers. Get up to speed on the latest earnings reports from the world's largest tech names.
A dovish Fed, soft landings, and yield curve control. Find out what happened in this week's Fed, ECB, and BoJ monetary policy decisions.
The bluebird is no more as Twitter becomes 'X', but why is Elon Musk ripping up the marketing textbook and will it work?
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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: The IPO market starts to thaw & CVC Capital Partners raises €26bn for the largest buyout fund in history
26 juli 2023 · 23 min
Stephen Barnett, our Director of Corporate Finance goes solo this week to cover three major topics in focus: Lees meer
Oddity IPO - The Israeli company ('where beauty meets Israeli technology') debuted on the Nasdaq. Lead book-running managers Morgan Stanley, Goldman Sachs, and Allen & Co. priced the IPO at $35, raising $424mn and achieving a first-day IPO 'pop' of over $35%!
Cava IPO - The US fast food restaurant chain achieves a whopping 100% first-day pop on its opening day. Did underwriters J.P. Morgan, Citi, and Jefferies get the offer price wrong?
CVC raises the largest buyout fund in history. The €26bn fund, which topped Blackstone's $26bn buyout fund, raised in 2019, suggests that investor demand for Private Equity is still high, despite clear headwinds.
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Connect with Stephen https://tinyurl.com/4h24y8jn
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MM121: Goldman profit plunges & has the UK turned the corner with inflation?
20 juli 2023 · 51 min
I am joined by co-founder Piers Curran to talk over three themes in markets this week: Lees meer
1) Goldman Slumps - the US investment bank reported its lowest quarterly profit in almost six years, weighed down by falling trading and investment banking. Was this unexpected? What does it mean for the fate of CEO David Solomon?
2) Tesla’s profit margins slipped in the latest quarter as a series of price cuts this year weighed on its earnings and Netflix's password-sharing crackdown pays off with nearly 6mn new subscribers. We take a look at what we've learned from their latest corporate earnings reports.
3) Has the UK finally caught a break as inflation fell to a 15-month low resulting in the British Pound trading back below 1.3000 and traders reigning in their rate hike expectations for the Bank of England.
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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MM120: J.P. Morgan, Citi, Wells Fargo & BlackRock earnings explained!
14 juli 2023 · 54 min
This week I've pulled on the best minds at AmplifyME on Markets and Banking as Piers Curran and Stephen Barnett deconstruct the first of the big Wall Street banks to report their Q2 performance. Lees meer
We look beyond the headlines to explore the reasons behind the performance in different divisions, the impact of the macro climate, and how their business strategies differ.
If you are applying to one of these financial institutions this is a must listen episode!
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
Connect with Piers https://www.linkedin.com/in/pierscurran/
Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/
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The Deal Room: How To Lose $25bn - FIS Sells Worldpay In Largest Corporate Carveout In A Decade
12 juli 2023 · 27 min
The main topic of conversation this week is Fidelity National Information Services who have agreed to sell a majority stake in its merchant payments arm Worldpay to private equity firm GTCR, valuing the business at up to $18.5bn. In fact, this is one of the largest corporate carve-outs in history! Lees meer
Get an overview of the deal, its structure, and the role of syndicated debt explained in a super easy-to-understand way by our Director of Corporate Finance Stephen Barnett.
There's even a quick update on the breaking news regarding Microsoft's acquisition of Activision Blizzard.
Want to work in corporate finance, then this is one not to miss!
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Connect with Anthony https://www.linkedin.com/in/anthonycheung10/
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MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?
7 juli 2023 · 52 min
Co-founder Piers Curran returns to the Friday show to discuss: Lees meer
US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!
UK mortgage crisis - Should you be worried?, how far north will interest rates rise and why the UK economic situation is the same but different from the US
OPEC+ cut again - Russia joins Saudi Arabia in committing to supply cuts but are they fighting a losing battle?
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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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MM118: Traders boost bets on more Fed rate hikes & 5 tips for investment bank applications!
30 juni 2023 · 22 min
In this week's global markets episode, we talk about: Lees meer
Jerome Powell, Christine Lagarde and Andrew Bailey gathered at the ECB forum on central banking held in Sintra Portugal. Find out what was said and the current outlook for the three major central banks.
US data surprised to the upside this week ramping up bets for the Fed to continue to tighten policy in the months ahead.
US banks passed the Fed's stress tests but one major financial institution is drawing more attention than others.
Guest speaker Mithesh Duddekunta provides his top 5 tips for managing your applications to roles in finance, including a secret tool that will make a HUGE difference!
Application Tracker! https://tinyurl.com/5pf8mk77
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The Deal Room: Aston Martin strikes Lucid EV deal & SpaceX tender offer explained
28 juni 2023 · 39 min
Welcome back to The Deal Room, our mid-week show where we talk all things corporate finance. Lees meer
Up for discussion in this episode:
- Elon Musk’s SpaceX is offering to sell insider shares at a price that would raise the company’s valuation to about $150bn. So what is a tender offer and why is space a growth area?
- Aston Martin has struck a strategic supply agreement for high-performance EVs with U.S.-based Lucid Group. We unpick the deal rationale and what role the Saudi Public Investment Fund (PIF) has to play.
- Goldman Sachs is set to lay off 125 managing directors in the third round of job cuts in less than a year. We discuss the cyclical nature of IBD.
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MM117: Bank of England shocks markets & 5 useful tips if you don't have an internship this summer
23 juni 2023 · 45 min
Welcome back to The Trading Floor, where I'm joined by Stephen to deconstruct some of the major news in markets this week with the addition of some career tips from the students in our community! Lees meer
What to expect in this episode:
MARKETS
- The Bank of England hiked interest rates by more than expected. What are the risks for the UK mortgage market and its impact on markets?
- Nvidia now tops Tesla as ESG funds ratchet up exposure to AI, but what exactly is an ESG rating? And can you actually invest for good?
CAREERS
- 5 tips on how you can still secure a graduate role in finance even if you haven't secured an internship before!
- Non-traditional ways to break into corporate finance roles
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The Deal Room: Private Equity's Unique Subway Sandwich!
22 juni 2023 · 46 min
What has Subway, your mobile phone, and the largest retailer in China have to do with investment banking? Lees meer
Find out in the latest episode of 'The Deal Room' where Director of Corporate Finance Stephen Barnett and Co-founder Piers Curran look to use the latest headlines as case studies to explain various concepts in banking.
So whether it's understanding the logic of conglomerates and verticalisation, or capital structures and leverage finance, we take these important topics and bring them to life in a way that everyone can understand!
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MM116: Fed, ECB and BoJ update and what to look out for next week in global markets
16 juni 2023 · 11 min
This week I'm flying solo with a quick 10 minute wrap-up of the major events in global markets this week. Lees meer
Find out why global stocks are headed for their best week in more than two months and get up to speed on the latest policy announcements from the US Federal Reserve, European Central Bank, and the Bank of Japan.
There are also two key events I'm watching out for next week but you'll have to listen to find out what they are!
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The Deal Room: Big Pharma M&A Splurge & Kim Kardashian's Private Equity Fund
14 juni 2023 · 37 min
Welcome back to The Deal Room where I get the latest thoughts from our Director of Corporate Finance Stephen Barnett as he connects the dots from classroom theory to real-life examples in the news this week. Lees meer
In this episode, we cover:
- Big Pharma dealmaking recovers with $85bn M&A splurge. What makes this sector unique and how are different deal teams structured in an investment bank?
- Sticking with the AI theme, Artificial intelligence startup Cohere has raised $270mn from a mix of venture capital and strategic investors including Oracle and Nvidia. We haven't discussed venture funding so far so we deep dive into what you need to know and the tactics behind big business strategy
- Kim Kardashian recently presented her debut private equity fund to a sea of curious investors in Berlin at the SuperReturn conference. Find out what's the story, the structure of the fund and whether Kim has a unique edge.
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MM115: The PGA-LIV Merger Explained & Saudi Arabia's Oil Market Gamble
9 juni 2023 · 50 min
Welcome back to The Trading Floor and this week I'm joined by Stephen to talk about some of the main headlines in global markets. Lees meer
In this episode, we focus on two topics:
1) The PGA Tour has agreed to merge with Saudi-backed rival LIV Golf. We will discuss the background, the merger, and perhaps a villain or two!
2) Saudi Energy Minister Prince Abdulaziz delivered a "Saudi lollipop" this week. What exactly does that mean? Why is Saudi Arabia cutting production? And will the Saudi plan succeed?
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The Deal Room: 'Succession' Explained - How Similar Is The TV Show To Reality?!
7 juni 2023 · 22 min
Join our Director of Corporate Finance Stephen Barnett as he attempts to explain the world of corporate finance and deal-making through the lens of the hit TV show Succession. Lees meer
Acquisitions, takeovers, and succession planning. All of these are prominent areas of activity for an investment banker and in this episode we apply these concepts to the world of Waystar Royco and Gojo technologies.
So sit back, put the headphones on and enjoy learning about how the world of finance works in a way that everyone from any background can understand!
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MM114: Is a US debt ceiling deal actually bad for stocks?!
2 juni 2023 · 42 min
On The Trading Floor this week, Piers and I discuss three hot topics: Lees meer
1) Now a US debt ceiling deal has been struck what next for financial markets?
2) Stocks are still going up, mainly led by big tech but market commentators keep talking about a narrow market, so what exactly does that mean?
3) Apple's next big product The Reality Pro headset, is expected to be announced at Apple's developer conference on Monday 5th June. Smash hit or too late to the party?!
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The Deal Room: Manchester United And The Lure of Trophy Assets
31 mei 2023 · 48 min
Welcome back to the latest episode of 'The Deal Room' where I'm joined by our Director of Corporate Finance Stephen Barnett. Lees meer
This week, we use Manchester United as a case study to better understand the roles of the banker, the strategist, and the private equity investor.
We also explore the rationale behind why so many prized companies are leaving London for New York and why J.P. Morgan was more than happy to get their hands on First Republic in the wake of the SVB crisis.
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MM113: Nvidia's blowout earnings & is the bear market rally about to end?
26 mei 2023 · 39 min
Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Lees meer
Three hot topics up for discussion this week:
1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in the Nasdaq 100. We look at whether the company is worth the hype.
2) We scratch beneath the surface of the current stock market rally and look at some potential warning signs that we may be nearing the end of the bear market rally.
3) Status check on the US debt ceiling negotiations as the clock runs down. We share the timeline on what to watch out for in the coming days.
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The Deal Room: Blackstone takes the hit on Bumble - why PE is taking a loss on its listed portfolio
24 mei 2023 · 40 min
Welcome to a brand new series coming at you every Wednesday where I'm joined by Stephen Barnett our Director of Corporate Finance at AmplifyME. Lees meer
The objective of 'The Deal Room' is to complement our end-of-week chat about global markets with a more M&A and Private Equity deal-focused discussion.
To kick things off this week, we talk about why Private Equity groups are increasingly selling shares in portfolio companies at a discount to the price at which they went public, what's going on with the $69bn Microsoft purchase of Activision Blizzard, and discuss one of the biggest deals of the week - Chevron's $6.3bn bid for PDC Energy.
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MM112: Is the US heading for an 'economic and financial catastrophe'?!
12 mei 2023 · 45 min
Talk about the US debt ceiling is starting to heat up. US Treasury Secretary Janet Yellen urged Congress on Thursday to raise its debt ceiling, warning that a US default would produce an “economic and financial catastrophe” that would trigger a global economic downturn and risk undermining the country’s ability to provide global leadership. Lees meer
So what is the debt ceiling? could we default? and might former President Donald Trump have the best negotiating tactics?!
We also discuss US inflation after the April CPI report saw the headline figure drop below 5% for the first time in two years, and we take a look at why major investment banks have changed their tune on the prospects for the British Pound.
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MM111: The US banking crisis claims another victim
5 mei 2023 · 50 min
In this episode, Piers and I take stock of the US banking crisis after regulators seized and sold First Republic Bank to J.P. Morgan marking the second-largest bank failure in US history. Lees meer
We recap what caused this situation, will there be more casualties and are the Fed to blame?
Next up is the latest earnings from tech giant Apple and we explain why CEO Tim Cook is getting excited about India!
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Working at an Investment Bank: How to stand out as an Analyst or Associate (Part 3)
3 mei 2023 · 25 min
The third and final career insight with John Normand - 'How to stand out as an Analyst or Associate'. Lees meer
Saving the best until last, this episode is a must-listen for any student considering working in financial markets.
In this conversation, we cover:
Attributes of good analysts and associates
Entering finance from a non-traditional background
The value of newer credentials (Quant skills)
Remember, you can check out the first two episodes now on your preferred podcast platform to listen to my previous conversations with John who was a Managing Director and Head of Cross-Asset Fundamental strategy at J.P. Morgan for 25 years.
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MM110: The importance of AI, cloud computing and advertising at big tech firms
28 april 2023 · 40 min
Earnings from the tech giants Meta, Microsoft, Alphabet, and Amazon were a positive surprise for Wall Street investors. So what were the numbers that mattered? Lees meer
We talk about how AI, cloud computing, and advertising are key areas that connect these titans of industry, but in the end, who will come out on top?
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Working at an Investment Bank: Work/Life Balance (Part 2)
26 april 2023 · 24 min
This is the second installment with former J.P. Morgan Managing Director John Normand, who gives a detailed and honest account of what to consider and how to think about your future career in finance. Lees meer
Here's what you can expect from episode two of this three-part series:
- Good job at a bad company, or bad job at a good company?
- Why John stayed at JPM for 25 years
- The conflict between being a producer and being a manager
- The trade-off between managing your personal and professional life
- Goal setting and tips for achieving success
- The role of luck in your career
Remember, you can check out the first episode now (Perception vs the Reality of Working at an Investment Bank) on your preferred podcast platform, and don't forget to subscribe and turn on your notifications to catch the final episode next week!
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MM109: Why Tesla shares could rally over 1,000% & Goldman Sachs feels the pain
21 april 2023 · 54 min
In this episode, Piers and I look at four stories in focus this week, from Tesla earnings and insane price target, to how AI is being used in trading and why Goldman Sachs is having a rough time at the moment. Lees meer
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Working at an Investment Bank: Perception vs the Reality (Part 1)
19 april 2023 · 28 min
This is a must-listen for any student interested in working in finance as John Normand, a former 25-year veteran in Global Markets at J.P. Morgan, gives a detailed and honest account of what to consider and how to think about your future. Lees meer
In this first of three episodes, John explains how he came to work in finance before we then tackle two important questions:
What's the perception vs the reality of working in finance?
His best and worst experiences working in the industry?
Lots more amazing content coming in the following weeks, including common attributes of successful analysts and associates, work/life balance, and how to set goals and manage expectations.
Make sure you follow the AmplifyME Market Maker podcast and turn on your notifications!
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