Alle afleveringen
477 afleveringen, van nieuw naar oud
-
MM063: The best & worst of the mega-cap tech earnings this week
30 april 2022 · 45 min
Much to talk about this week, but Piers and I thought we would unpack what has been a busy week in US corporate earnings. Lees meer
In fact, Apple, Microsoft, Amazon, and Alphabet alone have a combined market value of about $8trl and makeup one-fifth of the weight of the S&P 500. So how they perform has a direct consequence on the US stock market and gives investors some clues on how the period ahead may unfold.
We look at each one of the tech giants in detail and discuss the good, the bad, and the ugly. We explain how Apple is quickly becoming a safe-haven asset and why stock buybacks are so popular for technology stocks.
Finally, we also couldn't go a full episode without at least one nod to the macro environment, so Piers gives a great breakdown of why the unexpected drop in US GDP this week is perhaps not cause for concern just yet!
Sign up for our daily Market Maker newsletter https://amplifyme.com/market-maker
Take part in our next free Finance Accelerator simulation https://amplifyme.com/course/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
-
Career Insight: Will Hobbs, Chief Investment Officer of Barclays Wealth Management
27 april 2022 · 40 min
In this episode, I speak to Will Hobbs who is the Chief Investment Officer (CIO) at Barclays Wealth Management. Lees meer
Will talks about his untraditional route into markets, from training in Italy as a chef to landing his first role in finance, working through the dot-com and financial crisis, and then deconstructing his current role as Chief Investment Officer.
There are lots of tips on networking, leveraging personal experiences, and a detailed explanation of how his team oversees the investment philosophy at Barclays UK in Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) decisions.
We also touch on how he found his real passion later on in his career which ultimately acted as the springboard to later success and discuss how he deals with the pressure of being responsible for key decisions within the division he operates in.
A must listen to episode for those looking to work in asset or wealth management but also for the wider community if you are looking for an open and genuine insight into working in the world of finance.
Hosted on Acast. See acast.com/privacy for more information.
-
MM062: Elon Musk's Twitter takeover explained
22 april 2022 · 48 min
In this podcast episode, Piers and I attempt to deconstruct the Elon Musk / Twitter saga and use it as a great case study to tackle some finance jargon you may have heard before. Lees meer
So expect some hostile actions, tender offers, leveraged buyouts, white knights, and poison pills!
I also wrap up some of the main headlines in global markets this week from the hawkish pivot from the ECB and hardening of rate hike talk from Fed Chief Jerome Powell, to the collapse of Netflix shares and the latest earnings from Tesla.
Everything you need to ensure you are right up to date on all things markets!
Sign up for our daily Market Maker newsletter https://amplifyme.com/market-maker
Take part in our next free Finance Accelerator simulation https://amplifyme.com/course/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
-
MM061: What does Elon Musk want with Twitter, Macron gets the sweats & Porsche IPO explained
8 april 2022 · 58 min
In this week's episode, Piers and I catch up on the news that Elon Musk has tweeted himself onto the board of Twitter causing the social media apps' share price to rocket. But does the Tesla CEO have the company's best interest at heart or is he simply a bored billionaire looking for some kicks?! Lees meer
I explain the context for the first round of the French election this weekend as local bond yields have hit their highest level since 2015 after the latest poll indicated that National Front leader Marine Le Pen has narrowed the gap on President Emmanuel Macron. Find out why this may be billed as the 'President of the rich' vs the 'Putin Sympathiser'.
Finally, we attempt to untangle the highly complex governance issues that US Investment Banks like Goldman Sachs and J.P. Morgan must address to successfully launch the IPO of the German Automaker Porsche.
Sign up for our daily Market Maker newsletter https://bit.ly/3wZQlR9
Hosted on Acast. See acast.com/privacy for more information.
-
MM060: Biden's big oil play & recession warnings
1 april 2022 · 56 min
In this week's episode, Piers and I catch up on the announcement this week that the US is to release roughly a million barrels of oil a day from its reserves for six months beginning in May, a historic drawdown to combat rising inflation. We discuss Biden's strategy and ask the question, will it work? Lees meer
This week the U.S. Treasury yield curve inverted for the first time since 2019. The U.S. curve has inverted before each recession since 1955, with a recession following between six and 24 months, but is this a surprise, and is this time different?
We also look at why the Russian Ruble has staged a steady comeback despite the ongoing conflict, the bounce in cryptocurrencies, and why UK house prices keep punching higher.
Sign up for our daily Market Maker newsletter https://bit.ly/3wZQlR9
AmplifyME YouTube channel https://bit.ly/3DygW99
Hosted on Acast. See acast.com/privacy for more information.
-
MM059: Apple buy Credit Kudos & Why Snap wants to read your mind!
25 maart 2022 · 53 min
In this week's episode, I talk to co-founder Piers Curran about the strategy behind Apple's acquisition of Credit Kudos, which uses machine learning to create an alternative to traditional credit scores. Beyond the technology, we look at how the government shares your personal data and discuss the repercussions of the ever-growing 'buy now, pay later' culture. Lees meer
This week also saw Elon Musk open the new Giga Berlin plant in Grünheide but can Tesla remain ahead of the pack? we run the numbers.
Do you ever think your phone can read your mind?! Snap Inc.'s latest acquisition of NextMind might make that possible sooner than you think!
Sign up for our daily Market Maker newsletter https://bit.ly/3CTlZR9
Hosted on Acast. See acast.com/privacy for more information.
-
MM058: Russian default risk recedes & is President Xi in trouble?
18 maart 2022 · 1 uur 8 min
In this episode, Piers and I catch up on what has been another busy week in markets where global stocks are on course for their best week since November 2020. Lees meer
We catch-up on the latest news on Ukraine, where reports midweek suggested Ukraine and Russia have made significant progress on a tentative peace plan including a ceasefire and Russian withdrawal if Kyiv declares neutrality and accepts limits its armed forces. We talk about making sense of the headline noise and whether we have had peak conflict in terms of market pricing.
We then catch up on why the implied probability of a default by Russia within the year has decreased following news that J.P. Morgan has processed a bond payment and delve into what to expect from the meeting today between US President Joe Biden and his Chinese counterpart Xi Jinping.
We debate US strategy heading into the high-level talks and why President Xi is perhaps the leader facing the greatest challenges at the moment as China's zero-tolerance COVID strategy comes back in the spotlight as cases rates in explode.
Finally, we review the decision from the US Federal Reserve to hike rates and commence what is expected to be a series of rate hikes this year. Has Fed Chair Jerome Powell got back in control of the inflation problem or is he being complacent over the risk of a recession?
Daily Market Maker Newsletter https://bit.ly/3CTlZR9
Finance Accelerator Simulation https://bit.ly/3ieyiOJ
AmplifyME website https://bit.ly/3u78Yzt
Morgan Stanley Training Day https://bit.ly/3IlzwCc
Ray Dalio's 'New World Order' https://bit.ly/3Jm4gV5
Hosted on Acast. See acast.com/privacy for more information.
-
MM057: Mr 'Big Shot' gets squeezed
11 maart 2022 · 52 min
This week, Nickel, used in stainless steel and electric-vehicle batteries, surged as much as 250% in just two days to trade briefly above $100,000 a ton, in what otherwise can only be described as a parabolic move. Lees meer
Xiang Guangda a.k.a 'Big Shot' -- who controls the world’s largest nickel producer, Tsingshan Holding Group Co. was the main culprit behind the move, having amassed a short position on the London Metal Exchange (LME) is in the region of 100,000 tons of nickel.
We look at the mechanics behind the short squeeze and explain how the LME ring works, and whether market manipulation and governance issues plague the last remaining open outcry floor in Europe.
Also up for discussion, is the 20-for-1 stock split announced by mega-cap tech stock Amazon, its first split since 1999 and fourth since Amazon’s IPO in 1997. Find out how a stock split works in practice, why companies choose to do it, and what it means for the share price.
Finally, we talk about fixed-income fund manager PIMCO, who is reported to have billions of dollars riding on the economic fallout from Vladimir Putin’s invasion of Ukraine, after amassing a wager worth at least $1bn in derivatives markets that the country will NOT default. We explain how Credit Default Swaps (CDS) work and why sanctions on Russia may have unintended consequences on the West.
Daily Market Maker Newsletter https://bit.ly/3pSIzEk
Finance Accelerator Simulation https://bit.ly/3vUeUyt
AmplifyME.com https://bit.ly/35I133K
LinkedIn Guide https://bit.ly/3HX5dla
Hosted on Acast. See acast.com/privacy for more information.
-
MM056: Oil will never trade below $90 again, here's why!
3 maart 2022 · 1 uur 5 min
After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week. Lees meer
We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly increase in commodity prices since the 1973 oil crisis.
The impact has been severe. The Dow Jones Russia GDR Index, which tracks London-traded Russian companies, has plunged 98% in just two weeks and overnight the Russian sovereign rating was cut to 'junk' by Moody's and Fitch. We explain what this means and how it impacts different types of fund managers.
The buzz word right now is 'stagflation'. We look at what is the probability of a recession given the surge in oil prices and the latest comments from Fed Chair Powell who said the central bank will “proceed carefully,” emphasising the “need to be nimble in responding to incoming data and the evolving outlook.”
Final word is reversed for social media app TikTok after eight US states, including California and Massachusetts, announced that they had launched a bipartisan, nationwide probe, focusing on whether the app causes physical or mental health harm to young people. Are they acting in good faith or is this purely political optics ahead of the US midterms?
Finance Accelerator https://bit.ly/3sBLOlp
Daily Market Maker newsletter https://bit.ly/3hSjbud
AmplifyME https://bit.ly/3KcIovh
Hosted on Acast. See acast.com/privacy for more information.
-
Career Insight: Reality of working in Investment Banking with Bilal Hafeez the founder of Macro Hive
2 maart 2022 · 26 min
In this episode, I speak to Bilal Hafeez who is the founder and CEO of Macro Hive. Before starting his own research firm in 2019, Bilal was the Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Lees meer
Although Bilal has had phenomenal success in his career to date there have been many experiences and challenges that have shaped that journey. Coming from a working-class background in Oxford and not having any friends or family working in the professional world, it was not always clear on which direction to go in.
During his time at university, he was rejected in all his accounting and consultancy applications but was successful in banking where he landed his first role at J.P. Morgan. However, after a short stint in the investment banking division he then rotated into global markets - the rest is history!
In this conversation, Bilal explains the difference between working on both sides of the bank and gives an (often hard to find!) insight into his role in research. He explains why his mentor was so influential on his career, how his role changed as he became more senior, and gives invaluable advice on how to consume information and develop your personal skills by maintaining a constant curiosity about all that you do.
Bilal talks openly and honestly about life inside a bank but also the challenges it brings to your personal life.
This is a must listen to episode for any student considering a role in banking.
Finance Accelerator https://bit.ly/3vuDBBs
Market Maker daily newsletter https://bit.ly/3Hr7ll3
Macro Hive https://bit.ly/3td2pLe
Hosted on Acast. See acast.com/privacy for more information.
-
MM055: How the Nasdaq bounced 5% despite Russian troops storming Kyiv
25 februari 2022 · 49 min
In this week’s episode, I am joined for the first time ever by Amplify Co-Founder Will de Lucy to talk about this week’s global market volatility as well as some insights into how to become a successful founder. Lees meer
We chat about:
How it is possible for the NASDAQ to rally 5% into the US close yesterday despite Russia invading Ukraine.
Reasons behind why Oil rallied 7.5% and then reversed the entire move. Why Gold spike to a multiyear high and then reversed back to below levels trading before the invasion.
How to manage risk in such extreme market volatility.
Trump’s launch of his new TRUTH – Media and Tech group and SEC open an investigation on Elon Musk and whether his brother has been insider trading.
Finally, our experiences of being founders and trying to grow a business with examples of the hard lessons we learnt along the way.
Finance Accelerator https://bit.ly/3oYCequ
Daily Market Maker newsletter https://bit.ly/3LG8jgt
Hosted on Acast. See acast.com/privacy for more information.
-
Career Insight: Top 5 tips from Ayman Rahman the CEO & Founder of DARE
23 februari 2022 · 15 min
The career insight series is back and this time I am joined by Ayman Rahman, the CEO & founder of energy tech trading firm DARE. Lees meer
Our connection with Ayman goes back over 10 years when as a student at UCL he spent time training with Amplify learning the ropes in our prop trading division. Upon graduation, Ayman obtained a trading analyst position at a commodity derivatives trading firm and within less than two years his performance saw him quickly rise through the ranks to become the head of fuel oil trading.
Fast forward to the summer of 2016, Ayman decided to break out on his own and founded DARE, an energy tech company using the power of data science, analytics, and trading expertise to help the world reach a renewable future, faster. Today his company and mission continue to go from strength to strength.
In this conversation, recorded in the summer of 2020, Ayman shares his top five tips for success for any student looking to break into finance and obtain a role in trading. From demonstrating passion, networking, and having stamina, to learning how to admit what you don't know and the importance of going somewhere you can have an impact.
I hope you enjoy the conversation, but more importantly, be left feeling inspired and motivated to make the future your own.
Finance Accelerator https://bit.ly/3p5owlG
Daily Market Maker Newsletter https://bit.ly/3hbM5Vw
DARE https://bit.ly/3v5tkvg
Hosted on Acast. See acast.com/privacy for more information.
-
MM054: Why Russia won't invade Ukraine & are the Fed doomed to fail
18 februari 2022 · 55 min
In this week's episode, I am joined by Eddie Donmez to talk about all the trending topics in markets this week. Lees meer
We discuss the YTD performance for US stocks and look at what the sector performance in the S&P 500 tells us about current economic conditions and the market's confidence in the Fed being able to manage the pressure of surging inflation.
An update on the latest news concerning Russia-Ukraine as the US President speaks with transatlantic leaders about the Russian troop buildup.
Joe Biden has remained stern in his belief of an imminent attack all week despite increased signs of Russian diplomacy. We discuss why the US administration is taking this stance and ask the question of what really is the probability of Russia invading Ukraine?
Also discussed in the episode is news J.P. Morgan has become the first bank to enter the metaverse having opened a lounge in blockchain-based Decentraland. We look at the stats to break down the hype vs reality.
Finance Accelerator https://bit.ly/3oYCequ
Daily Market Maker newsletter https://bit.ly/3LG8jgt
J.P. Morgan Metaverse report https://bit.ly/356KihG
Hosted on Acast. See acast.com/privacy for more information.
-
MM053: Will the Fed hike 50bps as US inflation surges
11 februari 2022 · 58 min
Really exciting news to announce this week, as US investment bank Morgan Stanley is now the official global sponsor of our AmplifyME Finance Accelerator. Lees meer
It's been amazing to see the impact the initiative has had since launching in September and with the help of Morgan Stanley, we can now reach more individuals than ever.
I encourage anyone who has not yet taken part in the simulation to give it a go. It's open to all students from college to post-grad and you don't have to come from an economics background. The registration link can be found below.
In this episode, the main debate is on the timing of US rate hikes after US inflation hit 7.5% in January, the highest reading since 1982. Is the market right to expect a 50bps hike in March or is this just irrational exuberance.
We also touch on news that Peloton CEO John Foley is to be replaced, what next for SoftBank following the collapse of their $66bn sale of UK-based chip business Arm to Nvidia, and discuss whether Facebook's lowest ever P/E ratio means anything for investors who may be looking to buy on the cheap.
The final talking point goes to Joe Biden. The US President has upped the ante on Russia and China but why? and what does this mean for his relationship with Europe? We look at the rationale and the implications.
Register for the next Finance Accelerator at https://bit.ly/3rKyVoO
Hosted on Acast. See acast.com/privacy for more information.
-
MM052: Why Facebook is the worst earnings report we've ever seen!
4 februari 2022 · 53 min
In this episode, Piers and I delve into some of the important new stories this week from mega-cap tech earnings to central bank decisions and even a quick word on the incredible Rafael Nadal! Lees meer
First up for debate is Meta (Facebook) whose shares collapsed following their latest earnings report. The reaction was compounded by a number of factors, not just the top-line figures. We discuss user figures, platform, regulatory threats, expenses, increasing competition, and what the future holds for the once-dominant social network company.
Alphabet (Google) and Amazon also released their latest numbers this week which were met with a much more favourable reaction on Wall Street. We explain the mechanics and rationale behind Google's 20-for-1 stock split and question whether Amazon's initial positive reaction is the correct one.
Finally, we talk about the Bank of England, which executed its first back-to-back increase in interest rates since 2004. More importantly, we examine the breakdown of the Monetary Policy Committee (MPC) where four members actually opted for a more aggressive 50bps increase to the base rate. What were they thinking, why are they worried and what does this mean for the UK consumer and the broader marketplace.
Sign up for our daily Market Maker newsletter at https://bit.ly/3AV7MSS
Hosted on Acast. See acast.com/privacy for more information.
-
Career Insight: Advice from Alfonso Peccatiello a former $20bn Portfolio Manager
2 februari 2022 · 52 min
The Masterclass speaker series is back by popular demand, aiming to help students get the real truth behind different careers in finance. Lees meer
To mark the occasion I hosted an incredible guest, Alfonso Peccatiello.
Alf is the author of The Macro Compass and was previously the Head of Investment Portfolio for the Treasury department of ING Germany. There, he was in charge of the active management of a $20bn multi-asset portfolio.
In the session, Alf talks about how he first got interested in finance, how what he learned at university was useful in shaping his view on markets, and the realities of working as a portfolio manager in a large financial institution.
More than this, Alf gives a personal and honest account of his greatest strengths and weaknesses and offers practical advice on how to communicate better, remain humble, and always strive to move forward by being passionate about what you do.
Alf's book recommendations:
Central Banking 101: https://amzn.to/3u2iHc7
Pragmatic Capitalism: https://amzn.to/34a5mU7
Balance Sheet Recession: https://amzn.to/3IHjcw7
The Holy Grail Of Macro Economics: https://amzn.to/3IC2oGS
The New Economics: https://amzn.to/33WMYyn
Sign up to Alf's Macro Compass newsletter https://themacrocompass.substack.com/
Get the AmplifyME daily Market Maker newsletter https://amplifyme.com/market-maker
Hosted on Acast. See acast.com/privacy for more information.
-
MM051: Fed's hawkish shift & why Russia-Ukraine conflict is important for commodities
28 januari 2022 · 57 min
In this episode, I talk to co-founder Piers Curran about the latest FOMC meeting where Fed Chair Jerome Powell backed a March liftoff and said would not rule out a hike at every meeting. Lees meer
Markets are now pricing in the probability of 5 rate hikes this year and even the prospect of a rate 50bps move at the March meeting, but is this expectation right, or will the Fed change tactics once more?
We also look at the latest earnings from the likes of Microsoft, Tesla, and Apple, while also discussing the performance of Deutsche Bank which has just closed out its most profitable year in a decade. How did they achieve this and why is the German bank an important financial institution in a global context.
Finally, we talk about the ongoing tensions between Russia and Ukraine after weeks of intense diplomacy over a buildup of more than 100,000 Russian troops on Ukraine’s border. What are the geopolitical risks and find out why wheat and palladium may well be the best barometer of judging sentiment over the situation.
Sign up for the daily Market Maker newsletter www.amplifyme.com/market-maker
Hosted on Acast. See acast.com/privacy for more information.
-
MM050: Microsoft bet big on the Metaverse & Netflix shares crash on outlook
21 januari 2022 · 1 uur 1 min
The episode covers a quickfire round-up of the main news this week, from Biden's comments on Russia to Brent crude oil hitting a fresh 7-year high, before taking a deep dive in the race to the Metaverse following Microsoft's acquisition of Activision Blizzard. Lees meer
We explore the rationale behind the huge amount of cash being spent by big tech firms to position for the future and ask the question of whether their strategy will stifle innovation and increase regulatory threats.
Next in the dock is Netflix, whose shares dropped 20% after their earnings this week. We look at why this happened and how their management team will try to offset slowing subscribers numbers in the short term as well as a brief conversation on Peloton whose shares collapsed on Thursday night after a report of a temporary production halt of its bikes and treadmills as demand wanes.
To mark the 50th episode, we were also joined by the amazing Nii-akwei Carty Bing Pappoe at the start of the show, a student at Nottingham University studying Philosophy, Politics, and Economics, who won our competition to win his slot on the pod!
Please show him some love and connect with him on LinkedIn! https://www.linkedin.com/in/nii-akwei-carty-bing-pappoe-a7a412193/
Sign up to the daily AmplifyME Market Maker newsletter wwwamplifyme.com/market-maker
Hosted on Acast. See acast.com/privacy for more information.
-
BREAKING: Microsoft announces $69bln deal for Activision Blizzard
19 januari 2022 · 11 min
Microsoft has announced a $69bln bid for Activision Blizzard in what will be the biggest tech deal in history. The move will give the tech giant access to Activision’s 390 million monthly users and headline franchises such as Call of Duty, Warcraft, and Candy Crush. Lees meer
Gaming is likely to play a key role in the development of the Metaverse and the deal is likely to result in further consolidation in the sector. Direct competitors such as Sony dropped more than 10% on the news while shares in Square Enix and Capcom surged.
Find out why Microsoft has made this move, the terms of the deal, why they chose to strike now, the risk of regulator hurdles, and the bigger strategy that they are executing.
Sign up for our daily newsletter www.amplifyme.com/market-maker
Hosted on Acast. See acast.com/privacy for more information.
-
MM049: Fed hikes in focus & the end of the road for Boris
14 januari 2022 · 41 min
As always, I'm joined by co-founder Piers Curran to discuss the major stories in markets this week, from a 39 year high in US CPI and earnings reports from J.P. Morgan and BlackRock, to Kim Kardashian being sued over promoting alt-coin EthereumMax as part of an alleged crypto scam. Lees meer
We also catch up on what has been another horrendous week for UK Prime Minister Boris Johnson who is under growing pressure from senior Tories to admit he attended the drinks party in the Number 10 garden on May 20, 2020, in defiance of England’s lockdown rules.
Will he resign? what would need to happen? will Rishi Sunak be the next PM? and what does this all mean for markets? we explain a few different angles to make sense of it all.
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM048: Why US yields are so important & trending stories of the week
7 januari 2022 · 55 min
Happy New Year! In this episode, I talk to co-founder Piers Curran, about what a surge in US yields means for the global financial markets. We discuss the catalyst behind the move, how this influences equity sector positioning and why even crypto traders should be monitoring this development. Lees meer
We also touch on some of the trending stories of the week, from Apple briefly hitting a $3trl market cap and Boris Johnson stating the UK can whether a record wave of Covid-19 without tighter restrictions to the surge in GameStop shares and the new Sony electric vehicle.
Sign up for the Market Maker newsletter to get your daily dose of financial markets straight to your inbox at www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Insight: Jayne Howson on authenticity, courage and connections
14 december 2021 · 36 min
In this episode, I talk to Jayne Howson who is a Senior Vice President at Salesforce in their Global Sales Leader Excellence & Enablement team. Lees meer
Having had limited interest in education growing up, Jayne started waiting on tables from the age of 9 and then went to secure her place at college by electing to work part-time at Barclays, arranging company-wide team building events from the age of 16. Fast forward to today, and she now leads a global team at Salesforce, the fastest-growing enterprise software company in history.
In this conversation, Jayne talks about why curiosity is the ultimate key to success and the importance of values. We cover tips on presenting, how to find your confidence, and overcoming life challenges.
Hosted on Acast. See acast.com/privacy for more information.
-
MM047: Is UK 'Plan C' coming & why Alphabet will win the race
10 december 2021 · 1 uur 2 min
In this final episode of the year, I talk to co-founder Piers Curran about UK Prime Minister Boris Johnson, who faces a potential rebellion after announcing 'Plan B' measures amid discontent over his handling of Christmas parties last year when the nation was in lockdown. What is the government's strategy? what would Plan C look like? and what does this mean for the Bank of England and the timing of rate rises?. Lees meer
We review the latest US CPI report for November, which came in at 6.8% Y/Y, the highest reading since 1982. The case is made why the Fed will now press ahead with an accelerated taper timeline despite the risk of Omicron.
We finish with a response to a question we put out to our community earlier this week. If you had to invest in just one company for 10 years out of Apple, Microsoft, Amazon, Alphabet, or Tesla which one would we pick?. You all went with Tesla, but we didn't. Find out who our 10 year buy and hold would be!
Huge thanks to our listeners and wishing you all an amazing Christmas break. Catch you in the New Year!
Anthony & Piers
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM046: The Omicron impact & The Fed turn hawkish
3 december 2021 · 54 min
In this episode, I talk to co-founder Piers Curran about the three key areas to monitor to ascertain the impact of Omicron on the global economy. From transmissibility, to vaccine escape and lethality, we look at the timeline necessary to make a more accurate forecast. Lees meer
We then discuss the latest US jobs report and the surprising pivot from the Federal Reserve to become much more hawkish ahead of their final FOMC meeting of the year. Why have they made this dramatic shift in strategy and will it work?
Our final conversation is a review of the OPEC+ meeting and why US President Joe Biden is having to make a u-turn on his election promises. We also look at the rationale behind why J.P. Morgan is looking for $125/bbl crude oil in 2022, whereas Deutsche Bank is predicting just $60/bbl. How can their views be so different, and more importantly, where do we think it will be by the end of next year!
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM045: A new COVID risk emerges & collapse of the Turkish Lira explained
26 november 2021 · 55 min
In this week's episode, I talk to Piers about a new variant of the coronavirus (B.1.1.529) which has been identified in South Africa. Although case rates are low, early signs suggest the new variant is out-competing others far faster than Beta and even Delta. We review how markets have reacted and what to look out for next. Lees meer
The other big story of the week was that US President Joe Biden announced Monday that he is renominating Jerome Powell for a second term as Federal Reserve chair. We discuss what this means in the context of an improving labour market and heightened inflation after Goldman Sachs said they believe the Fed will now accelerate their taper programme to $30bln/mth come January.
A final comment is reserved for what the heck happened in Turkey this week after the Lira collapsed 15% on Tuesday! We explain the rationale behind Erdogan's unorthodox views and what it means for international and domestic investors.
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: INTERVIEWS - How to pitch a stock
24 november 2021 · 20 min
In this episode, I talk to Xiao about the dreaded stock pitch, the moment in an interview where the floor is yours and it's time to deliver! Lees meer
We look at how to structure your pitch, the level of depth to go into, and the secret to coming across in the right way. To help bring the discussion to life there are also some real-life examples for good measure. Some good, some bad!
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM044: The EV Market Bubble & Netflix Strategy Change
19 november 2021 · 59 min
In this week's episode, Piers and I kick off with a look at the explosion in electric vehicle (EV) pure plays such as Lucid and Rivian and discuss why we think this is a bubble and other strategic ways to play the EV long game. Lees meer
We also touch on the increasing policy divergence emerging between Europe and the US/UK as COVID cases in the former continue to rise against rampant inflation in the latter. How do you identify these trends before they happen and ways and means to express your market view are explained.
To finish, we take a look at Netflix, which this week said they will begin regularly reporting viewership numbers for its top programmes and films, a major shift in strategy. Why have they done it and will it work? After all, you only fight the battles you can win!
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: INTERVIEWS - How to respond to a question you don't know!
17 november 2021 · 17 min
In this episode, I talk to Xiao about every student's worst nightmare when in an interview - how to tackle a question when you have no idea what the answer is! Xiao shares four key tips for dealing with these tricky situations. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM043: Decentralised Finance goes mainstream & will the Fed blink as inflation surges
12 november 2021 · 59 min
This week, I talk to Amplify co-founder Piers Curran about the latest expansion of the crypto market in which the broader rise in digital tokens has taken their overall market value past $3 trillion for the very first time. We also talk about the shift towards further adoption of Decentralised Finance (DeFi) and where it sits in the context of traditional assets and how to gain exposure to this emerging area. Lees meer
The main macro theme of the week has been the surge in global inflation after US CPI rose at its fastest pace in 31 years last month. We look at the reasons and debate whether or not the Fed will blink with their transitory view. Finally, we review the current dynamics of COVID cases in England vs Mainland Europe and explain why Brexit negotiations will not conclude anytime soon!
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: Why NETWORKING is one of the most important things you can do
10 november 2021 · 40 min
In the fourth episode of our Career Hack series we talk about the power of networking. Whether you love it or hate it, networking can have a profound impact on your professional ambitions and personal skills. We talk about how to get started, how to build your own profile and the general rules of engagement! Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM042: Bank of England surprise, Fed taper & Biden's nightmare
5 november 2021 · 59 min
In this episode, I talk to Amplify co-founder and Head of Trading Piers Curran about the communication failure from Bank of England Governor Andrew Bailey and its impact on the Bank's credibility. We also look at Jerome Powell's performance after announcing tapering and discuss the real prospect of the Democrats losing both the Senate and the House at next year's mid-terms as Joe Biden's approval rating remains one of the worst in history. Lees meer
Finally, we can't go an episode without talking about Tesla! Discussing why the share price is rising irrespective of fundamentals, alongside a quick look at the collapse in pandemic winner Peloton this week.
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: The dummies guide to HIREVUE interviews
3 november 2021 · 27 min
In the third episode of our Career Hack series we talk about HireVue interviews. What is the purpose of them, who uses them, where does it fit in the application process, and of course we throw in some useful tips and tricks! Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM041: Will the Facebook rebrand to Meta work?
29 oktober 2021 · 53 min
In this episode, I talk to Amplify co-founder Piers Curran about the Facebook name change to Meta. What does this mean for the company, why are they doing it, and will be a successful rebranding of the troubled social media firm?. Also up for debate is whether Tesla is in a bubble after shares rise 20% on the week and a review of the latest corporate earnings from the mega-cap tech giants, including Apple, Amazon, Microsoft and Alphabet. Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: How to manage a group exercise
27 oktober 2021 · 32 min
This week Xiao and I delve into the often complicated matter of group exercises, one of the main features of any assessment centre. Not only do we look at the structure and format, but provide 7 top tips that will help your performance in these high pressured situations. Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM040: Social media stocks 'Snap', Bitcoin ATH & Trump launches TRUST Social
22 oktober 2021 · 43 min
In this episode, I talk to Eddie Donmez about why the crash in Snap's shares this week is bad for social media stocks but good for Apple. We also investigate the latest SPAC deal between Digital World Acquisition and Trump Media & Technology Group, as the former US President looks to circumvent big tech by launching his own app TRUTH Social. For dessert, we analyse Tesla earnings, review the performance of the first Bitcoin ETF, and comment on the latest PayPal talks to acquire Pinterest, in what could be one of the largest takeover deals of the year. Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
Career Hacks: How to prepare for a VIRTUAL assessment centre in finance?!
20 oktober 2021 · 22 min
Unsure of what to expect in your upcoming assessment centre? We've got you covered! In this first episode of our career hacks series I talk to the Head of AmplifyME China, Xiaoyu Zhang, on how exactly virtual assessment centres work. We look at the four key stages of group exercises, case studies, networking and interviews in the context of having to do these completely online due to the pandemic. Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM039: M&A sugar rush, but how long can it last?
15 oktober 2021 · 29 min
In this episode, I catch up with Eddie Donmez to talk about the performance of US investment banks who have been reporting their latest quarterly earnings this week. These financial firms are raking in record sums, with fees surging past $100bln in the first nine months of the year thanks to a rush of dealmaking. So why is deal activity so crazy, and how long can it last? you'll have to listen to find out! Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM038: Have we seen peak Facebook?
8 oktober 2021 · 55 min
Facebook has had a tough week. From its social media services going down due to a "faulty configuration change", to more deep-rooted problems unearthed by the latest Facebook Files leaked from a former employee. Can Mark Zuckerberg evolve the company once more, or is this the beginning of the end? We also discuss the latest energy crisis and what it means for inflation and the Bank of England, and why the Fed will push on with its taper timeline, despite another weak US jobs report. Lees meer
Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker.
Hosted on Acast. See acast.com/privacy for more information.
-
MM037: Tech stocks dump, inflation surges and insider trading rumours arise
1 oktober 2021 · 29 min
In this week's episode, Eddie Donmez takes a look at why stocks are dumping, who called Jerome Powell a dangerous man and who dumped their entire Tesla stake. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM036: Evergrande Silence & Fed/BoE Review
24 september 2021 · 37 min
In this episode, I talk to the Head of Trading Piers Curran on why stability in interbank funding is integral to the functioning of the financial system, using the Global Financial Crisis as an example to understand the current Evergrande situation in China. We also discuss the latest FOMC meeting, where Fed Chair Jerome Powell said the central bank could begin scaling back asset purchases in November and complete the process by mid-2022, and look at the major obstacles the Bank of England will need to confront in order to hike rates as soon as February 2022. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM035: Evergrande, Team 'Transitory' & French Fury
17 september 2021 · 53 min
In this episode, I talk to Head of Trading Piers Curran, about why the Chinese developer Evergrande carries a potential systemic risk to the Chinese financial system, whether US CPI and Retail Sales reports this week alter the perception on the timing of tapering, and why Australia might well feel the wrath of the security pact deal struck with the US and UK this week. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
BREAKING: Is Evergrande Group the next Lehman brothers?!
14 september 2021 · 8 min
There is a breaking news story developing as China's largest property developer whose shares are now down 80% YTD have now hired Houlihan Lokey and Admiralty Harbour as financial advisers to assess their capital structure - it is likely a bankruptcy is coming. They have an eye-watering $310bn in liabilities and are now in a liquidity crunch where they cannot complete their developments so cannot generate the funds to pay creditors. Who are Evergrande, how did they end up in this situation, and what comes next? Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM034: El Salvador's Bitcoin distraction
10 september 2021 · 35 min
In this episode, I talk to the Head of Trading Piers Curran about El Salvador’s adoption of bitcoin as a legal tender and the crash in crypto we saw earlier this week. We look at the reasons behind this pioneering move but ask the question of whether it's simply a tactic for President Bukele to push his agenda. We also look at why many major Wall Street banks are turning bearish on US stocks and what would need to happen to see a meaningful correction in the S&P 500 into year-end. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
AmplifyME: In search of Serena
8 september 2021 · 57 min
In this special episode, I talk to Amplify Co-founder Piers Curran, on how Amplify Trading went from two guys teaching people how to trade, into a company using technology to bring about real change in the way people identify and secure jobs in finance. We also talk about diversity, mental health, and our personal connection to making an impact on young people. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM033: US Non-Farm Payrolls, Robinhood, Zoom & Stagflation
3 september 2021 · 39 min
In this episode, Co-Founder Piers Curran and Head of AmplifyME Eddie Donmez discuss the fall out from the August US labour market report that showed the worst Non-Farm Payrolls reading of 2021 coupled with a spike in wage growth. We discuss how markets reacted and why this all feeds into a steady worsening of the economic outlook going into Q4. We also discuss Zoom fatigue and our year end price target following their 17% drop this week plus how regulatory and competition headwinds are whipping up a perfect storm for Robinhood, but can Bitcoin come to the rescue?! Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM032: Tapering, Tim Cook & fat fingers
27 augustus 2021 · 48 min
In this episode, I am joined by the Head of Trading Piers Curran, as we talk about the main topics in focus this week in markets. From the reaction to Fed Chair Jerome's Powell speech at Jackson Hole and the impact of Afghanistan on President Joe Biden's approval rating to the Bank of England's unique exit strategy and how Tim Cook joined the billionaire boys club earlier this week. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM031: Tesla Bot, Big Shorts & Virtual Reality
20 augustus 2021 · 43 min
In this episode, I kick off by giving an overview as to why stocks and commodities have suffered this week, and provide colour on what Taliban control of Afghanistan means for markets. I then speak with Head of AmplifyMe, Eddie Donmez, on Tesla's new humanoid, Facebook Horizon Workroom, Amazon department stores and Michael Burry's next 'Big Short'. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM030: Around the market in 8 questions!
13 augustus 2021 · 41 min
In this week's episode, we take a different approach. Rather than focus on one or two topics, I throw 8 questions at Head of Trading Piers Curran, from the latest US CPI reading and timing of tapering, to Disney's masterful pivot into a leading tech giant and how Lionel Messi is getting paid in PSG fan tokens. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM029: All good in the $HOOD
7 augustus 2021 · 30 min
In this episode, I talk to the Head of Trading Piers Curran about the volatility in Robinhood shares following their recent IPO. We talk about how the platform makes money, why their IPO process was different, and what might happen to their shares next. We also touch on the latest US Non-Farm Payrolls report and what it means for the expected timeline for tapering at the Federal Reserve. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
-
MM028: Tech earnings & China's long-term problem
30 juli 2021 · 41 min
In this episode, I talk to the Head of Trading Piers Curran on the latest tech earnings this week and the challenges they face as global economies start to re-open. We also take a look at what's been causing the weakness in Chinese stocks and why the Chinese Communist Party are looking to crack down on technology firms. Lees meer
Hosted on Acast. See acast.com/privacy for more information.