Avsnitt
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In this episode, we dive into some of the biggest deals currently shaping the corporate finance landscape.
We explore Mars' acquisition of Kellanova, the NFL's move to allow minority private equity interests, the potential takeover of Rightmove by REA Group, and Blackstone's acquisition of AirTrunk.
Join us as we unpack the strategic motivations behind these deals, consider potential antitrust concerns, and examine how interest rates are influencing the housing market.
An essential listen for anyone looking to understand corporate finance in action.
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The market remains divided on whether the Fed will cut rates by 50 or 25 basis points.
Friday's labour report was expected to provide clarity, but instead, it delivered mixed signals.
Tune in to discover how the markets reacted, what clues the US yield curve is providing, and which data points to watch leading up to the FOMC meeting on September 18th.
Essential listening for any investor or student in the midst of application season.
01:00 Introduction and Overview of US Non-Farm Payrolls Report
02:28 Mixed Reaction to Job Creation Numbers
04:07 Reaction and Speculation of Rate Cuts
14:15 Market Divided on Fed's Rate Cut Decision
22:46 Uninversion of US Yield Curve and Speculation of Recession
25:26 Conclusion
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Saknas det avsnitt?
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In this episode of The Deal Room, Anthony and Stephen Barnett dive deep into the valuation of Nvidia, comparing it with Intel.
They explore various valuation methods, including market-based, absolute, and relative approaches, and unpack the assumptions and subjectivity that shape these models.
The discussion also covers Nvidia's growth potential and current valuation, contrasted with Intel's decline and strategic missteps.
Is Nvidia's valuation too high or too low? Tune in to find out!
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00:00 Introduction and Overview
02:14 Valuation of Nvidia
09:01 The Subjectivity of Valuation
15:45 Nvidia's Growth and Valuation
16:31 Strategic Missteps of Intel
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Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.
As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?
Get up to speed on one of the major stories in global markets this week.
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01:00 Introduction and Nvidia's Earnings Report
03:00 Decelerating Growth Rates for Nvidia
07:13 The importance of forward guidance
08:35 The Delayed Release of the Blackwell Chip
12:43 Nvidia's Share Buyback Program
14:13 Managing market expectations
18:32 Broader Context and Sector Rotation
21:02 What happens to US stocks next?
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In this episode, we chat with Peter Bell, founder and CEO of Cardean Bell, a leading M&A boutique advisory firm. With 24 years at top investment banks like Bank of America Merrill Lynch, Lehman Europe, and Nomura, Peter has advised on over $100 billion in transactions across every industry sector. In 2016, he launched Cardean Bell to offer a more personalised approach to M&A and IPO advisory.
Join us as Peter shares his journey from global banking to running a boutique, the value Cardean Bell provides to clients, and why companies choose boutique firms over bulge bracket banks.
He also offers career advice for aspiring investment bankers, including how to stand out as a young analyst and when to consider moving from a big bank to a boutique.
Whether you're eyeing a career in banking or just curious about the industry, this episode is packed with insights, stories, and practical tips from one of the industry’s most experienced leaders.
Don’t miss it!
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Introductions (2:12)University experience (3:37)Peter's early career (5:02)Moving from junior to senior roles (7:32)Is it possible to fast-track a banking career? (9:20)Heading up the UK M&A team at Bank of America (12:36)Wanting to start your own firm (13:29)How is Cardean Bell unique? (18:05)The importance of accountancy skills (26:06)How Macro impacts deal making (29:29)Current state of play (32:36)The art of timing a deal (38:17)How AI will impact the industry (40:36)What makes a perfect analyst (46:07)Bulge bracket vs boutique route (47:46)Most memorable interview question (51:15)Hosted on Acast. See acast.com/privacy for more information.
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Is a US recession pending? Have stocks already peaked this year? Has the focus shifted from inflation to the labour market?
In this episode, I speak to co-founder Piers Curran to unpack his view on the major themes in global markets.
Essential listening for any investor or student getting prepared for the upcoming application season.
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Introduction and Setting the Stage (1:44)
Shift in Focus: From Inflation to the US Labour Market (5:51)
Bullish Sentiment: Goldman's view on US equities (14:21)
Upcoming Events: Jackson Hole and Nvidia Earnings (23:56)
Cautious Approach: De-risking in Volatile Times (28:27)
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In this episode, we dive deep into three of the most intriguing stories shaking up the financial world:
Ackman’s IPO Flop: Bill Ackman’s Pershing Square IPO crashes from a $25 billion goal to just $2 billion, with major backers like Baupost Group stepping away. We discuss what went wrong and the broader implications for closed-end funds. (3:00)Buffett’s Bold Move: Warren Buffett unloads $3 billion in Bank of America shares, raising questions about market timing. We break down the impact and what it means for investors. (12:00)Canva vs. Adobe: Canva accelerates its AI strategy with the acquisition of Leonardo.ai, aiming to challenge Adobe. We examine Canva’s rapid growth and its race to catch up with the industry giant. (22:00)*****
Want to gain practical experience in finance? Check out our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
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The headline on Bloomberg reads '$6.4 trillion stock wipeout has traders fearing ‘Great Unwind’ is just starting'.
Join us as we delve into the key drivers behind Monday’s dramatic selloff in global equities. We'll explore the fundamental factors, market mechanics, and investor psychology that played pivotal roles in this market turbulence.
Tune in for a comprehensive analysis essential for anyone following the financial markets.
Introduction & Monday's stats (00:00)
Fundamentals behind the selloff (5:48)
Japanese carry trade explained (12:12)
Why the Nikkei was hit so hard (17:25)
The role of algorithmic trading systems (18:51)
The impact of market psychology (23:13)
Thoughts on the Fed (25:10)
How news dissemination has changed the game (27:15)
US recession risk (29:20)
The fate of the Magnificent Seven stocks (33:18)
Practical steps to investment in this environment (35:35)
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In this episode, we unpack:
Investors and bankers are raising billions for new SPACs. What are they and why are they back in favour? (3:06)Honeywell’s quantum computing spinout, Quantinuum, is eyeing a $10bn IPO amid the AI boom. (12:59)A dealmaking revival is boosting the UK’s top law firms. Banker or lawyer: which career would you choose? (20:34)Tune in to explore corporate finance through today’s real-world stories.
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In this special 2-part series of The Deal Room, we dive into an "Ask Me Anything" session with the curious minds of the students on our Summer Analyst Training Programme.
Join Stephen Barnet, our Director of Corporate Finance, and Anthony Cheung, Chief Content & Culture Officer at AmplifyME, for an engaging discussion that covers everything from career advice to industry insights.
In part 2, the team responded to:
What is the difference from a technical and cultural perspective working in the UK vs US? (1:10)To what extent are office politics important to your progression in the firm? (7:43)What attributes would you want junior analysts to have? (10:56)What are common misconceptions about Investment Banks that you wish more students understood? (15:15)Did you ever get shouted out and why?! (19:10)*****
Want to enhance your CV with practical experience? Join our next free M&A simulation in partnership with UBS www.amplifyme.com/mafa
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In this episode, we break down the latest financial news in focus this week:
Tesla's shares plunge after missing earnings for the fourth quarter in a row, despite record revenue. Meanwhile, Alphabet shines with a strong performance in cloud services, surpassing revenue expectations.French bank, BNP Paribas reported a record second-quarter profit driven by a surge in equities, while Deutsche Bank struggled with a loss due to weak trading results and legacy issues.We look at how the market reacted to US President Joe Biden withdrawing from the election race and what a Trump victory may mean for markets.Tune in for a concise and insightful look at these key financial stories!
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Are you a student interested in a career in finance? Try our free Markets Finance Accelerator in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
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In this special 2-part series of The Deal Room, we dive into an "Ask Me Anything" session with the curious minds of the students on our Summer Analyst Training Programme.
Join Stephen Barnet, our Director of Corporate Finance, and Anthony Cheung, Chief Content & Culture Officer at AmplifyME, for an engaging discussion that covers everything from career advice to industry insights.
In part 1, the team responded to:
I missed out on Spring week, am I doomed? (2:01)What is the timeline of career progression in IBD? (5:50) What steps can I take as a fresh grad to stand out? (10:10)How much programming experience do I need to be a quant? (14:01)With the rise of algorithmic trading is there a threat to traditional roles? (17:18)*****
If you're a student interested in a career in finance then try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
Hosted on Acast. See acast.com/privacy for more information.
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Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump.
We also unpack comments from the former US President on his thoughts on Federal Reserve Chair Jerome Powell, his view on interest rates, and why he may draft in help from J.P. Morgan CEO Jamie Dimon.
On the other side of the Atlantic, UK inflation held steady in June, aligning with the Bank of England's 2% target. However, traders were more focused on the unexpected surge in inflation within the UK services sector.
A must-listen for anyone looking to understand the interplay between current events and market dynamics!
Introduction (00:01)Nasdaq sell-off (2:12)Trump rattles chip stocks (3:01)The sell-off in context (7:58)The impact on geopolitics (9:16)Fed Powell's comments on interest rates (12:13)Trump's comment on Powell's future (14:25)Could Jamie Dimon become Treasury Secretary (15:51)UK services inflation proves sticky (22:06)*****
Experience Sales & Trading and Asset Management in our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator
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In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.
HSBC is reshaping its investment banking division to better compete with its rivals. Discover the changes being implemented and their potential impact on the UK-listed bank.
Microsoft and Apple are turning down OpenAI board seats as regulatory scrutiny grows and is the era of cheap money about to catch up with the private equity market?
Essential listening for any student interested in corporate finance and business strategy.
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Want to gain practical experience in corporate finance? Join our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
Hosted on Acast. See acast.com/privacy for more information.
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On Thursday, US inflation dropped to 3% in June, leading to increased bets on interest rate cuts.
As such, the Russell 2000 outperformed the Nasdaq 100 by 5.8 percentage points, signaling a rotation out of tech megacaps. Discover the winners and losers in this market shift.
Meanwhile, J.P. Morgan, Citi, and Wells Fargo kick off bank earnings season. Investment bank fees are smashing forecasts but it's not all plain sailing for some of the biggest banks on Wall Street.
Tune in now to find out why!
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Want to get practical experience in markets or asset management this summer? Join our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
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It’s been a great week for investment banking and deal-making, and we've curated the top four stories:
Jefferies’ bumper earnings and the factors driving the success of elite boutique banksA detailed exploration of the Poison Pill strategy, featuring Southwest Airlines' defense against activist investor Elliott Management.An in-depth analysis of SpaceX's staggering $210 billion valuation following its recent tender offer.Fresh off their NBA championship win, the Boston Celtics are now on the market for potential buyers.Essential listening for anyone thinking of applying to roles in corporate finance!
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Want to experience M&A first hand? Try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.
Next, we explore the intriguing political landscape in the US. Will Biden step aside, and if so, who might replace him? We also break down the complexities of a US rates curve steepener trade and what it signifies for investors.
Finally, we analyze the remarkable 17% surge in Tesla shares over just two days. Uncover the factors driving this rapid rise and why there could be more gains on the horizon.
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Are you a student looking to get finance experience on your CV this summer? Join our next free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, we explore five strategic reasons companies sell their assets.
From divesting non-core businesses and restructuring to managing complex geographies and conflicts of interest.
We bring these concepts to life with real stories in the news today.
Essential listening for aspiring bankers looking to enhance their corporate finance skills!
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Are you a student interested in investment banking? Take our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
Hosted on Acast. See acast.com/privacy for more information.
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Nvidia has lost over $500 billion in market value since briefly becoming the world’s most valuable company last week.
Has anything fundamentally changed for the AI revolution’s poster child, or is there a rational reason for this temporary sell-off?
We also examine the S&P 500 from a non-AI stocks perspective and reveal surprising insights from the past quarter’s sector performance that shed light on the economic cycle.
Tune in now to enhance your market understanding in a simple, straightforward way!
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Are you a student thinking about a career in financial markets? Sign up for our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, inspired by a recent Financial Times article, we delve into the current landscape of the Investment Banking Division (IBD).
Why are partners and Managing Directors (MDs) feeling the heat, and how does this pressure impact analysts and associates down the line?
Join us as we reveal the firms making moves on the Street, both hiring and firing and explore the nuances of compensation in these competitive roles.
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Join our next free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
Hosted on Acast. See acast.com/privacy for more information.
- Visa fler