Market Maker

Join Anthony Cheung and Stephen Barnett as they break down 2024’s biggest financial stories and trends. From Exxon's game-changing acquisition of Pioneer to Reddit's blockbuster IPO, they explore how the year unfolded in M&A, private credit, and the IPO market.Discover how Nvidia cemented its AI dominance, J.P. Morgan led the pack in investment banking, and BlackRock expanded its footprint in alternative assets. Packed with insights, this episode dives into the power of scale, innovation, and strategic moves shaping the future of finance.Perfect for finance enthusiasts and professionals looking to stay ahead! Hosted on Acast. See acast.com/privacy for more information.

What do chicken wings, Shakira, and Tesla's $400bn milestone have in common? More than you'd think! In this episode, Anthony Cheung and Piers Curran break down the week's market moves, from Tesla's meteoric rise to the surprising connections between pop culture and structured finance.They dive into inflation’s grip on market sentiment, what’s next from the Fed, and how an aging population is reshaping investment trends. Packed with insights and a few unexpected twists, this is one you won’t want to miss!*****Experience Finance now at www.amplifyme.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone and 3's merger, and a shocking scandal involving Nomura's former banker. The conversation highlights the dynamics of the finance and technology sectors, regulatory challenges, and the implications of corporate strategies.*****Want to experience finance? Check out www.amplifyme.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony Cheung and Piers Curran discuss the future of oil prices, influenced by Trump's energy policies and the broader global economic landscape. They explore the implications of political turmoil in France, the concept of 'Japanification' in China, and the overall outlook for the US market amidst various economic risks. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony Cheung and Stephen Barnett explore:Jaguar's controversial rebrand: Marketing brilliance or a risky misstep?The collapse of a high-profile take-private deal and its ripple effects on major banks.A breakdown of PIKs, dividend recaps, and toggles—unpacking the complex mechanics of corporate finance.Tune in to see how finance theory meets real-world drama in today’s markets.(00:00) Episode Intro(03:39) The Jaguar Rebrand Controversy(13:26) The Collapse of a Major Take-Private Deal(21:24) Understanding PICs, Dividend Recaps, and Toggles Hosted on Acast. See acast.com/privacy for more information.

Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&P 500 to hit 7,000 points next year.From droughts in Brazil to Starbucks’ supply chain strategies, they unpack the key drivers behind skyrocketing coffee costs and what it means for consumers and the industry. Then, they turn to equities, exploring Deutsche Bank’s bullish S&P 500 outlook—covering valuation gaps, buybacks, and how shifting economic cycles could shape the market ahead.Insightful and packed with practical takeaways for anyone looking to understand the forces driving today’s markets.***Experience Finance now at www.amplifyme.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. A great conversation connecting corporate finance theory to real-life examples unfolding right now! Hosted on Acast. See acast.com/privacy for more information.

Anthony Cheung and Piers Curran unpack Bitcoin’s meteoric rise, the wave of institutional money flooding into crypto, and how hedge funds are playing the market.From Bitcoin ETFs to market psychology, they delve into what’s driving the hype and where Bitcoin could be heading as it nears the $100,000 milestone. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony chats with Filip Tomasik, who opens up about his journey from a non-target university to landing roles in investment banking and private equity. Filip shares his take on acing the application process, the real impact of internships, and the strategies that helped him secure full-time roles.They dive into the demands of debt capital markets, the unique challenges of private equity, and the contrasts in work-life balance between the two.This conversation is full of practical tips and insights, whether you’re applying for an internship, navigating your first or second year as an analyst, or aiming to transition from the sell-side to the buy-side.(01:58) Introduction and Background(05:12) Coming from a Non-Target School(07:39) Strategies for Success in Finance Applications(16:58) Transitioning from Intern to Analyst(22:53) Tips for Making Your Work Have an Impact(30:00) Understanding Debt Capital Markets(32:00) Pros and cons of working in DCM(37:27) Transitioning from Sell-Side to Buy-Side(39:30) Investment Banking vs Private Equity(49:17) Setting personal goals Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Anthony Cheung and Piers Curran discuss the implications of Donald Trump's return to power on the financial markets, particularly focusing on the US dollar's role as a global reserve currency. They explore how Trump's policies may impact inflation, interest rates, and the economic landscape for emerging markets. The discussion delves into the complexities of the 'doom loop' phenomenon, where rising dollar values can lead to inflationary pressures in other countries, especially those with significant dollar-denominated debt. The conversation concludes with insights on how Trump might leverage these economic dynamics in global politics.(01:52) The Return of Trump and Market Reactions(03:22) The Impact of Trump's Policies on the Dollar(11:14) The Doom Loop: Trade and Financial Implications(20:28) Emerging Markets and Dollar Denominated Debt(31:05) Strategic Leverage in Global Politics Hosted on Acast. See acast.com/privacy for more information.