Market Maker

AmplifyME
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Mar 7, 2024 • 50min

MM144: J.P. Morgan vs Goldman Sachs, Bitcoin & Gold Hit New Record Highs

In this episode, our team delves into the stark differences between two of Wall Street's heavyweights and their conflicting predictions for the future of US stocks.We also uncover the driving forces behind the unprecedented surge in both Bitcoin and Gold, ranging from institutional adoption to rising demand from China, and offer a concise analysis of Super Tuesday's implications for the impending US election.Tune in for an essential overview of the global markets and arm yourself with the knowledge you need to excel in any forthcoming interviews!***Free Daily Newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator Simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Piers https://www.linkedin.com/in/pierscurran/ Hosted on Acast. See acast.com/privacy for more information.
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Mar 4, 2024 • 40min

The Deal Room: The biggest M&A deal YTD, Shein's London IPO & the role of activist investors

The year's largest acquisition has taken place between Capital One and Discovery. Explore the deal's rationale and delve into the significant antitrust concerns it has raised.Shein, a fast-fashion powerhouse, is contemplating shifting its initial public offering from New York to London. Is this indicative of London's resurgence as a financial hub, or merely a contingency plan?We examine the pivotal role of activist investors, spotlighting developments at Disney, where Blackwells Capital is advocating for the appointment of a Chief Technology Officer to spearhead a technology-focused transformation.***Want to experience what it would be like to work as a global M&A adviser and showcase your talent to UBS? Join our next free simulation www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.
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5 snips
Mar 1, 2024 • 1h 2min

Roles in Quantitative Finance Explained By Head of Engineering Milandeep Bassi

Milandeep Bassi, Head of Engineering at Amplify, shares insights on quantitative finance's diverse career paths. He discusses the blend of data analysis and software development necessary for success in this field. Key topics include the importance of creative portfolios, the impact of AI on learning, and the evolving roles in portfolio management. Bassi also addresses the challenges for underprivileged learners and highlights the significance of resilience and adaptability in a competitive landscape.
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4 snips
Feb 26, 2024 • 43min

The Investment Bank Interview Playbook: Mastering Behaviour & Technical Questions

Anthony Cheung, a trader-turned-founder and LinkedIn Top Voice, shares invaluable insights on acing investment bank interviews. He emphasizes the importance of authenticity over scripted answers, guiding listeners on crafting engaging responses. Anthony introduces the 'rule of three' for synthesizing complex ideas and offers tips on using positive body language. He explains how to tackle tricky weakness questions with confidence and highlights the value of asking smart, insightful questions to leave a memorable impression.
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Feb 23, 2024 • 40min

MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief

In our end-of-week wrap of Global Markets, we discuss:**Nvidia’s Market Triumph**:Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks as the third-largest company globally. But what's on the horizon for this AI titan?**The Cocoa Craze Among Hedge Funds**:Uncover the reason behind hedge fund managers' growing obsession with cocoa. Dive into an analysis of how speculation plays a pivotal role in the cocoa futures market, unraveling the layers of this unique investment craze.**Japan’s Nikkei 225 Surges**:After a 34-year wait, Japan's Nikkei 225 index finally breaks its record, hitting an all-time high. Explore the concept of deflation, Japan's successful strategies to turn the economic tide, and the sustainability of this newfound growth. Can Japan maintain its momentum?***Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Piers https://www.linkedin.com/in/pierscurran/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 19, 2024 • 35min

The Deal Room: The sobering of SPACs and the IPO market heats up

In this week's episode, we unpack the following four stories in the world of corporate finance.Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?The IPO market continues to heat up so what's driving the newfound activity and will it last?A take-private deal for Italian loafer maker Tod's fuels luxury M&A speculationAnother oil and gas megadeal as Diamondback jumps on a $26bn Endeavor shale takeover****Take the M&A Finance Accelerator simulation sponsored by UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.
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Feb 12, 2024 • 28min

The Deal Room: Carmaker M&A, Sports & Reddit IPO's and Adam Neumann is back!

This week, we unpack 5 real stories in the news to help you better understand concepts in corporate finance:PGA Tour secures up to $3 billion from U.S. investors as LIV Golf merger hangs in the balanceStellantis, owner of brands such as Peugeot, Fiat, and Chrysler says it isn’t considering a plan to merge with other manufacturersShares of Amer Sports Inc. debuted with a gain, as the upsized initial public offering was priced low enough to attract investor interestReddit could IPO for $5 billion but it isn't profitable yet. Is their delayed listing doomed to fail?Adam Neumann is back and exploring buying WeWork out of bankruptcy Hosted on Acast. See acast.com/privacy for more information.
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Feb 9, 2024 • 36min

MM142: Magnificent 7 vs Tech Bubble 5 (Similarities & Differences)

Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'.So should investors be worried or are the tech stocks just trading at a fair valuation?Join us for an episode that promises not only to clarify the existing tech market landscape but also to equip you with the analytical tools needed to discern hype from sustainable investment opportunities.******Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 5, 2024 • 37min

The Deal Room: A deep dive into the Paramount Global M&A deal

Today we are taking a deep dive into the ongoing M&A saga at Paramount Global, the cable, streaming, and studio conglomerate, responsible for everything from the NFL to Top Gun.To discuss the deal, we are delighted to speak with AmplifyME Alum and Media Banking expert, Jagger Lambert, who helps us go deep into a brilliant Corporate Finance case study. In this episode of the podcast, we discuss:Who Paramount Global is – and why the founding Redstone family might well be the main influence for SuccessionWhy Paramount is struggling, analysing its position in the declining cable TV market, and its loss making entry into streamingIs Paramount up for sale? And is it worth anything?Who are the potential buyers – a deep dive into Skybird (owned by Larry Ellison’s son) and Byron Allen (from the Weather Channel to a $30bn bid for Paramount!)How an acquisition might be structured in the context of a dual-class share structure and $16bn debt pile. Hosted on Acast. See acast.com/privacy for more information.
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Feb 1, 2024 • 49min

MM141: Decoding Fed & BoE Moves and Big Earnings from Tech to European Banks

This week we discuss the following questions:The US Federal Reserve and the Bank of England hold rates but what did they have to say about the timing of rate cuts?Microsoft continues to shine while Google shares dropped sharply as search revenues missed. Can Alphabet deliver on its AI plans in 2024?Deutsche Bank shares rose 4% on earnings while BNP Paribas fell 8%. What's caused this divergence in investor perception?British oil giant Shell released a positive earnings update so what does the year ahead look like for the oil majors?A Delaware court has found Tesla CEO Elon Musk's compensation package, valued at $55.8 billion, to be excessive. Can Elon turn this one around?!Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Piers https://www.linkedin.com/in/pierscurran/ Hosted on Acast. See acast.com/privacy for more information.

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