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Jan 29, 2024 • 31min

The Deal Room: Macy's Private Equity Battle & Racket Maker Wilson Set To IPO

Stephen Barnett picks three real-world stories in the news to unpack the world of corporate finance in practice.Amer Sports Inc., the maker of Wilson tennis rackets is seeking to raise as much as $1.8 billion in what would be one of the year’s first major initial public offerings.Macy’s has rejected a $5.8 Billion takeover offer from Arkhouse Management Co. and Brigade Capital Management despite the offer representing about a 19% premium on its share price.JetBlue tells Spirit Airlines that it may terminate its $3.8 billion buyout offer challenged by US.****If you're a student interested in working in the world of finance then join our next free M&A Finance Accelerator simulation www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.
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Jan 26, 2024 • 51min

MM140: Tesla skids, Netflix pops & US 'goldilocks scenario'

In this week's weekly wrap of global markets, we talk about the forecast-busting US GDP report, the ECB's dovish tone, and Bejing's response to the slowdown in Chinese activity.In single stocks news, we unpack why Tesla shares fell 12% on Thursday and how Netflix is winning the streaming wars.*****If you are interested in a career in finance, take the AmplifyME Finance Accelerator simulation https://amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.
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Jan 22, 2024 • 32min

The Deal Room: FOUR things we learned from The World Economic Forum (WEF) in Davos this year

In our latest podcast episode our Director of Corporate Finance, Stephen Barnett unpacks four FT headlines coming out of Davos last week.Private Equity predicts deal rebound as sellers capitulate on prices Mistral becomes the talk of Davos as business leaders seek AI gainsBlackstone boss Steve Schwarzman sees ‘animal spirits’ returning to the financial sectorIs Davos still worthwhile? Take part in our next free M&A Finance Accelerator simulation www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.
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Jan 19, 2024 • 47min

MM139: Goldman doubles down and Trump wins big in Iowa

In our latest review of this week in markets we cover the following topics:UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy?A breakdown of the latest earnings from Goldman Sachs and Morgan Stanley. Who will win the battle of the banking giants?Donald Trump wins a landslide victory in Iowa. What next and how AI could transform the 2024 electionsFind out more about AmplifyME at www.amplifyme.com Hosted on Acast. See acast.com/privacy for more information.
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Jan 12, 2024 • 40min

MM138: The first of the BIG BANK earnings are out! Here's what you need to know

This podcast discusses the latest earnings reports from major financial institutions, including BlackRock's $12bn M&A deal and reaching $10 trillion AUM. It also covers JP Morgan's record-breaking annual profit and how they increased net interest income. Additionally, there's a discussion on the impact of the FDIC charge on investment banks and the upside potential and execution challenges of different banks in the industry.
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Jan 8, 2024 • 42min

The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?

Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 times more than its Chinese competitor.We examine the bull and the bear arguments culminating in our Director of Corporate Finance Stephen Barnett sharing his Discounted Cash Flow (DCF) process.Is Tesla overvalued at a 77x Price-to-Earnings (P/E) ratio? That's more than double Microsoft!You'll have to tune in to find out.******Join our next M&A Finance Accelerator simulation www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.
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Jan 4, 2024 • 54min

MM137: 2024 Market Predictions with Co-Founder Piers Curran

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.Also, the world's biggest hedge funds have revealed their 2023 performance. In this conversion, we explain what the following terms mean:Systematic and discretionary strategiesMacro and quantamental investingFixed income relative value tradesDon't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024. Hosted on Acast. See acast.com/privacy for more information.
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Dec 22, 2023 • 24min

The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 2)

Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number 1.From the rise in private credit and partial re-opening of the IPO market to how inflation and interest rates impacted M&A activity.There are even a few predictions for the year ahead!******Happy holidays to everyone and see you in the New Year.Anthony Hosted on Acast. See acast.com/privacy for more information.
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Dec 18, 2023 • 25min

The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 1)

Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.In the first of this two-part podcast series, we dive into a countdown of the year's defining moments, starting with trends 10 through 6.From Saudi money to mega deals in the oil & gas sector and a sprinkle of generative AI.Don't let the year end without being in the know! (Remember to subscribe to the show and hit the bell icon to be notified for the final episode of the year and the countdown from 5-1!)***Subscribe to the free AmplifyME daily newsletter https://amplifyme.com/market-maker Hosted on Acast. See acast.com/privacy for more information.
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Dec 15, 2023 • 24min

MM136: Jerome Powell delivers Christmas early for markets

In the final episode of The Trading Floor series for 2023, co-founder Piers Curran breaks down the difference between the central bank announcements from the Federal Reserve, Bank of England, and European Central Bank this week.Find out how markets reacted, what to expect from them in 2024, and what Fed Chairman Jerome Powell has to do with a bottle of vodka!Thank you for listening to the show this year and all the very best to you and your loved ones over the festive break!Anthony & Piers Hosted on Acast. See acast.com/privacy for more information.

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