Market Maker

AmplifyME
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Jun 2, 2023 • 42min

MM114: Is a US debt ceiling deal actually bad for stocks?!

On The Trading Floor this week, Piers and I discuss three hot topics:1) Now a US debt ceiling deal has been struck what next for financial markets?2) Stocks are still going up, mainly led by big tech but market commentators keep talking about a narrow market, so what exactly does that mean?3) Apple's next big product The Reality Pro headset, is expected to be announced at Apple's developer conference on Monday 5th June. Smash hit or too late to the party?!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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May 31, 2023 • 48min

The Deal Room: Manchester United And The Lure of Trophy Assets

Welcome back to the latest episode of 'The Deal Room' where I'm joined by our Director of Corporate Finance Stephen Barnett.This week, we use Manchester United as a case study to better understand the roles of the banker, the strategist, and the private equity investor.We also explore the rationale behind why so many prized companies are leaving London for New York and why J.P. Morgan was more than happy to get their hands on First Republic in the wake of the SVB crisis.Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/ Hosted on Acast. See acast.com/privacy for more information.
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May 26, 2023 • 39min

MM113: Nvidia's blowout earnings & is the bear market rally about to end?

Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets.Three hot topics up for discussion this week:1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in the Nasdaq 100. We look at whether the company is worth the hype.2) We scratch beneath the surface of the current stock market rally and look at some potential warning signs that we may be nearing the end of the bear market rally.3) Status check on the US debt ceiling negotiations as the clock runs down. We share the timeline on what to watch out for in the coming days.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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May 24, 2023 • 40min

The Deal Room: Blackstone takes the hit on Bumble - why PE is taking a loss on its listed portfolio

Welcome to a brand new series coming at you every Wednesday where I'm joined by Stephen Barnett our Director of Corporate Finance at AmplifyME.The objective of 'The Deal Room' is to complement our end-of-week chat about global markets with a more M&A and Private Equity deal-focused discussion.To kick things off this week, we talk about why Private Equity groups are increasingly selling shares in portfolio companies at a discount to the price at which they went public, what's going on with the $69bn Microsoft purchase of Activision Blizzard, and discuss one of the biggest deals of the week - Chevron's $6.3bn bid for PDC Energy.Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/ Hosted on Acast. See acast.com/privacy for more information.
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May 12, 2023 • 45min

MM112: Is the US heading for an 'economic and financial catastrophe'?!

Talk about the US debt ceiling is starting to heat up. US Treasury Secretary Janet Yellen urged Congress on Thursday to raise its debt ceiling, warning that a US default would produce an “economic and financial catastrophe” that would trigger a global economic downturn and risk undermining the country’s ability to provide global leadership.So what is the debt ceiling? could we default? and might former President Donald Trump have the best negotiating tactics?!We also discuss US inflation after the April CPI report saw the headline figure drop below 5% for the first time in two years, and we take a look at why major investment banks have changed their tune on the prospects for the British Pound.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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May 5, 2023 • 50min

MM111: The US banking crisis claims another victim

In this episode, Piers and I take stock of the US banking crisis after regulators seized and sold First Republic Bank to J.P. Morgan marking the second-largest bank failure in US history.We recap what caused this situation, will there be more casualties and are the Fed to blame?Next up is the latest earnings from tech giant Apple and we explain why CEO Tim Cook is getting excited about India!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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4 snips
May 3, 2023 • 25min

Working at an Investment Bank: How to stand out as an Analyst or Associate (Part 3)

The third and final career insight with John Normand - 'How to stand out as an Analyst or Associate'.Saving the best until last, this episode is a must-listen for any student considering working in financial markets.In this conversation, we cover:Attributes of good analysts and associatesEntering finance from a non-traditional backgroundThe value of newer credentials (Quant skills)Remember, you can check out the first two episodes now on your preferred podcast platform to listen to my previous conversations with John who was a Managing Director and Head of Cross-Asset Fundamental strategy at J.P. Morgan for 25 years. Hosted on Acast. See acast.com/privacy for more information.
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Apr 28, 2023 • 41min

MM110: The importance of AI, cloud computing and advertising at big tech firms

Earnings from the tech giants Meta, Microsoft, Alphabet, and Amazon were a positive surprise for Wall Street investors. So what were the numbers that mattered?We talk about how AI, cloud computing, and advertising are key areas that connect these titans of industry, but in the end, who will come out on top?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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Apr 26, 2023 • 24min

Working at an Investment Bank: Work/Life Balance (Part 2)

This is the second installment with former J.P. Morgan Managing Director John Normand, who gives a detailed and honest account of what to consider and how to think about your future career in finance.Here's what you can expect from episode two of this three-part series:- Good job at a bad company, or bad job at a good company?- Why John stayed at JPM for 25 years- The conflict between being a producer and being a manager- The trade-off between managing your personal and professional life- Goal setting and tips for achieving success- The role of luck in your careerRemember, you can check out the first episode now (Perception vs the Reality of Working at an Investment Bank) on your preferred podcast platform, and don't forget to subscribe and turn on your notifications to catch the final episode next week! Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with John https://www.linkedin.com/in/john-normand-4b902b55/ Connect with Anthony https://www.linkedin.com/in/anthonycheung10/ Hosted on Acast. See acast.com/privacy for more information.
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4 snips
Apr 21, 2023 • 54min

MM109: Why Tesla shares could rally over 1,000% & Goldman Sachs feels the pain

In this episode, Piers and I look at four stories in focus this week, from Tesla earnings and insane price target, to how AI is being used in trading and why Goldman Sachs is having a rough time at the moment.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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