Market Maker

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.

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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

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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

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In this episode, we dive into the financial market's reaction to Trump's return, focusing on how it impacts bank stocks and the deal-making landscape. 

We also explore the rise of AI players like CoreWeave, their deep ties with Nvidia, and the risks surrounding Neocloud funding models. Plus, we unpack the controversial role of Palantir’s data solutions in shaping the future of tech and government contracts.

(01:48) The Impact of Trump's Election on Markets

(02:58) Deal-Making Environment Post-Election

(06:42) Energy Sector Dynamics Under Trump

(10:10) CoreWeave: The AI Neocloud Pioneer

(16:56) Nvidia's Role in the AI Revolution

(19:33) The Rise of Neocloud Companies

(20:30) Funding Models and Risks in AI Startups

(24:54) Why Timing is Important

(26:44) Palantir: Controversial Data Management Solutions

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Chloe Shepherd shares her inspiring journey from a working-class background in a small seaside town in northern England to becoming a VP Credit Repo Trader at Citi in London.

She reflects on the influence of her family, especially her mother’s focus on education, and her experiences throughout school and university.

Chloe highlights the importance of transferable skills from early jobs and the impact of organisations like Upreach in promoting social mobility in finance.

She also discusses the challenges of being a woman in a male-dominated field and the value of regional representation in the industry.

Tune in for practical advice on overcoming imposter syndrome, building resilience, and leveraging mentorship for a successful finance career.

(02:08) Introduction to Chloe Sheppard

(03:46) Chloe's Upbringing and Early Education

(11:55) Influence of Family Dynamics

(13:07) The Journey to University

(15:21) Finding Confidence at University

(20:43) Transitioning from Studies to Career

(23:55) The Importance of Transferable Skills

(25:11) Navigating Internships and Opportunities

(28:09) Social Mobility in Finance

(31:32) Regional and Gender Perspectives in Finance

(34:38) Navigating Identity and Authenticity

(43:57) Challenges of Being a Woman in Finance

(49:16) Overcoming Imposter Syndrome

(52:23) Key Traits for Success

(57:10) Advice for the Next Generation

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Republican Donald Trump has claimed victory in the 2024 presidential contest capturing the battleground states of Pennsylvania, North Carolina and Georgia and holding leads in the other four.

In this breaking news episode, we look at what led to his victory, how markets have reacted, whether the outcome will influence the Fed and what Elon Musk has to gain from aligning himself with the the first president to win non-consecutive terms in more than a century.

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Join Anthony Cheung and Stephen Barnett as they break down five major finance stories covering IPOs, M&A, VC investments, private placements, and private equity:

(01:58) Introduction

(03:11) Reddit's standout Q3 earnings and IPO buzz

(09:46) Goldman’s upbeat M&A outlook

(15:50) Sequoia’s bold crypto acquisition

(20:41) Boeing’s record-breaking share sale

(26:50) Private equity's growing interest in nuclear energy

Each topic dives into trends shaping today’s corporate finance landscape.

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Experience Finance now at www.amplifyme.com

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In this week’s podcast episode, we dive into two major stories in the equity markets:

• Tesla’s impressive stock surge after a strong earnings report—exploring the key factors driving its valuation and performance.

• HSBC’s bold restructuring under its new CEO, examining how geographic divisions and strategies address geopolitical tensions and pressures from activist investors.

Catch these insights and stay ahead of the latest market moves!

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Experience Finance now at www.amplifyme.com

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This week, students in our community asked for guidance on key market themes to discuss at interviews. So, we recorded this episode to help everyone get prepared.

Tune in as we break down the three major themes you need to be fluent in:

• U.S. interest rates
• China’s economic challenges
• Impact of the upcoming U.S. election

Hope it helps and please do share far and wide!

Good luck

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UBS Research on the U.S. election HERE

www.tradingeconomics.com

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Join Anthony Cheung and Stephen Barnett as they dive into the world of corporate earnings, unpacking the latest reports from J.P. Morgan and BlackRock. 

Discover the crucial financial metrics you need to know and get insider insights from Jamie Dimon, CEO of J.P. Morgan, as well as BlackRock’s strategic moves as the world’s largest asset manager. 

Whether you're gearing up for a finance interview or just want to sharpen your understanding of financial statements, this episode has you covered!

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