Market Maker

The internship application season is in full swing, and while it’s an exciting time, it can also be incredibly stressful. Don’t worry—we’ve got you covered!

In this episode, I'm joined by special guest Favour Oluwanusin, a university student who recently went viral for sharing an in-depth guide on how he secured an astonishing 9 Spring Week offers. Together, we break down the key steps to take your application to the next level.

Here’s a sneak peek at what you’ll learn:

(02:13) Navigating the Application Process

(04:38) The Importance of Timely Applications

(06:02) Understanding A-Level Grades and Work Experience

(07:07) Non-financial degrees: Do they stand a chance?

(12:12) Cover Letters: To Submit or Not?

(15:43) Quality vs. Quantity in Applications

(21:09) Becoming financially fluent

(23:59) Is it harder to get a summer than a Spring Week

(26:04) Why make an application guide

(28:57) Overcoming Imposter Syndrome

This episode is essential listening to boost your chances of landing that internship.

Tune in and get ahead of the competition!

****

Access Favours application guide > https://lyrical-twig-2ac.notion.site/I-Got-Nine-Spring-Week-Internship-Offers-Here-s-How-You-Can-Too-ab6d515020dc4a14818c6f6cc2e827b8

Hosted on Acast. See acast.com/privacy for more information.

In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.

Here’s what we cover:

• The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI report.

• Trump trades lose steam as Harris wins their first encounter.

• Goldman Sachs prepares to post a $400 million hit to Q3 results as it unwinds its consumer business.

This is the perfect episode to help you unpack the news that matters in a clear and easy-to-understand way, essential listening for any student preparing for the application process!

02:09 Market Overview and Key Topics

03:14 US CPI Report Analysis

11:22 Market Reactions and Stock Movements

16:03 Commodities and Inflation Outlook

19:58 Market Participants and Career Insights

22:09 Value investors and rate expectations

24:30 Trump vs Harris

26:54 Swiftomonics 

29:10 Market implications of the US election

33:28 Goldman Sachs the bearer of bad news

39:30 M&A offsets trading at GS

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we dive into some of the biggest deals currently shaping the corporate finance landscape.

We explore Mars' acquisition of Kellanova, the NFL's move to allow minority private equity interests, the potential takeover of Rightmove by REA Group, and Blackstone's acquisition of AirTrunk.

Join us as we unpack the strategic motivations behind these deals, consider potential antitrust concerns, and examine how interest rates are influencing the housing market.

An essential listen for anyone looking to understand corporate finance in action.

Hosted on Acast. See acast.com/privacy for more information.

The market remains divided on whether the Fed will cut rates by 50 or 25 basis points.

Friday's labour report was expected to provide clarity, but instead, it delivered mixed signals.

Tune in to discover how the markets reacted, what clues the US yield curve is providing, and which data points to watch leading up to the FOMC meeting on September 18th.

Essential listening for any investor or student in the midst of application season.

01:00 Introduction and Overview of US Non-Farm Payrolls Report

02:28 Mixed Reaction to Job Creation Numbers

04:07 Reaction and Speculation of Rate Cuts

14:15 Market Divided on Fed's Rate Cut Decision

22:46 Uninversion of US Yield Curve and Speculation of Recession

25:26 Conclusion

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Deal Room, Anthony and Stephen Barnett dive deep into the valuation of Nvidia, comparing it with Intel. 

They explore various valuation methods, including market-based, absolute, and relative approaches, and unpack the assumptions and subjectivity that shape these models. 

The discussion also covers Nvidia's growth potential and current valuation, contrasted with Intel's decline and strategic missteps. 

Is Nvidia's valuation too high or too low? Tune in to find out!

*****

00:00 Introduction and Overview

02:14 Valuation of Nvidia

09:01 The Subjectivity of Valuation

15:45 Nvidia's Growth and Valuation

16:31 Strategic Missteps of Intel 

Hosted on Acast. See acast.com/privacy for more information.

Nvidia reported a staggering 122% revenue growth, but its sales outlook was disappointing. Data center revenues are slowing, the new Blackwell design has encountered problems, and gross margins are narrowing.

As the AI hype begins to cool, is Nvidia managing expectations or facing a slowdown?

Get up to speed on one of the major stories in global markets this week.

*****

01:00 Introduction and Nvidia's Earnings Report

03:00 Decelerating Growth Rates for Nvidia

07:13 The importance of forward guidance 

08:35 The Delayed Release of the Blackwell Chip

12:43 Nvidia's Share Buyback Program

14:13 Managing market expectations

18:32 Broader Context and Sector Rotation

21:02 What happens to US stocks next?

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we chat with Peter Bell, founder and CEO of Cardean Bell, a leading M&A boutique advisory firm. With 24 years at top investment banks like Bank of America Merrill Lynch, Lehman Europe, and Nomura, Peter has advised on over $100 billion in transactions across every industry sector. In 2016, he launched Cardean Bell to offer a more personalised approach to M&A and IPO advisory.

Join us as Peter shares his journey from global banking to running a boutique, the value Cardean Bell provides to clients, and why companies choose boutique firms over bulge bracket banks. 

He also offers career advice for aspiring investment bankers, including how to stand out as a young analyst and when to consider moving from a big bank to a boutique.

Whether you're eyeing a career in banking or just curious about the industry, this episode is packed with insights, stories, and practical tips from one of the industry’s most experienced leaders. 

Don’t miss it!

*****

• Introductions (2:12)
• University experience (3:37)
• Peter's early career (5:02)
• Moving from junior to senior roles (7:32)
• Is it possible to fast-track a banking career? (9:20)
• Heading up the UK M&A team at Bank of America (12:36)
• Wanting to start your own firm (13:29)
• How is Cardean Bell unique? (18:05)
• The importance of accountancy skills (26:06)
• How Macro impacts deal making (29:29)
• Current state of play (32:36)
• The art of timing a deal (38:17)
• How AI will impact the industry (40:36)
• What makes a perfect analyst (46:07)
• Bulge bracket vs boutique route (47:46)
• Most memorable interview question (51:15)

Hosted on Acast. See acast.com/privacy for more information.

Is a US recession pending? Have stocks already peaked this year? Has the focus shifted from inflation to the labour market?

In this episode, I speak to co-founder Piers Curran to unpack his view on the major themes in global markets.

Essential listening for any investor or student getting prepared for the upcoming application season.

****

Introduction and Setting the Stage (1:44)

Shift in Focus: From Inflation to the US Labour Market (5:51)

Bullish Sentiment: Goldman's view on US equities (14:21)

Upcoming Events: Jackson Hole and Nvidia Earnings (23:56)

Cautious Approach: De-risking in Volatile Times (28:27)

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we dive deep into three of the most intriguing stories shaking up the financial world:

• Ackman’s IPO Flop: Bill Ackman’s Pershing Square IPO crashes from a $25 billion goal to just $2 billion, with major backers like Baupost Group stepping away. We discuss what went wrong and the broader implications for closed-end funds. (3:00)

• Buffett’s Bold Move: Warren Buffett unloads $3 billion in Bank of America shares, raising questions about market timing. We break down the impact and what it means for investors. (12:00)

• Canva vs. Adobe: Canva accelerates its AI strategy with the acquisition of Leonardo.ai, aiming to challenge Adobe. We examine Canva’s rapid growth and its race to catch up with the industry giant. (22:00)

*****

Want to gain practical experience in finance? Check out our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa

Hosted on Acast. See acast.com/privacy for more information.

The headline on Bloomberg reads '$6.4 trillion stock wipeout has traders fearing ‘Great Unwind’ is just starting'.

Join us as we delve into the key drivers behind Monday’s dramatic selloff in global equities. We'll explore the fundamental factors, market mechanics, and investor psychology that played pivotal roles in this market turbulence.

Tune in for a comprehensive analysis essential for anyone following the financial markets.

Introduction & Monday's stats (00:00)

Fundamentals behind the selloff (5:48)

Japanese carry trade explained (12:12)

Why the Nikkei was hit so hard (17:25)

The role of algorithmic trading systems (18:51)

The impact of market psychology (23:13)

Thoughts on the Fed (25:10)

How news dissemination has changed the game (27:15)

US recession risk (29:20)

The fate of the Magnificent Seven stocks (33:18)

Practical steps to investment in this environment (35:35)

Hosted on Acast. See acast.com/privacy for more information.