Market Maker

Seven key Adani companies have lost at least a combined $110 billion in value after US-based short seller Hindenburg Research alleged improper use of offshore tax havens and stock manipulation by the conglomerate. The Adani Group has rejected the criticism and denied any wrongdoing.

In this episode, we explore who is Gautam Adani and Hindenburg Research, how activist short selling works and what have been the repercussions of the accusations for the Indian stock market and the wider economy.

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All the major tech firms have now reported and it's been quite the opposite of what you might expect. Meta (Facebook) came out trumps while Alphabet (Google) sank!

We deconstruct the tech giant earnings and look at whether or not a bad season for most is a sign of things to come or just a temporary blip for these titans of industry.

Attention then turns to the rally in stocks following the latest US interest rate announcement from the Federal Reserve. Find out what they said and why bank economists of a bearish disposition are getting nervous.

Finally, to mark our 100th episode we are joined by our competition winner Saqib Hussain, a former AmplifyME Summer Analyst who now works at KPMG, who gives us an update on what he's been up to since completing the programme!

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In this episode, we explain what you need to know from the first of the big tech companies to report their corporate earnings this season, Microsoft.

We dive into the numbers and explain what they all mean and why investors are most interested in the performance of their cloud computing division. 

Elsewhere, Citadel has leaped past Bridgewater Associates to be crowned the top hedge fund manager in 2022, making an incredible $16bn profit for investors last year. But who is Citadel and how do they make their money?

We finish on why WhatsApp is getting employees at Morgan Stanley in trouble and why the PELOSI Act has Nancy all stressed out!

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In this week's episode, we discuss the latest corporate earnings from some of the world's largest financial institutions.

Ever wondered what the difference is between the likes of Goldman Sachs, Morgan Stanley, J.P. Morgan, and BlackRock? We break down the difference between investment banks and boutiques and explain how commercial banking and wealth management fits into the picture. Hopefully, it will serve as good intel to help you make more sense of the industry and be better informed for your future applications.

We also discuss the pros and cons of working on the buy-side or sell-side and how that can impact your career progression and earnings.

The final segment is reversed for the US debt ceiling after it was reported that the US Treasury is now taking “extraordinary measures” to meet its debt obligations after the US government hit its $31.4tn borrowing limit. Find out what this means and whether investors should be worried.

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In this episode, Piers and I dissect this week's US CPI report and discuss what it means for the US central bank and the broader market. 

The release saw some wild intraday moves and in this conversation we look at how the different types of market participants react to this type of information from high-frequency hedge funds to value investors.

In single stock news, we take a look at the fight for Disney as the latest corporate drama pits chief executive Bob Iger against the veteran activist Nelson Peltz. Find out how a proxy fight works and why the magic kingdom is not such a happy place after all!

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Welcome back to the channel and our first episode of 2023!

This week we review how 2022 finished to set the scene for how this year may play out. Breaking down the major macro themes into how that will likely impact stock sector selection for the coming 12 months.

Last year, not many people would have predicted that Russia would invade Ukraine, so we take a look at the potential 'Grey Swan' events for this year.

Finally, we close on Tesla whose shares continue to slide, but has the dramatic decline meant that the EV maker is now trading at a good valuation?

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Welcome to the final episode of the year!

The week was dominated by central bank meetings where the Federal Reserve, Bank of England, and the European Central Bank all raised interest rates by 0.5%, signaling that there is still more tightening to come.

The policy decisions came despite a decline in both US and UK CPI readings, so what exactly is the reason for them to stay hawkish and how might this impact asset prices? We explain all you need to know.

Thanks to everyone in the community for supporting the show, it's hugely appreciated by myself and all the Amplify team. 

Wishing you and your family a very Merry Christmas and we'll see you in the New Year!

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For this episode, I spoke with Ben Arnold an investment director in value and European equities at Schroders.

Ben's got a really unique story. As a teenager, his number 1 dream wasn't to work in finance but rather to play hockey at the Olympic Games. Shortly after graduating from the University of Nottingham in 2012, he started working in the City part-time at RBS while he trained with the GB hockey team in preparation for the Rio Olympics.

After spending time playing professionally in the Netherlands, he returned to finance and pivoted his career to work in asset management and is now heavily involved in their recruitment selection process.

Ben is a true advocate for social mobility having come from a traditional working-class background and is always a willing candidate to help young people with their career decisions.

In this segment, Ben shares with me his top tips for standing out in both the application process and in the workplace.

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In this episode, I take a look at what Goldman Sachs has to do with crypto. Whether it's picking up extra-institutional volume or seeking recruitment opportunities, the demise of FTX has a silver lining for some of the largest investment banks on Wall Street.

Then over to Credit Suisse, whose shares are actually outperforming the broader market today after the Swiss firm raised $4.3bn in a two-pronged capital increase.

Finally, England faces France in the quarter-final of the FIFA World Cup this weekend. Find out who has the better track record and my prediction for the winner!

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Piers returns to the podcast to talk with me about the latest rise in US stocks following hints from Fed Chairman Jerome Powell that smaller rate hikes are coming. In fact, US stocks had their first streak of back-to-back monthly gains since 2021, with a gradual upward trend punctuated by a sharp rally on the last day of November.

We also discuss our thoughts on the upcoming OPEC+ meeting which comes amid the EU agreement to place a price cap on Russian seaborne oil. What will this mean for the price of oil? how might Saudi respond? and is the rising number of covid cases in China something to worry about?

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Connect 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.