Market Maker

Pound Slides, Quants Cash In, and a $49B M&A Gamble


Listen Later

In this episode of Market Maker, Anthony and Piers unpack why the pound has dropped to a seven-month low following Rachel Reeves' rare pre-budget comments, and what it signals for UK markets.


They explore London’s rise as a global quant hub, attracting top STEM talent and reshaping finance.


Plus, they break down the $49 billion Kimberly-Clark and Kenvue merger, why markets hate it, and what it means for deal-making today.


(00:00) Welcome & Pound Drop

(04:30) UK Fiscal Shift

(18:43) Quant Boom in London

(30:33) Big Tech vs Quants

(36:50) $49B M&A Deal


*****


Check out the AmplifyME in-person Finance Bootcamp happening in London, 15-19 December 2025.


Use the Code BOOT150 at checkout for a £150 discount.

...more
View all episodesView all episodes
Download on the App Store

Market MakerBy AmplifyME

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

22 ratings


More shows like Market Maker

View all
Exchanges by Goldman Sachs

Exchanges

978 Listeners

FT News Briefing by Financial Times

FT News Briefing

676 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,301 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

142 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

38 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

29 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

30 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

220 Listeners

The Markets by Goldman Sachs

The Markets

77 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

24 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

169 Listeners

Bloomberg Daybreak: Europe Edition by Bloomberg

Bloomberg Daybreak: Europe Edition

4 Listeners