The Firm Analyst

S7EP2: Thames Water Going Under Water? Why Gold Hit a Recent High, and the 'Great Maturity Wall'


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Welcome back everyone to this episode of The Firm Analyst! In this episode, we discussed:


  • Thames Water's financial struggles and its parent company's recent default on its debt;
  • Why gold is a systemically important asset and why it was able to reach a new high last week; and
  • The 'Great Maturity Wall' and how firms like Aston Martin likely avoided an existential debt crisis through one of the debt capital markets' most relied on tools: the 'roll over'.

  • I hope you enjoy this episode and I look forward to seeing you all next week God willing!

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    The Firm AnalystBy Adnan Shafi