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,...

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...

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...

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. Hosted on Acast. See...

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...

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! ***** Experience Finance now at www.amplifyme.com ...

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 ratesChina’s economic challengesImpact of the upcoming U.S. election Hope it helps and please do share far and wide! Good luck ***** UBS Research on the U.S. election HERE www.tradingeconomics.com Hosted on Acast. See acast.com/privacy for...

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...

In this episode, Anthony Cheung interviews Devraj Bhattacharya, Flow Traders head of emerging markets trading in Asia. They discuss Flow Traders' role as a market maker, Devraj's path from engineering to trading, and the importance of technical skills and collaboration at the firm. Devraj also shares key traits sought in trading candidates, insights on team structures, and advice for aspiring traders, with a focus on resilience. Whether you're curious about trading or considering a career in...

In this episode, Anthony Cheung and Stephen Barnett discuss practical advice for students on crafting effective CVs and cover letters, emphasising the importance of tailoring applications, showcasing unique experiences, and the power of transferable skills.  This episode is packed with great tips learned from working with thousands of students and directly with the companies in the finance industry that hire them! (02:11) Introduction (03:02) How to present your education effectively (04:37)...

In this episode, Anthony Cheung and Piers Curran break down the latest US CPI data and its implications for the Fed's interest rate strategy. But that's not all, Germany’s economy is in the spotlight as they explore recession warnings, government forecasts, and what this all means for the Eurozone. They also dive into the growing divide between US and European monetary policies, dissecting the ECB's next move as it grapples with Germany's economic woes.  Tune in for a dynamic take on how...

**This conversation was recorded LIVE on the AmplifyME LinkedIn page** In this conversation, Ben Arnold an investment director at Schroders, shares his extensive experience in the finance industry, discussing the intricacies of the application process for internships and graduate roles.  He emphasises the importance of quality over quantity in applications, effective research strategies, and the necessity of tailoring resumes.  The discussion also covers the significance of collaboration, the...

In this episode, Anthony and Stephen delve into the complexities of investment banking jargon, breaking down essential terms like EBITDA, leverage, DCF, and synergies.  They discuss the importance of understanding these concepts for interviews and practical applications in M&A strategies. The conversation also covers the distinctions between bulge bracket and boutique banks, as well as the roles of sector coverage and product specialists in the industry. This is a perfect conversation for...

In this special episode, join Anthony Cheung and Piers Curran as they break down the latest US labor report in real-time. Get insights into the instant market reaction and what this means for the Federal Reserve and the broader political landscape. With the economic data smashing expectations, this is crucial information for both investors and students prepping for finance interviews. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Anthony Cheung and Stephen Barnet discuss the latest developments in M&A speculation, focusing on Unicredit's acquisition attempts of Commerzbank, Qualcomm's interest in Intel, and the ongoing saga of Rightmove's acquisition.  They delve into the complexities of these transactions, the political implications, and the strategic rationale behind them, providing insights into the world of investment banking and M&A. (02:03) Introduction to M&A Speculation (03:17)...

In this conversation, Anthony Cheung and Piers Curran discuss significant global economic events, focusing on China's recent stimulus measures aimed at revitalising its struggling economy and Saudi Arabia's shift away from its $100 oil price target.  They explore the implications of these developments for global markets, interest rates, and economic sentiment, emphasising the interconnectedness of these issues in the broader context of the global economy. (2:09) Community shout outs (4:54)...

In this episode, Anthony and Stephen discuss the current state of the M&A market, highlighting key trends, the impact of interest rates, and the dynamics of private equity.  They explore the resurgence of mega deals, particularly in the energy and technology sectors, and address the realities of working in investment banking, including long hours and managing expectations for aspiring professionals. (02:13) Introduction (04:41) Current State of the M&A Market (09:41) Interest Rates...

In this podcast episode, Anthony Cheung and Piers Curran discuss the recent interest rate decisions by the US Federal Reserve and the Bank of England, analysing market reactions and implications for investors.  They delve into the significance of the Fed's bold 50 basis point cut, the contrasting approaches of the two central banks, and the impact of labour market dynamics, particularly in relation to migration. This is a must-listen for any investor or student preparing for interviews in the...

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...

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...

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...

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...

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...

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...