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...

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...

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...

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...

In this episode, we unpack: Investors and bankers are raising billions for new SPACs. What are they and why are they back in favour? (3:06) Honeywell’s quantum computing spinout, Quantinuum, is eyeing a $10bn IPO amid the AI boom. (12:59) A dealmaking revival is boosting the UK’s top law firms. Banker or lawyer: which career would you choose? (20:34) Tune in to explore corporate finance through today’s real-world stories. Hosted on Acast. See acast.com/privacy for more information.

In this special 2-part series of The Deal Room, we dive into an "Ask Me Anything" session with the curious minds of the students on our Summer Analyst Training Programme.  Join Stephen Barnet, our Director of Corporate Finance, and Anthony Cheung, Chief Content & Culture Officer at AmplifyME, for an engaging discussion that covers everything from career advice to industry insights. In part 2, the team responded to: What is the difference from a technical and cultural perspective working...

In this episode, we break down the latest financial news in focus this week: Tesla's shares plunge after missing earnings for the fourth quarter in a row, despite record revenue. Meanwhile, Alphabet shines with a strong performance in cloud services, surpassing revenue expectations. French bank, BNP Paribas reported a record second-quarter profit driven by a surge in equities, while Deutsche Bank struggled with a loss due to weak trading results and legacy issues. We look at how the market...

In this special 2-part series of The Deal Room, we dive into an "Ask Me Anything" session with the curious minds of the students on our Summer Analyst Training Programme.  Join Stephen Barnet, our Director of Corporate Finance, and Anthony Cheung, Chief Content & Culture Officer at AmplifyME, for an engaging discussion that covers everything from career advice to industry insights. In part 1, the team responded to: I missed out on Spring week, am I doomed? (2:01)What is the timeline of...

Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump. We also unpack comments from the former US President on his thoughts on Federal Reserve Chair Jerome Powell, his view on interest rates, and why he may draft in help from J.P. Morgan CEO Jamie Dimon. On the other side of the Atlantic, UK inflation held steady in June, aligning with the Bank of England's 2% target....

In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market. HSBC is reshaping its investment banking division to better compete with its rivals. Discover the changes being implemented and their potential impact on the UK-listed bank. Microsoft and Apple are turning down OpenAI...

On Thursday, US inflation dropped to 3% in June, leading to increased bets on interest rate cuts. As such, the Russell 2000 outperformed the Nasdaq 100 by 5.8 percentage points, signaling a rotation out of tech megacaps. Discover the winners and losers in this market shift. Meanwhile, J.P. Morgan, Citi, and Wells Fargo kick off bank earnings season. Investment bank fees are smashing forecasts but it's not all plain sailing for some of the biggest banks on Wall Street. Tune in now to find out...

It’s been a great week for investment banking and deal-making, and we've curated the top four stories: Jefferies’ bumper earnings and the factors driving the success of elite boutique banks A detailed exploration of the Poison Pill strategy, featuring Southwest Airlines' defense against activist investor Elliott Management. An in-depth analysis of SpaceX's staggering $210 billion valuation following its recent tender offer. Fresh off their NBA championship win, the Boston Celtics are now on...

In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward. Next, we explore the intriguing political landscape in the US. Will Biden step aside, and if so, who might replace him? We also break down the complexities of a US rates curve steepener trade and what it signifies for investors. Finally, we analyze the remarkable 17% surge...

In this episode, we explore five strategic reasons companies sell their assets. From divesting non-core businesses and restructuring to managing complex geographies and conflicts of interest. We bring these concepts to life with real stories in the news today. Essential listening for aspiring bankers looking to enhance their corporate finance skills! ***** Are you a student interested in investment banking? Take our free M&A Finance Accelerator simulation in partnership with UBS...

Nvidia has lost over $500 billion in market value since briefly becoming the world’s most valuable company last week. Has anything fundamentally changed for the AI revolution’s poster child, or is there a rational reason for this temporary sell-off? We also examine the S&P 500 from a non-AI stocks perspective and reveal surprising insights from the past quarter’s sector performance that shed light on the economic cycle. Tune in now to enhance your market understanding in a simple,...

In this episode, inspired by a recent Financial Times article, we delve into the current landscape of the Investment Banking Division (IBD). Why are partners and Managing Directors (MDs) feeling the heat, and how does this pressure impact analysts and associates down the line? Join us as we reveal the firms making moves on the Street, both hiring and firing and explore the nuances of compensation in these competitive roles. ***** Join our next free M&A Finance Accelerator simulation in...

In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week: Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the AI race. Amazon has outperformed sales and profit forecasts, thanks to adverts shown during Prime shows and films. Nvidia has emerged as a leading investor in AI start-ups this year, leveraging its dominance in AI processors. J.P. Morgan...

This week, global markets were abuzz with two major events: the US Consumer Price Index (CPI) report and the Federal Reserve's latest policy announcement. In this episode, we delve into each data release and share strategies for trading during such pivotal moments. Whether you're a seasoned trader or aspiring to enter the field, this episode offers valuable insights and practical tips. Tune in for an in-depth analysis and expert advice on navigating news-driven market events. ***** Support...

A sell-off in French stocks and bonds dragged down European-wide indices as investors reacted to political instability and the possibility of a far-right government. In this breaking news episode, we step back and break down 6 reasons why financial markets react negatively to this type of information. Tune in now to understand the forces driving market behaviour! Hosted on Acast. See acast.com/privacy for more information.

The online fashion giant Shein is on the verge of an Initial Public Offering on the London Stock Exchange.  With advisory support from Goldman Sachs, J.P. Morgan, and Morgan Stanley, Shein's valuation is projected to reach £50bn, marking it as London's most high-profile public float in over a decade. In this episode, we delve into: How Shein became one of the most successful B2C e-commerce platforms in history The secret formula behind its business strategy A deep dive into the company's...

Unlock the secrets to securing a full-time position from former trader and tier 1 investment bank recruiter, Andrew Osayemi, as he shares his five-point plan for converting your summer internship: 1) Master the art of leaving an unforgettable first impression, blending both non-verbal and verbal cues. 2) Articulate your desire for a full-time commitment while tactfully probing for available job opportunities. 3) Schedule informal weekly performance check-ins to ensure alignment and track...

In this episode, we dive into five of the latest and most impactful stories in corporate finance, offering you key insights into the world of banking and business: Microsoft + Activision Update: How the Call of Duty: Black Ops 6 launch on Game Pass could reshape gaming subscriptions. Brookfield's Renewable Energy Deal: Brookfield's $6.6 billion move to acquire France's Neoen and its long-term impact on the renewable sector. Saudi Aramco's $10bn Share Offering: The significance of Aramco's...

The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon. We explore how their trade is structured, the macroeconomic insights driving their thesis, and how hedge funds use derivatives for leverage and market neutrality strategies to manage risk. Additionally, we discuss the recent surge of Sterling to a 21-month high against the Euro, even as the UK faces the...

Join us for the second and final episode of our mini-series, where we delve into the daily responsibilities of a Leveraged Finance (LevFin) Analyst.  Discover how this role stands out within the banking division, and gain insider tips on successfully entering this dynamic field.  Whether you're aspiring to break into finance or simply curious about the world of investment banking, this episode offers valuable insights and practical advice. ***** Take a free experience in banking with our...

Here's what you can expect in this week's podcast episode on global markets: Why UK Prime Minister Rishi Sunak pulled the trigger and announced a general election for the 4th of July UK inflation dropped to the lowest in nearly three years this week so why have traders removed a June rate cut from the table Nvidia smashes earnings expectations once again, so what next for the poster child of the AI revolution Tune in for insightful analysis and the latest updates! ***** Connect with Anthony...