Afleveringen
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Anthony Cheung, Stephen Barnett, and Piers Curran explore the biggest financial themes for 2025, including M&A predictions, US debt concerns, and the S&P 500 outlook.
Stephen forecasts over $4 trillion in M&A deal value, while Piers warns of rising US deficits and interest payments. They also dive into AI’s growing influence, US-China relations, and economic policies under the new administration.
From investment strategies to Netflix’s stock ahead of Squid Game Season 2, this episode delivers sharp insights and bold predictions for the year ahead.
Thank you everyone for following the show this year and wishing you a very Merry Christmas and Happy New Year ahead!
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The U.S. central bank reduced its overnight borrowing rate by a quarter point to a target range of 4.25% to 4.5%, as expected.
However, new quarterly forecasts showed several officials penciled in fewer rate cuts for next year than they estimated just a few months ago, and saw inflation making considerably less progress in 2025.
The Nasdaq 100 fell 3.6% and the S&P 500 sank nearly 3%The two-year Treasury yield, which is highly sensitive to Fed policy, surged 10 basis points to 4.34%U.S. dollar jumped more than 1% against a basket of six peers to the highest level since November 2022Hosted on Acast. See acast.com/privacy for more information.
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Join Anthony Cheung and Stephen Barnett as they break down 2024’s biggest financial stories and trends. From Exxon's game-changing acquisition of Pioneer to Reddit's blockbuster IPO, they explore how the year unfolded in M&A, private credit, and the IPO market.
Discover how Nvidia cemented its AI dominance, J.P. Morgan led the pack in investment banking, and BlackRock expanded its footprint in alternative assets.
Packed with insights, this episode dives into the power of scale, innovation, and strategic moves shaping the future of finance.
Perfect for finance enthusiasts and professionals looking to stay ahead!
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What do chicken wings, Shakira, and Tesla's $400bn milestone have in common? More than you'd think! In this episode, Anthony Cheung and Piers Curran break down the week's market moves, from Tesla's meteoric rise to the surprising connections between pop culture and structured finance.
They dive into inflation’s grip on market sentiment, what’s next from the Fed, and how an aging population is reshaping investment trends.
Packed with insights and a few unexpected twists, this is one you won’t want to miss!
*****
Experience Finance now at www.amplifyme.com
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In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone and 3's merger, and a shocking scandal involving Nomura's former banker.
The conversation highlights the dynamics of the finance and technology sectors, regulatory challenges, and the implications of corporate strategies.
*****
Want to experience finance? Check out www.amplifyme.com
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In this episode, Anthony Cheung and Piers Curran discuss the future of oil prices, influenced by Trump's energy policies and the broader global economic landscape.
They explore the implications of political turmoil in France, the concept of 'Japanification' in China, and the overall outlook for the US market amidst various economic risks.
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In this episode, Lewis Rogerson shares his journey, from university and AmplifyME to securing a Rothschild internship and rising to Vice President at The OPES Group.
He discusses how he discovered his passion for banking, the key differences between boutique and bulge bracket banks, and his top tips for standing out as an intern.
This episode is a must-listen for anyone exploring a career in investment banking!
(02:45) Episode Intro
(04:28) University Experience
(05:34) Discovering an Interest in Banking
(07:54) Tips for Converting an Internship
(09:04) Bulge Bracket vs. Boutique Banks
(12:38) The Value of Interpersonal Skills
(14:18) Misconceptions About Work/Life Balance
(15:31) Transitioning from London to Miami
(19:46) How Seniority Changes the Role
(22:30) Embracing an Entrepreneurial Mindset
(24:28) The Power of Networking
(26:18) Top Resources for Staying Informed
*****
Want to experience Investment Banking? Try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
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In this episode, Anthony Cheung and Stephen Barnett explore:
Jaguar's controversial rebrand: Marketing brilliance or a risky misstep?The collapse of a high-profile take-private deal and its ripple effects on major banks.A breakdown of PIKs, dividend recaps, and toggles—unpacking the complex mechanics of corporate finance.Tune in to see how finance theory meets real-world drama in today’s markets.
(00:00) Episode Intro
(03:39) The Jaguar Rebrand Controversy
(13:26) The Collapse of a Major Take-Private Deal
(21:24) Understanding PICs, Dividend Recaps, and Toggles
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Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&P 500 to hit 7,000 points next year.
From droughts in Brazil to Starbucks’ supply chain strategies, they unpack the key drivers behind skyrocketing coffee costs and what it means for consumers and the industry. Then, they turn to equities, exploring Deutsche Bank’s bullish S&P 500 outlook—covering valuation gaps, buybacks, and how shifting economic cycles could shape the market ahead.
Insightful and packed with practical takeaways for anyone looking to understand the forces driving today’s markets.
***
Experience Finance now at www.amplifyme.com
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In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy.
A great conversation connecting corporate finance theory to real-life examples unfolding right now!
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Anthony Cheung and Piers Curran unpack Bitcoin’s meteoric rise, the wave of institutional money flooding into crypto, and how hedge funds are playing the market.
From Bitcoin ETFs to market psychology, they delve into what’s driving the hype and where Bitcoin could be heading as it nears the $100,000 milestone.
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In this episode, Anthony chats with Filip Tomasik, who opens up about his journey from a non-target university to landing roles in investment banking and private equity.
Filip shares his take on acing the application process, the real impact of internships, and the strategies that helped him secure full-time roles.
They dive into the demands of debt capital markets, the unique challenges of private equity, and the contrasts in work-life balance between the two.
This conversation is full of practical tips and insights, whether you’re applying for an internship, navigating your first or second year as an analyst, or aiming to transition from the sell-side to the buy-side.
(01:58) Introduction and Background
(05:12) Coming from a Non-Target School
(07:39) Strategies for Success in Finance Applications
(16:58) Transitioning from Intern to Analyst
(22:53) Tips for Making Your Work Have an Impact
(30:00) Understanding Debt Capital Markets
(32:00) Pros and cons of working in DCM
(37:27) Transitioning from Sell-Side to Buy-Side
(39:30) Investment Banking vs Private Equity
(49:17) Setting personal goals
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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, especially those with significant dollar-denominated debt.
The conversation concludes with insights on how Trump might leverage these economic dynamics in global politics.
(01:52) The Return of Trump and Market Reactions
(03:22) The Impact of Trump's Policies on the Dollar
(11:14) The Doom Loop: Trade and Financial Implications
(20:28) Emerging Markets and Dollar Denominated Debt
(31:05) Strategic Leverage in Global Politics
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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 Post-Election
(06:42) Energy Sector Dynamics Under Trump
(10:10) CoreWeave: The AI Neocloud Pioneer
(16:56) Nvidia's Role in the AI Revolution
(19:33) The Rise of Neocloud Companies
(20:30) Funding Models and Risks in AI Startups
(24:54) Why Timing is Important
(26:44) Palantir: Controversial Data Management Solutions
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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 challenges of being a woman in a male-dominated field and the value of regional representation in the industry.
Tune in for practical advice on overcoming imposter syndrome, building resilience, and leveraging mentorship for a successful finance career.
(02:08) Introduction to Chloe Sheppard
(03:46) Chloe's Upbringing and Early Education
(11:55) Influence of Family Dynamics
(13:07) The Journey to University
(15:21) Finding Confidence at University
(20:43) Transitioning from Studies to Career
(23:55) The Importance of Transferable Skills
(25:11) Navigating Internships and Opportunities
(28:09) Social Mobility in Finance
(31:32) Regional and Gender Perspectives in Finance
(34:38) Navigating Identity and Authenticity
(43:57) Challenges of Being a Woman in Finance
(49:16) Overcoming Imposter Syndrome
(52:23) Key Traits for Success
(57:10) Advice for the Next Generation
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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.
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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 landscape.
****
Experience Finance now at www.amplifyme.com
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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
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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. electionHope it helps and please do share far and wide!
Good luck
*****
UBS Research on the U.S. election HERE
www.tradingeconomics.com
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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 covered!
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