Podcast Episodes
Back to Search190. Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference
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In this week’s episode, we get into the Fed’s 25 basis point rate cut, Powell’s chaotic press conference before diving into Meta’s creative data center financing which is a lesson on pr…
Published on 22 hours ago
189. Getting Honest About AI in Investment Banking PLUS What it Takes to Make Money in Growth Equity with Sixth Street's Paul Dodd
Season 3
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This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in …
Published on 1 week, 1 day ago
188. Why Apollo Was Blacklisted By First Brands, Credit Market Chaos Continued Plus Business Operations 101 (Part 1 of 2)
Season 3
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In this episode, we sit down with Don Kieffer, senior lecturer at MIT Sloan School of Management and co-author of There’s Gotta Be a Better Way, to talk about what actually makes compan…
Published on 2 weeks, 1 day ago
187. Breaking Down the Trade That Cost Wall Street a QUARTER BILLION dollars, Plus First Brands Bankruptcy & Gold at Record Highs
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This week on The Wall Street Skinny, we kick off discussing gold ripping to record highs and unpack why that’s happening in a still-high-rate world: sticky inflation keeping real yields…
Published on 3 weeks, 1 day ago
186. Quant Investing 101 feat. PGIM’s Head of Quantitative Equity, Stacie Mintz
Season 2 Episode 60
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What does it really mean to be a "quant investor"? How do quantitative strategies fit into a modern portfolio? And what does it take to break into a quant investing career path?
In this …
Published on 3 weeks, 6 days ago
185. Largest LBO Ever: EA vs. TXU, What the Govt. Shutdown Means for Markets, & Why We Should Ditch the Fed Funds Rate
Season 2 Episode 59
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Two days into a government shutdown, we break down what it actually means for markets when key data go dark—like today’s missing non-farm payrolls—and how that uncertainty can ricochet …
Published on 4 weeks, 1 day ago
184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?
Season 2 Episode 58
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This week on The Skinny on Wall Street, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to shift public companies from quarterly to semi-…
Published on 1 month, 1 week ago
183. Fixed Income Strategy 101 Feat. Morgan Stanley's Global Head Macro Strategy, Matt Hornbach
Season 2 Episode 57
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The day after the FOMC’s first rate cut of 2025, we sat down with Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, to unpack what the decision really meant, and what the …
Published on 1 month, 1 week ago
182. The Fed Cut Rates! Our Real Time Breakdown with Columbia Threadneedle's Global Head of Fixed Income, Gene Tannuzzo
Season 2 Episode 56
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This week on The Wall Street Skinny, we sat down with Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle, right as the Federal Reserve’s latest rate decision hit the wi…
Published on 1 month, 2 weeks ago
181. Fox / Murdoch Settlement (aka Real Life Succession), Pre-Fed Jitters and Oracle | The Skinny On LIVE
Season 2 Episode 55
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Kristen and Jen dive into the real-life Succession drama unfolding inside the Murdoch family, breaking down the legal battle over the Fox and News Corp trust that controls the family’s …
Published on 1 month, 2 weeks ago