Podcast Episodes
Back to SearchBreaking down Paramount's $108bn hostile bid for WBD in PSKY / NFLX bidding war + Don’t call it QE: The Fed’s new playbook
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0-21:30: PSKY / WBD Deal breakdown
21:30-51:08 The Fed Breakdown
51:08-56:27: Donor Approved Funds for Charity
In this episode, Kristen an…
1 month ago
Industry S3E3 "It" | Launching a Hedge Fund, Non-Competes, IPO Disaster & ESG Investing Hypocrisy & More!
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Join Morgan Stanley alums Jen and Kristen as we decode the finance behind Industry Season 3, Episode 3, "It" which takes place at the C…
1 month ago
The Math of Predicting (and Profiting from) the Future: from Cat Bonds to Hedge Funds | Sarah Kapnick, Head of Climate Advisory at J.P. Morgan
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Sarah Kapnick literally trained under John Nash at Princeton, went from structuring catastrophe bonds at Goldman during Hurricane Katri…
1 month, 1 week ago
HBO's about to be owned by Netflix!? Breaking Down the Netflix / Warner Brothers $72Bn M&A Deal
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This week Kristen and Jen break down the blockbuster Netflix–Warner Bros. deal. Netflix has agreed to acquire Warner Bros. Discovery’s …
1 month, 1 week ago
Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass
Season 3 Episode 68
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In this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry’s latest warning that…
1 month, 2 weeks ago
Is the AI Bubble about to Burst? Plus: Fed Questions, Crypto Collapse, and 50-Year Mortgages
Season 3 Episode 67
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On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia…
1 month, 3 weeks ago
Distressed Debt 101 with the GOAT: Michael Gatto, Author of "The Credit Investor’s Handbook"
Season 3 Episode 66
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We’re almost 200 episodes in, and we’ve been waiting for the perfect guest to come on to explain distressed debt investing... the wait …
1 month, 4 weeks ago
Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets
Season 3 Episode 65
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We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a cand…
2 months, 1 week ago
Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference
Season 3 Episode 64
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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 crea…
2 months, 2 weeks ago
189. Private Equity | Growth Equity Value Creation with Sixth Street's Paul Dodd | Business Operations 101 (Part 2 of 2)
Season 3 Episode 63
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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 res…
2 months, 3 weeks ago