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Industry S3E4 "White Mischief" | The Rishi Episode: Trading vs. Gambling, Liz Truss, Emergency QE, Sterling Crisis, and More!

Season 3 Episode 4

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In this episode we discuss Season 3, Episode 4: "White Mischief", one of the strongest (and darkest) episodes of the series thus far.…

4 months ago

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JPMorgan's Global Chair of Investment Banking & Capital Markets, Liz Myers: IPOs & Equity Capital Markets 201

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In this episode we sit down with Liz Myers, Global Chair of Investment Banking and Capital Markets at J.P. Morgan for an Equity Capit…

4 months ago

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Breaking 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 …

4 months, 1 week ago

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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…

4 months, 2 weeks ago

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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 Kat…

4 months, 2 weeks ago

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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’…

4 months, 2 weeks ago

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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 th…

4 months, 4 weeks ago

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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. Nvid…

5 months ago

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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 wai…

5 months, 1 week ago

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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 ca…

5 months, 2 weeks ago

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