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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 cr…

5 months, 3 weeks ago

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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 r…

6 months ago

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188. Why Apollo Was Blacklisted By First Brands, Credit Market Chaos Continued Plus Business Operations 101 (Part 1 of 2)

Season 3 Episode 62

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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 …

6 months, 1 week ago

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187. Breaking Down the Trade That Cost Wall Street a QUARTER BILLION dollars, Plus First Brands Bankruptcy & Gold at Record Highs

Season 3 Episode 61

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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-h…

6 months, 2 weeks ago

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186. Quant Investing 101 feat. PGIM’s Head of Quantitative Equity, Stacie Mintz

Season 3 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 …

6 months, 2 weeks ago

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185. Largest LBO Ever: EA vs. TXU, What the Govt. Shutdown Means for Markets, & Why We Should Ditch the Fed Funds Rate

Season 3 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-…

6 months, 3 weeks ago

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184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?

Season 3 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 ca…

6 months, 4 weeks ago

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183. Fixed Income Strategy 101 Feat. Morgan Stanley's Global Head Macro Strategy, Matt Hornbach

Season 3 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 …

7 months ago

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182. The Fed Cut Rates! Our Real Time Breakdown with Columbia Threadneedle's Global Head of Fixed Income, Gene Tannuzzo

Season 3 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 t…

7 months, 1 week ago

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181. Fox / Murdoch Settlement (aka Real Life Succession), Pre-Fed Jitters and Oracle | The Skinny On LIVE

Season 3 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…

7 months, 1 week ago

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