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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.
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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!
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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
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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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In this episode, Anthony Cheung interviews Devraj Bhattacharya, Flow Traders head of emerging markets trading in Asia.
They discuss Flow Traders' role as a market maker, Devraj's path from engineering to trading, and the importance of technical skills and collaboration at the firm.
Devraj also shares key traits sought in trading candidates, insights on team structures, and advice for aspiring traders, with a focus on resilience.
Whether you're curious about trading or considering a career in it, this is an episode you won't want to miss!
(00:00) Introduction to Flow Traders and Devraj's Journey
(05:07) Understanding Flow Traders' Role in the Market
(10:01) The Importance of Technical and Soft Skills in Trading
(15:00) The Graduate Program and Career Development at Flow Traders
(22:02) Key Characteristics for Success in Trading
(36:04) Building Resilience in Trading
(40:54) Advice for Aspiring Traders and Young Professionals
Join the Flow Traders E-house Day on the 30th of October HERE
Explore graduate opportunities with Flow Traders HERE
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In this episode, Anthony Cheung and Stephen Barnett discuss practical advice for students on crafting effective CVs and cover letters, emphasising the importance of tailoring applications, showcasing unique experiences, and the power of transferable skills.
This episode is packed with great tips learned from working with thousands of students and directly with the companies in the finance industry that hire them!
(02:11) Introduction
(03:02) How to present your education effectively
(04:37) Strategies for managing poor A-level results
(05:55) Highlighting extracurricular activities
(08:18) Tailoring your CV to stand out
(10:15) Setting realistic expectations for roles
(12:16) Making the most of your work experience
(14:53) Positioning upcoming opportunities strategically
(15:56) Crafting the perfect cover letter
(18:17) Avoiding common cover letter mistakes
(20:46) Telling your story well
(23:54) Selling yourself with confidence
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In this episode, Anthony Cheung and Piers Curran break down the latest US CPI data and its implications for the Fed's interest rate strategy. But that's not all, Germany’s economy is in the spotlight as they explore recession warnings, government forecasts, and what this all means for the Eurozone.
They also dive into the growing divide between US and European monetary policies, dissecting the ECB's next move as it grapples with Germany's economic woes.
Tune in for a dynamic take on how these global shifts could reshape the markets. Perfect for any interview prep!
(01:58) Introduction to episode
(04:22) Latest US CPI report explained
(09:36) US Jobless Claims spike higher
(11:53) Is the US labour market as strong as NFP suggests
(15:46) Markets reaction and Fed expectations
(17:15) Why is Germany struggling so much?
(28:15) US vs EU policy divergence
(31:41) What are options markets signalling?
(37:30) Ant is going to shave his head LIVE!
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**This conversation was recorded LIVE on the AmplifyME LinkedIn page**
In this conversation, Ben Arnold an investment director at Schroders, shares his extensive experience in the finance industry, discussing the intricacies of the application process for internships and graduate roles.
He emphasises the importance of quality over quantity in applications, effective research strategies, and the necessity of tailoring resumes.
The discussion also covers the significance of collaboration, the role of qualifications like the CFA, and managing expectations in a competitive job market.
A must-listen for those currently in the application process!
(01:57) Introduction and Backgrounds
(06:35) Navigating the Application Process
(11:33) Understanding Wealth vs. Investment Management
(17:29) Crafting Quality Applications
(21:47) How to approach online tests
(25:17) The Importance of Collaboration
(27:54) Assessment Centre Insights
(31:10) Is the CFA worth doing?
(34:23) The Role of Qualifications in Career Advancement
(38:56) Tips for HireVue
(41:25) Managing Expectations and Career Paths
(44:12) Transferring Skills from Sports to Finance
(47:05) Dealing with pressure
(49:05) Advice on career switching in early careers
(50:56) Behaviour is paramount at all times
(53:20) The ONE trait that stands out in applications
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In this episode, Anthony and Stephen delve into the complexities of investment banking jargon, breaking down essential terms like EBITDA, leverage, DCF, and synergies.
They discuss the importance of understanding these concepts for interviews and practical applications in M&A strategies.
The conversation also covers the distinctions between bulge bracket and boutique banks, as well as the roles of sector coverage and product specialists in the industry.
This is a perfect conversation for anyone contemplating a future career in banking!
(02:02) Introduction to IBD Jargon
(04:38) Understanding EBITDA
(10:39) Exploring Leverage
(13:50) Decoding DCF
(21:13) The Concept of Synergies
(23:35) M&A Strategies: Vertical vs Horizontal
(26:48) Accretion vs Dilution in M&A
(31:17) Bulge Bracket vs Boutique Banks
(36:56) Sector Coverage vs Product Specialists
*****
Want to explore a career in M&A? Try our Banking Finance Accelerator in partnership with UBS www.amplifyme.com/mafa
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In this special episode, join Anthony Cheung and Piers Curran as they break down the latest US labor report in real-time.
Get insights into the instant market reaction and what this means for the Federal Reserve and the broader political landscape.
With the economic data smashing expectations, this is crucial information for both investors and students prepping for finance interviews.
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In this episode, Anthony Cheung and Stephen Barnet discuss the latest developments in M&A speculation, focusing on Unicredit's acquisition attempts of Commerzbank, Qualcomm's interest in Intel, and the ongoing saga of Rightmove's acquisition.
They delve into the complexities of these transactions, the political implications, and the strategic rationale behind them, providing insights into the world of investment banking and M&A.
(02:03) Introduction to M&A Speculation
(03:17) Unicredit's Stake in Commerzbank
(07:30) Politics in M&A
(11:22) The Mechanics of the Deal
(24:28) Qualcomm's Interest in Intel
(29:41) Rightmove's Acquisition Saga
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In this conversation, Anthony Cheung and Piers Curran discuss significant global economic events, focusing on China's recent stimulus measures aimed at revitalising its struggling economy and Saudi Arabia's shift away from its $100 oil price target.
They explore the implications of these developments for global markets, interest rates, and economic sentiment, emphasising the interconnectedness of these issues in the broader context of the global economy.
(2:09) Community shout outs
(4:54) Themes this week
(5:52) Why China have acted now
(9:48) Chinese stocks reaction
(12:45) PBOC Rate cut
(16:18) Stock market intervention
(20:07) Government rescue
(22:31) Saudi drop price target
(28:29) Why Saudi needs high oil prices
(34:10) Lessons from history
(38:26) Implications for a soft landing
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In this episode, Anthony and Stephen discuss the current state of the M&A market, highlighting key trends, the impact of interest rates, and the dynamics of private equity.
They explore the resurgence of mega deals, particularly in the energy and technology sectors, and address the realities of working in investment banking, including long hours and managing expectations for aspiring professionals.
(02:13) Introduction
(04:41) Current State of the M&A Market
(09:41) Interest Rates and Their Impact on M&A
(14:00) Corporate vs Sponsor M&A (Private Equity)
(19:20) The Rise of Mega Deals in Energy and Tech
(22:36) Managing Expectations in Investment Banking Careers
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Experience finance now with the AmplifyME M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa
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