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Latest Episodes:

The Deal Room: FOUR things we learned from The World Economic Forum (WEF) in Davos this year Jan 22, 2024

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In our latest podcast episode our Director of Corporate Finance, Stephen Barnett unpacks four FT headlines coming out of Davos last week.

Private Equity predicts deal rebound as sellers capitulate on prices

Mistral becomes the talk of Davos as business leaders seek AI gains

Blackstone boss Steve Schwarzman sees ‘animal spirits’ returning to the financial sector

Is Davos still worthwhile?

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MM139: Goldman doubles down and Trump wins big in Iowa Jan 19, 2024

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In our latest review of this week in markets we cover the following topics:

UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy?

A breakdown of the latest earnings from Goldman Sachs and Morgan Stanley. Who will win the battle of the banking giants?

Donald Trump wins a landslide victory in Iowa. What next and how AI could transform the 2024 elections

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MM138: The first of the BIG BANK earnings are out! Here's what you need to know Jan 12, 2024

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BlackRock the world's largest asset manager announced a $12bn M&A deal alongside its Assets Under Management (AUM) topping $10 trillion again.

J.P. Morgan reported its best-ever annual profit, while Citigroup saw the most positive share price response to its earnings despite losing some $1.8 billion in Q4, as investors embrace the turnaround strategy that will see them eliminate 20,000 jobs.

A great episode to better understand the unique merits of each of these different financial institutions.

*****

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The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype? Jan 08, 2024

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Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.

In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 times more than its Chinese competitor.

We examine the bull and the bear arguments culminating in our Director of Corporate Finance Stephen Barnett sharing his Discounted Cash Flow (DCF) process.

Is Tesla overvalued at a 77x Price-to-Earnings (P/E) ratio? That's more than double Microsoft!

You'll have to tune in to find out.

******

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MM137: 2024 Market Predictions with Co-Founder Piers Curran Jan 04, 2024

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Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.

Also, the world's biggest hedge funds have revealed their 2023 performance.

In this conversion, we explain what the following terms mean:

Systematic and discretionary strategies
Macro and quantamental investing
Fixed income relative value trades

Don't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024.

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The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 2) Dec 22, 2023

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Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.

In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number 1.

From the rise in private credit and partial re-opening of the IPO market to how inflation and interest rates impacted M&A activity.

There are even a few predictions for the year ahead!

******

Happy holidays to everyone and see you in the New Year.

Anthony

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The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 1) Dec 18, 2023

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Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.

In the first of this two-part podcast series, we dive into a countdown of the year's defining moments, starting with trends 10 through 6.

From Saudi money to mega deals in the oil & gas sector and a sprinkle of generative AI.

Don't let the year end without being in the know!

(Remember to subscribe to the show and hit the bell icon to be notified for the final episode of the year and the countdown from 5-1!)

***

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MM136: Jerome Powell delivers Christmas early for markets Dec 15, 2023

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In the final episode of The Trading Floor series for 2023, co-founder Piers Curran breaks down the difference between the central bank announcements from the Federal Reserve, Bank of England, and European Central Bank this week.

Find out how markets reacted, what to expect from them in 2024, and what Fed Chairman Jerome Powell has to do with a bottle of vodka!

Thank you for listening to the show this year and all the very best to you and your loved ones over the festive break!

Anthony & Piers

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The Deal Room: Unicorns, Weight Loss Drugs & Enrique Iglesias! Dec 11, 2023

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The singer Enrique Iglesias has closed a deal to sell his catalog of songs and his image rights in a reported nine-figure deal. So what is it that makes music such an attractive alternative investment?

Elsewhere, a sharp reset in private market valuations has stripped numerous so-called unicorns of their status and Swiss drugmaker Roche has agreed to acquire Carmot, the west-coast-based biotechnology company for up to $3.1bn, fueled by the frenzied demand for obesity medicines.

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MM135: Google release their ChatGPT killer & US Non-Farm Payrolls suggest a 'soft landing' Dec 08, 2023

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Google unveiled its long-awaited rival to ChatGPT this week but is it as good the the viral “what the quack” hands-on demonstration would have you believe?

We explain the upgrade to multimodal AI and look at the broader context of its application but also examine whether it's better to be first or the best with new technologies.

Meanwhile, the latest US jobs report unexpectedly strengthened in November with pickups in employment and wages, deflating bets the Federal Reserve will cut interest rates early next year. Find out how the market reacted.

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