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The Wall Street Skinny — Business
The Wall Street Skinny

This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?”. Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to everyone, while keeping things relatable and fun.

Whether your goal is to work on Wall Street, or if you have NO idea what any of those things are and just want to learn some basics, this podcast is for you.

Copyright: © 2024 The Wall Street Skinny

Latest Episodes:

109. ETFs 101 with Brian Weinstein Nov 02, 2024

You've probably heard of Exchange Traded Funds (ETFs) before. You may even own shares in some. But do you actually know what they are? How are they created? How do they work? Who maintains liquid markets in them? Why would you invest in one in the first place? And why has this marketplace exploded to a size of $11-12 trillion across 10,000+ funds?
We are joined by longtime friend Brian Weinstein, head of global markets at MSIM, to understand the mechanics, philosophy, and inner workings of the world of ETFs.
Brian Weinstein is head of Global Markets at Morgan Stanley Investment Management, overseeing counterparty management, ETFs, liquidity investment management, and the Global Markets Strategy Group, which designs and implements algorithmic portfolio management solutions. He is a member of the Morgan Stanley Investment Management Operating Committee. Previously, he was head of Fixed Income.

Prior to joining Morgan Stanley in 2018, he was cofounder and chief investment officer of Blue Elephant Capital Management and before that was head of Fundamental Institutional Fixed Income at BlackRock. He has over 20 years of financial services experience.

Brian has a BA in History from the University of Pennsylvania.

https://www.morganstanley.com/im/en-us/individual-investor/product-and-performance/etfs.desktop.html

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

108. SPECIAL EDITION: US Election w/Mo News Oct 26, 2024

With less than two weeks to go until the US Election, we are bringing you this special edition crossover podcast episode with our trusted friend and news source, Mosheh Oinounou of Mo News.
We are trying to achieve the impossible: a non-political podcast episode about politics.
We sat down with Mosheh to explain some basic mechanics behind the US presidential election process, fill in some gaps in our own knowledge, get a better understanding of what the financial markets do ---and don't --- care about when it comes to elections, and ask the question: are we going to be ok??
Our goal here is to educate and entertain, and above all: remind you to vote!
Follow Mo News at @mosheh and @monewsteam on Instagram and TikTok.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

107. The Skinny On TWSS Update, Biodiversity, and Responsible Investing Oct 24, 2024

In today's episode of TSO we are joined by Jade Huang, Chief Investment Officer of Calvert Research Management. She breaks down what is going on right now at the COP 16 Summit, talks about responsible investing, ESG, why it's so much more than just buzz words and how you can make money while also doing good for the planet.
Jade Huang
Chief Investment Officer, Co-Head of Applied Solutions
Calvert Research and Management

Jade Huang is chief investment officer and co-head of applied solutions for Calvert Research and Management. In that role, she leads Calvert’s innovative investment strategy and oversees research. Jade previously served as managing director of Applied Responsible Investment Solutions. Prior to leading that team she served as a Calvert portfolio manager and analyst.

Previously, she was an investment analyst at Microvest, an asset management firm specializing in impact investing, and led the certification department at Fair Trade USA. Jade began her career as a Financial Auditor for Deloitte Financial Advisory Services.

Jade earned a B.A. from the University of California, Berkeley and an M.A. in international finance and economics from Johns Hopkins University, School of Advanced International Studies (SAIS).

Get access to our top 5 technical concepts for Investment Banking interviews masterclass:
Also to join the waitlist for our course, sign up here: https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBD

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

106. Microfinance 101 with Mary Ellen Iskenderian Oct 19, 2024

In this episode of The Wall Street Skinny, we dive deep into the world of financial inclusion with Mary Ellen Iskenderian, President and CEO of Women’s World Banking. Microfinance has long been hailed as a key tool for empowering women in emerging markets, but as Mary Ellen explains, true financial empowerment requires far more than just access to microloans.

We explore how Women’s World Banking is rethinking financial inclusion—looking beyond small-scale loans to other necessities like savings, insurance, and digital banking. Mary Ellen breaks down the complexities of creating sustainable economic growth, highlighting the importance of building financial resilience, promoting long-term wealth creation, and ensuring women have the tools to navigate both personal and global economic challenges.

Throughout the conversation, we discuss the vital role of financial literacy, access to capital, and how tailored financial services can create lasting change for women entrepreneurs and their communities. This episode challenges the traditional view of microfinance and dives into the broader strategy needed to empower women economically—unlocking opportunities for sustainable, inclusive development.

Join us for a thought-provoking conversation on what it really takes to build a financially inclusive future for women around the world.

Learn more about Women’s World Banking: https://www.womensworldbanking.org/
Mary Ellen Iskenderian is the President and CEO of Women’s World Banking, a global nonprofit dedicated to serving the nearly one billion women excluded by the formal financial sector. She joined Women’s World Banking in 2006 and leads its global team in partnering with financial institutions and policymakers around the world to design and develop solutions and programs that facilitate systemic change for women. Additionally, she oversees Women’s World Banking’s asset management business that makes direct equity investments in financial service providers as a means to advance women in the workplace and as customers.

Mary Ellen is a passionate advocate for women’s economic empowerment through greater access to finance; she urges the financial services industry and business community to view low-income women as a powerful new market of small business owners, heads of households, and consumers of financial products and services.

Mary Ellen has spoken widely and published extensively on topics ranging from equality of economic opportunity, women’s financial inclusion, climate resilience, and financial abuse. In April 2022, her first book, “There’s Nothing Micro About a Billion Women: Making Finance Work for Women,” was published by MIT Press.

Before joining Women’s World Banking, Mary Ellen worked for 17 years at the International Finance Corporation, the private sector arm of the World Bank, and had previously worked for the investment bank Lehman Brothers. She is a permanent member of the Council on Foreign Relations, serves as a Director on the Board of the William and Flora Hewlett Found

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

105. Private Equity 102: Value Creation at a Megafund Oct 12, 2024

We've talked a lot about how Private Equity Megafunds approach valuation when they purchase companies through LBOs. And we've spoken about their exits, either through IPOs or PE Secondaries.
But we've never really talked about what happens during the YEARS in between! How do Private Equity companies actually grow their portfolio companies over the life of their investment? Enter: the portfolio group or operations team.
This group works closely with executives at the portfolio company itself, along with the valuation and deal teams. This team is generally separate from the deal team within Megafunds, though many roles may have significant overlap at smaller firms. At a Megafund, this role differs considerably in terms of skills set, background, and career path. Instead of a conveyor belt path through Investment Banking, this group looks for for skilled consultants and experienced corporate executives. It can be a fantastic entry point into Private Equity for older candidates with more experience in the workforce.
Today, we sit down with Florence Evina-Ze, an SVP at Bain Capital, to discuss the recruiting, career path, skills set, and lifestyle associated with this particular vertical.
Florence also shares her perspective as an underrepresented minority in the industry. She discusses specific programs that were instrumental to her success, the critical role of mentors, and her inspiring approach to helping others follow in her footsteps.
Florence Evina-Ze joined Bain Capital in 2021. She is a Senior Vice President in the Portfolio Group and a member of the North America Private Equity team. Prior to joining Bain Capital, Florence worked at IPSY. Previously, she was a consultant at McKinsey and Deloitte where she focused on industrials and consumer/retail. Florence earned an MBA from Harvard Business School and SB in mechanical engineering from Harvard College.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

104. The Skinny on...Oil Prices & Hurricanes Oct 09, 2024

Our thoughts are with everyone who has recently been impacted by or is in the path of the devastating hurricanes this fall. In today's episode, we touch on the perplexing price action in the oil markets. The price of oil remains curiously low relative to what seem to be fundamental upward pressures, and we discuss a recent Bloomberg interview with Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group where he suggests that the upside risk to oil "has never been higher".
You can watch the full interview here: https://www.bloomberg.com/news/videos/2024-10-09/oil-market-risk-at-its-highest-since-the-1970s-currie-says?srnd=phx-technology

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

103. Credit Trading 101 Oct 05, 2024

Today we are bringing back Carissa Jordan, who was in our incredible episode about problematic female managers (episode 55). She was a credit trader at Goldman Sachs, and she’s here to give us our long awaited Credit Trading 101 episode.
We discuss everything about credit from its conception and origination in IBD — the investment banking division — Debt Capital Markets, and the Syndicate group, all the way through to investment grade, high yield, distressed.
Carissa walks us through the lifestyle on a credit desk and gets into some of the nitty gritty mechanics of how these bonds trade.
We do touch briefly on CDS and CDX, but we'll do a deep dive on those in a future episode!
This is also a GREAT resource for listeners of our other podcast, our unofficial companion to HBO Max’s hit show INDUSTRY, because understanding the basics of credit will help you understand a lot of the points we touched on in the episode we released yesterday!
For anyone who wants to follow and listen to our fledgling INDUSTRY podcast, the unofficial companion podcast to HBO Max's hit show Industry, subscribe here so you don't miss our conversations breaking down the finance, the trades, discussing how realistic the interactions, relationships and lifestyle is, and so much more:
Apple Podcasts https://podcasts.apple.com/us/podcast/the-industry-unofficial-companion-podcast-for-hbo/id1771026407
Spotify
https://open.spotify.com/show/5WxBgEenp0SiIniIafDlul?si=8EwJREbaRSaSSNjZYd_BYA

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

102. The Skinny On...Apollo's Quest to Double AUM, Sharpe Ratios, and the CAIS Summit! Oct 03, 2024

We are BACK, baby! We've missed you guys, and we're so sorry we've been MIA while we've been getting ready to launch our flagship self-paced course. Join the waitlist to make sure you have early access here: https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBD
Today we talk about Apollo's quest to become a megalith in the private credit space, looking to double their Assets Under Management (AUM) from ~$700bn to $1.5tr over the next 5 years with support from the likes of JPMorgan.
We also discuss this Wall Street Journal article: https://www.wsj.com/finance/investing/the-giant-hedge-fund-that-hates-risk-and-still-wins-1110e90a, explaining the basics of how Sharpe ratios are used to measure individual and fund investment performance.
And we are joined by Alex Cavalieri, Head of Marketing at CAIS (https://www.caisgroup.com/) ahead of their October CAIS Summit, where we'll be live on the ground interviewing some of the thought leaders shaping the industry in realtime!

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

101. Industry S1E2 Sep 28, 2024

This is the last episode of Industry to appear on this feed! Follow The Industry | Unofficial Companion Podcast to HBO Max's Hit TV Show "Industry" Here if you want to hear more analysis of Indstury.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Introducing "The Industry" | Unofficial Companion Podcast for HBO Max's "Industry" Sep 27, 2024

From your besties at The Wall Street Skinny comes a no-holds barred deep dive into every episode of HBO Max’s hit TV show “Industry”. We give you the skinny on what they get RIGHT, what they get WRONG, how it all works, and where the fictional drama intersects with stories from our own lives.
Follow the show HERE

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

100. The Fed Cut 50bps! with Jamie Patton, Co-Head of Global Rates at TCW Sep 20, 2024

You've seen all over the financial press that the Federal Reserve cut its key interest rate 50 basis points at its meeting last week. And you've heard economists yapping in the news about "hard landings" and "soft landings" for the economy. But what does that actually MEAN?
We break it all down with none other than Jamie Patton, co-head of Global Rates at TCW, a $200bn multi-asset manager headquartered in California. Jamie started her Wall Street career in Interest Rate Sales at Lehman Brothers, then moved to Barclays Capital before exiting to a role managing Wells Fargo's Bank Portfolio and subsequently joining TCW.
Sure you've heard from Jen a bunch about the lifestyle on the trading floor, but Jamie brings a hilarious and raw perspective sharing her experiences of getting screamed at by clients...and ultimately finding her own voice. Jamie is an expert not only in all things interest rate related, but also talks us through what it takes to succeed in Fixed Income Sales & Trading, what the exit opportunities from those jobs are and how to navigate them, and what it's like having kids and moving from more junior to incredibly senior high finance roles as a mother of three.
Jamie also gives us insight into what a career at an asset management firm looks like and whether a CFA might help you edge out the competition for the role you want.
Jamie Patton is a Specialist Portfolio Manager in the Fixed Income group and is Co-Head of Global Rates. She is responsible for the portfolio management of U.S. Treasuries, global sovereign bonds, TIPS, agencies, money market instruments, commodity strategies, and derivatives. In conjunction with the generalist portfolio managers, she implements decisions on duration and yield curve across our products. Ms. Patton joined TCW in 2022 from Wells Fargo where she ran the enterprise’s Derivative Trading and Hedging Strategy team. Prior to joining Wells Fargo in 2017, Ms. Patton spent 13 years at Lehman/Barclays focused on interest rate and foreign exchange products. She sits on the board of the Police Activities League, a non-profit organization with the goal of empowering and enabling economically disadvantaged students to capitalize on opportunities for advancement. Ms. Patton holds a BS in Computer Science from Princeton University and is a licensed private pilot.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

99. Financial Modeling & Excel 101 x Macabacus! Sep 14, 2024

Our nerdiest episode ever, and we’re darn proud of it. Today we’re diving into Microsoft Excel and its role in Investment Banking.
We’re discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world.
Kristen gives a crash course in how to set yourself up for success, answering questions like "do I need to use a Mac or a PC?", "do I need an external keyboard?", "how can I memorize shortcuts?", and of course: "how do I get faster in Excel?".
We then sit down with Macabacus founder and CEO Ryan MacGregor and Rahul Gill, Director of Product & Customer Enablement, to explore the role of productivity add-ins that will make you feel like an insider before you ever set foot in an Investment Bank. Tools like these can be the critical edge for a candidate looking to differentiate themselves and get up the curve faster than the competition.
Ryan MacGregor is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI’s enterprise software division and is the driving force behind Macabacus’ business, sales, and product strategies.
For a free trial of Macabacus, click here: https://macabacus.com/free-trial?_gl=1*s5fo4c*_up*MQ..&gclid=EAIaIQobChMIoKvq8qDBiAMV8jnUAR377wk3EAAYASAAEgJiTPD_BwE&gbraid=0AAAAADpwqK6JTQnNUUfvywGjdwkBhWVjp

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

98. The Skinny On..."INDUSTRY"!!!!! (HBO Max's hit TV show) Sep 11, 2024

We've heard your countless requests for a review of HBO Max's hit TV show The Industry, and we are buzzing with excitement about our new favorite show!!!
We go over every single critical detail of Season 1, Episode 1 --- from how accurate the interview questions are, the sights and sounds of the trading floor, lifestyle in Investment Banking, all the jargon, and the mechanics of the ACTUAL TRADES depicted in this episode!!!
This is the most accurate representation of real day-to-day life at an Investment Bank that we've seen on TV or in movies EVER. It is a must-watch series if you're thinking about a Wall Street career.
We break it all down for you: what they get right, what they get wrong, and what details are really winks specially aimed at insiders in the know.
Do not miss our single most requested episode EVER!!!

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

97. Love, Money, and Tech Feat. Libby Leffler, Founder of First Sep 07, 2024

The biggest mistakes people make are in love and money. And how we do --- or don't --- talk about money can have a huge impact on our relationships.
Today we’re joined by Libby Leffler, Founder & CEO of First (https://www.thisfirst.com) to discuss the good, the bad, and the misunderstood about prenuptial agreements ("prenups") when it comes to strengthening your financial and emotional happiness.
So, who needs a prenup, and why? Why are more women than ever initiating the conversation around prenups? What risks are you exposed to if you don't have a prenup? We discuss the rapidly shifting trends, evolving perceptions, and changing use cases around prenups today.
We also learn about life as a tech founder (something we ex-investment bankers know nothing about). Libby's shares not only her journey through some of the world's biggest tech giants, but also her journey through motherhood as a founder at the helm of a new rocket ship company.

Libby holds degrees from U.C. Berkeley and Harvard Business School. She emerged as a leader and executive at generation-defining companies like Google, Facebook, SoFi, and Compass before launching First.
Libby founded First to modernize prenups for smart couples who want a stress-free and affordable way to strengthen the financial foundation of their relationship.
First provides seamless and cost effective legal agreements on its platform, created in collaboration with top family law attorneys. They are a completely online, flat-fee prenup platform that allows you and your partner to get a highly enforceable document reviewed by real lawyers drafted within a day – all for less than 10% of the cost of a traditional lawyer.

We’re excited to bring our WSS listeners a special discount when you buy a prenup with First. Head to www.thisfirst.com and use the code “WSS10” at checkout to get a 10% discount on your prenup.
Follow First on Instagram @thisfirst, TikTok @first, and LinkedIn linkedin.com/company/thisfirst

You can find Libby Leffler on LinkedIn at linkedin.com/in/libbylh

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

96. Trading Equities and Options 101, Feat. Dan Nathan Aug 31, 2024

Today we are joined by Dan Nathan, CNBC Fast Money superstar and co-host of podcasts On the Tape, OK Computer, and Market Call. After three decades in the industry on both the buy side (at legendary hedge funds like SAC) and the sell side (at firms like Merrill Lynch), Dan is an expert on the equity markets and options trading. Dan shares his insight into the evolution of the equities trading business, the insider secrets of what it’s like being a pundit talking about the markets on TV every day, and a crash course in equity options 101.
We walk through the basic mechanics of incorporating simple strategies like puts, calls, straddles, and costless collars or risk reversals into a basic long equities position.
We also talk about trading philosophies in general --- how both retail and institutional investors have shifted their approach in the past few years, how to formulate and argue a thesis every day on national television, and how AI may change the landscape going forward.
To listen to Dan's podcasts, check out Risk Reversal Media's offerings here: https://www.youtube.com/@RiskReversalMedia/podcasts
Watch him weeknights on CBNC's Fast Money: https://www.cnbc.com/fastmoney/
And check out his new podcast MRKT Matrix here: https://podcasts.apple.com/us/podcast/mrkt-matrix/id1747214891

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

95. Private Equity Deals with Ted Seides! Aug 24, 2024

Today’s episode is for all of you buy side and private markets junkies. We are joined by Ted Seides, who is the host of the Capital Allocators and Private Equity Deals podcasts, soon to be thrice-published author, and expert in the Alts — the world of hedge funds and private capital investing.

One of Ted’s superpowers is understanding both sides of the alts investing coin. He started his career working with David Swensen at the Yale endowment and ultimately went on to lead his own multibillion dollar alternative asset manager before segueing into his current role as a thought leader and advisor amongst the biggest names in hedge funds and private equity. You may also have heard of him from a little friendly wager he made with Warren Buffet a few years back.

For those of you who want to break into the Alts, you must listen to the lessons Ted has gleaned from years of conversations with the heads of the worlds’s biggest investment firms. So whether you’re a seasoned investor looking for a path to branch out on your own, or you’re an industry newcomer looking to understand key takeaways from some of the all time greatest deals, this episode’s for you.

Pre order Private Equity Deals on Amazon at https://www.amazon.com/Private-Equity-Deals-dealmaking-professionals/dp/1804090735

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

94. The Skinny On Payrolls REVISED, Hypothetical Google Split and Why Companies Use Cash vs. Stock in M&A Aug 22, 2024

The Skinny On Payrolls REVISED
Hypothetical Google Split
Why Companies Use Cash vs. Stock in M&A
Get your FREE Resume template HERE

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93. How to Rock Your Resume in 8 Simple Steps Aug 17, 2024

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Today, we are sharing the MOST IMPORTANT tips for crafting a finance resume.
We get it --- no one enjoys writing a resume. But we are taking the guesswork out of the process. We are clearing up common misconceptions and teaching you EXACTLY what your interviewers are looking for when it comes to this piece of the application process.
Learn to control the narrative, maximize the impact of your accomplishments, and weave connections between your experiences in a way that makes you an outstanding candidate. Get the inside track on how resumes are actually reviewed at banks. And get the skinny on the common pitfalls you MUST avoid if you want a shot at landing a Wall Street job.
We've spent the better part of a decade reviewing resumes from incoming summer intern and full time hopefuls. In this episode, we teach you how to stand out amongst hundreds of other resumes.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

92 The Skinny On…Banking Hours, Mars Deal, & Google Monopoly Aug 14, 2024

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Today we chat about the WSJ article: "How Bank of America Ignores Its Own Rules Meant to Prevent Dangerous Workloads".

https://www.wsj.com/finance/banking/bank-of-america-worker-death-policies-89eff5f6
We get into the announced Mars acquisition of Kellanova, as well as who the heck Kellanova is, what a spin off is, why the deal was likely done all cash. And finally we chat about the lessons we can learn from the Microsoft monopoly ruling in the early 2000s as they apply to a judge finding that Google is a monopoly.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

91. How to Network Like a Pro, feat. Jen Prosek Aug 10, 2024

Today is a masterclass in networking, reputation management, and personal brand building from one of the most successful, highly sought-after minds in the business: Jen Prosek, the founder and CEO of Prosek Partners.
The daughter of immigrants, Jen shares her inspiring story about becoming a go-to consigliere for the male-dominated industry of hedge funds, private equity firms, and investment banks as a female English major without a preexisting network of her own.
Jen outlines steps for building your personal brand, explains how to network throughout all stages of your career (from college student to CEO), and advises on how to handle the inevitable "stubbed toe" from a reputational standpoint.
She also teaches us how to build an entrepreneurial mindset, a subject on which she has written two books (linked below). And finally, Jen answers the age-old question: is all press good press?
Whether you are prepping for fall recruiting season, looking to level up in your career, or seeking to understand the "emerging market frontier of marketing" that's taking place in the private capital and alternative investment space, this episode is a MUST LISTEN.
Subscribe to Jen's LinkedIn newsletter here: https://www.linkedin.com/newsletters/leading-in-volatile-times-6714926252211376128/
Check out Jen's books on entrepreneurship here: https://a.co/d/fMVA6Gk and here: https://a.co/d/dJ9RLVF
Learn more about Prosek Partners here: https://www.prosek.com

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90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm Aug 06, 2024

Our second weekly episode where you get THE SKINNY on whatever's happening in the markets, big deals in the news, and pop culture with us, The Wall Street Skinny. In this episode, we explain the collapse of the yen carry trade after the faster than expected rate hike from the Bank of Japan coupled with the weaker than expected US Non-Farm Payrolls report last week, which triggered the Sahm Rule signaling a recession. We also touch on Bill Ackman's canceled IPO, and the scandal around the social media phenomenon of TikTok star "Ballerina Farm".

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89. The Real Life “Billions": Equity Long/Short Hedge Fund Legends feat. Kat Sosnick Aug 03, 2024

We had the incredible opportunity to sit down with Kat Sosnick, a woman whose impressive career spans three decades running portfolios of up to a billion dollars at some of the world’s most legendary Equity Long/Short Hedge Funds, including Tiger Management, Pequot, and Perry Capital. Kat is a specialist in the consumer retail space, and shares stories with us of how she applied her passion for investigative journalism to doing “grassroots” analysis at the core of her investment theses. Kat gave us the scoop on how she decided to invest in winners like Costco and Amazon, how she earned the nickname "The Grim Reaper" for her fearless shorts of other companies, how she beat stage four cancer and navigated motherhood in one of the most secretive and notoriously male dominated segments of high finance, and how she combats imposter syndrome in her current coaching business. She tells us how she had to stop watching "Billions" because it hit too close to home!
Whether you are considering a career as an investor or simply want the inside scoop on some of the most prominent hedge funds of all time, you'll want to listen to Kat's invaluable advice gleaned from decades of personal experience.
*Correction: the Investment Banker mentioned in the context of the Jeff Bezos meeting was at Deutsche Bank, not Morgan Stanley.
Follow Kat on LinkedIn at https://www.linkedin.com/in/katsosnick?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
and check out Greene Street Coaching here:
https://greenestreetcoaching.com/

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88. Equity Long / Short Hedge Funds 101 Jul 27, 2024

Today we dive into Long / Short Equity Hedge Funds with David Semenza of Islander Capital Partners. We get into what an equity long short hedge fund is, how it differs from other types of hedge funds, how leverage factors in, what makes a good public equity investor, how it differs from private equity and so much more.
Islander Capital Partners is a Long/Short equity fund that was started by David Semenza and Jordan Martinez. The fund spun out of Matrix Capital in 2023, and is focused on the Technology, Media, and Telecom sectors.

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87. The Skinny On...Will Private Equity Take Down the Global Economy & More Jul 26, 2024

The Skinny On...
1. Will Private Equity Take Down the Global Economy.
We discuss the FT article from Wednesday, 7/24/24 titled "How private equity tangled banks in a web of debt | Complex layers of leverage could pose a threat to the global economy". Read it here:
https://ig.ft.com/private-equity/
2. Equity Markets Down and Factor Rotation
3. What we wish we knew before starting on Wall Street
4. Drama between Rupert Murdoch and his kids Succession

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86. Private Credit 101: Asset-Based Lending Feat. Keri Findley Jul 20, 2024

We are kicking off our multi-part foray into the world of Private Credit --- arguably the most talked-about investment vertical of 2024 --- with brilliant and hilarious Keri Findley, founder and CEO of Tacora Capital. If you're interested in learning about Securitized Products, prestigious exit opportunities from the Sales, Trading, & Research division of an Investment Bank, or the career path towards landing a job in Private Credit, this episode is a MUST LISTEN.
Keri is our first guest who has a background in Securitized Products, and she has a superpower of being able to explain complex concepts in a simple way. Keri walks us through her early career in ABS CDO research at Morgan Stanley, her quick exit to the buyside --- where she was a Portfolio Manager at Third Point in her mid-20s (!!) --- and the journey of starting her own Private Capital Firm.
With Keri, we also explore the themes of how blurred the lines can be between our personal and professional lives on Wall Street. Her candid discussion of what she did to fit in early on in her career, how she handles gossip and negativity, and her decision to have her employees sign prenups on their carry illuminates the complexities of being a senior female investor in today's world.

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85. The Skinny on Citadel White Label Sales & Trading Jul 18, 2024

In today's episode, we discuss Citadel's potential white label offering of their Equities trading operations to investment banks --- discussed in this article as something to fill the gap of banks pulling back from Equities Sales & Trading: https://www.bloomberg.com/news/articles/2024-07-11/citadel-securities-crafts-plan-to-shake-up-banks-trading-desks
We also discuss the theoretical possibility that something similar might emerge in the Fixed Income space as well as capital requirements remain a challenge for banks. We know banks are continually thinking about how to strategically allocate balance sheet in light of a previous article discussing how they've already established a pattern of outsourcing balance sheet to the Private Equity & Private Credit realm.

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84. How to Rob a Bank: Inside Financial Fraud Red Teams Jul 13, 2024

Financial fraud is something we hear about ALL the time. It feels like there's a new headline about losses stemming from a hack at a financial institution constantly, and we've all seen shows like The Tinder Swindler where scams of individual consumers can have huge consequences.
The problem with most fraud prevention? It's backward-looking. By the time you solve one problem, criminals have found a new way to steal your money. We sat down with Greenway Solutions, a firm working to revolutionize the space not only for financial institutions, but also for their customers, via the use of "red teams". These red teams can at times sound like complex spy operations --- yet at other times are deceptively simple in their approach. We talk about the (terrifying!) magnitude of the financial fraud landscape, how it is changing in the face of AI and deepfakes, and some of the most surprising ways that fraudsters are staying ahead of conventional security measures.
To learn more about Greenway Solutions, please visit their website here: https://greenway-solutions.com
To connect with our podcast guests, you can find them on LinkedIn here:
https://www.linkedin.com/in/jerrytylman/
https://www.linkedin.com/in/pjs1969/
https://www.linkedin.com/in/katie-tylman-96b64720b/

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83. The Skinny on the Paramount Deal Structure and Congressional Trading Jul 11, 2024

This week on The Skinny On ("TSO") we dive into the Paramount deal structure and discuss insane returns by congress, as well as a new law that is looking to make trading on inside info in congress illegal.

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82. The Finance of HBO's "Succession" Season 3 Part 2!! Jul 06, 2024

Our long-awaited third season recap of the hit show "Succession" is HERE! Even if you watched the show and loved it, you might not have understood all of the finer points when it comes to the scheming and negotiations at WayStar Royco. We are here to break down the key corporate finance plot points driving the drama.
This season has SO many great finance topics to explore, including merger of equals, company valuations, and much more! We delve a bit into the real deals that inspired and are referenced in the show, and of course get into the drama and humor of our favorite characters.

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81. Why Banks Are Hiring More English Majors Jul 04, 2024

Happy 4th of July! We wanted to discuss an article from Fortune Magazine that's been making the rounds, where the COO of Blackrock said "We have more and more conviction that we need people who majored in history, in English, and things that have nothing to do with finance or technology" (article linked below). We discuss the pros and cons of coming to finance with a background in the humanities, especially in the context of how AI will impact jobs at junior levels in different ways.
We also took a trip down memory lane to celebrate the 19th anniversary of Kristen's calamitous, yet ultimately fortuitous, visit to NYC to visit Jen during her junior year summer internship.
https://fortune.com/2024/05/17/blackrock-coo-robert-goldstein-english-history-liberal-arts-hiring/

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80. The Finance of HBO's "Succession" Season 3 Part 1 Jun 29, 2024

Our long-awaited third season recap of the hit show "Succession" is HERE! Even if you watched the show and loved it, you might not have understood all of the finer points when it comes to the scheming and negotiations at WayStar Royco. We are here to break down the key corporate finance plot points driving the drama.
This season has SO many great finance topics to explore, including LBOs, company valuations, termination fees in a merger, EPS juicing, and much more! We delve a bit into the real deals that inspired and are referenced in the show, and of course get into the drama and humor of our favorite characters.
We have so many things to cover that we made this a two-part episode! Stay tuned for part II next week...

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79. What’s the Max Age to Break into Wall Street and Tech | TWSS x IGLE Jun 27, 2024

We get asked every day by listeners of ALL ages, "am I too old to start a career in finance??" When you ostensibly need to have internships on your resume by the time you are 19 years old, and when on-cycle PE recruiting starts before new college grads even set foot in IBD training, it's easy to feel that way. But on the flipside, young people are often dismissed as inexperienced and excluded from the big conversations when their age is deemed to be a negative. So, let's talk about age in the industry.
We have a special crossover episode for you today with tech industry expert and TWSS bestie Maureen Wiley Clough, the host of "It Gets Late Early", a podcast devoted to exploring themes of age and experience in the tech world. We discuss age related hiring issues across the spectrum of elite jobs like tech and high finance, share personal stories, and outline specific tips for breaking into the industry at older ages.
If you don't already listen to "It Gets Late Early", subscribe here: https://podcasts.apple.com/us/podcast/it-gets-late-early-career-tips-for-tech-employees-in/id1676637848?i=1000660173447
Follow Maureen Wiley Clough on IG @maureenwclough

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78. What It Takes to Become the Most Powerful Woman on Wall Street Feat. Zoe Cruz Jun 22, 2024

Today we are speaking with Zoe Cruz, who was the Head of the Fixed Income Division at Morgan Stanley when Jen started her career as a summer intern back in 2005, and who ultimately went on to become President of the firm when Kristen started full-time at MS in 2007. She rose to the absolute upper echelons of high finance at a time when it was virtually unheard of for a woman to reach that level of leadership.
Zoe has an incredible story. She started her Wall Street career as a young mother and built the FX business from scratch at one of the world's most elite investment banks. Zoe was at one point ranked number 10 on the Forbes list of the world’s top 100 most powerful women, has previously topped Fortune magazine’s list of highest paid women in the world, has served on countless boards and advisory councils, started a macro hedge fund (cue Elle Woods…”I mean, what, like it’s hard?”), and she is currently the founder and CEO of Menai Financial Group, a firm focused on the world of “defi” (or decentralized finance).
Our conversation with Zoe is both a candid look at evolving gender roles on Wall Street and an exciting glimpse into "the next big thing" in finance from the perspective of one of the industry's biggest trailblazers.

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77. Private Equity Secondaries 101 Jun 15, 2024

Today we sit down with Justin Resnick, a Managing Director at Evercore to discuss private equity secondaries --- one of the fastest growing, yet least understood segments of the private capital world. He explains the evolution of secondaries and their function as a tool for managing distress and success in equal measure. We talk about the explosive growth in the industry, the shifts in philosophy amongst GPs and LPs, and the widespread buy-in from many of the biggest names in Private Equity. And finally, we explain the career path for young candidates or experienced practitioners looking to gain a foothold in the space.
Justin Resnick is a managing director in Evercore’s Private Capital Advisory group. He is responsible for originating and advising financial sponsors on strategic GP-led secondary market solutions. Justin has more than a decade of experience advising clients across a range of strategic deals, representing numerous market-leading sponsors on multi- and single-asset continuation funds, GP stake sales, mergers and acquisitions, and other capital raising transactions. Prior to joining Evercore, Justin was a member of the secondary advisory team at Houlihan Lokey and also worked in the global energy group in Citigroup’s corporate and investment banking division.
He holds a B.B.A. in finance and accounting from Emory University, where he was also captain of the men’s basketball team.

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76. The Skinny on the Paramount Deal Drama, Inflation Data, and Turning 40! Jun 13, 2024

"The Skinny On..." the Paramount deal that is now OFF, inflation data, turning 40, and more!

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75. Bankers vs. Lawyers Jun 08, 2024

Our long awaited Bankers vs. Lawyers podcast episode! Wondering about the differences and similarities between traditionally "good" jobs like doctor, banker, and lawyer? Or maybe how to transition from a career in law to one in high finance? We are going to pull back the curtain and explore the business, lifestyle, and culture of "big law", while debunking the myths and misconceptions you may have from watching popular shows like "Suits", "Law and Order", and "The Good Wife".
Today's episode specifically covers Corporate Law and its intersection with high finance. Our incredible guests are two of NYC's most prominent attorneys: Jake Kling of Wachtell Lipton, who specializes in Mergers & Acquisitions law, and Roshni Cariello of Davis Polk, who specializes in Capital Markets law.
We get into the path to becoming an attorney, the process of applying to law school, how important "prestige" of your law school is to landing a job, compensation, hours, culture, and much much more.
Bios:
Jake Kling is a partner in Wachtell Lipton’s Corporate Department. Jake’s practice primarily focuses on mergers, acquisitions and dispositions, securities law matters, and advising companies and boards of directors on takeover defense, shareholder activism and general corporate governance matters. He has advised a broad range of public and private clients across multiple industries, including banking, financial services, healthcare and pharmaceutical, life sciences, technology, media and telecom, sports, industrial, retail, private equity and real estate.
Jake received an A.B. magna cum laude in mathematical economics from Brown University, and a J.D. from Yale Law School, where he served as Projects Editor of the Yale Law Journal. Jake also served as a law clerk to the Honorable Dennis Jacobs, then Chief Judge of the United States Court of Appeals for the Second Circuit.
In 2024, Jake was named to the Forbes inaugural list of America’s Top 200 Lawyers across all practice areas nationwide, one of seven M&A lawyers included on the list. In 2023, The American Lawyer named Jake the “Young Lawyer of the Year—Corporate”, selecting him as the top corporate lawyer in the country under the age of 40. Jake was also named a “Dealmaker of the Year” by the New York Law Journal, was one of five M&A lawyers chosen as a Law360 MVP, was one of four M&A lawyers selected for Bloomberg Law’s “They’ve Got Next: The 40 Under 40” awards, and was named one of the 500 Leading Dealmakers in America by Lawdragon. BTI Consulting Group selected Jake as a BTI Client Service All-Star for his commitment to exceptional client service.
Roshni Banker Cariello is a partner at Davis Polk advising corporate and financial institution clients on capital markets transactions, including initial public offerings and other equity offerings, investment-grade, high-yield and convertible debt financings, private placements and liability management. Clients also turn to her for advice on general corporat

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74. The Skinny on ECB Cutting Rates, GameStop Continued and Being “Too Thin” Jun 06, 2024

The Skinny on ECB Cutting Rates, GameStop Continued and Being "Too Thin"

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73. What It Takes to Be a Credit Investor Feat. Ty Wallach Jun 01, 2024

In the second of our three SALT iConnections interview series, we sat down with Ty Wallach, a living legend in the credit investing world.
Ty was a partner and portfolio manager at Oak Hill and Paulson, two of the most successful and famous names in investing over the past three decades, and is currently the CIO of Credit at Atlas Merchant Capital.
We spoke with Ty about his role as an investor in both the debt and equity during the Caesars Palace Coup (check out episodes 39, 40 and 41 for a deep dive into one of the most infamous deals of all time!), how Paulson made billions investing during the Global Financial Crisis of 2008, relative value investing within the capital structure of a company, the Orwellian relationship between the markets and economic data in the current environment, and about the optimal paths to pursuing a career as a credit investor, specifically with regard to the merits of the CFA for advancement along that path.
A must listen for anyone interested in public markets or private credit investing!

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72. The Skinny On T+1 Settlement Change, Citi's Fat Finger Trade, Hedge Fund Fund Raising, and Private Credit May 30, 2024

The Skinny On T+1 Settlement Changes, Citi's Fat Finger Trade, Hedge Fund fundraising woes, and Private Credit!

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71. From Wall Street to the White House and Back Feat. Anthony Scaramucci May 25, 2024

Live from SALT iConnections in NYC, we are joined by Anthony Scaramucci, a financial, political, and pop culture icon here in America. Anthony worked at Goldman Sachs, is the founder of SkyBridge Capital (a global alternatives investment firm), and is the founder of the SALT iConnections cap intro conference...but is possibly most infamous for his 11 day stint as the White House Communications Director during the Trump administration. Particularly timely as many gear up for their summer internships, Anthony shares with us his lessons in resilience, in learning to chase personal growth vs prestige, and in how to graciously take a joke.
Anthony's latest book, "From Wall Street to the White House and Back," is a must-read and is available here: https://www.amazon.com/gp/aw/d/1637584636/ref=tmm_hrd_swatch_0?ie=UTF8&qid=&sr=

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70. The Skinny On NVDA's Stock Split, SALT iConnections Recap, and Gold Decoupling May 23, 2024

We're BACK from a whirlwind 48 hours in NYC, fully rested and ready to give you the skinny on the latest in global markets. First, a quick recap of our adventures at one of the world's largest cap intro conferences, where we got to chat with some of the industry's greatest thought leaders and meet new friends throughout the industry. Next up, a quick note on today's Bloomberg article (linked below) discussing the decoupling of Gold and US Treasuries for the first time in 50 years. And finally, we touch on NVDA's spectacular sales growth and their stock split announcement, the mechanics of which Kristen explains in detail.
https://www.bloomberg.com/news/articles/2024-05-23/bonds-decades-long-lead-over-gold-vanishes-as-debt-worries-grow

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69. How Hedge Funds Raise Money Feat. Ron Biscardi May 18, 2024

We talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time. But we don't always stop to ask, "how do they get all their money?" In this episode, we sat down with CEO of iConnections Ron Biscardi to explore the world of "Cap Intro": the ecosystem within which capital --- meaning, the money from pension funds, endowments, foundations, insurance companies, family offices etc --- gets allocated to fund managers in the Alts space. We learn about seed capital (money that gets new funds off the ground), explore the roles of third party marketers, broker dealers, & prime brokerage within a bank when it comes to cap intro, and discuss how iConnections has built a platform backed by technology to facilitate the world's largest cap intro conferences.
An expert in relationships and connecting people, Ron also shares his experience involving athletes, stars, and influencers like Kim Kardashian, Shaquille O'Neal, and Eli Manning in the conversation, all of whom have become formidable investors in their own right and are at the forefront of deal making in the space today. We are so excited to share this episode ahead of next week's SALT iConnections conference in NYC from May 20-21, where (thanks to Ron!) we will sharing live interviews with some of the industry's most influential and innovative thought leaders.

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68. The Skinny On AI and the GPT-4o Update, Meme Stocks Return, and Golf & Finance May 17, 2024

In today's episode we share our thoughts on the new Ghat-GPT4o update in light of Apple's controversial commercial, our thoughts on the difference between gambling and investing in light of the GameStop / AMC resurgence, and finally the intersection of golf and finance.

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67. Finance, Philosophy, and the Yen Carry Trade feat. John Normand May 11, 2024

We often talk about institutional investors as the allocators of capital to the public and private markets. They are huge, active participants driving supply and demand dynamics in the fixed income and equity markets, and they often make sizable investments as LPs in private equity and private credit funds. But what exactly are they trying to accomplish, and why?
We sat down with John Normand --- the former head of Cross-Asset Strategy at JP Morgan and the current head of Investment Strategy at Australian Super --- to discuss investment strategy at a superannuation fund (what we in the US think of as a "pension fund"). John is one of our most accomplished and distinguished guests to date. Not only does he explain the mechanics of defined benefit / defined contribution plans, but he also shares his philosophical perspective on the ethics of investing, his current views on the macro environment, and a crash course in one of the staples of fixed income markets: the Yen carry trade. This episode is a must listen for anyone who wants to understand how some of the biggest allocators of capital in both the public and private markets approach investment strategy.

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66. The Skinny on "FTX Found the Money"...plus Boston vs NYC, Middle School, and Phobias May 10, 2024

Today's episode is a bit lighter. We get into what it means that "FTX found the money" as well as catch up about some super random stuff including the Tom Brady roast, NYC comedy clubs, Broadway, musical instruments, and our personal phobias.

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65. Personal Finance 101: How to Become Wealthy feat. Katy Song May 04, 2024

Many assume that those who are skilled in high finance are also experts in personal finance and managing their own money. But NOTHING could be further from the truth! We sat down with Katy Song, a former Investment Banker and published author, who is the Chief Financial Planner for Domain Money (a new financial planning company that is revolutionizing the approach to personal finance) to understand the role and career path of a financial planner, explore the different challenges people face when it comes to managing their own money, and drill down into the specific advice she gives to clients looking to build wealth and accomplish their goals.
Book a consultation session with Katy here:
https://calendly.com/katysong/initial-consultation?month=2024-05
Access additional information and resources (including Katy's book, "Fear Less") here: https://www.domainmoney.com/advisors/katy-song
Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.
Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).
At Domain Money, Katy serves as Chief Financial Planner, overseeing a team of CFP® professionals dedicated to crafting personalized financial plans that alleviate client stress and pave the way for their desired lifestyles. She spearheaded the development of Domain Money's financial planning process and service offerings, ensuring a client-centric approach.

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64. The Skinny on Bank Balance Sheets and the Paramount Deal May 02, 2024

In this week's edition of "The Skinny On", we get into an update on the Fed, Jen rants about bank balance sheet reqs, and Kristen gives you the skinny on the drama unfolding at Paramount amid merger talks with SkyDance and Apollo.

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63. Credit Strategy 101 feat. Dominique Toublan Apr 27, 2024

Credit Strategy: how does it work, who are the players, and what are the career opportunities? Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital.
We discuss how you approach the vast world of corporate bonds and distill trends as a strategist, how you reconcile investor sentiment with supply/demand dynamics, and what role are you serving within the ecosystem of Wall Street. The US Credit market --- meaning, where corporate bonds trade after they've been issued --- is orders of magnitude larger than the US Equities market. Credit spreads, which are a measure of the riskiness associated with the debt of an individual corporate borrower, are a critical barometer of economic strength/weakness and investor risk appetite. Understanding these dynamics is essential not only to those who wish to pursue a career in credit strategy, trading, or sales, but also for those who wish to understand the Private Credit markets and the funding dynamics that influence deal making and investment on the Private Equity and Hedge Fund side of the industry.

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62. The Skinny on Kim Kardashian's PE Firm, "Risk Off”, & TikTok Ban Apr 25, 2024

In today's episode we give you the Skinny on PCE (Personal consumption expenditures), we define "Risk Off", we chat about the news that Kim Kardashian has only raised $120mm of her $1-$2Bn target for her Skky Partners PE fund, talk Netflix and Meta earnings and finally share our take on the TikTok ban.

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61. Private Equity Associate Tell-All: How to Start Your Career in PE Apr 20, 2024

So many finance hopefuls dream of a career in Private Equity. But what do you actually DO during your internship, starting out as a full-time Analyst, or as an Associate? How do those roles differ at a mega fund vs. a smaller firm? Are there advantages to starting out in Private Equity vs. doing a tour of duty at an Investment Bank or MBB consulting firm?
We sat down with Karina Petrunova, a current Private Equity Associate at Charles Thayne Capital, a lower middle market fund with a software & technology focus, to learn about her path to Private Equity. She shares the specific steps she took to secure her first Wall Street internship during her sophomore year, her junior year internship, and ultimately her role at Vista Equity (a $100bn+ mega fund) out of undergrad. Karina shares insight into the practices that made her a successful intern, analyst, and associate, as well as into her decision making process behind why she chose the firms she did.
If you are considering a career in Private Equity, or want to understand the journey that your friends and loved ones in the industry may be on, this episode is a MUST listen.

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60. The Skinny on Jane Street Raising Debt & RIFs Apr 19, 2024

In this week's episode we talk about the market's response to geopolitical risks, Jane Street's atypical transparency around Q1 earnings ahead of their bond issuance, and what to do if you get laid off from your Wall Street job.

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59. Intro to Real Estate Investment Banking Apr 13, 2024

Want to understand commercial real estate investing? Real estate banking? What about starting your own investment bank? Or succeeding in the upper echelons of finance while raising young children? How about ALL OF THE ABOVE?
We are joined today by Deborah Smith, CEO and co-founder of a boutique investment bank specializing in real estate advisory, to explore the 101s of CRE investing and deal making, as well as the monumental challenge of starting your own investment bank. We also continue our conversation up and down the corporate ladder on the question of female mentorship.
Deb is a force of nature. She shares her story of how she went from a dairy farmer in Australia to the most elite banking group at Morgan Stanley to Wall Street CEO (all while raising three young children, no less), living life according to her personal philosophy of "the universe doesn't owe you anything". Her brilliance, moxie, and humor make this a MUST LISTEN for anyone interested in real estate, investment banking, or trying to balance work and family life in the world's most competitive environments.

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58. The Skinny on CPI & Earnings Apr 11, 2024

In our latest edition of our new weekly markets breakdown, we cover yesterday’s CPI release and its impact on the interest rates, credit, and equity markets. With earning’s season kicking off, we explain how to frame your thinking about earnings releases as you start to think about how these moves in the market translate into corporate valuations and projections going forward. We also share some feedback we’ve received on our “unwritten rules” for success on Wall Street and wax philosophical on the importance of cultivating resilience.

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57. What You Must Know About Commodities (And More!) Feat. CNBC's Guy Adami Apr 06, 2024

Guy Adami is an original member of CNBC's Fast Money. Guy began his career at Drexel Burnham Lambert as a commodity trader on their precious metals desk. In 1996 he joined J. Aron, the famed commodity and currency group at Goldman Sachs where he was their head gold trader. In 2021, Guy, along with Dan Nathan, started RiskReversal Media. In addition to Fast Money, Guy and Dan have a daily show called MRKT Call and a weekly podcast called On The Tape that they do with Danny Moses of The Big Short Fame. Guy trys to stay active in his community. He was on the board of the NJ Chapter of The Leukemia & Lymphoma Society for ten years where he served as co-chair. In August of 2012, Adami completed the first NYC Ironman on behalf of LLS in 16 hours and 19 minutes. He was the LLS NJ Man of the Year in 2015. Guy was also on the national board of Invest in Others as well as Big Brothers Big Sisters of America. In November 2022, he was inducted into the Tri County Scholarship Fund Hall of Fame. Guy is a 1986 graduate of Georgetown University. He and his wife Linda reside in Morristown, NJ where they raised their three children.

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56. The Skinny on Non-Farm Payrolls and Unwritten Rules Apr 05, 2024

We're mixing it up with new weekly episodes where we give you the skinny on what's happening in the markets and big deals in the news, and explain why that matters TO YOU. Topics today include the Non-Farm Payrolls Report and the unwritten rules of how to behave in order to succeed in finance. Let us know if you want more episodes like this by emailing your thoughts to questions@wallstreetskinny.com!

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55. Women on Wall Street: Is There a Problem with Female Managers? Apr 03, 2024

The Wall Street Journal recently published an article titled "Women Aren't Getting the Big Jobs at Goldman Sachs, and They're Heading for the Exits" (linked below). That same day, we were asked by our social media community whether our best managers were male or female when we were working at investment banks. Our answer? Male.
We received HUNDREDS of messages from our community --- from mostly women --- saying their experience with female managers on Wall Street was overwhelmingly negative.
So we wanted to have a frank, open discussion of these two distinct but very related topics in a public forum to discern what the nature of the problem is and to try and suggest possible solutions.
We are joined by two amazing women for this conversation: Carissa Jordan and Nikki Boulukos, currently the co-founders of Benjamin Talks, a company on a mission to facilitate financial literacy for people of all ages starting with children. Carissa and Nikki started their careers in Fixed Income and Equities Sales & Trading at Goldman Sachs, and rose through the ranks before exiting for individual reasons we will discuss.
This will be the first of many conversations with women ranging from the junior most levels all the way to the C-suite. Anyone working on Wall Street or planning on a career in the industry needs to listen to this episode.
https://www.wsj.com/finance/investing/goldman-sachs-women-big-jobs-leaving-09112f6a
Nikki Boulukos is Co-Founder and Co-CEO of Benjamin Talks

BA in Psychology & Economics from Harvard. Additionally, cross-registered and completed coursework in Accounting & Finance at Massachusetts Institute of Technology and London School of Economics.
Captained the Varsity Women's Soccer team for three years at Harvard, first three-year captain in school history. All Ivy selection and Academic All American nominee.
Financial analyst at Goldman Sachs on Equity Research Sales desk. Member of Women's Steering Committee.
Later served as COO & Vice President of San Francisco-based beverage start-up, Wanu Water (fka FLUROwater) and later founded Seirén, an on-demand app company in the beauty space.
Nikki now lives in Cold Spring Harbor, NY with her husband and their three small, financially-savvy kids.

Carissa Jordan is Co-Founder and Co-CEO of Benjamin Talks

BBA in Finance from Hofstra University. Member of Honors College. Carissa also held internships at Ivy Asset Management, MF Global and Goldman Sachs throughout college.
Associate at Goldman Sachs in FICC on the credit trading desk.
Carissa later joined J.P. Morgan Private Bank where she worked as an investor associate.
Carissa currently resides in Lloyd Harbor, NY with her husband and the three young children whose innate curiosity about money sparked her passion for financial literacy.

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54. Global Macro Trading 101: Portfolio Management at the World's Top Hedge Funds with Wall Street's First Blind Trader Mar 30, 2024

Ever wondered what global macro trading looks like at the world's most elite hedge funds like Citadel, Balyasny, and Bluecrest? You might imagine you'd need a tremendous grasp of the markets, an ability to analyze and interpret massive amounts of data & research, and a talent for identifying the optimal vehicles for expressing your views. Now imagine doing all of this...without being able to SEE.
We are joined an incredibly special guest for our one-year podcast anniversary: global macro investor Ashish Goyal. Over the past 15 years, Ashish has managed portfolios for marquee hedge funds and institutions such as Citadel, BlueCrest, Balyasny, and J.P. Morgan CIO.
Ashish has the dual distinctions of not only being the world’s first visually impaired graduate of The Wharton School, but also the world’s first visually impaired investor-trader on Wall Street. More importantly, Ashish has been honored with India’s highest civilian award for a disabled individual – the National Award for the empowerment of persons with disability by the President of India and has also been recognized as a Young Global Leader by the World Economic Forum.
Ashish also serves on the Board of The Inclusion Initiative at the London School of Economics (LSE) in the UK and the Rising Flame in India. In the past, he has served on the Board of the Peek Vision Foundation in the UK, has passionately supported Theatre and Arts, and has represented the winning team in the UK domestic blind cricket tournament at the London Metro Club.

Ashish embodies an overflowing spirit of a holistic and balanced life. A practitioner of meditation and a believer in human ingenuity, Ashish continues to support passionate and dedicated charities addressing education, disabilities, human rights, sports, environment, and the Vedic Sciences. He has served as a motivational speaker at various venues – at the London Stock Exchange, at the World Economic Forum in Davos, and at the Sohn Charity Conference to name a few.

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53. Intro to Crypto (Part II) Mar 23, 2024

Today is part II of our "intro to crypto" series. We're back with Chris Newhouse to discuss breaking into careers in the digital currency space, the evolution of both layer I and layer II technologies within the defi ecosystem, derivatives trading and the evolution of new platforms to support broader institutionalized moneymaking opportunities. A great conversation for anyone who is interested in understanding crypto trading mechanics, curious in how to start a career in the industry, or wondering whether the crypto culture in real life bears any resemblance to the wild stuff you might see on social media!

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52. Intro to Crypto (Part I): What's going on in the Crypto Markets? Mar 16, 2024

Bitcoin is at an all-time high. New digital currency ETFs are coming to the market, broadening access to and increasing the legitimacy of an asset class that very few people truly understand. So we quickly caught up with our cryptocurrency expert Christopher Newhouse, DeFi Analyst at Cumberland Labs, to ask: what the heck is going on in crypto??

In this episode, we discuss not only the current state of the market, but also give listeners a bit of a crash course in how these cryptocurrencies are used, the scope of the ecosystem, and a quick explainer on the differences between some of the big names you may have heard of.

This is part one of a two part series. Next week we will bring Chris back on for a deeper dive into the evolution of careers in the crypto space, layer two economies, and the institutional framework supporting the future of crypto trading.

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51. Private Wealth Management "PWM" 101 (for the Ultra Rich) Feat. Tony Abbiati Mar 09, 2024

Managing the wealth of the world's richest clientele is an exciting, prestigious, high stakes business. We sat down with Tony Abbiati, CEO of SCS Financial, an ultra high net worth private wealth management firm to understand the business model of RIAs (Registered Investment Advisors) vs. banks and broker dealers, the demands and challenges of these clients, the path to breaking into the business and achieving success, and the crazy things you may have to do in the name of client service!
Tony co-founded SCS Financial Services in 2002. He has over 22 years of experience in the investment business. Prior to SCS, he was a Vice President in the Private Wealth Management Group of Goldman Sachs. Tony began his career at Biogen, Inc. as a process engineer. Tony is actively involved in Year Up, a Boston based non-profit focused on empowering urban young adults. Tony earned a BA in Biochemistry from Bowdoin College and an MBA from Duke University’s Fuqua School of Business.

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50. The Finance of HBO's Succession Season 2 Mar 02, 2024

Back by popular demand!! We continue a listener favorite: the finance of "Succession", the hit HBO series. We explore the hot topics of private equity, venture capital, mergers & acquisitions, hostile LBOs, and MORE through the lens of one of our all-time favorite shows. Even if you watched the show and loved it, you might not have understood all of the finer points! We are here to break down the key corporate finance plot points driving the drama.
Catch up on the finance of Succession Season 1:
on Apple:
https://podcasts.apple.com/us/podcast/a-deep-dive-into-the-finance-of-hbos-succession-season-1/id1680425507?i=1000617362848

on Spotify:
https://open.spotify.com/episode/0WZmy82wGfoYigQOOHtDx0?si=BF2K9NGoRNO4H1rLAbhk8g

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49. Project Finance 101 & Infrastructure Investing Basics Feb 24, 2024

What is Project Finance? In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Banking. We explain what project finance is and why it's used, how it differs from the types of financing that traditional companies do, who uses project financing, who invests in project financing and more. We explore what the career path can look like from sell side Project Finance within the Investment Banking or Capital Markets division of a bank to energy and infrastructure investing at a buy side Private Equity firm.
This episode is also an incredible deep dive into the role of relationships and mentors within the industry. You'll hear the crazy story of how Rahul and David moved heaven and earth to bring Julie with them when they moved from Morgan Stanley to Carlyle Group, one of the world's most prestigious Private Equity megafunds.
Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on healthcare services investments. Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division. Rahul graduated with a Bachelor’s in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon University

Julie Kim is Partner at 1585 Healthcare. Formerly, Julie was a Principal at The Carlyle Group, where she played the dual role of being on the investment side as well as the Chief Operating Officer of funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley. Julie graduated with a BS in Math and Finance from MIT.
David Albert is Partner at 1585 Healthcare. Formerly, David was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, David was the Head of Tax Equity and Project & Structured Finance at Morgan Stanley. Earlier in his career, he worked at Morgan Stanley in the M&A group and Princes Gate Investors, a private equity fund within Morgan Stanley. He started his career at Salomon Brothers. David graduated with a BS in Economics from Wharton and an MBA, also from Wharton.

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48. Healthcare Private Equity Investing Feb 17, 2024

Today as a followup to last week's episode where we sat down with two doctors, we are chatting with two investors in the Healthcare Private Equity space, not only talking about that segment of the investment community but also answering the mountain of questions we’ve gotten from listeners who ARE doctors and want to pivot into the world of finance but don’t know how.
Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on healthcare services investments.

Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division.

Rahul graduated with a Bachelor’s in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon University

Julie Kim is Partner at 1585 Healthcare.

Formerly, Julie was a Principal at The Carlyle Group, where she played the dual role of being on the investment side as well as the Chief Operating Officer of funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley.

Julie graduated from MIT.

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47. Doctors vs. Bankers Feb 10, 2024

Many ambitious young people (Kristen included) consider pursuing a number of prestigious careers outside the financial services industry, and medicine often tops the list. Today we are joined by two incredibly accomplished doctors --- Dr. Bella Avanessian, a board certified plastic surgeon with a focus on gender affirmation, and Dr. Nisha Narayanan, a pediatric ER doctor, double board certified in pediatrics and pediatrics ER. --- to get an in depth understanding of the educational path, the costs, the compensation, the sacrifices, and the payoffs of becoming a doctor in America.
We talk about the tough choices facing young people considering a career in medicine and the resulting brain drain out of the field. Part 1 of a two-part series where we will subsequently explore the field of Healthcare PE, this is a must-listen episode for anyone curious to understand the role of doctors in the American healthcare system.

Dr Bella Avanessian is a board-certified plastic and reconstructive surgeon who specializes in gender-affirming surgery. She is an Assistant Professor of Surgery at Mount Sinai in New York. She received a BS in biomedical engineering and her medical degree from Brown University. She completed her residency training in Plastic & Reconstructive Surgery at Brown University/Rhode Island Hospital. She then trained as the inaugural fellow in the nation’s first Transgender Surgery Fellowship at Mount Sinai. She is a member of the Alpha Omega Alpha (AOA) Medical Honor Society, American Society of Plastic Surgeons (ASPS), and the World Professional Association for Transgender Health (WPATH).
Dr. Nisha Narayanan specializes in pediatric emergency medicine. She is an Assistant Professor of Clinical Emergency Medicine and Clinical Pediatrics at New York Presbyterian- Weill Cornell Medicine. After receiving her B.A. from the University of California, Berkeley, she obtained her medical degree at the George Washington University School of Medicine with a concentration in Health Policy. She completed her pediatrics residency at the University of California, Irvine- Children’s Hospital of Orange County and subsequently completed a fellowship in pediatric emergency medicine at the New York University School of Medicine- Bellevue Hospital Center.

Dr. Narayanan is the co-founder of Team Kid Power, an international non-profit that promotes pediatric cardiometabolic health in underserved communities. She is the primary investigator of a multi-site, school-based academic-community intervention to help implement diet and exercise policy in underfunded schools. She has received numerous awards for her work.

Dr. Narayanan has co-authored more than 15 publications and book chapters. Her interests include community engagement, health policy, child abuse, and quality improvement.

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46. Wall Street Compensation 101: How to Get PAID Feb 03, 2024

Let's talk about MONEY. Maybe you're hoping to land a high paying job on Wall Street . Maybe you're hoping to maximize your earnings potential in your current job. Or maybe you know people who work on Wall Street and are curious to understand why their pay structure is so different from most other jobs. Whatever your perspective may be, THIS episode is the first open, honest, tell-all guide explaining exactly how compensation works on Wall Street. We spill the secrets on how to negotiate your pay, how pay cycles work, what a "bonus" actually is, how to navigate difficult conversations, and how to position yourself for the optimal career path. You will have specific action items after listening to this podcast that will empower you to take control of your pay, no matter what the specifics of your current circumstance.

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45. Private Equity 101: Lower Middle Market PE Deep Dive, Feat AJ Tracey Jan 27, 2024

Today we take a deep dive into Private Equity --- specifically, Lower Middle Market PE. We sit down with experienced investor A.J. Tracey and discuss topics ranging from "what is the traditional path to PE?" to "what is a day in the life like?", and "how important is the name of the college or firm you're coming from?". We explore the differences between megafunds and MM/LMM PE as it pertains to investment strategy, nitty gritty of the job, and recruiting methods. We also discuss the economics of pay, GP catchup, blind pools, when and how PE firms start collecting fees, and more. If you have ever considered working in PE or wanted to understand the world of Private Equity, THIS is the episode for you!
A.J. is currently in investor with Cartess Investment Partners, a lower middle-market private equity firm focused on investing with exceptional operators in the paper, packaging and food industries. Prior to joining Cartess, A.J. was a Principal with AGR Partners and a Vice President with Kainos Capital where he focused on investments in the agriculture and food industries. A.J. began his principal investing career as an Associate with CIC Partners. A.J. has an MBA from the Kellogg School of Management at Northwestern University and a BA from Brown University. A.J. resides in Southlake, TX with his wife and two children.

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44. Search Funds 101: The Best Kept Secret in Private Equity Jan 20, 2024

Ever heard of a Private Equity "search fund" aka entrepreneurship through acquisition? Well, we hadn't either... until this episode! Search funds are a relatively little-known but incredibly exciting and highly profitable niche within the private equity investment space.
Our guest, Nate Wasson, co-founder of growth equity firm Hal-Bar Partners, joins us to explain how Search Funds work and explore themes of entrepreneurship through acquisition. We discuss everything ranging the path to a career within one of these funds which is very different from the traditional Private Equity model, the role and mechanics of family offices in the financial ecosystem, values-based investing and so much more.
This episode is a MUST LISTEN for anyone curious about impact investing or anyone who is an experienced operators considering making a career switch. One of our most fascinating and important episodes ever!!
If you are interested in learning more about HalBar partners, please click here: https://halbar.io/
Nate Wasson is the co-founder of HalBar Partners, a growth-equity firm and is the co-founder and principal member of Alvearia, a family office co-investing community.
Nate has over 20 years of expertise advising investors and family offices, as well as their portfolio companies and mid-market businesses. His experience lies at the intersection of institutional family enterprise, investment management, and impact strategy for both national and international investors. Nate spent his early career in investment management, business banking, and as a JPMorgan consultant; he led teams ranging in size from two to 200. Nate later served as a Principal and Managing Director for Bank of Montreal’s US Private Bank, where he was involved in security selection, portfolio construction, marketing, operations, management, and investment product evaluation. After leaving Bank of Montreal, Nate developed the Midwest family office practice for Capital Group; there, he developed investment strategy for pre-institutional family offices focused on both public and private opportunities. He later joined Silicon Valley Bank to develop their institutional investment platforms, modern family office practice, and ESG investing strategy.
He serves as a subject matter expert in private equity, secondaries, ESG, and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management, with a concentration in asset management.

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43. Hedge Fund Investing 101: Point / Counterpoint Jan 13, 2024

The news --- and the finmeme space --- has been abuzz with headlines talking about hedge fund returns (or lack thereof) in 2023. In a year when the S&P500 was up nearly 25%, the NASDAQ up nearly 50%, and risk free fixed income investments yielded 5%, most hedge fund returns look disappointing by comparison AT A GLANCE. But is there more to the story? Comedian and brilliant financial mind Anish Mitra joins us for this friendly debate.
In this episode, we explain why institutional investors invest in hedge funds, why they are to willing to pay steep management fees for returns that are uncorrelated to the market as a whole, and how to think about hedge fund (or any kind of returns) in the appropriate context. We also introduce the concept of Sharpe Ratios, a risk measure we will do a deep dive on in the future.

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42. Networking 101 Jan 06, 2024

Whether you are looking to break into your first job, trying to move up through the ranks or pivot within your current firm, or you are looking to transition from one career to a completely new field, NETWORKING is the most important skill you need. In fact, "networking" is the answer to so many questions we get asked, ranging from "how do I break into finance from a non-target school" to "how do I switch from consulting to investment banking without an MBA?" Most importantly, this episode applies to you whether you are interested in the world of finance or not! We lay out the networking playbook and discuss some critical do's and don'ts that will help you network in a way that feels authentic to you. We also touch on LinkedIn etiquette, explain its role, and provide guidelines for maximizing your impact if you use it as a tool.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

41. Caesars Part III: Interview with Sujeet Indap, Author of Caesars Palace Coup Dec 31, 2023

Wrapping up our 3-part Caesars Palace Coup series by interviewing one of the authors, Financial Times writer Sujeet Indap. Sujeet explains securitization, subordination, and distressed debt investing through the lens of Caesars’ LBO and subsequent restructurings. We discuss the future of private credit, a segment of the industry currently getting a lot of attention. Sujeet gives us the inside scoop on what it was like interviewing the titans of private equity, hedge funds, and law (as well as combing through thousands of pages of legal documents). And we touch on the role (or lack thereof) of women on the private investing side of the industry.
Caesars Palace Coup, by Max Frumes and Sujeet Indap, is available here: https://www.amazon.com/Caesars-Palace-Coup-Billionaire-Exposed/
To book a private consulta
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40. Distressed Debt and Restructuring 101: Caesars Palace Coup (Part II) Dec 23, 2023

In Part II of this three-part case study of Sujeet Indap and Max Frumes' book Caesars Palace Coup, we pick up in 2008 after Apollo and TPG's $30bn Leveraged Buyout of Caesars closed. With the economy immediately taking a nosedive, Apollo spearheaded a series of restructurings to stave off bankruptcy. These restructurings ranged from more vanilla "distress-for-control" maneuvers to extremely questionable, cloak-and-dagger asset transfers and severing of guarantees. These ultimately culminated in a showdown between the titans of Private Equity and the creditors they'd effectively superseded through expert manipulation of Caesars' legal and capital structures.
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39. LBO Deep Dive: Caesars Palace Coup, Part I Dec 16, 2023

Private equity is one of the most coveted job opportunities on the buyside in the current market environment. In this episode, we do a deep dive into a Leveraged Buyout (“LBO”) using one of the largest, craziest deals in history: the $30bn LBO of Caesars Palace by Apollo and TPG. In part 1 of this 3-part series, we discuss the deal structure, explain the financing terms, and help you understand the motivations of the private equity titans at the helm of the world's biggest megafunds. We will walk you through the LBO from start to finish using Financial Times writer Sujeet Indap's fantastic book, Caesars Palace Coup.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

38. Predicting the "Future" (Fed Funds Futures 101) Dec 09, 2023

Interest rates drive everything in the markets, and expectations of rate cuts or hikes by the Fed can move the markets and make or break fortunes. But how do we know what 'the market' expects? In today's skinny mini we break down the simple truth behind where numbers like 'the market expects there is a 72% chance of a rate cut' comes from and why the current situation is wildly contradictary.

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37. Private Equity and Hedge Fund Recruiting Feat. GoBuyside (Part 2) Dec 02, 2023

Part II of our conversation with Cameron Boland and Kate Kourlis from executive recruiting firm GoBuyside. Our focus shifts to off-cycle recruiting for private equity firms and hedge funds. We discuss strategies for navigating your search for your next career, identifying opportunities that set you up for success, do's and don'ts for negotiating the offer, and how recruiters are incentivized to help you succeed. We also tackle the CRITICAL listener question of: what do I need to know if I'm an international applicant and not a US citizen?
Cameron Boland is the President of GoBuyside, and Kate Kourlis is the Executive Director of Business Development. GoBuyside is a community of professionals in the financial services industry. GoBuyside connects employers with top-tier talent, streamlining the hiring process and ensuring access to great candidates for exceptional roles.
To explore GoBuyside's platform, please visit GoBuyside.com

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36. Wall Street Holiday Party Horror Stories Nov 24, 2023

Happy holidays from The Wall Street Skinny! We are giving your brain a bit of a break this week. We share some fun stories of holiday parties gone terribly awry, rules for navigating vacation and time off, and tips on how NOT to get fired right before bonuses are paid. We discuss some shifts over the past decade and some prevailing attitudes toward work/life balance on Wall Street as societal expectations change.

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35. The WeWork Story: Failed IPOs, SPACs and Bankruptcy Nov 18, 2023

In today's episode we use WeWork as a case study to break down SPACs, for a deeper dive into the IPO process, the bankruptcy and we explore how the world's most sophisticated venture capital and private equity investors came up with a $47bn valuation for a company when the math didn't justify it at all….
In order to keep it interesting we discuss the beginning of the WeWork story through the lens of "We Crashed", the Apple TV miniseries about WeWork.starring Jared Leto and Anne Hathaway.

The Apple TV Series: WeCrashed
The Failed IPO:
1. Scott Galloway Blogs (No Mercy No Malice)
https://www.profgalloway.com/wewtf/
https://www.profgalloway.com/wewtf-part-deux/
2. Aswath Damodaran DCF (Musings on the Market)
https://aswathdamodaran.blogspot.com/2019/09/runaway-story-or-meltdown-in-motion.html
3. WSJ Article Sept 2019
https://www.wsj.com/articles/this-is-not-the-way-everybody-behaves-how-adam-neumanns-over-the-top-style-built-wework-11568823827
SPAC
1. BowX Acquisition Corp S-1
https://www.sec.gov/Archives/edgar/data/1813756/000121390020020580/f424b40720_bowxacq.htm
2. WeWork SPAC Marketing Documents
https://www.wework.com/ideas/wp-content/uploads/sites/4/2021/03/WeWork-Management-Presentation-March-2021-vF-1.pdf

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34. Trading, Jane Street and SBF: Michael Lewis’s “Going Infinite” Nov 11, 2023

A job in Private Equity isn't the highest paying or even the hardest to get... it's actually a job at high frequency trading firms like Jane Street, highly secretive Wall Street firms you've never heard of. So what actually takes place in those interviews and what do those traders even do?
In Michael Lewis's new book, Going Infinite: The Rise and Fall of Sam Bankman-Fried ("SBF"), Michael Lewis tells the absolutely crazy story of SBF, crypto, building his crypto exchange FTX, building his own trading firm Alameda Research, Effective Altruism ("EA"), the scandal that took him down leaving him with up to a 110 prison sentence AS WELL AS a sneak peek into these super secretive firms starting from the interview process to some of the craziest trades ever, including one election trade in 2016 that led to a $300mm loss.
Michael Lewis is the author of other quintessential books anyone who wants to work on Wall Street must read including The Big Short, Liar's Poker and others.
Resources mentioned in the episode:
1. Matt Levine's Bloomberg Essay: "The Only Crypto Story You Need"
https://www.bloomberg.com/features/2022-the-crypto-story/
2. Odd Lots Podcast:
https://podcasts.apple.com/us/podcast/odd-lots/id1056200096
Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Works
https://podcasts.apple.com/us/podcast/sam-bankman-fried-and-matt-levine-on-how-the/id1056200096?i=1000531062191

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33. The Ozempic Trade: "Health" and Body Image on Wall Street Feat. Lindsey Lusson Nov 04, 2023

Ozempic and similar drugs are dominating the conversation about culture, health, and financial markets right now. But what does it mean for Wall Street --- not just for investors, but also in terms of its impact on the social norms of the industry?
**TRIGGER WARNING: This episode contains a discussion of eating disorders and disordered eating.**
After all, the world of Wall Street has made huge strides on the diversity front with one notable exception: body diversity. In this episode, we discuss many of the very real problems with navigating body image in highly competitive, stressful environments where conspicuous consumption of food and alcohol may be an unwritten part of the job description. We are joined by registered dietician Lindsay Lusson to explore the physiological and psychological impacts of trying to conform to these pressures, and what shifts we are seeing with new drugs like Ozempic AND a new generation coming up through the ranks.
Lindsey Lusson is Registered Dietitian who specializes in disordered eating and infertility. She has both personal and professional experience with Hypothalamic Amenorrhea (HA) or period loss related to over exercise and under eating. Her experience led her to become passionate about educating and empowering others to advocate for their health and take charge of their fertility through proper nutrition. She has helped over 250 women recover cycles and restore their fertility naturally.
Credentials:
Education, Credentials & Training
•Bachelors of Science in Nutrition from Texas A&M University
•Masters in Exercise and Sports Nutrition from Texas Woman’s University
•Certified Specialist in Sports Dietetics (CSSD 2013-2018)
•Registered Dietitian (RD)
•Board Certified Health Coach (NBC-HWC)
Follow Lindsay on Instagram and TikTok @food.freedom.fertility, and check out her podcast "The Period Recovery and Fertility Podcast" on your favorite platform.

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32. Private Equity Recruiting 101 Feat. GoBuyside (Part 1) Oct 28, 2023

Want to get an elite job on the buy side? A recruiter --- otherwise known as a headhunter --- plays a significant role in the recruiting process for private equity recruiting. In today's episode, we dive into the private equity recruiting process with Kate Kourlis and Cameron Boland of GoBuyside. We explain the role of recruiting firms, what to expect in the interview process, compensation, and how this process is evolving in real time.
Cameron Boland is the President of GoBuyside, and Kate Kourlis is the Executive Director of Business Development. GoBuyside is a community of professionals in the financial services industry. GoBuyside connects employers with top-tier talent, streamlining the hiring process and ensuring access to great candidates for exceptional roles.
Join the GoBuyside platform!
https://www.gobuyside.com/

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31. Equity Capital Markets 101: The IPO Oct 21, 2023

Whether you are an investment banker working with the hottest new tech start up to take it public, working in private equity and 'exiting' an investment, OR you're considering a role in a startup with the goal of one day hitting it big, you must understand the critical function of IPOs in the lifecycle of a company.
In today's episode we use two companies that exemplify the classic 'sponsor backed IPO;, Birkenstock, and a more 'techy' IPO, Instacart, to answer the questions:
- HOW and WHY would a company go public?
- What is the role of an investment banker in the process?
- What are the fees?
- What is the difference between primary vs. secondary shares?
- What is the difference between valuation and pricing?
- What is the purpose of the IPO discount?
- What is a greenshoe and why is it used?
And much much more!

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30. Consulting 101: Feat. Jane Licurse Oct 14, 2023

In today's episode we break down everything you've ever wanted to know about consulting ranging from a day in the life, how do projects get staffed, what to expect in the interview and more. We also have an honest discussion about business school, burnout and more with former McKinsey consultant and Harvard Business School alum, Jane Licurse.
Jane Licurse is an Executive Coach (focusing on influencing through PowerPoint) and the Strategic Advisor to The City of Cambridge’s City Manager. She previously served as Executive Director of Strategy and Chief of Staff to Boston Medical Center Health System’s EVP (currently CEO). Before that she served healthcare clients as a strategy consultant at McKinsey & Company.
Jane received her MBA from Harvard Business School and BA and MS from Brown University in Biomedical Engineering.

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29. Q&A! The WACC, Interview Tips, Circularity in Models, and Essential Skills for Traders Oct 07, 2023

Another listener favorite Q&A episode, where Kristen and Jen tackle real questions submitted by our listeners. We use these questions as teaching tools to explain concepts far beyond the scope of any individual question, so be sure to stay tuned to learn valuable insight about the world of Wall Street. Our questions in today's episode include:
1. How does changing the WACC (Weighted Average Cost of Capital) impact valuation when running a DCF (Discounted Cash Flow) analysis? What are the different theories of optimal capital structure and how does this all fit into the real world when companies are choosing whether to issue debt or equity?
2. How do I ace my interview in a markets-based job, like the sales and trading division of an investment bank?
3. Why do we need circularity in investment banking models?
4. How do I know when to stop "buying the dip" when trading the markets?
If you have any questions you'd like answered in a Q&A episode of our podcast, please write to us at questions@wallstreetskinny.com

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28. NYC Survival Guide: The Economics of Working on Wall Street Sep 29, 2023

So you've finally landed your first job on Wall Street at an investment bank, consulting firm, hedge fund, private equity fund, asset manager, or venture capital fund....NOW WHAT?
Navigating the ins and outs of housing, transportation, clothes, food, and entertainment your first year on the job --- especially in New York City, the world's most expensive place to live --- can be incredibly daunting. We share what to expect, lessons learned, and helpful tips to set you up for success from day one.
(Disclaimer: nothing in this episode is intended as financial or tax advice, please consult a qualified tax professional)

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27. Venture Capital 101 Sep 23, 2023

In today's episode we sit down with Camilo Acosta, founder & general partner of Perceptive Ventures, an early stage venture firm, and walk through everything you want to know about Venture Capital (“VC”). We cover differences between Angel Investing vs. VC, what a company needs for different series rounds (pre-seed, seed, series A, series B and beyond), how venture capital differs from Growth Equity, what it takes to get into the Venture Capital world, and much much more.
Camilo Acosta is the founder & general partner of Perceptive Ventures, an early stage venture firm focused on AI-first investments across the U.S. and Latin America. Prior to founding Perceptive, he built generative AI products at Meta used by millions of people. Before Meta, he built a machine learning based payments company that partnered with businesses worldwide before it was acquired in 2020. He holds a BA from Princeton University, and is based in San Francisco, California. You can follow him on Twitter @camilobacosta

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26. Valuation 101: How Do You Value a Company? Sep 16, 2023

What is a company "worth"? We are tackling this question in a multi-part series, starting with valuation 101. We walk through the three primary methods of valuation: the discounted cash flow model ("DCF"), public comparables, and precedent transaction/acquisition comparables analysis....and explore how they fit together on what's called a Football Field. Also, we explore the meaning behind the jargon you hear about all the time ---Iike EPS and P/E ratios --- but might not fully understand!

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25. Fixed Income Investing 101 feat. Brian Weinstein Sep 11, 2023

What is fixed income investing, how does it work, and what is the landscape like on the buy-side? We are proud to present one of our most exciting and high profile interviews EVER with Brian Weinstein, head of Fixed Income at Morgan Stanley Investment Management (MSIM). We discuss the current market environment, credit products, economic policy & inflation, and we ask the tough question: can the yield curve really predict the future? For anyone interested in exploring a job on the buy side, we talk about the path to a career, some of the key skills required, and what the relationship of portfolio managers and researchers looks like at one of the world’s biggest asset managers.
Brian Weinstein is the Head of Fixed Income and a member of the Operating Committee of Investment Management at MSIM. He joined the firm in 2018 from Blue Elephant Capital Management, a fintech focused private credit asset manager, where he was co-founder and CIO. Prior to that role, Brian spent 16 years at BlackRock, where he was the Head of Fundamental Institutional Fixed Income, overseeing $300 billion across multiple fixed income-based strategies. Brian earned a B.A. in history from the University of Pennsylvania.

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24. Q&A: Treasury Stock Method, Relative Value Trading, The Yield Curve & More! Sep 02, 2023

Welcome back to the Wall Street Skinny with Kristen and Jen! To kick off today's episode, we answer listener questions about:
Ownership and EPS (earnings per share) dilution when analyzing companies using the Treasury Stock Method in corporate finance. We unpack the concept of a relative value trade, specifically a high yield vs. investment grade trade in the credit derivatives market of CDS and CDX. Then we switch gears to discuss a single name credit analysis in the context of a rumored leveraged buyout by a private equity firm and the potential impact on a company's existing bond holders. And finally we dive into the concept of the yield curve, explaining how the term structure of interest rates not only reflects current monetary policy, growth & inflation expectations, and risk appetites...but also impacts nearly everything financial decision you make in your daily life!

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23. Quant Trading, AI, and More feat. Dr. Harry Mamaysky Aug 26, 2023

Wall Street's analytics and technology are evolving at a record pace. What are the roles of quantitative models, and AI in the financial services industry today? What does it mean to be a "quant", what is a "quant fund", and what quantitative skills are required for someone starting their career on Wall Street today? Will AI and algorithms help us become smarter, or send the best and brightest to the sidelines? We explore these questions and more with Professor Harry Mamaysky of Columbia University who is the co-founder of Quant Street.
Dr. Harry Mamaysky is a partner at QuantStreet Capital, which offers investing and portfolio management services to individuals, family offices, and businesses. Harry is also a Professor at Columbia Business School, where he is the Director of the Program for Financial Studies. Harry’s research focuses on the application of natural language processing and machine learning techniques to investing. Harry is a frequent industry and academic speaker. Prior to his time at Columbia, Harry spent many years in finance practice, rising to the position of senior portfolio manager at Citigroup, where he also served on the firm’s Risk Executive Committee. Harry was a professor at the Yale School of Management, which he joined after earning his PhD in Finance from the Massachusetts Institute of Technology. He holds BS and MS degrees in computer science and a BA in economics from Brown University.
If you have been inspired by this episode and want to follow Harry or learn more, you can find him at the links below.

https://www.linkedin.com/in/harry-mamaysky/ (LinkedIn)
www.quantstreetcapital.com (the firm website)
https://quantstreet.substack.com/ (Substack finance blog)
business.columbia.edu/faculty/people/harry-mamaysky ( Columbia page)
https://twitter.com/HMamaysky (Twitter or X)

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22. How to Become a Markets Guru: Understanding the Investment Banking Clients Aug 19, 2023

What is best kept secret for understanding market dynamics and being good in investment banking? You must understand: WHO are the firm’s clients and WHY they need you? We arm you with the intel to ace any banking interview — either on the IBD corporate advisory side, or on the Sales, Trading, and Research side of the bank — by explaining a select few clients’ motivating factors. We talk about hedgers vs. speculators in the markets, and strategic vs. financial buyers in the world of acquisitions. In this episode, we also explain duration and convexity hedging through the lens of GSEs, bank portfolios, mortgage servicers, pension funds, and insurance companies. By the end of the hour, you’ll understand giant forces moving global markets in new ways. Plus, you’ll now be able to tell all your friends that you learned how convexity works by watching Barbie.

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21. Q&A! Prop Trading, DCF vs. LBO, Beta, Consulting vs. Banking and More! Aug 12, 2023

We tackle these listener questions and more in our latest Q&A episode!
1. What is the difference is between prop trading and the trading you hear about in the sales & trading division of an investment bank? And how does a prop shop differ from a hedge fund?
2. When running a DCF and choosing your beta for CAPM, when do you use the industry average beta vs. when do you use the company beta? We also get into predicted betas vs. historicals, levering and unlevering betas, if R squared is useful in making decisions about your beta, why banks purposefully don't use what the academics say to use and more.
3. What are these mysterious Greek letters that people in finance toss around like delta, beta, and gamma?
4. Why would some industries like natural resources not use LBOs and instead only use a DCF, like for example when constructing a toll road.
5. How do you choose between a career in banking or consulting?
If you want us to answer YOUR questions in our next Q&A, please write to questions@wallstreetskinny.com.

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20. FIG Banking & More Feat. Anish Mitra Aug 05, 2023

When you hear talking heads yelling at you or see a crazy meme on the internet telling to buy or sell a stock, how do you know if they are right or wrong? Today we sit down with Anish Mitra, host of the hilarious podcast Laughing Stocks to discuss his journey through FIG Banking, investing in Goldman Sachs' reinsurance group (now Global Atlantic, part of KKR), and talent development at Goldman Sachs before venturing into the world of comedy and content creation. Anish explains how FIG banking differs from traditional banking (hint it doesn't really), how the foundational training on Wall Street gives you a toolkit with which to analyze companies and form investment theses, and we hear some crazy stories from back in the day when Kristen actually interviewed Anish for a job at Morgan Stanley Sales and Trading. Spoiler alert: it didn't go well.
Anish graduated from Brown in 2010, worked in FIG banking at Barclays then moved to a buyside role at Goldman Sachs (now Global Atlantic, part of KKR), then to talent management at Goldman Sachs when he finally left the finance world to pursue a career in comedy. He now combines all his interests: finance, education and comedy as a content creator. You can find him on Instagram and TikTok at anishkmitra and on LinkedIn, and his podcast Laughing Stocks on your favorite podcasting platform.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

19. Private Equity vs. Hedge Funds: What it Takes to Land the Most Lucrative Finance Careers Jul 29, 2023

Two of the most high profile exit opportunities from the sell side are Private Equity and Hedge Funds. In today's uber-competitive environment, recruiting for some of these exits starts BEFORE you've even begun your career on the sell side. We discuss why these jobs are so competitive and attractive to many young people entering world of finance. What really is the difference between them? Is one more lucrative than the other? And, most importantly, WHAT IS RIGHT FOR YOU....if either???

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

18. Taking Wall Street Skills to Tech Feat. Susie Lee Korb Jul 22, 2023

In this episode, we are joined by Susie Lee Korb, Head of finance at Chord Commerce. Susie leveraged a successful career of over a decade on Wall Street to catapult herself into a senior role in the tech startup world. We discuss various elements of finance at a startup, such as the role of seed & venture capital, venture DEBT, the lifecycle of taking a company from genesis to IPO, and how Susie's knowledge of the markets helped her company avert disaster during the collapse of SVB. We also learn valuable lessons from Susie's career working at an investment bank, such as: what is municipal finance? How can you break into corporate strategy or corporate treasury? And how do you balance parenthood in the fast paced lifestyle of a sales career?
Susie Korb graduated from MIT with a business degree. She spent her early career at Morgan Stanley, where she worked in municipal finance, interest rate sales, corporate strategy and corporate treasury. She is now the VP of finance for Chord, and currently resides in Massachusetts with her husband and three children.

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

17. How to Level Up in Your Career Feat. Helen Dayen Jul 15, 2023

How do you level up in your career --- or even just not get fired when sh*t hits the fan?!? We sit down with CEO and career coach Helen Dayen to understand the psychology, mindset, skills, and creativity required to advance in the financial services industry and beyond. Helen also shares her own stories from the cutthroat environment on the trading floor, "The Devil Wears Prada of Finance" so to speak, how she was able to pivot and make her self invaluable when she knew she was on the chopping block, and how she forged an entrepreneurial path for personal & professional fulfillment.
Helen Dayen is CEO and coach at The Dayen Group, where she has over 15 years of experience in sales, relationship management, business development and executive coaching. She works with professionals in high stress/high demand industries such as finance, technology, and law.
To learn more about The Dayen Group, you can find their website here:
https://www.dayengroup.com/
Follow The Dayen Group on Instagram @dayengroup

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

16. Q&A! Indexes 101, Financial Modeling, the WACC & More! Jul 08, 2023

Answering questions we've received from listeners via Instagram, TikTok and email! This week's topics include:
1. Can you explain the different indices? SPX, FTSE, DAX, NASDAQ, Barclays AGG…as an investor, why would you look at indices? What do they mean/represent, and why do we have them?

2. I’m building my first model, and trying to figure out how to connect the Income Statement, Cash Flow Statement and Balance Sheet. Is there a particular order these should go in??
3. Two similar questions: a) is there any mobility into hedge funds or banks if you’re 10+ years into a career in tech/startups? And b) What about any insights on how JD grads can break into the financial services industry?

4. Does and incremental increase in debt increase or lower the WACC?
5. Why wouldn’t EVERYONE use interest rate swaps to hedge risk?
To have your question featured on our next Q&A episode, please email us at questions@wallstreetskinny.com or follow us on Instagram and send us a DM!

Follow us on Instagram and Tik Tok at @thewallstreetskinny

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBD
Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

15. Equity Research 101 Feat. Steve Haggerty Jul 01, 2023

Today we are joined by Steve Haggerty, the former Head of Research in both New York and Hong Kong at Bank of America Merrill Lynch before making the move to the Buy-Side, to answer all your questions about Equity Research including:
What is Equity Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? and much much more.
Steve Haggerty was Head of Research in both New York and Hong Kong at Bank of America Merrill Lynch before making the move to the Buy-Side, and becoming Head of Research at Moon Capital. Prior to that he worked at General Motors and Schroders Securitues in London before joining Merrill Lynch as an equity analyst in New York and then becoming a research manager.

He retired in 2021 and is now an advisor at Columbia Business School as well as the founder of Interior Lines Research where he helps Sell-Side Researchers learn to be more influential with Buyside clients. He also is working in venture capital in the agtech space and is a hobby farmer in the Hudson Valley.

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

14. News and Finance Feat. Mosheh Oinounou of Mo News! Jun 24, 2023

The global financial markets and the news are inextricably linked. News stories move the financial markets, and the financial markets make the news. Today we sit down with Mosheh Oinounou of Mo News, an Emmy-award winning journalist who has worked at Bloomberg, CBS, and FOX News in the past. Mosheh has now created his own news service primarily distributed across social media platforms, where he is a trusted source for hundreds of thousands of followers.
We discuss how Mosheh distills critical intel from the vast array of global news, explore the complexities of bias and mistrust in the news media, and debate the role of journalism in a post-AI environment. We swap stories from opposite sides of the newswire during major market-moving events like the financial collapse of 2008 and Fukushima in 2011. And we learn how Mosheh is preparing for his next exciting role as a father!
You can watch Mosheh's TedEx talk referenced at the link below, can subscribe to his news letter or become a Mo News premium subscriber on his website or follow him for. your daily dose of news on Instagram or TikTok.
Mosheh TedEx Talk: https://www.youtube.com/watch?v=IBZdjaIR4w8
Mo News Website: https://www.mo.news/
Follow Mosheh on TikTok and Instagram at @mosheh

Follow us on Instagram and Tik Tok at @thewallstreetskinny

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

13 The Finance of HBO's Succession Season 1 Jun 17, 2023

We explore the hot topics of private equity, venture capital, mergers & acquisitions, hostile LBOs, and MORE through the lens of one of our favorite shows: Succession. Think "dual class stock shares" sound boring? Think again! We break down the key corporate finance plot points (note: spoilers included but minimized, especially regarding the season 1 finale) driving the drama inside one of the all-time greatest shows. For additional insight, check out this great article from the FT: https://www.ft.com/content/a7ce31e0-06f0-4986-9eb9-f4322a40ffc3

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

12. What to Expect in Your Your Summer Internship Jun 10, 2023

Congrats on landing your summer internship....Now what?? We walk through every aspect of the internship experience --- from getting coffee to getting the coveted full time offer. We talk about housing, training, desk assignments, the importance of networking, etiquette, and typical projects across various divisions. We discuss how to prove your worth, how to land a full time offer, and how to deal if you DON'T get that dream offer. Sharing personal stories of being little grownups in the big city and all we learned along the way.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

11. Hedge Funds 101: Feat. Paul Podolsky Jun 03, 2023

In this episode, we explore the world of hedge funds with Paul Podolsky, who spent 16 years at Bridgewater (the world's largest hedge fund) before launching a writing, publishing, and podcasting career. We ask: how did hedge funds evolve, and how are they different from traditional asset managers? What are the different types of hedge funds? How do they raise and deploy capital? What are the entry and exit opportunities? And...what does it truly mean to be a "pain sponge?"
Paul Podolsky spent 20+ years on Wall Street with most of that time at Bridgewater Associates, the biggest hedge fund in the world. Prior to that he worked.as a journalist in 1990s Russia, writing for Novaya Gazeta, The Moscow Times, and Hearst. He graduated from Brown University, The Fletcher School of Law and Diplomacy (Tufts in association with Harvard), and the Maurice Thorez School of Foreign Languages. He currently has a podcast of his own called 'Things I Didn't Learn in High School', is the author of "Raising a Thief" and "Master Minion" and has a Substack where he writes "Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses."
You can follow him at the links below.
Follow Paul Podolsky:
Twitter @paul_podolsky
Instagram @paulpodolsky
www.paulpodolsky.com

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

10. Q&A: Valuation, Buy-Side vs. Sell-Side, IRR vs. CAGR, Excel and More! May 26, 2023

Answering questions we've received from listeners via email and Instagram! This week's topics include: how to choose the right valuation method? How to prepare for an investment banking interview? What is the difference between IRR, CAGR, and ROI? ...and more!! This is our first of many future Q&A episodes to come.
To have your question featured on our next Q&A episode, please email us at questions@wallstreetskinny.com or send us a direct message on Instagram.

To get access to the $25 Masterclass click HERE
Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

9. The Lehman Trading Floor: An Inside Look at the 2008 Financial Crisis Epicenter May 19, 2023

We share our unfiltered personal stories from the front lines of the 2008 financial crisis. Maybe you've read the headlines: banks going under (SVB, First Republic), UBS acquiring Credit Suisse, offers being rescinded, and worry about what will happen if you’re starting your career during a financial crisis. They say past is prologue so we share what it was like being on the trading floor of Lehman Brothers when it collapsed, or working firsthand on the financial products that caused a global economic meltdown. We also reflect on lessons learned for navigating your career path during times of uncertainty. Our most raw, personal episode yet!

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

8. The 2023 Banking Crisis: What Led to SVB’s Downfall May 13, 2023

It's been a pretty wild spring in 2023. Since March of this year, we've seen Silicon Valley Bank (SVB) collapse, Signature Bank shut down, Credit Suisse get acquired by UBS, and --- most recently --- First Republic get acquired by JPMorgan. But the turmoil in the banking sector is likely not over just yet. In this episode, we explore the economic circumstances driving current events and explain the underlying mechanics behind the headlines.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

7. How to Ace the Investment Banking Interview May 05, 2023

We tackle our most-asked listener question: how do I ace the interview for a job in finance? Listen to learn key technical skills you'll need in your toolkit and pick up tips for mastering the conversation. We touch on do's (and don'ts!) for interviews in IBD and Sales & Trading, and cover variations on the theme for hedge funds, private equity, and other opportunities.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

6. Sales and Trading 101: Fixed Income Edition Apr 28, 2023

In this episode we tackle the Sales & Trading division of an Investment Bank, the high profile, fast-paced, markets-based, client-facing arm of a firm. This is where billions and billions of dollars change hands every single day, and fortunes can be made or lost before most people have their morning coffee. We follow the journey of an investment idea from conception to execution, explain the roles of salespeople and traders, and discuss compensation metrics and exit opportunities. If you listen closely, you might just learn how to retire before you’re 40.....

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

5. Debt Capital Markets 101: Where Do Bonds Come From? Apr 22, 2023

In this episode, we delve into one of life's greatest mysteries: where do bonds come from?? We take a brief detour through the capital markets group and walk through an example of corporate bond origination. We also discuss the lifestyle and exit opportunities associated with the Capital Markets division of an investment bank

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

4. Investment Banking 101: IBD Deep Dive Apr 16, 2023

In this episode, we explore the investment banking division (IBD) through the lens of one specific merger, discuss different groups within the division, and share insights for those interested in a career in IBD.
This episode is dedicated in loving memory of Jennifer Moe, a former colleague and beloved friend.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

3. Investment Banking vs. Sales & Trading: Secrets for Success Apr 08, 2023

What are the secrets for success in investment banking and sales and trading? In today's episode we discuss talents and character traits that may set you up for success on Wall Street, explain the two main divisions of the investment bank in greater detail, and describe a day in the life of a first year analyst in both divisions.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

2. What is an Investment Bank? Apr 04, 2023

In this episode, we answer the question: "What is an Investment Bank?". We also explore the reasons why someone might want to pursue a career on Wall Street, and share some of our personal stories that led us into finance.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

1. Welcome to The Wall Street Skinny: Two Ex-Bankers Giving You "The Skinny" on the Finance Industry Apr 02, 2023

Welcome to The Wall Street Skinny! Our first episode is a brief introduction to explain our mission, share a little bit about ourselves, and invite you along on our quest to make the world of Wall Street accessible to EVERYONE.

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Join the waitlist for our flagship course on IB and PE fundamentals!
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

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