Next up in our miniseries on accounting for financing transactions is mezzanine equity. When an instrument is presented as mezzanine equity, it is not permanent equity or a liability. We explain what that means and provide an overview of how to account for it as well as the financial statement impacts. In this episode, we discuss: 1:56 - Background and the ... Show More
Jul 14
Convertible debt accounting: Making sense of complex terms
Convertible debt can offer an issuer a lower-cost financing alternative, but the accounting can be complex depending on the instrument’s terms, settlement features, and related transactions. This episode discusses the key accounting models for convertible debt, including bifurcat ... Show More
28m 10s
Jun 30
Beyond debt: Accounting for other liability-classified arrangements
Liability classification under US GAAP extends well beyond traditional loans and bonds. In this episode, we discuss common arrangements that may be accounted for as liabilities, including preferred stock, warrants, noncontrolling interests, failed sale transactions, sales of futu ... Show More
31m 20s
Nov 2021
001. What are equities?
<p>In this episode, we delve into equities, commonly known as stocks, and their crucial role in the financial markets. We explain what equities are, how they represent ownership in a company, and the different types, including common and preferred stocks. With insights from finan ... Show More
3m 7s
Feb 2021
EM Chat: What stocks are Buffett, Ackman and Soros buying?
<p>In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and A ... Show More
29m 37s
Oct 2023
29. Q&A! The WACC, Interview Tips, Circularity in Models, and Essential Skills for Traders
Send us Fan Mail 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 ... Show More
51m 24s
May 2025
158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!
Send us Fan Mail In this episode of The Wall Street Skinny, Kristen and Jen kick announce the launch of their long-awaited M&A course, part of their dynamic, story-driven finance curriculum. They discuss how the course, two years in the making, blends real-world technicals with t ... Show More
43m 6s
May 2023
Opportunities in private equity
What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global ... Show More
27m 16s
Mar 2024
Listener mailbag with the Unhedged podcast
<p>More questions — more answers! We’ve partnered with the FT’s<em> Unhedged</em> podcast for a special two-part episode, fielding questions you have submitted about markets and finance. The host of <em>Unhedged</em>, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong ... Show More
24m 5s