logo
episode-header-image
Jul 2024
47m 8s

The Trading Floor: Labour Landslide, Tru...

AMPLIFYME
About this episode

In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.


Next, we explore the intriguing political landscape in the US. Will Biden step aside, and if so, who might replace him? We also break down the complexities of a US rates curve steepener trade and what it signifies for investors.


Finally, we analyze the remarkable 17% surge in Tesla shares over just two days. Uncover the factors driving this rapid rise and why there could be more gains on the horizon.


*****


Are you a student looking to get finance experience on your CV this summer? Join our next free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator


Hosted on Acast. See acast.com/privacy for more information.

Up next
Today
Why Goldman’s Leads the M&A League Table, $25bn Dulux Paint Deal & Apollo Pulls Papa John's Bid
<p>This week on the Market Maker podcast, Anthony and Piers spotlight Goldman Sachs&#39; standout year in M&amp;A, exploring how the bank has pulled ahead of rivals with a $1.3 trillion deal volume and a 34% market share. They break down the strategy behind Goldman&#39;s dominanc ... Show More
37m 18s
Nov 20
Nvidia’s Big Moment: Strength or Overreach?
<p>In this week’s Market Maker from AmplifyME, Anthony and Piers unpack Nvidia’s blockbuster earnings and what they signal for markets heading into year-end. Is the company’s explosive growth sustainable, or are signs of overextension starting to show?</p><p><br></p><p>They explo ... Show More
41m 12s
Nov 19
Bulge Bracket vs. Boutique: Investment Banking Career Advice for Students
<p>Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and d ... Show More
18m 31s
Recommended Episodes
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Nov 2024
Markets Love Certainty
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.   (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 P ... Show More
24m 6s
Nov 12
Why UK Small Caps Could Soar — Rockwood’s Richard Staveley on Value, Catalysts & Momentum
Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved—and why that may be a big opportunity. Richard explains Rockwood’s playbook: concentrated, benchmark-agnostic, value investing with hands-on ... Show More
39 m
May 2025
Why tech stocks could keep rallying
After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discu ... Show More
6m 49s
Nov 2024
Investor Expectations After the US Election
<p>Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ... Show More
3m 55s
May 2025
Stocks Climb on Economic and Trade Optimism
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment.As equities ... Show More
39m 22s
Oct 2024
What’s Boosting Cyclical Stocks?
<p>Our CIO and Chief U.S. Equity Strategist explains&nbsp;his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan St ... Show More
3m 53s
Sep 26
184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>This week on <em>The Skinny on Wall Street</em>, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to shift public ... Show More
43m 53s
Oct 15
How Politics Affect Global Markets
<p>Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insig ... Show More
5m 6s