About this episode
Oct 1
Is Anthropic's $2 Trillion IPO in Jeopardy? What We Learned from Leaked IPO Prospectus
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. We're back at the intersection of AI and high finance! Anthropic is reportedly targeting a $2 trillion IPO valuation. So what did Reuters ... Show More
46m 31s
Sep 27
How Nvidia's Recent Acquisition Changes the AI Game Feat. Morgan Stanley's Head of US Thematic Research
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. NVIDIA just agreed to buy Hugging Face, and the deal won't add a cent to its earnings per share. So why do it? In this episode we dig int ... Show More
59m 43s
Sep 18
Why Stocks Could Drop 10% Before Year-End: feat. Wellington Macro Strategist Mike Medeiros
Go to www.groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. The first Fed rate hike since the summer of 2023 hit today, and we went LIVE from New York City to cover it. Minutes after Chairman W ... Show More
36m 37s
Oct 2023
Public problems for private equity
<p>For years, low interest rates let private equity deliver huge returns to investors. But now rates are up, and private equity is struggling. Many PE firms are turning to financial engineering to boost results. Today on the show, we wonder how that’s going to turn out. Also we g ... Show More
16m 26s
Sep 2023
Mailbag: incl. Should I go with Private Equity? September 24, 2023
55m 13s
Sep 2025
Private equity’s public reckoning
With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may be running out. Today on the show, Katie Martin and Rob Armstrong talk to the F ... Show More
23m 13s
Aug 2025
Private Equity in a Changing World
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
19m 16s
Apr 2024
Should we worry about private credit?
<p>Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is the IMF right to be worried? We discuss. We also short media coverage of Jam ... Show More
19m 52s
Jun 2023
Mailbag: incl. In whose name should I invest? June 11, 2023
1h 28m
Jan 2024
MM137: 2024 Market Predictions with Co-Founder Piers Curran
<p>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More
54m 8s
Nov 2022
BIGGEST MARKET CRASH LOSERS - Types of Investors Who Will Lose It All In This Recession
9m 32s
May 2022
Time to Panic?
Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More
34m 54s
Jul 2023
#48: "Exploring Opportunities in the Ever Evolving Crypto Market"
Send us Fan MailIn this thought-provoking episode, we explore the burning question on every investor's mind: "Is it too late to invest in crypto?" We delve into potential hidden gems, undervalued cryptocurrencies that might hold the key to future growth. Additionally, we dissect ... Show More
37m 18s
Send us Fan Mail
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 Rotation3. Wh ... Show More
<p>– What about Private Equity?</p> <p>– What is the Asset Turnover Ratio?</p> <p>– Are Millennials destined to be the most affluent?</p> <p>– How much is too much?</p> <p>– How should I allocate my portfolio across ETFs?</p><p>See <a href="https://omnystudio.com/listener">omnyst ... Show More
<p>– How do ETFs trade?</p> <p>– The path to financial stability</p> <p>– Income from funding LMI?</p> <p>– In whose name should I invest?</p> <p>– Will inflation hurt share prices?</p> <p>– Do ETFs inflate the prices of big companies?</p> <p>– Please have a rant!</p><p>See <a hr ... Show More
<p>FaceTime or Ask Patrick any questions on <a href="https://minnect.com/">https://minnect.com/</a></p>
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<p>Want to get clear on your next 5 business moves? <a href="https://valuetainment.com/academy/">https://valuetainment.com/academy/</a></p>
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<p>In today' ... Show More
