Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, geopolitical risks, and private credit trends, offering insights into strategies for navigati ... Show More
Yesterday
Examining the AI value chain with Horizon Global Partners
In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ... Show More
27m 16s
Mar 11
How are geopolitics and AI trends impacting leveraged finance?
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ... Show More
17m 34s
Mar 10
From stalling home prices to new reforms: Will U.S. housing activity pick up?
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, w ... Show More
16m 43s
Jan 2025
INDUSTRY S1E7 | "Pre Crisis Activity": Sales Credits, Claw Backs, the GFC and More!
Send a textIn this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,' Season 1, Episode 7, aptly titled 'Pre Crisis Activity.' They discuss the ramifications of the 2008 Global Financial Crisis on Wa ... Show More
1h 31m
Nov 2024
116. What is Private Credit? | Direct Lending Explained
Send a textIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the evolvi ... Show More
1h 10m
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rippli ... Show More
1h 14m
Dec 2024
121. The Skinny On...Mondelez's Failed Bid for Hershey, Kroger's Failed Bid for Albertsons, & Hawk Meme Coin
Send a textOn this episode of 'The Wall Street Skinny' we delve into two failed acquisitions, starting first with the failed Mondelez-Hershey deal. We get into the structure of Hershey's voting shares, the history of Kraft and Cadbury's contentious acquisition, and the strategic ... Show More
33m 38s
Jun 2024
73. What It Takes to Be a Credit Investor Feat. Ty Wallach, CIO of Credit at Atlas Merchant Capital
Send a textIn 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 ... Show More
39m 12s
Apr 2025
152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
Send a textThis week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in the bond market has investors spooked. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we break ... Show More
1h 16m