Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005.
Rakuten is the unique Japanese conglomerate that wasn't started over a hundred years ago and instead was part of the late nineties global internet boom ... Show More
Feb 11
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood o ... Show More
1h 10m
Feb 5
How Investors are using AI - [Business Breakdowns, EP.240]
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to learn more about tangible use cases, how to make sure you're get ... Show More
49m 3s
Aug 2024
187: Best Of: Is Japan At An Inflection Point?
<p>Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?</p><p>Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine ... Show More
23m 56s
Apr 2025
151. Tariffs 101: Why the Markets and U.S. Dollar Are Tanking
Send a textMarkets are in chaos, which is why on this week’s episode Kristen and Jen ditch the interviews to break down what the hell is happening in markets right now. From tariffs to the dollar and everything in between, we’re unpacking the massive moves in equities, the near-t ... Show More
1h 9m
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
Aug 2025
176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
Send a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new structure ... Show More
47m 25s
Jul 2025
The Secret Every New Futures Trader Needs to Know! Prop Firms, Payouts, & More!
This episode features a deep dive into trading psychology, strategy, and lifestyle with JP from JPO Capital. He discusses how taking partial profits in 2023 was the turning point from break-even to profitable. He emphasizes the importance of trading as a scalable side income, not ... Show More
54m 45s
Aug 2024
96. Trading Equities and Options 101, Feat. Dan Nathan of CNBC’s Fast Money
Send a textToday 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), ... Show More
1h 22m
Sep 2025
The data center surge: Building the backbone of the digital age
<p style="margin: 0in; font-family: Aptos; font-size: 11.0pt;">In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Mor ... Show More
18m 22s
Nov 2025
1013. News: Big moves in the mortgage market - and is everyone using AI to manage their finances?
About this episode: Host Benjamin Ensor, Director of Research and Strategy at 11:FS, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast th ... Show More
1h 3m
Apr 2025
156. FX 101, Operation Twist and Yale’s Selling Their ENTIRE $6bn PE Portfolio
Send a textIn this episode of The Wall Street Skinny, we explore the escalating tension between former President Trump and Fed Chair Jerome Powell, how markets reacted, and what it reveals about the importance of central bank independence. Jen also breaks down "Operation Twist"—a ... Show More
52m 27s