In the second episode of our infrastructure mini-series on The Bid, guest host Mark Weidman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy.
Jan 30
247: Inside Hedge Fund Strategies: How They Work and Why Investors Are Paying Attention
Hedge fund strategies are gaining renewed attention as market volatility rises and traditional stock and bond diversification becomes less reliable. With inflation uncertainty, shifting monetary policy, and growing macro instability, investors are reassessing how different source ... Show More
21m 16s
Jan 22
246: Macro and Geopolitical Outlook - Live From Davos
Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of The Bid examines the macroeconomic and geopolitical forces shapi ... Show More
35m 48s
Jan 16
245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends
AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers, compute, and productivity-enhancing technologies, while rate cuts and supply-ch ... Show More
19m 50s
Dec 2024
121. The Skinny On...Mondelez's Failed Bid for Hershey, Kroger's Failed Bid for Albertsons, & Hawk Meme Coin
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>On this episode of 'The Wall Street Skinny' we delve into two failed acquisitions, starting first with the failed Mondelez-Hershey deal. We get into th ... Show More
32m 44s
Feb 2024
49. Project Finance 101 & Infrastructure Investing Basics
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>What is Project Finance? In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Ba ... Show More
38m 30s
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
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In the second of our three SALT iConnections interview series, we sat down with Ty Wallach, a living legend in the credit investing world. <br/><br/>Ty was a pa ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>This week, we break down the tension between Jerome Powell and Donald Trump—and what it <em>actually</em> means for monetary policy. If you listened to Powell’s ... Show More
