In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th European Leveraged Finance Conference, exploring the latest trends, including mar ... Show More
Yesterday
Exploring the evolving Asian consumer and investor base with Dymon Asia
In this episode, Sian Goh, partner and head of Research and Strategy at Dymon Asia, sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, to explore evolving market dynamics in Asia, from supply chains and AI to the retail investor and Asian consu ... Show More
19m 32s
Mar 13
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
24m 43s
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 2025
The Deal Room - Inside Investment Banking’s Biggest Deals (GS, Citi, UBS & Barclays)
In this episode of The Deal Room, Anthony and Stephen break down the latest high-stakes deals shaking up the investment banking world. From Goldman Sachs' $19 billion port sale and cost-cutting strategy (Project Voyage) to UBS’s role in the Walgreens Boots Alliance buyout, they u ... Show More
40m 45s
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
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 2024
63. Credit Strategy 101 feat. Dominique Toublan
Send a textCredit Strategy: how does it work, who are the players, and what are the career opportunities? Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital. We discuss how ... Show More
1h 9m
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
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