About this episode
Jan 27
Rally or retreat: What‘s next for US equities?
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance? Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, glo ... Show More
16m 10s
Jan 21
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest trends in loan and bond total return swaps ( ... Show More
11m 40s
Jan 13
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significant, especially if Western investment returns to the country. In this episode, analysts from J.P. Morgan Global Research explore the ... Show More
13m 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
May 2025
The Economic Mood Brightens
Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail roun ... Show More
41m 31s
Mar 2025
Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ... Show More
15m 19s
Sep 2024
100. The Fed, Interest Rate Sales, and Asset Management
1h 15m
Jan 2025
INDUSTRY S1E7 | "Pre Crisis Activity": Sales Credits, Claw Backs, the GFC and More!
1h 30m
Jun 2024
73. What It Takes to Be a Credit Investor Feat. Ty Wallach, CIO of Credit at Atlas Merchant Capital
38m 17s
Apr 2024
63. Credit Strategy 101 feat. Dominique Toublan
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>Credit 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 ... Show More
1h 8m
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
Nov 2024
116. What is Private Credit? | Direct Lending Explained
1h 9m
Nov 2024
109. ETFs 101 with Brian Weinstein, Head of Global Markets at Morgan Stanley Investment Management
1h 13m
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
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>You've seen all over the financial press that the <b>Federal Reserve</b> cut its key interest rate 50 basis points at its meeting last week. And you've ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,&ap ... Show More
<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>In this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, <b>Alona</b> <b>Gornick</b>. Alona, a seni ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>You've probably heard of <b>Exchange</b> <b>Traded</b> <b>Funds</b> (<b>ETFs</b>) before. You may even own shares in some. But do you <em>actually</em> kn ... Show More
