Market Maker

AmplifyME
Your weekly one-stop shop. From recapping the major themes in markets that week, to the latest career tips and insights from industry experts. Whether you are a trader, investor or an aspiring student looking to enter a career in financial markets, we've got you covered! Hosted on Acast. See acast.com/privacy for more information.

All Episodes

In this special 2-part series of The Deal Room, we dive into an "Ask Me Anything" session with the curious minds of the students on our Summer Analyst Training Programme. Join Stephen Barnet, our Director of Corporate Finance, and Anthony Cheung, Chief Content & Culture Officer at AmplifyME, for an engaging discussion that covers everything from career advice to industry insights.In part 1, the team responded to:I missed out on Spring week, am I doomed? (2:01)What is the timeline of career progression in IBD? (5:50) What steps can I take as a fresh grad to stand out? (10:10)How much programming experience do I need to be a quant? (14:01)With the rise of algorithmic trading is there a threat to traditional roles? (17:18)*****If you're a student interested in a career in finance then try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Jul 22

22 min 14 sec

Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump.We also unpack comments from the former US President on his thoughts on Federal Reserve Chair Jerome Powell, his view on interest rates, and why he may draft in help from J.P. Morgan CEO Jamie Dimon.On the other side of the Atlantic, UK inflation held steady in June, aligning with the Bank of England's 2% target. However, traders were more focused on the unexpected surge in inflation within the UK services sector.A must-listen for anyone looking to understand the interplay between current events and market dynamics!Introduction (00:01)Nasdaq sell-off (2:12)Trump rattles chip stocks (3:01)The sell-off in context (7:58)The impact on geopolitics (9:16)Fed Powell's comments on interest rates (12:13)Trump's comment on Powell's future (14:25)Could Jamie Dimon become Treasury Secretary (15:51)UK services inflation proves sticky (22:06)*****Experience Sales & Trading and Asset Management in our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.

Jul 18

30 min 1 sec

In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.HSBC is reshaping its investment banking division to better compete with its rivals. Discover the changes being implemented and their potential impact on the UK-listed bank.Microsoft and Apple are turning down OpenAI board seats as regulatory scrutiny grows and is the era of cheap money about to catch up with the private equity market?Essential listening for any student interested in corporate finance and business strategy.*****Want to gain practical experience in corporate finance? Join our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Jul 15

35 min 53 sec

On Thursday, US inflation dropped to 3% in June, leading to increased bets on interest rate cuts.As such, the Russell 2000 outperformed the Nasdaq 100 by 5.8 percentage points, signaling a rotation out of tech megacaps. Discover the winners and losers in this market shift.Meanwhile, J.P. Morgan, Citi, and Wells Fargo kick off bank earnings season. Investment bank fees are smashing forecasts but it's not all plain sailing for some of the biggest banks on Wall Street.Tune in now to find out why!*****Want to get practical experience in markets or asset management this summer? Join our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.

Jul 12

47 min 22 sec

It’s been a great week for investment banking and deal-making, and we've curated the top four stories:Jefferies’ bumper earnings and the factors driving the success of elite boutique banksA detailed exploration of the Poison Pill strategy, featuring Southwest Airlines' defense against activist investor Elliott Management.An in-depth analysis of SpaceX's staggering $210 billion valuation following its recent tender offer.Fresh off their NBA championship win, the Boston Celtics are now on the market for potential buyers.Essential listening for anyone thinking of applying to roles in corporate finance!*****Want to experience M&A first hand? Try our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Jul 5

41 min 57 sec

In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.Next, we explore the intriguing political landscape in the US. Will Biden step aside, and if so, who might replace him? We also break down the complexities of a US rates curve steepener trade and what it signifies for investors.Finally, we analyze the remarkable 17% surge in Tesla shares over just two days. Uncover the factors driving this rapid rise and why there could be more gains on the horizon.*****Are you a student looking to get finance experience on your CV this summer? Join our next free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.

Jul 5

47 min 8 sec

In this episode, we explore five strategic reasons companies sell their assets.From divesting non-core businesses and restructuring to managing complex geographies and conflicts of interest.We bring these concepts to life with real stories in the news today.Essential listening for aspiring bankers looking to enhance their corporate finance skills!*****Are you a student interested in investment banking? Take our free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Jul 1

41 min 48 sec

Nvidia has lost over $500 billion in market value since briefly becoming the world’s most valuable company last week.Has anything fundamentally changed for the AI revolution’s poster child, or is there a rational reason for this temporary sell-off?We also examine the S&P 500 from a non-AI stocks perspective and reveal surprising insights from the past quarter’s sector performance that shed light on the economic cycle.Tune in now to enhance your market understanding in a simple, straightforward way!*****Are you a student thinking about a career in financial markets? Sign up for our free Finance Accelerator simulation in partnership with Morgan Stanley and UBS www.amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.

Jun 27

41 min 18 sec

In this episode, inspired by a recent Financial Times article, we delve into the current landscape of the Investment Banking Division (IBD).Why are partners and Managing Directors (MDs) feeling the heat, and how does this pressure impact analysts and associates down the line?Join us as we reveal the firms making moves on the Street, both hiring and firing and explore the nuances of compensation in these competitive roles.*****Join our next free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Jun 24

42 min 29 sec

In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week:Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the AI race.Amazon has outperformed sales and profit forecasts, thanks to adverts shown during Prime shows and films.Nvidia has emerged as a leading investor in AI start-ups this year, leveraging its dominance in AI processors.J.P. Morgan anticipates a 25-30% surge in dealmaking fees for Q2, indicating a rebound in investment banking revenue after a challenging period for the industry.Tune in now to sharpen your understanding of corporate finance!*****Take practical experience in corporate finance in our M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafaCheck out the Investment Banking Scorecard mentioned in the episode https://graphics.wsj.com/investment-banking-scorecard/ Hosted on Acast. See acast.com/privacy for more information.

Jun 17

39 min 54 sec

This week, global markets were abuzz with two major events: the US Consumer Price Index (CPI) report and the Federal Reserve's latest policy announcement.In this episode, we delve into each data release and share strategies for trading during such pivotal moments. Whether you're a seasoned trader or aspiring to enter the field, this episode offers valuable insights and practical tips.Tune in for an in-depth analysis and expert advice on navigating news-driven market events.*****Support our Ride Across America Challenge and donate to Great Ormond Street Hospital Charity https://givestar.io/gs/amplifymes-fundraiser-for-great-ormond-street-hospital Hosted on Acast. See acast.com/privacy for more information.

Jun 14

43 min 59 sec

A sell-off in French stocks and bonds dragged down European-wide indices as investors reacted to political instability and the possibility of a far-right government.In this breaking news episode, we step back and break down 6 reasons why financial markets react negatively to this type of information.Tune in now to understand the forces driving market behaviour! Hosted on Acast. See acast.com/privacy for more information.

Jun 10

9 min 36 sec