Twice a week, we bring finance to life in a fun, engaging way for anyone interested in the world of finance—whether you're a professional, a student, or just cu...
The Trading Floor: Are Markets at a Tipping Point?
Are we on the brink of a market shake-up? In this episode, Anthony and Piers break down the latest shifts in market sentiment, key economic indicators, and what’s driving investor confidence right now.What’s inside?The impact of geopolitics and the US economy on risk appetiteWhy Big Tech is still in the driver’s seatThe Nvidia earnings event that could send shockwaves through the marketHow investors are positioning for the next big moveStay ahead of the curve as we unpack the real-time forces shaping financial markets. Tune in now! Hosted on Acast. See acast.com/privacy for more information.
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24:24
The Deal Room: BP’s Struggles, Shein’s Valuation Crash & the Billion-Dollar Rise of Sports Franchises
In this episode, Anthony and Stephen discuss the recent struggles of BP, the impact of activist investors like Elliott Management, the dramatic drop in Shein's valuation due to external market pressures, and the rising valuations of sports franchises, particularly the New York Giants. The conversation highlights the complexities of corporate strategy, market dynamics, and the influence of political decisions on business valuations.(01:59) Welcome & Introduction(05:11) The Struggles of BP and Activist Investors(16:40) Shein's Valuation Plunge and Market Challenges(27:02) The New York Giants and the Rise of Sports Valuations Hosted on Acast. See acast.com/privacy for more information.
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32:55
From Law to Trading Desk (Emma Baron, Executive Director at Goldman Sachs Asset Management)
How does a law graduate end up trading leveraged credit at one of the world's leading financial institutions? Emma Baron, Executive Director in Leveraged Credit Trading and Portfolio Management Goldman Sachs Asset Management, shares her unconventional journey into finance.From studying law to starting in broking, pivoting to hedge fund trading, and transitioning into asset management, Emma’s career is a masterclass in adaptability. She reveals the key lessons she’s learned, why work ethic and self-discovery matter, how empathy and teamwork shape success in trading, and why career paths are rarely linear.For aspiring finance professionals, this episode is packed with insights on embracing unexpected opportunities and thriving in a fast-paced industry. Don’t miss it!(02:25) From Law to Finance: An Accidental Journey(09:01) Adapting to New Environments: Overcoming Intimidation(10:19) Why Attitude Matters: The Power of Work Ethic(12:07) Finding Your Fit: The Importance of Self-Discovery(16:09) Empathy in Trading: Why Relationships Matter(22:30) The Impact of Mentors: Lessons from Experience(24:26) Success in Trading: The Role of Teamwork and Support(26:26) Managing Stress in Finance: Surprise Hobbies(28:59) Advice for the Younger Self: Embracing Non-Linearity Hosted on Acast. See acast.com/privacy for more information.
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32:20
The Deal Room: Musk vs Altman - The Battle for AI Supremacy
This episode unpacks the high-stakes rivalry between Elon Musk and Sam Altman, diving into the power shifts within OpenAI, its controversial move from a non-profit to a capped-profit model, and the financial pressures shaping its future. We also explore how Trump’s administration is reshaping private equity and M&A, while examining the strategic maneuvers and corporate chess moves of Musk and Altman in the rapidly evolving AI space.A deep dive into big personalities, big money, and the battle for AI dominance!(01:36) Welcome & Introduction(03:03) Musk v Altman(05:44) The Birth of OpenAI(14:46) Dealing with Musk(17:20) The Enigma of Sam Altman(28:34) What’s Next?(32:00) Private Equity Misfire Hosted on Acast. See acast.com/privacy for more information.
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36:06
The Trading Floor: Barclays’ Turnaround, EU Equities Rally & US Inflation Risks
This week, Anthony Cheung and Piers Curran break down Barclays’ strong earnings, is their turnaround strategy finally paying off? They also explore why European equities are defying expectations, and what the latest US inflation data means for markets, interest rates, and central bank policy. Plus, a deeper look at trading vs. investing, how do market professionals really think about risk and opportunity?Sharp insights, big questions, and the key market themes you need to know. Tune in now!(01:19) Welcome & Episode Intro(02:53) Barclays’ Big Reset(08:38) EU Banks Fight Back(13:58) Investing vs Trading(22:39) US inflation explained(33:52) Market reaction to CPI(40:33) Next big event Hosted on Acast. See acast.com/privacy for more information.
Twice a week, we bring finance to life in a fun, engaging way for anyone interested in the world of finance—whether you're a professional, a student, or just curious to learn more. Hosted by Anthony Cheung, a LinkedIn Top Voice, every Monday The Deal Room dives into the latest M&A and private equity deals, uncovering the business strategies behind them. On Fridays, The Trading Floor explores market trends, from macro themes to single stocks and crypto. Our goal? To make finance interesting and accessible for everyone Hosted on Acast. See acast.com/privacy for more information.
Ireland