Market Maker

• Nvidia’s Big Moment: Strength or Overreach?

  In this week’s Market Maker from AmplifyME, Anthony and Piers unpack Nvidia’s blockbuster earnings and what they signal for markets heading into year-end. Is the company’s explosive growth sustainable, or are signs of overextension starting to show?They explore concentration risks, energy bottlenecks, and the AI infrastructure race, while also connecting the dots between macro sentiment, crypto market stress, and Saudi-US investment flows. A comprehensive take on one of the most pivotal moments in the market this quarter.(00:00) Nvidia’s Record-Breaking Quarter(06:16) Concentration Risk in Focus(10:31) Is AI Overheating?(17:14) Saudi’s $1 Trillion Move(26:05) Sentiment Shift or Recovery?(32:20) Crypto Cracks and Correlations*****If you're a student exploring a career in finance, check out our in-person Finance Bootcamp happening in London, 15-19th December 2025

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• Bulge Bracket vs. Boutique: Investment Banking Career Advice for Students

  Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and deal flow to team structure and day-to-day responsibilities.They also explore how each path impacts your training, career development, and how to tailor your interview approach. Whether you're drawn to the global reach of a bulge bracket or the hands-on experience of a boutique, this episode helps you choose the right fit and position yourself for success.(00:00) Intro & Episode Overview(01:42) Defining Bulge Brackets vs. Boutiques(03:48) Business Models & Services(06:59) Deal Flow Differences(09:21) Team Structure & Responsibility(11:30) Culture & Career Development(15:08) Interview Tips & Final Thoughts(17:20) Conclusion*****Take a free M&A Finance Accelerator simulation Join our in-person 5-day Finance Bootcamp in London, 15-19 December 2025

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• Inside the Biggest M&A Deals You Need to Know (Pfizer, LVMH, Atlético Madrid, Parker Hannifin)

  Inside the Biggest M&A Deals You Need to Know (Pfizer, LVMH, Atlético Madrid, Parker Hannifin)In this week’s M&A episode of AmplifyME Market Maker, Anthony and Piers break down the biggest deal headlines from Apollo taking control of Atlético Madrid to LVMH’s stake in Swiss movement maker Le Joux-Perret, Parker Hannifin’s $9.25 billion filtration acquisition, and Burger King’s China JV. The deep dive focuses on Pfizer’s $10 billion battle with Novo Nordisk for Metsera, unpacking the bidding war, regulatory tensions, the strategic race for obesity drugs, and why contingent value rights (CVRs) make this deal so unusual.(00:00) Atlético Madrid, LVMH & Parker Hannifin(03:55) Pfizer vs Novo Nordisk for Metsera(05:10) How the Bidding War Escalated to $10B(12:27) Contingent Value Right(18:10) Key Deal Takeaways*****Take part in a free M&A Finance Accelerator simulationJoin our in-person Finance Bootcamp in London, 15-19 December 2025

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• AI Boom or Bubble? Plus the US Government Reopens After Record Shutdown

  This week on the AmplifyME Market Maker podcast, we break down three major market stories: Trump ends the longest US government shutdown, but markets are already bracing for another fiscal cliff in January; oil drops sharply as Saudi ramps supply ahead of a high-stakes meeting with Trump in Washington; and we unpack Goldman Sachs’ latest view on whether the AI boom is a bubble or the start of a multi-trillion-dollar investment cycle.(00:00) Intro & Themes in Focus(02:10) US Government Shutdown Ends(08:40) SNAP, ACA & Sector Impacts(12:20) Airlines & Thanksgiving Travel(14:20) Oil Drops 4%: Supply Glut(19:05) Saudi Strategy & Trump Meeting(22:09) AI Demand vs Energy Glut(24:30) Are We in an AI Bubble?(26:25) Private vs Public AI Valuations(29:00) Data Centre Capex Boom(33:22) Where Value Sits in the AI Stack(34:31) Gary Marcus & AI Limits(37:49) Bubble or Not? Final Take******Join our in-person Finance Bootcamp in London, 15-19 December 2025

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• How to Think and Speak Like a Macro Strategist: Finance Career Skills Explained

  Thinking about a career in finance and want to build confidence in your market views? In this episode, Anthony Cheung is joined by Mike Bell, a former J.P. Morgan macro strategist, to break down how to think clearly about the economy, communicate under pressure, and make your ideas land.Mike explains how to navigate the business cycle, what really matters when forming a macro view, and how to present with clarity - whether it's to clients, in interviews, or on live TV. If you want to sharpen your market thinking and sound confident doing it, this episode is packed with practical insights you can use right away.(00:00) Intro to Mike Bell(03:06) Politics Meets Economics(07:41) Business Cycle Basics(13:05) Inflation and Recession(17:39) Tech Shocks & AI(22:36) Models vs. Discretion(31:15) Learning Public Speaking(35:28) Preparing for Pressure(51:25) Posting on LinkedIn

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