How to Think Like a Sovereign Debt Investor: Career Lessons from the IMF to Wall Street
PT40M19S
PT40M19S
PT50M49S
PT45M38S
PT42M36S
PT37M49S
PT38M35S
PT34M9S
PT36M45S
PT37M19SThe episode examines the unprecedented 2026 IPO boom—an eight‑company pipeline featuring SpaceX, OpenAI, Anthropic, Stripe, Revolut, Canva, TikTok/ByteDance and Databricks—that together represent an estimated $3.6 trillion in market value. Hosts break down SpaceX’s possible $1.5 trillion debut, contrast bullish and bearish outlooks on the AI giants, highlight the high‑fee banking syndicates, flag geopolitical and execution risks (including TikTok’s politically driven valuation), and preview Stripe’s anticipated direct listing alongside other marquee offerings.
PT33M58SIn this episode of the Market Maker Podcast, Lara, VP of Product at Amplify Me, explains how exploding applicant volumes, AI‑generated résumés, and low‑validity traditional tests are undermining early‑career hiring in finance, and how their simulation‑based assessments let candidates demonstrate real‑world trading and decision‑making skills instead of gaming CVs. She shows that the data‑rich, behavior‑focused simulations not only deliver a far more accurate predictor of on‑the‑job performance—boosting conversion rates from interns to high‑performers up to 80%—but also create a fairer, more transparent hiring process for both firms and candidates.
PT52M36SIn this episode of the Market Maker Podcast, join Harvey Bracken Smith as he shares his journey from growing up in the UK to interning at Goldman Sachs in New York, all while building his successful podcast, Personable. Harvey discusses his global experiences, his insights on personal branding, and his mission to connect industry experts with the next generation.
PT1H6M52SIn this final episode of 2025's Market Maker podcast, the hosts recap significant trends across the S&P 500, focusing on standout sectors like technology and financials, and discuss the implications of the AI revolution on market performance. They also explore what to watch for in 2026, highlighting potential risks and shifts as investors adapt to changing market dynamics.
PT32M37SIn this insightful episode of the Market Maker Podcast, senior portfolio manager Gi Jung Park shares valuable career advice for finance students aspiring to enter the asset management industry. He discusses the essential skills for portfolio management, the importance of effective communication, and the journey from equity analyst to portfolio manager, while emphasizing the need for curiosity, resilience, and a growth mindset.
PT46M54SIn this highly anticipated episode of the Market Maker podcast, hosts Steven Barnett and co-hosts reflect on the previous year in mergers and acquisitions, private equity, and private credit as they share predictions for 2026. The discussion delves into significant market trends, the impact of high-profile deals, and concerns surrounding private credit, offering insights into the evolving landscape of finance and investment.
PT28M33SIn this episode of the Market Maker podcast, Ella, a management student at LSE, shares her journey and insights on breaking into investment banking, highlighting the importance of developing both technical skills and a growth mindset. She discusses practical strategies for succeeding in a competitive environment and emphasizes that curiosity, discipline, and genuine initiative can set aspiring bankers apart, regardless of their academic background.
PT30M59SIn this exciting episode of the Market Maker podcast, hosts dive deep into the epic clash between Netflix and Paramount as Netflix makes a staggering $100 billion bid for Warner Brothers Discovery. With the stakes high and various industry players involved, they explore the potential implications of this landmark acquisition on the future of Hollywood and the streaming landscape.
PT36M21SIn this episode of the Market Maker Podcast, we delve into the latest developments in major M&A deals, highlighting Medline's potential $5 billion IPO and its implications for the investment banking landscape. Additionally, we explore competitive dynamics in the AI sector involving tech giants like Amazon, Nvidia, and OpenAI, emphasizing how these shifts are shaping the market for 2026.
PT41M4SIn this episode of the Market Maker Podcast, the hosts discuss significant shifts in investment trends, highlighting a downturn in Big Tech stocks while the pharmaceutical sector sees a resurgence. Additionally, they analyze the upcoming economic indicators, including potential Federal Reserve rate cuts and the impacts of foreign policy decisions on the US dollar, amidst concerns about the unwinding of the yen carry trade.
PT34M27SIn this episode of the Market Maker Podcast, the hosts dive deep into significant mergers and acquisitions such as Warner Bros, GE Healthcare, and KKR, discussing recent bidding strategies and market dynamics. They analyze the implications of these deals, particularly the competitive landscape surrounding Warner Bros Discovery's potential sale, highlighting the intricate maneuvers by suitors like Paramount, Comcast, and Netflix.
PT6M34SIn this informative video, Ben Hayward, CEO of TwentyFour, offers a comprehensive overview of the asset management industry, discussing key concepts such as passive versus active management, various asset classes, and the importance of analytical skills in portfolio management. He also addresses the diverse range of clients served by asset managers and the unique strategies employed to meet different investment goals.
PT37M19SIn this episode of the Market Maker podcast, the hosts delve into significant M&A deals, including the $25 billion merger between AkzoNobel and Axalta, alongside discussions about recent transactions involving Goldman Sachs and Papa John’s. They explore market trends, the evolving advisory landscape for investment banks, and provide insights into the implications of these deals, emphasizing synergies, strategic positioning, and historical attempts at consolidation.
PT41M13SIn this episode of the Market Maker podcast, we analyze Nvidia's astonishing Q3 earnings and its implications for the broader market, discussing the potential risks of concentration in their customer base and the significance of recent market sentiment shifts. We also explore the relationship between Nvidia's performance and the S&P 500, the impact on the cryptocurrency market, and the broader economic indicators, shedding light on the sustainability of the current tech boom.