The Wall Street Skinny

In this episode of Wall Street Skinny, Jen and Kristen interview Paul Dodd, Senior Operating Partner at Sixth Street, to explore growth equity strategies and the value creation process in private equity. They discuss the implications of AI in finance, the evolution of Sixth Street from its origins in TPG, and the importance of understanding financial models within investment banking.

In this insightful episode of "Wall Street Skinny," hosts Jen and Kristen delve into the tumultuous credit markets, spotlighting the recent challenges faced by First Brands during their restructuring efforts. They explore Apollo's controversial blacklisting from lending to First Brands and discuss crucial operational lessons from a transformative book that could benefit anyone managing or investing in companies.

In this episode of "The Skinny on Wall Street," Kristen and Jen discuss the notable parallels between the record-setting 2025 Electronic Arts LBO and the TXU LBO from 2007, which preceded the Global Financial Crisis. They explore how the current economic climate—including the effects of the government shutdown—impacts market stability and investor sentiment, drawing essential lessons from the past.

In this episode of "Skinny on Wall Street," hosts Kristen and Jen dive into the recent bankruptcy of First Brands, exploring the implications of alleged fraud within the company and its impact on private credit markets. They also discuss the surge in gold prices and a bizarre lawsuit involving a banking analyst, providing insights into current trends and potential financial pitfalls.

In this episode of the Wall Street Skinny podcast, hosts Jen and Kristen engage in a captivating discussion on quantitative investing, featuring Stacy Mintz, PGIM's Head of Quantitative Equity. Listeners will gain valuable insights into the fundamentals of quant investing, its differences from traditional investment strategies, and how to incorporate it into a diversified portfolio.