Powered by RND
PodcastyBiznesThe Wall Street Skinny

The Wall Street Skinny

Kristen and Jen
The Wall Street Skinny
Najnowszy odcinek

Dostępne odcinki

5 z 181
  • 181. Real Life Succession, Pre-Fed Jitters and Oracle (The Skinny On LIVE)
    Send us a textKristen and Jen dive into the real-life Succession drama unfolding inside the Murdoch family, breaking down the legal battle over the Fox and News Corp trust that controls the family’s Class B super-voting shares. They explain how Rupert and Lachlan Murdoch secured a deal to buy out their siblings at a discount, why dual-class share structures matter for corporate control, and how this settlement resolves questions around long-term leadership of Fox Corp. The hosts connect it back to valuation, governance, and even their own courses, showing how the Disney–Fox transaction and the Murdoch saga mirror the themes of HBO’s Succession while providing a real-world case study in M&A and family business dynamics.They also preview next Wednesday that they will be streaming live on YouTube immediately after the FOMC meeting to break down the Fed’s statement and market reaction in real time. They’ll be joined by the global head of income at a $650+ billion investment firm to give listeners a rare, trading-floor perspective on how professionals dissect every nuance of Fed language and position themselves in the bond market. Expect sharp analysis on yields, funding pressures, and curve moves—plus the chance to watch the news unfold live with expert commentary.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
    --------  
    32:42
  • AROD: From Baseball Legend to NBA Team Owner | Sports, Real Estate and Venture Investing
    Send us a textAlex Rodriguez is not only one of the greatest players in Major League Baseball history, 22 seasons, 14 All-Star selections, and three American League MVP award, but also the founder and CEO of A-Rod Corp. Through A-Rod Corp, he has built a diversified platform across three pillars: sports, real estate, and venture capital. His portfolio spans ownership of the Minnesota Timberwolves and Lynx, more than $2 billion invested in multifamily and other real estate, and over 60 venture investments in technology, fitness, media, and consumer brands.In this episode, Rodriguez explains how his interest in investing began at a young age, shaped by both his upbringing and the hard data he studied about professional baseball careers. Growing up in a single-parent household, he watched his mother juggle two jobs to make ends meet, which instilled in him both a fear of financial insecurity and a drive to build long-term stability. He breaks down how he approaches each asset class, from viewing team ownership as a long-duration, low-leverage asset, to focusing on levered cash flows in real estate, to applying his “VCP” filter, Vision, Capital, People, for venture investments. He also shares the story of setting the then-record $252 million contract with the Texas Rangers in 2001 and how Warren Buffett personally insured the final years of that deal.Finally he  talks about the importance of investing early and often, lessons he instilled in his daughters when they were in elementary school, and why it's so important to invest early and often. It’s a conversation that connects the mindset of an elite athlete with the discipline of a savvy investor.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
    --------  
    1:16:35
  • 179. Portfolio Manager's Playbook: Lessons on Investing from "Moneyball"
    Send us a textIn this week’s episode of The Wall Street Skinny, Kristen and Jen return to one of their favorite formats: dissecting the finance lessons hidden inside pop culture. This time, they take on Moneyball, a Michael Lewis classic that at first glance looks like a baseball story, but in reality is a masterclass in statistics, valuation, and market inefficiencies. Far more than just a sports narrative, Moneyball is about how disciplined analysis and data-driven decision-making can disrupt entrenched orthodoxy, whether on Wall Street or on the baseball field.Kristen and Jen break down how Billy Beane transformed the Oakland A’s into one of the most competitive teams in baseball despite having one of the smallest budgets. From identifying undervalued assets (players) through on-base percentage and walks, to gaming the draft system with the savvy of a hedge fund trader, the discussion highlights how Beane’s approach mirrors the strategies of top portfolio managers. The episode draws explicit parallels between constructing a winning baseball roster and building a resilient investment portfolio, making it essential listening for anyone serious about finance.The conversation also zooms out to compare the economics of MLB with the NFL and NBA, where league structures, revenue sharing, and salary caps create vastly different financial dynamics. Along the way, the hosts spotlight themes of efficiency, market psychology, and the importance of independent thinking in both sports and investing. It’s the perfect prelude to next week’s special episode featuring one of the greatest Major League players of all time.Time Stamps00:00 – Why we're discussing Moneyball and its relevance to statistics, markets, and finance06:30 – MLB economics vs. NFL & NBA (sports business breakdown)10:15 – Small-market baseball teams + budget constraints explained13:40 – MLB draft system & farm leagues (player development economics)18:00 – Bill James + Sabermetrics: data, stats, and inefficiencies23:30 – Why on-base percentage beats batting average (investing analogy)28:00 – Market inefficiencies: scouting looks vs. true player value32:00 – 2002 Oakland A’s draft (game theory in action)38:00 – Building a roster like building a portfolio (finance lessons)43:00 – 20-game win streak + postseason risk management47:00 – Boston Red Sox adopt Moneyball, win the World Series50:00 – When everyone copies the edge (quant strategies in baseball)53:00 – Trading lessons + investor takeaways from Moneyball56:00 – Tease: legendary MLB player + investor joins next For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
    --------  
    1:29:33
  • 178. Emergency Episode: Is This The End of the Federal Reserve?
    Send us a textIn this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire Federal Reserve Governor Lisa Cook over accusations of mortgage fraud. Using this moment as a springboard, they break down the fundamentals of how the Fed works, why its independence is so important, and how politics intersects with monetary policy.The discussion covers the structure of the Federal Reserve System, the difference between Governors and Presidents, and how the powerful Federal Open Market Committee (FOMC) sets interest rates. Kristen and Jen also explain the Fed funds rate, the dot plot, and the toolkit the central bank uses to manage short-term and long-term rates.Finally, they unpack the risks of political interference in the Fed, why central bank credibility rests as much on perception as on reality, and what this unprecedented move could mean for the future of U.S. monetary policy. Equal parts explainer and commentary, this episode is a must-listen for anyone trying to make sense of the headlines, and the institution at the heart of America’s financial system.00:00 – Intro & why we’re doing an emergency Fed episode 02:15 – What is the Federal Reserve? 06:10 – Governors vs. Presidents: who does what? 11:45 – How the FOMC is structured and how voting works 16:30 – Fed appointments: who nominates and who confirms 21:15 – Why central bank independence matters 27:50 – The Fed’s dual mandate explained 32:40 – How the Fed funds rate is set (and why it’s a range) 40:20 – Tools in the Fed’s toolkit: reserves, repos, and QE/QT 48:30 – Short-term vs. long-term rates and the yield curve 55:00 – Politics, perception, and the risks of interference 1:02:15 – Lisa Cook, Trump, and the “for cause” firing question 1:12:00 – The dot plot: what it is and why it matters 1:19:30 – Closing thoughts: independence, expectations, and the Fed’s futureFor a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
    --------  
    36:34
  • 177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
    Send us a textIn this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen suggests it may be because he sees this liquidity problem coming. Looking ahead, Kristen and Jen walk listeners through what to watch: not just whether the Fed cuts rates in September (they signaled pretty strongly that is coming) but also whether regulators adjust rules to make it easier for banks to hold Treasuries. Both moves could help ease the pressure. By breaking down complex concepts like “quantitative tightening” and “repo markets” into plain language, this episode shows how plumbing deep in the financial system can ripple out into markets and the economy, and why these behind-the-scenes moves matter for everyone.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
    --------  
    43:25

Więcej Biznes podcastów

O The Wall Street Skinny

What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
Strona internetowa podcastu

Słuchaj The Wall Street Skinny, Ekonomicznie i wielu innych podcastów z całego świata dzięki aplikacji radio.pl

Uzyskaj bezpłatną aplikację radio.pl

  • Stacje i podcasty do zakładek
  • Strumieniuj przez Wi-Fi lub Bluetooth
  • Obsługuje Carplay & Android Auto
  • Jeszcze więcej funkcjonalności
Media spoecznościowe
v7.23.7 | © 2007-2025 radio.de GmbH
Generated: 9/13/2025 - 11:37:39 PM