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 Deal Room: 10 Stocks Feeling the Trump Heat (or Love!) - Part 1
What do Tesla, Chevron, Paul Weiss, Accenture, and Boeing all have in common? In this episode, Anthony and Stephen dive into the companies most impacted, positively or negatively, by Donald Trump’s latest term in office.From surprise military contracts and stealth fighter jets to sanctions, executive orders, and collapsing EV valuations, this episode breaks down how politics and policy are shaking up corporate America.You’ll learn:(00:00) Introduction to Trump's Impact on Companies(02:45) Tesla's Rollercoaster Ride(09:43) Chevron and Tariff Day(13:56) Paul Weiss: Politics and Law(19:41) Accenture's Consulting Challenges(23:11) Boeing's Military Contracts and Future ProspectsThis is Part 1 of a two-part series tracking 10 companies caught in the Trump storm, so remember to follow and tune in next week for part 2! Hosted on Acast. See acast.com/privacy for more information.
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The Trading Floor: Is the UK Economy on Brink of Stagnation?
Is the UK economy teetering on the edge, or are we all just stuck in a cycle of doomscrolling and media hype?In this episode, Anthony and Piers unpack the headlines dominating UK news, from surprisingly strong retail sales and wage growth to rising inflation forecasts and the Chancellor’s latest budget. Is this the start of a turnaround, or just a temporary blip before more pain to come?We explore:(01:24) The UK Economy: A Stagnation Debate(04:21) Retail Sales: Signs of Recovery?(07:10) Wage Growth and Consumer Spending(10:11) Comparing UK and US Consumer Behavior(13:50) Inflation Trends and Economic Outlook(21:52) The Impact of the Budget on the Economy(27:15) Final Thoughts: Is the UK on the Brink?Listen now to find out if the UK is heading for stagnation… or finally shaking off the slump. Hosted on Acast. See acast.com/privacy for more information.
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27:25
The Deal Room: Google's $32B Cybersecurity Bet, Pepsi’s Health Kick & ESG’s Resilience
In this episode, Anthony and Stephen discuss three major business stories: Google's acquisition of cybersecurity firm Wiz for $32 billion, PepsiCo's $2 billion purchase of prebiotic drink brand Poppi, and the record-setting $13 billion raised by Copenhagen Infrastructure Partners for renewable energy investments. The conversation delves into the implications of these deals, the strategic rationale behind acquisitions, and the evolving landscape of ESG investing.(04:21) Major Deals in Tech and Beverage Industries(14:33) The Rise of Poppy and Strategic Acquisitions(25:17) Fast Growth vs Cash Flow Positive Companies(29:11) Renewable Energy Investments and ESG Trends Hosted on Acast. See acast.com/privacy for more information.
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36:06
The Trading Floor: Decoding the Fed & BoE Meetings
In this episode, Anthony and Piers break down the latest decisions from the US Federal Reserve and the Bank of England, including why both central banks chose to hold interest rates and what it means for markets.They unpack the implications of quantitative tightening (QT), explore shifts in the Fed’s balance sheet, and shed light on the importance of the dot plot and what it signals about future rate cuts. The conversation also covers the debate around transitory inflation, market reactions, and the growing uncertainty clouding the UK economy.Perfect for anyone interested in central banks, monetary policy, macroeconomics, or making sense of today’s financial headlines.(00:00) Central Bank Decisions Overview(01:37) Fed's Economic Forecasts and Market Reactions(04:35) Understanding Quantitative Tightening(07:57) The Fed's Balance Sheet and Its Implications(15:48) The Debt Ceiling Issue(20:28) How the Market Reacted(22:38) The Dot Plot Matrix Explained(26:19) Transitory Inflation and Its Implications(30:55) 2nd April is An Important Day(32:39) Peak Global Uncertainty (35:02) The Bank of England's Position and Vote Split Hosted on Acast. See acast.com/privacy for more information.
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40:12
From Investment Banking to Neuroscience: Emily Cook on Peak Performance
Former investment banker and private equity professional Emily Cook shares her journey into neuroscience and performance coaching, discussing the challenges and high demands of the finance industry, the importance of networking, and her insights on structured finance.Emily breaks down science-backed strategies for managing stress, boosting productivity, and sustaining peak performance. From breathwork and wearable tech to harnessing the flow state, Emily explains how small shifts can lead to big improvements.Ready to take control of your performance? Tune in to discover actionable strategies to work smarter, stay resilient, and reach your full potential.(02:30) Introduction to Emily's Unique Journey(12:02) Networking: Building Connections in Finance(15:42) Understanding Structured Finance(20:48) Navigating the Private Equity Landscape(23:27) Defining Peak Performance(29:54) Productivity: Common Mistakes and Remedies(33:38) Managing Stress in High-Pressure Environments(41:22) The Role of Wearable Devices(43:59) Understanding Flow State(48:40) Navigating the Flow Cycle(1:00:27) Embracing Uniqueness in Your Journey 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.
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