Market Maker

AmplifyME
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The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung and trader-turned-founder Piers Curran, each week they break down the biggest market stories and trends shaping the global economy. Get real insight, boost your commercial awareness, and learn how markets really work, with top guests from leading banks, hedge funds, and asset managers sharing their career journeys and invaluable advice.

  1. 23時間前

    Goldman Sachs Breaks M&A Records | Investment Banking Boom | Snap's $120B Collapse

    Goldman Sachs has advised on more than $1 trillion of mergers and acquisitions in record time, highlighting the return of blockbuster dealmaking. We explain what's driving the surge in investment banking activity, why AI is fuelling both M&A and IPOs, and what it means for markets. We also break down the growing crisis at Thames Water, why nationalisation is back on the table, and how years of private equity ownership led to one of the UK's biggest corporate challenges. Finally, we analyse Snap's dramatic decline from a $130 billion company to under $10 billion, why its founder-led governance matters, and whether its bet on augmented reality glasses can ever pay off. (00:00) Coming Up (02:32) Goldman Sachs Hits $1 Trillion (06:08) M&A League Tables 1H26 (09:08) IPO Markets Returns (17:29) What Next for M&A (19:11) Thames Water Explained (24:32) Special Administration Regime (32:27) Can Thames Water Be Saved? (36:54) Snap's $120B Collapse (40:07) The Founder Control Problem (45:24) Does ESG Still Matter?

    49分

  2. 3日前

    SpaceX $25 Billion Bond Deal, Micron Earnings & UK Political Crisis Explained

    SpaceX raised $86 billion in its IPO then borrowed another $25 billion from the bond markets days later. Anthony Cheung and Piers Curran break down the financial engineering behind the deal, what a BAA1 credit rating means, and why Elon Musk is playing a completely different game to everyone else. Micron just posted EBITDA up 15x year-on-year with gross margins jumping from 39% to 85%. We unpack what that tells us about who's really winning the AI race and why it's no longer the Mag 7. Finally, Keir Starmer is out. UK gilt yields broke above 5% for the first time in decades before falling back sharply. We explain why markets rallied on the news and what Andy Burnham as Prime Minister means for U.K. bond markets. (00:00) Introduction (00:22) SpaceX Post-IPO Sell-Off (05:15) Mag 7 vs Semiconductors (12:27) Oil, Iran & the Fed's Hawkish Turn (15:45) Micron's Blowout Earnings (22:18) SpaceX's $25bn Bond Deal Explained (31:29) Keir Starmer Resigns UK Market Reaction

    38分

  3. 6月22日

    Why SpaceX Paid $60 Billion for AI Startup Cursor

    Why would a company generating less than $20 billion in annual revenue spend $60 billion acquiring an AI coding startup? In this episode of AmplifyME Market Maker, Anthony Cheung and Stephen Barnett take a deep dive into SpaceX's blockbuster acquisition of Cursor and explore the strategy behind one of the most talked-about deals in markets. They break down how Cursor went from startup to a $60 billion acquisition target in just a few years, why investors pushed SpaceX above a $3 trillion valuation following the announcement, and what the deal reveals about AI, venture capital, corporate finance and Elon Musk's long-term vision. The discussion also explores the unique economics of highly valued companies, how acquisitions can accelerate growth, and why the world's biggest technology firms are racing to secure AI talent and infrastructure. Plus, a look at Fox's $22 billion acquisition of Roku and the latest developments in UniCredit's ongoing pursuit of Commerzbank. (00:00) Intro (01:45) SpaceX & Cursor Deal (04:38) SpaceX Valuation Debate (09:08) Deal Structure Explained (15:33) Shareholder Structure (18:18) Who is Cursor (21:16) Cursor Founders (22:44) The MIT Startup Ecosystem (29:42) Fox Buys Roku (36:26) M&A Psychology (40:13) UniCredit vs Commerzbank (42:32) Orcel's Takeover Strategy

    45分

  4. 6月18日

    Debt Capital Markets (DCM) Explained

    In this episode, we shine a spotlight on Debt Capital Markets, a crucial yet often overlooked business function within major investment banks like J.P. Morgan, Bank of America, and Citi. Join us as we demystify DCM, explaining its unique role within investment banking divisions and the essential personality traits that make individuals well-suited to this area of finance. From structuring bond offerings to advising clients on debt issuance strategies, DCM professionals play a vital role in facilitating capital raising for corporations and governments worldwide. Get ready to dive deep into Debt Capital Markets and uncover fresh insights into the ever-evolving world of finance. (00:00) What is DCM? (05:50) Working in DCM (08:36) Skills of DCM Analyst (13:48) DCM Progression (14:59) Salary Progression

    17分

  5. 6月15日

    How AI Is Changing Investment Banking Jobs | The Future of M&A Careers

    Artificial intelligence is rapidly changing investment banking, but what does that actually mean for M&A professionals and students looking to break into the industry? In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett explore how AI is being used across mergers and acquisitions, from deal sourcing and due diligence to financial modelling and research. They discuss the rise of specialist finance AI tools such as Rogo, why private equity firms are embracing AI, the risks around automation, and whether junior investment banking roles could look very different in the years ahead. Most importantly, they examine the skills that will become more valuable as AI reshapes finance careers, including communication, judgment, adaptability and relationship building. If you're interested in investment banking, private equity, AI in finance, or the future of financial services careers, this episode is for you. (00:00) How AI Is Changing M&A (01:49) What M&A Bankers Actually Do (04:49) Private Equity AI Integration (06:54) AI Adoption Across Finance (13:16) Where AI Adds The Most Value (19:13) Beyond Financial Modelling (26:38) Who Is Using AI Most? (28:50) Rogo, Claude & AI Tools (36:14) The Risks Of AI (38:52) The Future Of Investment Banking (42:40) Skills AI Can't Replace (49:03) Final Thoughts On AI & Careers

    50分

  6. 6月12日

    US CPI, ECB Rate Hikes & The Political Risk Facing UK Markets

    The SpaceX IPO has captured the world's attention, but away from the headlines there are some major macroeconomic developments investors should be watching. In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran break down the latest US inflation report, discuss whether the Federal Reserve may avoid further rate hikes despite inflation rising to 4.2%, and analyse why the European Central Bank has become the first major Western central bank to raise rates in response to the recent energy shock. They also explore the growing political risk in the UK, where a little-known by-election could have significant implications for bond markets, government borrowing costs and the future of Prime Minister Keir Starmer. Plus, the pair give their predictions on where SpaceX shares could trade after one of the most anticipated IPOs in market history. (00:00) Intro & Themes in Focus (01:41) SpaceX IPO Mania (06:05) US Inflation Hits 4.2% (14:50) Will The Fed Hike? (20:11) ECB Hikes Rates (32:36) The UK By-Election Risk

    43分

  7. 6月10日

    OpenAI’s IPO Filing Explained | SpaceX IPO Update

    The AI IPO race is heating up. In this episode of the Market Maker Podcast, we break down the latest developments surrounding the SpaceX IPO and OpenAI’s confidential S1 filing to the SEC. We discuss Goldman Sachs’ huge growth forecasts for SpaceX, the surge in retail investor demand, and why Elon Musk may be positioning SpaceX as one of the biggest AI infrastructure plays in the world. We also dive into OpenAI’s reported internal tensions ahead of its IPO process, including concerns around governance, leadership and whether the company is truly ready to go public. If you're interested in AI, investing, IPOs, venture capital or the future of technology companies, this episode gives you a practical breakdown of what’s happening behind the headlines. (00:00) Intro (01:03) SpaceX IPO Update (08:39) Bankers Selling the Vision (10:35) Retail Demand & Hype (14:20) OpenAI Files for IPO (18:57) OpenAI’s Internal Issues (22:59) Why CEO/CFO Tension Matters (24:57) Goldman & Morgan Stanley

    27分

  8. 6月8日

    SpaceX IPO Roadshow Begins | Anthropic’s IPO Race + Berkshire Hathaway’s Next Move

    The SpaceX IPO is becoming one of the most fascinating corporate events in modern financial history. This week on Market Maker, we unpack the latest updates from SpaceX’s live IPO roadshow, including Elon Musk’s influence over the process, Goldman Sachs’ strategy, retail investor demand and the unusual decision to lock the IPO price before bookbuilding even began. We also explain Anthropic’s IPO filing, why the AI race with OpenAI is accelerating and how Berkshire Hathaway quietly built one of the most powerful business models in the world after its latest $6.8 billion acquisition. A must-watch episode for anyone interested in investing, IPOs, AI, business strategy and how modern financial markets really work. (00:00) SpaceX IPO Roadshow (06:15) S&P Rejects SpaceX (11:29) Why Banks Are Winning (19:19) Anthropic Files To IPO (27:58) Anthropic vs OpenAI (33:08) Berkshire Hathaway Explained (39:22) Buffett’s Secret Strategy (46:40) Berkshire’s Next Move

    50分
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予告編

番組について

The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung and trader-turned-founder Piers Curran, each week they break down the biggest market stories and trends shaping the global economy. Get real insight, boost your commercial awareness, and learn how markets really work, with top guests from leading banks, hedge funds, and asset managers sharing their career journeys and invaluable advice.

情報

  • クリエイター
    AmplifyME
  • 配信期間
    21年 - 26年
  • エピソード
    440
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © AmplifyME
  • 番組のWebサイト
    Market Maker

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