Market Maker

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

  1. hace 2 días

    How Investment Banks Execute M&A Deals | Step by Step

    How does a billion-dollar M&A deal actually happen? From winning the mandate to negotiating the final sale, what really goes on behind the scenes at investment banks like Goldman Sachs, Morgan Stanley and J.P. Morgan? In this episode, Anthony Cheung and Stephen Barnett break down the entire mergers and acquisitions (M&A) process, drawing on Stephen's experience in investment banking to explain how deals are pitched, structured, negotiated and ultimately completed. We explore how investment banks compete for lucrative advisory mandates, the difference between buy-side and sell-side transactions, and how companies are valued and marketed to potential buyers. Along the way, we unpack the jargon of M&A, from beauty parades and confidential information memorandums (CIMs) to due diligence, letters of intent and sale and purchase agreements. Using Schneider Electric's $22.6 billion acquisition of PTC as a real-world example, we reveal the roles of bankers, lawyers and private equity firms throughout the dealmaking process, offering a practical guide for anyone looking to break into investment banking or better understand how major corporate transactions work. 00:00 Introduction to M&A Deals 06:26 How Banks Win M&A Mandates 12:59 Investment Banking Bake-Offs 15:29 Why Banks Share M&A Deals 20:23 How M&A Advisory Fees Work 23:24 Conflicts of Interest & Compliance 28:31 Preparing a Company for Sale 33:20 Teasers & Confidentiality Agreements 36:30 The Role Of Lawyers 38:25 Inside the M&A Data Room 40:35 Bidding Wars & Due Diligence 45:11 Choosing the Winning Bid 46:04 Final Negotiations & Closing 49:06 Deal Toys & Banking Traditions Please take a moment to complete our Podcast survey and help shape the future of the show! M&A Jargon Explained M&A (Mergers & Acquisitions): The process of companies buying, selling or combining businesses. Buy-Side Mandate: When an investment bank advises a company looking to make an acquisition. Sell-Side Mandate: When an investment bank advises a company looking to sell. Beauty Parade / Bake-Off: A competitive pitching process where investment banks compete to win an advisory mandate. Teaser: A short, anonymous summary of a business being marketed for sale. NDA (Non-Disclosure Agreement): A legal agreement protecting confidential information shared during a deal. CIM (Confidential Information Memorandum): A detailed document outlining a company's operations, financials and growth prospects for potential buyers. Data Room: A secure online platform containing confidential documents for prospective buyers. IOI (Indication of Interest): An initial, typically non-binding expression of interest in acquiring a business. Due Diligence: The detailed investigation of a company's finances, operations, legal obligations and risks before acquisition. LOI (Letter of Intent): A document outlining a prospective buyer's proposed terms for an acquisition. Pre-emptive Bid: An early offer designed to secure a deal before the competitive bidding process finishes. Exclusivity Period: A period when the seller agrees to negotiate with one preferred buyer. SPA (Sale and Purchase Agreement): The legally binding contract setting out the terms of an acquisition. Deal Tombstone: A commemorative desk ornament celebrating a completed transaction.

  2. hace 5 días

    Is France Heading for a Financial Crisis?

    France is facing mounting pressure. Government debt has climbed above €3.5 trillion, borrowing costs are surging, and political uncertainty ahead of the 2027 presidential election is making investors increasingly nervous. In this episode, Anthony Cheung and Piers Curran break down why French bond yields are rising, how decades of persistent budget deficits have created a growing debt problem, and why some major French companies can now borrow more cheaply than their own government. We look at Marine Le Pen’s economic plans, France’s huge pension burden, the risk of capital leaving French markets and what could happen if bond yields continue to climb. Could the ECB eventually be forced to intervene, and would that bring the kind of painful fiscal reforms seen during the Eurozone debt crisis? Finally, we ask whether France could be heading towards its own “Liz Truss moment” and what a French debt crisis could mean for the euro, European markets and the wider global economy. 00:00 Is France About to Fail? 01:09 France’s Bond Market Warning 07:07 The Debt Problem Explained 12:06 France’s €85bn Interest Bill 15:56 Why Italy Is Doing Better 22:10 Protests & Political Pressure 29:25 Will the ECB Bail Out France? 36:55 Lessons From Greece 40:47 Could France Default? 44:28 The Trade on France 47:03 What Happens Next?

  3. 5 oct

    Why UBS Is Threatening to Leave Switzerland

    Could UBS really leave Switzerland? In this episode, Anthony Cheung and Stephen Barnett break down the growing dispute between Switzerland’s biggest bank and the government over new capital requirements and why tougher regulation could have major consequences for UBS and its shareholders. We explain how banks actually work, why Common Equity Tier 1 (CET1) capital matters, what changed after the collapse of Credit Suisse and why forcing banks to hold more capital can make them safer but potentially less competitive. We also look at the battle between traditional banks and fintech challengers, as Monzo considers its next move following takeover interest from Nubank. With Revolut racing ahead and Monzo looking for fresh capital, we explore why some challenger banks have succeeded while others have struggled to scale and what could happen next. 00:00 The Ultimate Banking Mistake 04:10 How Banks Really Work 06:41 What Is CET1? 12:44 Why Banks Are Too Big to Fail 20:18 UBS vs Switzerland 27:54 Why UBS Is Fighting Back 32:23 How UBS Compares 38:35 What’s Happening at Monzo? 46:51 How Challenger Banks Work 49:05 Revolut vs Monzo 52:30 What Happens Next?

  4. 1 oct

    What a US Investment Bank MD Really Looks for When Hiring Graduates

    What does it actually take to build a successful career in financial markets? In this episode, Anthony Cheung sits down with Jamie Philip, who began his career trading at a hedge fund before spending nearly 19 years at J.P. Morgan, ultimately becoming Managing Director and Head of EMEA Futures and Options Execution Sales. Jamie shares what senior bankers really look for when hiring graduates, why being teachable can matter more than appearing impressive, and the mistakes young professionals often make once they land their first job in finance. We also discuss the importance of consistency, trust and reputation, why comparing yourself to others can derail your career, and the lessons Jamie learned from nearly two decades inside one of the world’s biggest investment banks. For anyone trying to break into investment banking, sales and trading or financial markets, this is an inside look at what it takes not just to get the job, but to build a career that lasts. 00:00 Breaking Into Finance 02:58 Buy Side to Sell Side 10:13 A Non-Linear Path 17:18 What MDs Look for in Graduates 20:24 How to Stand Out 22:28 Why Consistency Matters 27:11 Handling Mistakes Under Pressure 29:43 The Early Career Trap 32:46 Money, Success & Perspective 37:08 Finding Work-Life Balance 43:49 Jamie’s Advice for Graduates

  5. 28 sep

    Oil, Sanctions & SuperTankers: The Deals Driving Global Energy

    In this episode, Anthony Cheung and Stephen Barnett explore how geopolitics and soaring energy prices are reshaping some of the biggest deals in global markets. We look at Nigeria’s $1.6 billion Dangote Petroleum IPO and its ambition to build the world’s largest oil refinery, before unpacking Carlyle’s attempt to acquire Lukoil’s $20 billion portfolio of international assets amid Russian sanctions. We also break down why Trafigura is launching a new supertanker business as spot shipping rates surge towards $1 million a day, and how disruption in the Strait of Hormuz is transforming the economics of moving oil around the world. Finally, we examine KKR’s acquisition of DCC Energy and explain why private equity sees an opportunity in one of Europe’s biggest energy distributors. 00:00 The Global Energy Shake-Up 02:08 Nigeria’s $1.6BN IPO 04:17 Inside the Dangote Refinery 07:10 How Do You Value African Companies? 12:12 Nigeria’s Energy Revolution 17:45 Lukoil’s $20BN Sale 24:29 Inside Trafigura 28:56 The Supertanker IPO 31:53 Why Shipping Rates Are Surging 37:24 KKR’s Acquisition of DCC Energy 40:23 How Private Equity Creates Value 43:04 The Deal Gets Approved

  6. 23 sep

    Britain’s Debt Problem Is Getting Worse - What Happens Next?

    UK government borrowing is surging, bond yields remain elevated and the cost of servicing Britain’s debt is becoming increasingly difficult to ignore. But how serious is the problem and what happens if borrowing costs stay high? In this episode, Anthony Cheung and Piers Curran break down why Britain’s public finances are under pressure, how the bond market can constrain government spending and why the Bank of England’s decision to step back from quantitative tightening could matter for UK borrowing costs. We also explore whether governments can simply keep accumulating debt, why the US and Japan have managed even larger debt burdens, and whether AI-driven productivity growth could eventually offer Britain a way out. Finally, we look at the bigger question facing developed economies: if debt keeps rising, what could actually cause the music to stop? 00:00 Britain’s Debt Problem 02:22 Why Debt Is Getting Expensive 08:56 The Global Debt Problem 10:49 Britain’s Borrowing Surge 11:50 Why UK Inflation Is Different 15:44 Is Britain’s Economy Stalling? 17:53 Why Bond Yields Matter 21:20 Quantitative Tightening Explained 27:32 Could QE Return? 30:29 Can AI Save the UK Economy? 36:00 Can Britain Keep Borrowing? 40:12 Is the West Losing Power?

  7. 21 sep

    Why Private Equity Just Bought HYROX | Oura’s $16B IPO Explained

    HYROX has exploded into one of the biggest trends in fitness, and now private equity wants a piece of it. But what exactly makes the business so attractive? In this episode, Anthony Cheung and Stephen Barnett break down how HYROX makes money, its rapid global expansion and why private equity giant L Catterton has invested in the business. We look at its asset light event model and ask whether HYROX can become a lasting global fitness brand or risks following the same path as CrossFit. We also unpack Oura’s reported $16 billion IPO, from its hardware and subscription model to the 42 billion hours of biometric data it has collected. Could Oura become much more than a wearable technology company, or is there a risk it becomes the next Peloton? (01:52) Oura’s $16B IPO (02:50) Why Oura Is Booming (06:33) The Subscription Engine (08:08) Investors in Oura (10:53) The Role of Robinhood (12:43) IPO Underwriters (15:39) History of Oura (19:12) Oura Business Model (23:41) Oura’s Data Advantage (27:52) The Peloton Warning (31:42) Celebrity Endorsements (34:10) Can Oura Justify $16B? (40:35) Why HYROX Is Exploding (44:25) How HYROX Makes Money (50:40) The CrossFit Warning (54:58) Oura vs HYROX: Who Wins?

  8. 17 sep

    Why the Fed Is Raising Rates Again | What Happens Next?

    The Federal Reserve has raised interest rates for the first time in three years, with Fed Chair Kevin Warsh delivering a unanimous 25 basis point hike as inflation once again becomes the dominant concern for financial markets. In this episode, Anthony Cheung and Piers Curran break down why the Fed decided to hike, what Warsh means by “removing accommodation”, and why the decision could be an important test of the Fed’s independence amid political pressure from Donald Trump. We also explain the reaction across bonds, equities and the US dollar, why short and long-term Treasury yields are moving differently, and what the Fed’s latest projections could mean for interest rates over the rest of 2026. Whether you’re following markets as an investor or preparing for a global markets interview, this episode gives you a practical framework for understanding one of the most important macro stories shaping the global economy. (00:00) Why This Fed Decision Matters (01:13) Why the Fed Hiked (06:49) Policy Accomodation (09:13) What’s Driving Inflation? (16:18) Is the Fed Independent? (21:44) How Markets Reacted (25:51) What Happens Next? (29:56) Lessons From Past Rate Hikes (32:50) Interview Cheat Sheet

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

Información

  • Creador
    AmplifyME
  • Años de actividad
    2021 - 2026
  • Episodios
    469
  • Clasificación
    Apto
  • Copyright
    © AmplifyME
  • Mostrar sitio web
    Market Maker

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