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The Wall Street Skinny

Podcast The Wall Street Skinny
Kristen and Jen
This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelon...

Episodios disponibles

5 de 134
  • 134. Succeeding as an Equity Long/Short Portfolio Manager & Developing an Investment Thesis
    Send us a textIn this episode of The Wall Street Skinny, hosts Jen and Kristen sit down with the extraordinary Avery Sheffield, co-founder, Chief Investment Officer, and Senior Portfolio Manager at VantageRock, the long-short equity strategy within Rockefeller Asset Management. In this conversation, Avery distills complex financial strategies and concepts, such as information asymmetry, formulating investment theses, and balancing long and short positions in equity markets. She shares invaluable insights into the intersection of macroeconomic trends and equity valuation.Avery’s discussion dives deep into the core mechanics of managing an equity portfolio, including the pivotal role of catalysts in shifting market sentiment and valuation. Her expertise in identifying opportunities amid information overload—what she describes as “seeking asymmetry”—provides a fascinating look into how successful investment strategies are built. Avery also explains how behavioral psychology concepts, like anchoring and herding, influence market dynamics, and how she integrates them into her decision-making process. Her illustrative examples of recent market movements, such as the structural changes in the airline industry, offer listeners actionable takeaways and a clearer understanding of practical investment strategies.What sets Avery apart is not just her professional prowess but her ability to manage a high-pressure career alongside raising four young children. As a mother and a leader, she shares her approach to work-life balance, highlighting the power of careful planning, teamwork, and leveraging support systems. Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
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  • 133. The Skinny on...TikTok Sale-or-Ban, CA Fires & Insurance, & the Biz of Big Banks
    Send us a textIn this episode of "The Skinny On...", we discuss the looming deadline for a sale or potential ban of TikTok in the United States, and speculate as to who might rescue it with a purchase. We approach the problem through the lens of an Investment Banker, thinking through the comps, valuation metrics, strategic interests, and antitrust implications.We also follow up on last week's conversations about the wildfires in California from a homeowner's insurance standpoint, and address the complexities of state-by-state legislation which, while perhaps well-intentioned, has led to disastrous consequences when ti comes to coverage in the impacted areas around LA.And finally, we share a personal story about how investment bankers can be pretty dumb when it comes to personal banking. We explain why banks don't pay anything on their deposits relative to their scrappier competitors, and how we almost forgot this ourselves.Check out our FREE LIVE MASTERCLASS on Jan 23rd at 12pm EST!  Learn the key technical concepts you need to ace your Investment Banking or Private Equity interviews. Even if you can't join live, register now to catch the 48h replay!https://courses.thewallstreetskinny.com/Jan2025-masterclass-registration-page-IB-technicals?utm_source=the-wall-street-skinny.beehiiv.com&utm_medium=newsletter&utm_campaign=no-bs-just-bullish&_bhlid=c96d5fc1164a9281b4369dc76031e1d4a42ea76eCheck out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
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  • 132. Industry S1E8: RIF Day " Buy the Dip, Short the VIX, F**K Bitcoin"
    Send us a textIn this episode, we dive into the financial concepts and themes explored in the Industry season finale, "Reduction in Force." RIF day at PeerPoint brings decisions that reveal the power dynamics between the firm’s old guard and the new wave of leadership. We analyze the mechanics of RIF day, exploring how performance reviews, client relationships, and strategic alliances influence hiring decisions in a competitive environment.This episode also unpacks trading floor terminology like market liquidity and circuit breakers. We break down the dynamics of thin liquidity and how it amplifies market volatility, with real-world examples from events like the 1987 crash and the COVID-19 market turbulence. Additionally, we explore the role of sales in finance, debating whether relationship-building and charm can truly compensate for technical expertise.Finally, we discuss the broader implications of mentorship, power struggles, and the shifting culture in finance. From the tension between Harper and Daria to Eric's controversial return, we highlight the complexities of leadership styles and career survival in high-pressure roles. Join us as we dissect the intersection of finance, workplace politics, and character development in one of Industry's most pivotal episodes.If you're here for the finance or just fascinated by the fast-paced world of investment banking, this episode offers a deep dive into the lessons and realities of life on the trading floor.Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
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  • 131. Drugs & Alcohol on Wall Street + the Business of Beverages w / Carl Radke from Bravo's Summer House!
    Send us a textThis week, Jen and Kristen dive into the intersection of Wall Street culture, substance use, and sobriety. Joining the conversation is none other than Carl Radke, star of Bravo’s Summer House and entrepreneur reshaping the way we socialize. From his personal journey through addiction and sobriety to launching New York City’s first alcohol-free bar, Soft Bar, Carl brings candid insights and powerful stories to the table.The episode kicks off with surprising statistics about shifting drinking habits among Gen Z and a discussion about how Wall Street’s reputation for excess has evolved over the years. Jen and Kristen reflect on their own experiences in the high-stakes finance world—where client dinners, endless vodka sodas, and late-night martinis were once the norm. But times are changing, and Carl offers a fresh perspective on creating meaningful social experiences without alcohol, inspired by his own four-year sobriety journey.Carl shares behind-the-scenes stories from Summer House, his role in launching Loverboy’s non-alcoholic offerings, and his vision for Soft Bar—a revolutionary space for mindful socializing. He also touches on broader cultural shifts in client entertainment, wellness trends, and the importance of fostering genuine connections in both business and personal life.Whether you’re sober-curious, a reality TV fan, or just love a good story about reinvention, this episode will leave you thinking differently about what it means to mix business with friendship.Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
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  • 130. The Skinny On...Getty/Shutterstock, Bond Selloff, the GSEs, & 5 Day Workweek
    Send us a textIn this episode of "The Skinny On..." we unpack the history and details behind the recently announced acquisition of Shutterstock by Getty. This is a great case study for anyone wanting to understand which synergies investors prioritize in a merger as we walk through the ownership structure & market implications.We then shift gears to talk about the 100 basis point selloff we've seen in 10 year notes since the fall, half of which has occurred over the past thirty days. Will 10 year notes hit 5.00%? And are there any seasonal factors to take into account behind the move?Piggybacking off a recent article by Matt Levine, we dive a little into the hoopla around GSE privatization talk, explaining the history of Fannie and Freddie, the conservatorship resulting from the financial crisis, and you'll learn why you should never use the term "bailout" at a cocktail party with Kristen.Finally, we react to the news that JPMorgan is requiring everyone back in the office 5 days a week, and muse upon different ways financial firms could potentially leverage a creative, bespoke work schedule to foster the ownership mentality we see ourselves in the startup world.  Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...
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This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street.  Discover the basics, ranging from “what is investment banking?” to “what moves markets?".  Learn about different roles and exit opportunities, and get tips on how to land the job.  Our mission is to make the world of Wall Street accessible to everyone, while keeping things relatable and fun.Whether your goal is to work on Wall Street, or if you have NO idea what any of those things are and just want to learn some basics, this podcast is for you.
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