The Wall Street Skinny

The Wall Street Skinny

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Paramount / Netflix Bidding War | Breaking Down PSKY's $108bn hostile bid for WBD + Don’t call It QE: The Fed’s new playbook

Send us a text0-21:30: PSKY / WBD Deal breakdown21:30-51:08 The Fed Breakdown51:08-56:27: Donor Approved Funds for CharityIn this episode, Kristen and Jen continue to unpack Warner Brothers Discover bidding war from what the media is constantly getting wrong including missing the ...  Afficher plus

Breaking Down HBO Industry’s S3E3 Before Season 4!!! (And Before Paramount or Netflix Make Major Changes 😂)

Send us a textJoin Morgan Stanley alums Jen and Kristen as we decode the finance behind Industry Season 3, Episode 3, "It" which takes place at the COP conference in Switzerland. We break down the aftermath of the IPO and why pressuring a research analyst for a buy rating isn't j ...  Afficher plus

The Math of Predicting (and Profiting from) the Future: from Cat Bonds to Hedge Funds | Sarah Kapnick, Head of Climate Advisory at J.P. Morgan

Send us a textSarah Kapnick literally trained under John Nash at Princeton, went from structuring catastrophe bonds at Goldman during Hurricane Katrina, to serving as Chief Scientist at NOAA, and is now Global Head of Climate Advisory at JPMorgan. She’s part mathematician, part c ...  Afficher plus

HBO's about to be owned by Netflix!? Breaking Down the Netflix / Warner Brothers $72Bn M&A Deal

Send us a textThis week Kristen and Jen break down the blockbuster Netflix–Warner Bros. deal. Netflix has agreed to acquire Warner Bros. Discovery’s studio and streaming assets — HBO, Max, Warner Bros. Studios, and its iconic content library — for $27.75 per share in a cash and s ...  Afficher plus

Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass

Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry’s latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time te ...  Afficher plus