The Wall Street Skinny

Send us Fan Mail It's our special 150th episode!! We’re reuniting with billionaire investor and CEO David Adelman (whom you may remember from our “Sports Investing 101” episode) for a deep dive into his multifaceted empire and brilliant business acumen.  David’s story is the stuff of legend. After making his first real estate investment with his bar mitzvah money at the age of 13, David ultimately...

Send us Fan Mail Join hosts Jen and Kristen on The Wall Street Skinny for an insightful exploration of wealth management, as they sit down with Susan Moffatt, co-founder of Curated Wealth Partners, who expertly unpacks the intriguing differences between independent Registered Investment Advisors (RIAs) and prestigious wirehouses like JP Morgan and UBS. Susan provides an exclusive behind-the-scenes...

Send us Fan Mail Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Subscribe to our Substack: https://substack.com/@thewallstreetskinny

Send us Fan Mail In this episode, we sit down with Brian Kelly, aka The Points Guy, to break down the basics of optimizing your credit card strategy, especially for finance professionals and consultants who travel frequently, entertain clients, or rack up significant corporate expenses. We dive deep into:  ✅ Choosing the Right Credit Card: The best cards for maximizing points on travel, dining, a...

Send us Fan Mail Join us as we dive deep into the world of Entrepreneurship Through Acquisition (ETA) with our guest, Jesse Safir, President of ABG Print. In this episode, finance enthusiasts and budding entrepreneurs will find a treasure trove of insights about search funds, self-funded searches, and the nitty-gritty of buying and operating a small business. Jesse shares his journey from being an...

Send us Fan Mail In this episode, we break down Season 2, Episode 6: "Short to the point of pain". The plot centers around FastAid, a company caught in the middle of a short squeeze reminiscent of GameStop’s 2021 rally. We analyze the mechanics of short selling, how hedge funds and institutional traders manage risk in volatile positions, and why liquidity and market perception play crucial roles i...

Send us Fan Mail In this episode of The Wall Street Skinny, we sit down with one of the most legendary quant investors of all time—Pete Muller. As the founder of PDT Partners,  one of the top performing quantitative hedge funds that spun out of Morgan Stanley, Pete shares his fascinating journey. He offers a behind-the-scenes look at how statistical arbitrage strategies drive market success, the i...

Send us Fan Mail Season 2, Episode 5 titled Kitchen Season, kicks off with a discussion on the intricacies of investment banking promotions, specifically focusing on the elusive Managing Director (MD) title. Kristen and Jen explore how promotions in finance are not linear and often depend on numerous factors including firm politics, desk performance, and the candidate's rockstar qualities. They di...

Send us Fan Mail In this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance today, regularly featured on Barron’s and Forbes' most influential lists. We recorded this conversation live at Global Alts...

Send us Fan Mail In this jam-packed episode of the Unofficial Companion Podcast to HBO Max's Industry, we dive into Season 2, Episode 4, There Are Some Women. This week, we delve into the nuanced depiction of compensation negotiations, or "comp season," exploring the implications of Harper's bonus reveal and the significance of her $25 million contribution to PeerPoint. What does it mean to be "pa...

Send us Fan Mail In this episode of The Wall Street Skinny, Jen and Kristen dive deep into sports investing. They discuss the structural shifts driving new opportunities, including changes in private equity rules that now allow institutional players to invest in NFL teams. They also break down the cash flow mechanics behind major leagues like the NFL, NBA, and MLB—revealing why some leagues are fi...

Send us Fan Mail In this episode, we dive deep into HBO Max's hit show Industry Season 2, Episode 3, titled "The Fool." We unpack the intricate financial concepts and ethical dilemmas that drive the plot, exploring topics like block trades, private placements, proxy votes, insider trading, and more. We break down the logistics of block trades—massive transactions conducted outside public markets t...

Send us Fan Mail As a follow-up to our prior conversations about finance and love, we sat down with celebrity divorce attorney Kristina Royce to delve further into the intersection of finances and relationships.  We address questions that even some of the best minds in high finance may not know the answer to, like: - is common law marriage real? - what are the advantages and disadvantages to getti...

Send us Fan Mail In this episode of the unofficial companion podcast to HBO Max's hit show 'Industry,' Jen and Kristen delve deep into the financial intricacies presented in Season 2, Episode 2, titled 'Giant Squid.' They start by dissecting the concept of block trades, highlighting how institutions handle large stock transactions and the associated financial risk. The discussion ties this to a re...

Send us Fan Mail In this episode of "The Skinny On...", hosts Kristen and Jen discuss several hot topics including a sneaky potential catalyst for disappointing Apple earnings going forward. They explain --- through personal experience --- how the TikTok ban-or-sale ruling may have farther-reaching consequences than were initially perceived, and how lack of access to the app for new and upgrading...

Send us Fan Mail In this episode of the unofficial companion podcast to HBO Max's hit show "Industry", Jen and Kristen dive into the premiere of Season 2, titled "Daddy." They provide a deep analysis of critical finance concepts such as block trades, sales credits, credit default swaps (CDS), and the impact of market volatility on trading desks. The duo examines how the show accurately portrays th...

Send us Fan Mail Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Subscribe to our Substack: https://substack.com/@thewallstreetskinny

Send us Fan Mail In 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...

Send us Fan Mail In 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...

Send us Fan Mail This 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 ins...

Send us Fan Mail In 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...

Send us Fan Mail In this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,' Season 1, Episode 7, aptly titled 'Pre Crisis Activity.' They discuss the ramifications of the 2008 Global Financial Crisis on Wall Street culture, touching upon terms like 'pre-crisis activity' and austerity measures implemented to curb exces...

Send us Fan Mail In this exciting New Year's episode, Jen and Kristen kick off 2025 with a fresh perspective on achieving career and personal goals. The hosts are joined by Valentina Savelyeva, a former investment banker and top life and career coach, to dive deep into practical strategies and mindset shifts essential for long-term success. Valentina shares her journey from Soviet Russia to Invest...

Send us Fan Mail Welcome to 2025!In this episode of "The Skinny On...", we catch up on all our holiday activities before diving right into current financial topics. Today we cover the Nordstrom take-private, the debate regarding H1-B visa cap removals and the potential impact on the tech industry, and Barclays firing bankers & traders without bonuses before Christmas. We also count down our favori...

Send us Fan Mail 2024 has been an incredible year, and we are so grateful for the support of all our listeners!!But what can we expect in 2025? Today, we shift our focus to the new year with special guest Marta Norton, Chief Investment Strategist at Empower. Marta shares her insights on the recent Federal Reserve meeting, market expectations, economic trends, potential recession indicators, and th...