The Wall Street Skinny

Send us Fan MailIn today's episode we use WeWork as a case study to break down SPACs, for a deeper dive into the IPO process, the bankruptcy and we explore how the world's most sophisticated venture capital and private equity investors came up with a $47bn valuation for a company when the math didn't justify it at all….In order to keep it interesting we discuss the beginning of the WeWork story through the lens of "We Crashed", the Apple TV miniseries about WeWork.starring Jared Leto and Anne Hathaway.The Apple TV Series: WeCrashedThe Failed IPO:1. Scott Galloway Blogs (No Mercy No Malice)https://www.profgalloway.com/wewtf/https://www.profgalloway.com/wewtf-part-deux/2. Aswath Damodaran DCF (Musings on the Market)https://aswathdamodaran.blogspot.com/2019/09/runaway-story-or-meltdown-in-motion.html3. WSJ Article Sept 2019https://www.wsj.com/articles/this-is-not-the-way-everybody-behaves-how-adam-neumanns-over-the-top-style-built-wework-11568823827SPAC1. BowX Acquisition Corp S-1https://www.sec.gov/Archives/edgar/data/1813756/000121390020020580/f424b40720_bowxacq.htm2. WeWork SPAC Marketing Documentshttps://www.wework.com/ideas/wp-content/uploads/sites/4/2021/03/WeWork-Management-Presentation-March-2021-vF-1.pdfFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailA job in Private Equity isn't the highest paying or even the hardest to get... it's actually a job at high frequency trading firms like Jane Street, highly secretive Wall Street firms you've never heard of. So what actually takes place in those interviews and what do those traders even do? In Michael Lewis's new book, Going Infinite: The Rise and Fall of Sam Bankman-Fried ("SBF"), Michael Lewis tells the absolutely crazy story of SBF, crypto, building his crypto exchange FTX, building his own trading firm Alameda Research, Effective Altruism ("EA"), the scandal that took him down leaving him with up to a 110 prison sentence AS WELL AS a sneak peek into these super secretive firms starting from the interview process to some of the craziest trades ever, including one election trade in 2016 that led to a $300mm loss.Michael Lewis is the author of other quintessential books anyone who wants to work on Wall Street must read including The Big Short, Liar's Poker and others. Resources mentioned in the episode:1. Matt Levine's Bloomberg Essay: "The Only Crypto Story You Need"https://www.bloomberg.com/features/2022-the-crypto-story/2. Odd Lots Podcast: https://podcasts.apple.com/us/podcast/odd-lots/id1056200096Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Workshttps://podcasts.apple.com/us/podcast/sam-bankman-fried-and-matt-levine-on-how-the/id1056200096?i=1000531062191For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailOzempic and similar drugs are dominating the conversation about culture, health, and financial markets right now. But what does it mean for Wall Street --- not just for investors, but also in terms of its impact on the social norms of the industry? **TRIGGER WARNING: This episode contains a discussion of eating disorders and disordered eating.**After all, the world of Wall Street has made huge strides on the diversity front with one notable exception: body diversity. In this episode, we discuss many of the very real problems with navigating body image in highly competitive, stressful environments where conspicuous consumption of food and alcohol may be an unwritten part of the job description. We are joined by registered dietician Lindsay Lusson to explore the physiological and psychological impacts of trying to conform to these pressures, and what shifts we are seeing with new drugs like Ozempic AND a new generation coming up through the ranks. Lindsey Lusson is Registered Dietitian who specializes in disordered eating and infertility. She has both personal and professional experience with Hypothalamic Amenorrhea (HA) or period loss related to over exercise and under eating. Her experience led her to become passionate about educating and empowering others to advocate for their health and take charge of their fertility through proper nutrition. She has helped over 250 women recover cycles and restore their fertility naturally.Credentials:Education, Credentials & Training•Bachelors of Science in Nutrition from Texas A&M University•Masters in Exercise and Sports Nutrition from Texas Woman’s University•Certified Specialist in Sports Dietetics (CSSD 2013-2018)•Registered Dietitian (RD)•Board Certified Health Coach (NBC-HWC)Follow Lindsay on Instagram and TikTok @food.freedom.fertility, and check out her podcast "The Period Recovery and Fertility Podcast" on your favorite platform.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWant to get an elite job on the buy side? A recruiter --- otherwise known as a headhunter --- plays a significant role in the recruiting process for private equity recruiting. In today's episode, we dive into the private equity recruiting process with Kate Kourlis and Cameron Boland of GoBuyside. We explain the role of recruiting firms, what to expect in the interview process, compensation, and how this process is evolving in real time. Cameron Boland is the President of GoBuyside, and Kate Kourlis is the Executive Director of Business Development. GoBuyside is a community of professionals in the financial services industry. GoBuyside connects employers with top-tier talent, streamlining the hiring process and ensuring access to great candidates for exceptional roles.Join the GoBuyside platform!https://www.gobuyside.com/For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhether you are an investment banker working with the hottest new tech start up to take it public, working in private equity and 'exiting' an investment, OR you're considering a role in a startup with the goal of one day hitting it big, you must understand the critical function of IPOs in the lifecycle of a company. In today's episode we use two companies that exemplify the classic 'sponsor backed IPO;, Birkenstock, and a more 'techy' IPO, Instacart, to answer the questions:- HOW and WHY would a company go public?- What is the role of an investment banker in the process?- What are the fees?- What is the difference between primary vs. secondary shares?- What is the difference between valuation and pricing?- What is the purpose of the IPO discount?- What is a greenshoe and why is it used? And much much more!For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn today's episode we break down everything you've ever wanted to know about consulting ranging from a day in the life, how do projects get staffed, what to expect in the interview and more. We also have an honest discussion about business school, burnout and more with former McKinsey consultant and Harvard Business School alum, Jane Licurse. Jane Licurse is an Executive Coach (focusing on influencing through PowerPoint) and the Strategic Advisor to The City of Cambridge’s City Manager. She previously served as Executive Director of Strategy and Chief of Staff to Boston Medical Center Health System’s EVP (currently CEO). Before that she served healthcare clients as a strategy consultant at McKinsey & Company. Jane received her MBA from Harvard Business School and BA and MS from Brown University in Biomedical Engineering. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailAnother listener favorite Q&A episode, where Kristen and Jen tackle real questions submitted by our listeners. We use these questions as teaching tools to explain concepts far beyond the scope of any individual question, so be sure to stay tuned to learn valuable insight about the world of Wall Street. Our questions in today's episode include:1. How does changing the WACC (Weighted Average Cost of Capital) impact valuation when running a DCF (Discounted Cash Flow) analysis? What are the different theories of optimal capital structure and how does this all fit into the real world when companies are choosing whether to issue debt or equity? 2. How do I ace my interview in a markets-based job, like the sales and trading division of an investment bank?3. Why do we need circularity in investment banking models?4. How do I know when to stop "buying the dip" when trading the markets?If you have any questions you'd like answered in a Q&A episode of our podcast, please write to us at [email protected] a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailSo you've finally landed your first job on Wall Street at an investment bank, consulting firm, hedge fund, private equity fund, asset manager, or venture capital fund....NOW WHAT?Navigating the ins and outs of housing, transportation, clothes, food, and entertainment your first year on the job --- especially in New York City, the world's most expensive place to live --- can be incredibly daunting. We share what to expect, lessons learned, and helpful tips to set you up for success from day one.(Disclaimer: nothing in this episode is intended as financial or tax advice, please consult a qualified tax professional)For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn today's episode we sit down with Camilo Acosta, founder & general partner of Perceptive Ventures, an early stage venture firm, and walk through everything you want to know about Venture Capital (“VC”). We cover differences between Angel Investing vs. VC, what a company needs for different series rounds (pre-seed, seed, series A, series B and beyond), how venture capital differs from Growth Equity, what it takes to get into the Venture Capital world, and much much more.Camilo Acosta is the founder & general partner of Perceptive Ventures, an early stage venture firm focused on AI-first investments across the U.S. and Latin America. Prior to founding Perceptive, he built generative AI products at Meta used by millions of people. Before Meta, he built a machine learning based payments company that partnered with businesses worldwide before it was acquired in 2020. He holds a BA from Princeton University, and is based in San Francisco, California. You can follow him on Twitter @camilobacostaFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhat is a company "worth"? We are tackling this question in a multi-part series, starting with valuation 101. We walk through the three primary methods of valuation: the discounted cash flow model ("DCF"), public comparables, and precedent transaction/acquisition comparables analysis....and explore how they fit together on what's called a Football Field. Also, we explore the meaning behind the jargon you hear about all the time ---Iike EPS and P/E ratios --- but might not fully understand! For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhat is fixed income investing, how does it work, and what is the landscape like on the buy-side? We are proud to present one of our most exciting and high profile interviews EVER with Brian Weinstein, head of Fixed Income at Morgan Stanley Investment Management (MSIM). We discuss the current market environment, credit products, economic policy & inflation, and we ask the tough question: can the yield curve really predict the future? For anyone interested in exploring a job on the buy side, we talk about the path to a career, some of the key skills required, and what the relationship of portfolio managers and researchers looks like at one of the world’s biggest asset managers. Brian Weinstein is the Head of Fixed Income and a member of the Operating Committee of Investment Management at MSIM. He joined the firm in 2018 from Blue Elephant Capital Management, a fintech focused private credit asset manager, where he was co-founder and CIO. Prior to that role, Brian spent 16 years at BlackRock, where he was the Head of Fundamental Institutional Fixed Income, overseeing $300 billion across multiple fixed income-based strategies. Brian earned a B.A. in history from the University of Pennsylvania.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWelcome back to the Wall Street Skinny with Kristen and Jen! To kick off today's episode, we answer listener questions about:Ownership and EPS (earnings per share) dilution when analyzing companies using the Treasury Stock Method in corporate finance. We unpack the concept of a relative value trade, specifically a high yield vs. investment grade trade in the credit derivatives market of CDS and CDX. Then we switch gears to discuss a single name credit analysis in the context of a rumored leveraged buyout by a private equity firm and the potential impact on a company's existing bond holders. And finally we dive into the concept of the yield curve, explaining how the term structure of interest rates not only reflects current monetary policy, growth & inflation expectations, and risk appetites...but also impacts nearly everything financial decision you make in your daily life!For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWall Street's analytics and technology are evolving at a record pace. What are the roles of quantitative models, and AI in the financial services industry today? What does it mean to be a "quant", what is a "quant fund", and what quantitative skills are required for someone starting their career on Wall Street today? Will AI and algorithms help us become smarter, or send the best and brightest to the sidelines? We explore these questions and more with Professor Harry Mamaysky of Columbia University who is the co-founder of Quant Street.Dr. Harry Mamaysky is a partner at QuantStreet Capital, which offers investing and portfolio management services to individuals, family offices, and businesses. Harry is also a Professor at Columbia Business School, where he is the Director of the Program for Financial Studies. Harry’s research focuses on the application of natural language processing and machine learning techniques to investing. Harry is a frequent industry and academic speaker. Prior to his time at Columbia, Harry spent many years in finance practice, rising to the position of senior portfolio manager at Citigroup, where he also served on the firm’s Risk Executive Committee. Harry was a professor at the Yale School of Management, which he joined after earning his PhD in Finance from the Massachusetts Institute of Technology. He holds BS and MS degrees in computer science and a BA in economics from Brown University.If you have been inspired by this episode and want to follow Harry or learn more, you can find him at the links below. https://www.linkedin.com/in/harry-mamaysky/ (LinkedIn)www.quantstreetcapital.com (the firm website)https://quantstreet.substack.com/ (Substack finance blog)business.columbia.edu/faculty/people/harry-mamaysky ( Columbia page)https://twitter.com/HMamaysky (Twitter or X)For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhat is best kept secret for understanding market dynamics and being good in investment banking? You must understand: WHO are the firm’s clients and WHY they need you? We arm you with the intel to ace any banking interview — either on the IBD corporate advisory side, or on the Sales, Trading, and Research side of the bank — by explaining a select few clients’ motivating factors. We talk about hedgers vs. speculators in the markets, and strategic vs. financial buyers in the world of acquisitions. In this episode, we also explain duration and convexity hedging through the lens of GSEs, bank portfolios, mortgage servicers, pension funds, and insurance companies. By the end of the hour, you’ll understand giant forces moving global markets in new ways. Plus, you’ll now be able to tell all your friends that you learned how convexity works by watching Barbie.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWe tackle these listener questions and more in our latest Q&A episode! 1. What is the difference is between prop trading and the trading you hear about in the sales & trading division of an investment bank? And how does a prop shop differ from a hedge fund?2. When running a DCF and choosing your beta for CAPM, when do you use the industry average beta vs. when do you use the company beta? We also get into predicted betas vs. historicals, levering and unlevering betas, if R squared is useful in making decisions about your beta, why banks purposefully don't use what the academics say to use and more.3. What are these mysterious Greek letters that people in finance toss around like delta, beta, and gamma? 4. Why would some industries like natural resources not use LBOs and instead only use a DCF, like for example when constructing a toll road.5. How do you choose between a career in banking or consulting? If you want us to answer YOUR questions in our next Q&A, please write to [email protected] a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhen you hear talking heads yelling at you or see a crazy meme on the internet telling to buy or sell a stock, how do you know if they are right or wrong? Today we sit down with Anish Mitra, host of the hilarious podcast Laughing Stocks to discuss his journey through FIG Banking, investing in Goldman Sachs' reinsurance group (now Global Atlantic, part of KKR), and talent development at Goldman Sachs before venturing into the world of comedy and content creation. Anish explains how FIG banking differs from traditional banking (hint it doesn't really), how the foundational training on Wall Street gives you a toolkit with which to analyze companies and form investment theses, and we hear some crazy stories from back in the day when Kristen actually interviewed Anish for a job at Morgan Stanley Sales and Trading. Spoiler alert: it didn't go well. Anish graduated from Brown in 2010, worked in FIG banking at Barclays then moved to a buyside role at Goldman Sachs (now Global Atlantic, part of KKR), then to talent management at Goldman Sachs when he finally left the finance world to pursue a career in comedy. He now combines all his interests: finance, education and comedy as a content creator. You can find him on Instagram and TikTok at anishkmitra and on LinkedIn, and his podcast Laughing Stocks on your favorite podcasting platform.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailTwo of the most high profile exit opportunities from the sell side are Private Equity and Hedge Funds. In today's uber-competitive environment, recruiting for some of these exits starts BEFORE you've even begun your career on the sell side. We discuss why these jobs are so competitive and attractive to many young people entering world of finance. What really is the difference between them? Is one more lucrative than the other? And, most importantly, WHAT IS RIGHT FOR YOU....if either???For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode, we are joined by Susie Lee Korb, Head of finance at Chord Commerce. Susie leveraged a successful career of over a decade on Wall Street to catapult herself into a senior role in the tech startup world. We discuss various elements of finance at a startup, such as the role of seed & venture capital, venture DEBT, the lifecycle of taking a company from genesis to IPO, and how Susie's knowledge of the markets helped her company avert disaster during the collapse of SVB. We also learn valuable lessons from Susie's career working at an investment bank, such as: what is municipal finance? How can you break into corporate strategy or corporate treasury? And how do you balance parenthood in the fast paced lifestyle of a sales career?Susie Korb graduated from MIT with a business degree. She spent her early career at Morgan Stanley, where she worked in municipal finance, interest rate sales, corporate strategy and corporate treasury. She is now the VP of finance for Chord, and currently resides in Massachusetts with her husband and three children. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailHow do you level up in your career --- or even just not get fired when sh*t hits the fan?!? We sit down with CEO and career coach Helen Dayen to understand the psychology, mindset, skills, and creativity required to advance in the financial services industry and beyond. Helen also shares her own stories from the cutthroat environment on the trading floor, "The Devil Wears Prada of Finance" so to speak, how she was able to pivot and make her self invaluable when she knew she was on the chopping block, and how she forged an entrepreneurial path for personal & professional fulfillment. Helen Dayen is CEO and coach at The Dayen Group, where she has over 15 years of experience in sales, relationship management, business development and executive coaching. She works with professionals in high stress/high demand industries such as finance, technology, and law. To learn more about The Dayen Group, you can find their website here: https://www.dayengroup.com/Follow The Dayen Group on Instagram @dayengroupFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailAnswering questions we've received from listeners via Instagram, TikTok and email! This week's topics include: 1. Can you explain the different indices? SPX, FTSE, DAX, NASDAQ, Barclays AGG…as an investor, why would you look at indices? What do they mean/represent, and why do we have them?2. I’m building my first model, and trying to figure out how to connect the Income Statement, Cash Flow Statement and Balance Sheet. Is there a particular order these should go in?? 3. Two similar questions: a) is there any mobility into hedge funds or banks if you’re 10+ years into a career in tech/startups? And b) What about any insights on how JD grads can break into the financial services industry?4. Does and incremental increase in debt increase or lower the WACC?5. Why wouldn’t EVERYONE use interest rate swaps to hedge risk? To have your question featured on our next Q&A episode, please email us at [email protected] or follow us on Instagram and send us a DM!Follow us on Instagram and Tik Tok at @thewallstreetskinnyFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailToday we are joined by Steve Haggerty, the former Head of Research in both New York and Hong Kong at Bank of America Merrill Lynch before making the move to the Buy-Side, to answer all your questions about Equity Research including: What is Equity Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? and much much more. Steve Haggerty was Head of Research in both New York and Hong Kong at Bank of America Merrill Lynch before making the move to the Buy-Side, and becoming Head of Research at Moon Capital. Prior to that he worked at General Motors and Schroders Securitues in London before joining Merrill Lynch as an equity analyst in New York and then becoming a research manager.He retired in 2021 and is now an advisor at Columbia Business School as well as the founder of Interior Lines Research where he helps Sell-Side Researchers learn to be more influential with Buyside clients. He also is working in venture capital in the agtech space and is a hobby farmer in the Hudson Valley.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailThe global financial markets and the news are inextricably linked. News stories move the financial markets, and the financial markets make the news. Today we sit down with Mosheh Oinounou of Mo News, an Emmy-award winning journalist who has worked at Bloomberg, CBS, and FOX News in the past. Mosheh has now created his own news service primarily distributed across social media platforms, where he is a trusted source for hundreds of thousands of followers. We discuss how Mosheh distills critical intel from the vast array of global news, explore the complexities of bias and mistrust in the news media, and debate the role of journalism in a post-AI environment. We swap stories from opposite sides of the newswire during major market-moving events like the financial collapse of 2008 and Fukushima in 2011. And we learn how Mosheh is preparing for his next exciting role as a father!You can watch Mosheh's TedEx talk referenced at the link below, can subscribe to his news letter or become a Mo News premium subscriber on his website or follow him for. your daily dose of news on Instagram or TikTok.Mosheh TedEx Talk: https://www.youtube.com/watch?v=IBZdjaIR4w8Mo News Website: https://www.mo.news/Follow Mosheh on TikTok and Instagram at @moshehFollow us on Instagram and Tik Tok at @thewallstreetskinnyFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWe explore the hot topics of private equity, venture capital, mergers & acquisitions, hostile LBOs, and MORE through the lens of one of our favorite shows: Succession. Think "dual class stock shares" sound boring? Think again! We break down the key corporate finance plot points (note: spoilers included but minimized, especially regarding the season 1 finale) driving the drama inside one of the all-time greatest shows. For additional insight, check out this great article from the FT: https://www.ft.com/content/a7ce31e0-06f0-4986-9eb9-f4322a40ffc3For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailCongrats on landing your summer internship....Now what?? We walk through every aspect of the internship experience --- from getting coffee to getting the coveted full time offer. We talk about housing, training, desk assignments, the importance of networking, etiquette, and typical projects across various divisions. We discuss how to prove your worth, how to land a full time offer, and how to deal if you DON'T get that dream offer. Sharing personal stories of being little grownups in the big city and all we learned along the way. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode, we explore the world of hedge funds with Paul Podolsky, who spent 16 years at Bridgewater (the world's largest hedge fund) before launching a writing, publishing, and podcasting career. We ask: how did hedge funds evolve, and how are they different from traditional asset managers? What are the different types of hedge funds? How do they raise and deploy capital? What are the entry and exit opportunities? And...what does it truly mean to be a "pain sponge?"Paul Podolsky spent 20+ years on Wall Street with most of that time at Bridgewater Associates, the biggest hedge fund in the world. Prior to that he worked.as a journalist in 1990s Russia, writing for Novaya Gazeta, The Moscow Times, and Hearst. He graduated from Brown University, The Fletcher School of Law and Diplomacy (Tufts in association with Harvard), and the Maurice Thorez School of Foreign Languages. He currently has a podcast of his own called 'Things I Didn't Learn in High School', is the author of "Raising a Thief" and "Master Minion" and has a Substack where he writes "Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses."You can follow him at the links below.Follow Paul Podolsky:Twitter @paul_podolskyInstagram @paulpodolskywww.paulpodolsky.comFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailAnswering questions we've received from listeners via email and Instagram! This week's topics include: how to choose the right valuation method? How to prepare for an investment banking interview? What is the difference between IRR, CAGR, and ROI? ...and more!! This is our first of many future Q&A episodes to come. To have your question featured on our next Q&A episode, please email us at [email protected] or send us a direct message on Instagram.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWe share our unfiltered personal stories from the front lines of the 2008 financial crisis. Maybe you've read the headlines: banks going under (SVB, First Republic), UBS acquiring Credit Suisse, offers being rescinded, and worry about what will happen if you’re starting your career during a financial crisis. They say past is prologue so we share what it was like being on the trading floor of Lehman Brothers when it collapsed, or working firsthand on the financial products that caused a global economic meltdown. We also reflect on lessons learned for navigating your career path during times of uncertainty. Our most raw, personal episode yet! For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIt's been a pretty wild spring in 2023. Since March of this year, we've seen Silicon Valley Bank (SVB) collapse, Signature Bank shut down, Credit Suisse get acquired by UBS, and --- most recently --- First Republic get acquired by JPMorgan. But the turmoil in the banking sector is likely not over just yet. In this episode, we explore the economic circumstances driving current events and explain the underlying mechanics behind the headlines. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWe tackle our most-asked listener question: how do I ace the interview for a job in finance? Listen to learn key technical skills you'll need in your toolkit and pick up tips for mastering the conversation. We touch on do's (and don'ts!) for interviews in IBD and Sales & Trading, and cover variations on the theme for hedge funds, private equity, and other opportunities. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode we tackle the Sales & Trading division of an Investment Bank, the high profile, fast-paced, markets-based, client-facing arm of a firm. This is where billions and billions of dollars change hands every single day, and fortunes can be made or lost before most people have their morning coffee. We follow the journey of an investment idea from conception to execution, explain the roles of salespeople and traders, and discuss compensation metrics and exit opportunities. If you listen closely, you might just learn how to retire before you’re 40.....For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode, we delve into one of life's greatest mysteries: where do bonds come from?? We take a brief detour through the capital markets group and walk through an example of corporate bond origination. We also discuss the lifestyle and exit opportunities associated with the Capital Markets division of an investment bankFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode, we explore the investment banking division (IBD) through the lens of one specific merger, discuss different groups within the division, and share insights for those interested in a career in IBD. This episode is dedicated in loving memory of Jennifer Moe, a former colleague and beloved friend. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWhat are the secrets for success in investment banking and sales and trading? In today's episode we discuss talents and character traits that may set you up for success on Wall Street, explain the two main divisions of the investment bank in greater detail, and describe a day in the life of a first year analyst in both divisions. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailIn this episode, we answer the question: "What is an Investment Bank?". We also explore the reasons why someone might want to pursue a career on Wall Street, and share some of our personal stories that led us into finance. For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Send us Fan MailWelcome to The Wall Street Skinny! Our first episode is a brief introduction to explain our mission, share a little bit about ourselves, and invite you along on our quest to make the world of Wall Street accessible to EVERYONE.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.