Shows / The Wall Street Skinny
The Wall Street Skinny
Every week, Kristen and Jen (best friends since the second grade) have smart, funny. and honest conversations about investing, tech, and business. From Princeton and Brown to Morgan Stanley, as former investment bankers turned entrepreneurs and podcasters, Kristen and Jen take the most complex deals, market moves, and tech breakthroughs and distill them into stories you care about. From conversations with the biggest names in investing to deep dives people can’t stop sharing --- not to mention…
Episodes
The Wall Street Skinny"You Can See Everything": Ex-Morgan Stanley bankers take on the Elizabeth Holmes documentary
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. Nathan…
- The Wall Street Skinny
AI Stocks Just Tanked. Why Is Wall Street Talking About Enron?
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. 0:00 Why Enron…
The Wall Street SkinnyNEOCLOUDS EXPLAINED: Your ULTIMATE Guide to AI’s Least Understood Business
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. How do Bitcoin…
The Wall Street SkinnyIs Anthropic's $2 Trillion IPO in Jeopardy? What We Learned from Leaked IPO Prospectus
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. We're back at…
The Wall Street SkinnyHow Nvidia's Recent Acquisition Changes the AI Game Feat. Morgan Stanley's Head of US Thematic Research
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. NVIDIA just…
The Wall Street SkinnyWhy Stocks Could Drop 10% Before Year-End: feat. Wellington Macro Strategist Mike Medeiros
Go to www.groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. The first…
The Wall Street SkinnyI got to ask Scott Bessent ONE QUESTION. His answer shocked me.
Everyone in the financial media is telling you the same story: Scott Bessent's surprise Treasury buyback announcement is a thumb on the scale of the bond…
The Wall Street SkinnyIs a Private Credit scandal brewing behind the LA Lakers Sale?
The LA Lakers --- a prestigious basketball franchise that didn't change hands for 46 years --- just sold twice in ten months, the second time for $2.5 billion…
The Wall Street SkinnyOpenAI's Lawyer: How Big Tech is Winning the AI Race in the Courts
We got to sit down with John Quinn — the "Quinn" of Quinn Emanuel — one of the most powerful litigators in the world, and the man whose firm is defending…
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SpaceX: Revisiting the IPO and What Comes Next
After the largest IPO in history, only about 5% of SpaceX — roughly $83 billion of the $1.75 trillion — is actually free to trade. Insiders are locked up, the…
The Wall Street SkinnyThe Biggest Hedge Fund Blow-Up of 2026 EXPLAINED: Situational Awareness
What took Situational Awareness from a $45bn hedge fund down to a $10bn hedge fund in less than a month? Two years ago Leopold Aschenbrenner was a researcher…
The Wall Street SkinnyWhat Just Happened to AI Stocks??
*Note: This episode was recorded before news broke of Situational Awareness' unwind, which gives us much better insight into the pace and magnitude of the move…
The Wall Street SkinnyWhy Jamie Dimon Won't Buy Stocks OR Bonds Right Now
Short interest in the S&P 500 is sitting near its highest level since 2010, Jamie Dimon says he won't touch US stocks or Treasuries at these prices, and SpaceX…
The Wall Street SkinnyEx-Morgan Stanley Bankers' "Yesteryear" HOT TAKES: Trad Wives vs. Career Women
We're talking about the buzziest --- and most controversial --- book of the summer: "Yesteryear" by Caro Claire Burke. It poses a question no one's brave…
The Wall Street SkinnyHow AI is Repeating the Exact Mistake that Bankrupted Enron | 50-Year Power Insider
With hyperscalers like Meta, Google, Amazon and SpaceXAI burning through cash, we decided to answer the question underneath all of it: what is this money…
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Mindy Kaling's "Not Suitable for Work": Our Hot Takes on the Show About Investment Banking in NYC We've Been Waiting For
Send us Fan Mail Mindy Kaling's new sitcom "Not Suitable for Work" just dropped, and we have thoughts. We are two Wall Street veterans breaking down everything…
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How Google Front-Ran SpaceX with a Record Breaking $85 Billion Equity Raise
Send us Fan Mail While everyone's been fixated on the SpaceX IPO, Google quietly pulled off the largest equity offering in history—roughly $85 billion—and…
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Spotify Executive: How to Become a $100B Company When Everyone Expects Your Product Free
Send us Fan Mail We've done the finance of Industry, the finance of Succession, the finance of Belle Burden's Strangers — but we've never done the finance of…
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SpaceX Just Rewrote the Rules of the Stock Market (And Most People Had No Idea)
Send us Fan Mail In this episode, we dig into one of the biggest market questions hiding behind the hype around mega IPOs: what happens to passive index…
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Ex-Morgan Stanley Bankers: "Strangers" How Much Belle Burden's Husband Was Actually Earning
Send us Fan Mail No one is talking about the insane thing that's happened to Big Law partner compensation over the past decade — and how it stacks up against…
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Ex-Morgan Stanley Bankers: "Strangers" by Belle Burden Part 1 | Our Initial HOT TAKES
Send us Fan Mail Two weeks ago, one of the most powerful women on Wall Street asked us to weigh in on Belle Burden's bombshell memoir: "Strangers". As two…
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Hedge Funds Want the Equity in Your Home, feat. Tacora Capital Founder Keri Findley
Send us Fan Mail In this episode we dig into the state of the American consumer's balance sheet, which on paper isn't broke but is increasingly "boxed in." We…
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$53 Billion Hedge Fund Chief Strategist: The Next Market Shock Is Hiding in Plain Sight
Send us Fan Mail We sat down with Elizabeth Burton, the new Chief Strategist at Fortress, one of the world’s biggest and most respected hedge funds, to ask…
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Burry Left in a Hurry! The Loophole GameStop Could Use to Pull Off Buying eBay (10x its Size)
Send us Fan Mail Michael Burry just dumped all his GameStop shares. eBay reportedly deactivated Ryan Cohen's account. And the $56 billion "takeover" GameStop…
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GameStop Just Bid $56 Billion for eBay. What is ACTUALLY Going On????
Send us Fan Mail 🚨 EMERGENCY EPISODE: GameStop just made an unsolicited $56 billion bid for eBay, and the math is NOT mathing. After watching CEO Ryan Cohen's…
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Every New Fed Chair Has Crashed the Market. A New One is Coming May 15th
Send us Fan Mail Jerome Powell's term as Fed Chair ends May 15th, and his likely successor Kevin Warsh is poised to walk into the most fractured Fed since…
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Financial Times Reporter TELLS ALL: Sujeet Indap on Why Private Credit is Worse than Credit in 2008 | Caesars Part 3/3
Send us Fan Mail In Part 3 of our Caesars Palace Coup series, we're back with Sujeet Indap of the Financial Times — co-author of the definitive book on the $30…
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Restructuring 101: How Private Equity Pits Debt Investors Against Each Other | Caesars Part 2/3
Send us Fan Mail This is Part II of our Caesars Palace deep dive, and honestly, this is where things get truly unhinged. If Part I was the setup — the $30…
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Private Equity Knows Something Private Credit Doesn't | Caesars $30B LBO is the Playbook | Caesars Part 1/3
Send us Fan Mail Private credit is the crisis everyone's watching, but the real story -- and the one no one has been focused on -- is what private equity is…
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Morgan Stanley's Head & CIO of Private Equity Solutions: The Ultimate Deep Dive into PE Investing
Send us Fan Mail Buckle up, because this week we're sitting down with Neha Champaneria Markle, who runs the Private Equity Solutions group at Morgan Stanley…
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Wall Street is Watching Something More Concerning than Oil
Send us Fan Mail Everyone's been freaking out about oil and stocks, but the scariest thing this past week actually happened in bonds, and almost nobody was…
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Private Credit: Even Apollo's Trapped Investors. Here's Exactly What You Need to Know
Send us Fan Mail Private credit is all over the headlines — and all over your social media feed. Apollo just gated redemptions, Moody's stripped KKR's credit…
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Private Credit UPDATE: Is this 2008 all over again?
Send us Fan Mail If you read the headlines about Private Credit, it feels like we're on the verge of another Global Financial Crisis. So, are we? In this…
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Head of Investor Relations at $3 Billion Hedge Fund Tells All | Capital Raising 101
Send us Fan Mail In this episode, we sit down with Kate Baumann, Head of Investor Relations at Empyrean Capital Partners (a $3 billion event-driven…
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Jobs, Oil, and the Ellison's LBO of Warner Brothers | TWSS x CNBC's Dan Nathan & Guy Adami: "He Said / She Said"
Send us Fan Mail We're back for the ninth installment of He Said She Said, our regular crossover series with Dan Nathan and Guy Adami of CNBC's Fast Money. We…
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Iran Is Shaking the Oil Markets. What the Top Commodities Traders Are Thinking Right Now
Send us Fan Mail In this special emergency episode of The Wall Street Skinny, we sat down with Andreas Laskaratos, CEO of AB Commodities Group, a global oil…
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LIVE from Miami: Is Private Credit Fundraising OVER?
Send us Fan Mail We sat down with Ron Biscardi, the CEO and co-founder of iConnections, live at Global Alts Miami to get the skinny on what's happening with…
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Paramount Outbids Netflix for WBD & Middle East Military Action Fallout | Emergency Episode
Send us Fan Mail Kristen and Jen tackle two major stories in this double emergency episode. First, Kristen breaks down latest update in the Warner Bros saga —…
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Industry S4E8 "Both/And" | Where does Industry go from here?
Send us Fan Mail It's a bittersweet day at The Wall Street Skinny, where we are recapping the SEASON FINALE!! While this one is lighter on finance than most…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said / She Said" - Blue Owl's Private Credit Fiasco
Send us Fan Mail We teamed up with Guy Adami and Dan Nathan to discuss two major developing market stories ahead of meeting in Miami for the iConnections…
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Industry S4E7 "Points of Emphasis" | Hostile Takeovers
Send us Fan Mail In this episode, we're breaking down Season 4, Episode 7 of Industry, "Points of Emphasis" — and we have a lot of feelings. We walk you…
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Goldman Sachs’ Head of Alts for Wealth, Kristin Olson: What No One Tells You about Investing in Private Markets
Send us Fan Mail Kristin Olson, Goldman Sachs’ Head of Alternatives for Wealth, sits down with us for the most candid, no-fluff conversation about private…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | 100 Year Bond + Paramount / WBD Update
Send us Fan Mail In the sixth installment of He Said, She Said on the Risk Reversal Podcast, Kristen and Jen are joined by CNBC's Dan Nathan and Guy Adami to…
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Industry S4E6 "Dear Henry": Why This Might Be the Greatest Episode of Industry Ever Made
Send us Fan Mail Recap & Breakdown of HBO's Industry season 4 episode 6,Harper launches her assault on Tender at the Alpha Conference, delivering a devastating…
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The Skinny On: SAAS-pocalypse, misleading jobs data, & Japanese equities breaking records, feat. Macabacus' CEO
Send us Fan Mail We're back with The Skinny On...three wild stories: confusing jobs data, Japan's equity market rally, and why everyone's freaking out about AI…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | SaaSpocolyspe + Elon Musk's SpaceX / xAI Merger
Send us Fan Mail Kristen and Jen are joined by Guy Adami and Dan Nathan of CNBC's Fast Money for the fifth installment of "He Said, She Said." The conversation…
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Private Infrastructure Investing 101 feat. Billionaire Founder / CEO: Mike Dorrell of Stonepeak
Send us Fan Mail In this Infrastructure 101 episode, we sit down with Mike Dorrell, co-founder, chairman, and CEO of Stonepeak, to unpack how infrastructure…
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Industry S4E5 Eyes Without a Face: The Thing Was Nothing
Send us Fan Mail SternTao goes to Accra Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Dollar Collapses, Hedge Funds and Gambling vs. Investing
Send us Fan Mail Jen Saarbach & Kristen Kelly join the guys to discuss the decline in the US dollar, market sentiment and Gen Z's proclivity for gambling. Shop…
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Industry S4E4 "1000 Yoots, 1 Marilyn" | The "Leap of Faith" / Most Disturbing Episode Yet
Send us Fan Mail Perhaps the most painful and disturbing episode of Industry yet, this episode asks uncomfortable questions about the way easy access ---…
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The Skinny on Policy Chaos and Volatility: Time to Sell? feat. Alicia Levine of BNY Wealth
Send us Fan Mail In this episode, we’re joined by Alicia Levine, Head of Investment Strategy at BNY Wealth, for a wide-ranging conversation on what’s driving…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Japan’s Bond Market Blows Up, Netflix Goes All-Cash
Send us Fan Mail This week on He Said, She Said, CNBC Fast Money stars, Guy Adami and Dan Nathan together with Kristen and Jen from The Wall Street Skinny dive…
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Industry S4E3 "Habseligkeiten" | The Threesome Episode
Send us Fan Mail We are BACK with one of the most dense, finance-forward, darkly entertaining episodes of Industry YET. With a title that evokes the theme of…
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Netflix Changes WBD Offer to All Cash | Emergency Update
Send us Fan Mail Netflix just announced it plans to revise its Warner Bros. Discovery acquisition offer to an all-cash deal — but why? Wasn’t the bidding war…
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Citi's Global Head of Research, Lucy Baldwin | Covering Private Companies, Crypto, and what AI means for Analysts
Send us Fan Mail Lucy Baldwin, the Global Head of Research at Citigroup, is leading one of the most consequential shifts in how institutional research is done…
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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Powell Under Pressure, Credit Card Cap Concerns & Real Estate Supply Issues
Send us Fan Mail In this episode of 'He Said, She Said', Guy Adami, Kristen Kelly & Jen Saarbach dive into the theme of unintended consequences. The discussion…
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Industry S4E2 "The Commander and the Grey Lady" | The Henry Muck Episode
Send us Fan Mail Henry Muck is a key character in Season 4, and this episode gives us a much richer picture of who he actually is. In an unexpectedly…
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Four Drivers That Could Crash or Save the Market in 2026 feat. Head of US Macro at Wellington
Send us Fan Mail We're two weeks into the new year and you can already toss all the consensus forecasts out the window. We sat down with Mike Medeiros to talk…
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Industry S4E1 FULL RECAP | An American Psycho in London
Send us Fan Mail We're back in action with our full deep dive into the season premiere, "PayPal of Bukkake". We're introducing the star-studded lineup of new…
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The Wall Street Skinny x CNBC's Dan Nathan & Guy Adami | "He Said / She Said" NEW Limited Series
Send us Fan Mail This episode marks the launch of a special new collaboration between The Wall Street Skinny and Risk Reversal Media. We're bringing together…