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
Industry Season 4 PREMIERE!!! RED CARPET reaction and LIVE RECAP!!
Send us Fan Mail We’re recording from New York City, fresh off one of the most surreal weeks of our lives — attending the Season 4 premiere of HBO’s Industry…
- The Wall Street Skinny
Industry S3E8: "Infinite Largesse" | LIVE from NYC on our way to meet the cast!
Send us Fan Mail We are recording LIVE from New York City, just hours before interviewing the cast and creators on the red carpet of the Season 4 premiere! And…
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Industry S3E7: "Useful Idiot" | The Lehman Episode. Is This the End for Pierpoint?!
Send us Fan Mail We started our careers at the epicenter of the Global Financial Crisis in 2008: the trading floor Lehman Brothers and the CDO Structuring desk…
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Industry S3E6 "Nikki Beach, or So Many Ways to Lose" | Pierpoint as the Short of the Century
Send us Fan Mail In this episode, we see that friendship and loathing truly are two sides of the same coin. While everything is collapsing for Eric and Yasmin…
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Industry S3E5 "Company Man" | Why the Next “Lehman” Won’t Come From Banks
Send us Fan Mail A public inquiry into Lumi’s £2bn government bailout exposes Pierpoint’s role in the disastrous IPO, where Robert is sent to testify in front…
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Industry S3E4 "White Mischief" | The Rishi Episode: Trading vs. Gambling, Liz Truss, Emergency QE, Sterling Crisis, and More!
Send us Fan Mail In this episode we discuss Season 3, Episode 4: "White Mischief", one of the strongest (and darkest) episodes of the series thus far. What…
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JPMorgan's Global Chair of Investment Banking & Capital Markets, Liz Myers: IPOs & Equity Capital Markets 201
Send us Fan Mail In this episode we sit down with Liz Myers, Global Chair of Investment Banking and Capital Markets at J.P. Morgan for an Equity Capital…
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Breaking down Paramount's $108bn hostile bid for WBD in PSKY / NFLX bidding war + Don’t call it QE: The Fed’s new playbook
Send us Fan Mail 0-21:30: PSKY / WBD Deal breakdown21:30-51:08 The Fed Breakdown51:08-56:27: Donor Approved Funds for CharityIn this episode, Kristen and Jen…
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Industry S3E3 "It" | Launching a Hedge Fund, Non-Competes, IPO Disaster & ESG Investing Hypocrisy & More!
Send us Fan Mail Join Morgan Stanley alums Jen and Kristen as we decode the finance behind Industry Season 3, Episode 3, "It" which takes place at the COP…
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The Math of Predicting (and Profiting from) the Future: from Cat Bonds to Hedge Funds | Sarah Kapnick, Head of Climate Advisory at J.P. Morgan
Send us Fan Mail Sarah Kapnick literally trained under John Nash at Princeton, went from structuring catastrophe bonds at Goldman during Hurricane Katrina, to…
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HBO's about to be owned by Netflix!? Breaking Down the Netflix / Warner Brothers $72Bn M&A Deal
Send us Fan Mail This week Kristen and Jen break down the blockbuster Netflix–Warner Bros. deal. Netflix has agreed to acquire Warner Bros. Discovery’s studio…
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Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass
Send us Fan Mail In this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry’s latest warning that Big…
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Is the AI Bubble about to Burst? Plus: Fed Questions, Crypto Collapse, and 50-Year Mortgages
Send us Fan Mail On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia’s huge…
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Distressed Debt 101 with the GOAT: Michael Gatto, Author of "The Credit Investor’s Handbook"
Send us Fan Mail We’re almost 200 episodes in, and we’ve been waiting for the perfect guest to come on to explain distressed debt investing... the wait is…
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Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets
Send us Fan Mail We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a candid…
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Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference
Send us Fan Mail In this week’s episode, we get into the Fed’s 25 basis point rate cut, Powell’s chaotic press conference before diving into Meta’s creative…
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189. Private Equity | Growth Equity Value Creation with Sixth Street's Paul Dodd | Business Operations 101 (Part 2 of 2)
Send us Fan Mail This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected…
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188. Why Apollo Was Blacklisted By First Brands, Credit Market Chaos Continued Plus Business Operations 101 (Part 1 of 2)
Send us Fan Mail In this episode, we sit down with Don Kieffer, senior lecturer at MIT Sloan School of Management and co-author of There’s Gotta Be a Better…
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187. Breaking Down the Trade That Cost Wall Street a QUARTER BILLION dollars, Plus First Brands Bankruptcy & Gold at Record Highs
Send us Fan Mail This week on The Wall Street Skinny, we kick off discussing gold ripping to record highs and unpack why that’s happening in a still-high-rate…
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186. Quant Investing 101 feat. PGIM’s Head of Quantitative Equity, Stacie Mintz
Send us Fan Mail What does it really mean to be a "quant investor"? How do quantitative strategies fit into a modern portfolio? And what does it take to break…
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185. Largest LBO Ever: EA vs. TXU, What the Govt. Shutdown Means for Markets, & Why We Should Ditch the Fed Funds Rate
Send us Fan Mail Two days into a government shutdown, we break down what it actually means for markets when key data go dark—like today’s missing non-farm…
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184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?
Send us Fan Mail This week on The Skinny on Wall Street, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to…
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183. Fixed Income Strategy 101 Feat. Morgan Stanley's Global Head Macro Strategy, Matt Hornbach
Send us Fan Mail The day after the FOMC’s first rate cut of 2025, we sat down with Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, to unpack…
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182. The Fed Cut Rates! Our Real Time Breakdown with Columbia Threadneedle's Global Head of Fixed Income, Gene Tannuzzo
Send us Fan Mail This week on The Wall Street Skinny, we sat down with Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle, right as the…
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181. Fox / Murdoch Settlement (aka Real Life Succession), Pre-Fed Jitters and Oracle | The Skinny On LIVE
Send us Fan Mail Kristen and Jen dive into the real-life Succession drama unfolding inside the Murdoch family, breaking down the legal battle over the Fox and…
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ALEX RODRIGUEZ: On the Timberwolves, Sports Investing, Real Estate and VC
Send us Fan Mail Alex Rodriguez is not only one of the greatest players in Major League Baseball history, 22 seasons, 14 All-Star selections, and three…
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Parallels Between Managing a Hedge Fund and a Baseball Team | "Moneyball" by Michael Lewis Deep Dive
Send us Fan Mail In this week’s episode of The Wall Street Skinny, Kristen and Jen return to one of their favorite formats: dissecting the finance lessons…
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178. Emergency Episode: Is This The End of the Federal Reserve?
Send us Fan Mail In this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire…
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177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
Send us Fan Mail In this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome…
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176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
Send us Fan Mail This week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC…
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175. Will AI Replace Investment Bankers? What You can do NOW to Protect Yourself
Send us Fan Mail Worried AI will take your Investment Banking job? There's no avoiding AI these days, so how do you understand it, use it to your advantage…
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174. Canaries in the Coal Mine? Perplexity's $34bn bid for Chrome; Fed Cut Fallout, and Private Credit PIK Concerns
Send us Fan Mail This week, Kristen and Jen dive straight into the finance headlines with a M&A story: Perplexity, an AI startup valued at $18 billion, has…
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173. Prof Emily Oster on Good Data, Bad Data, and the Truth About Parenting in High-Stress Careers
Send us Fan Mail In this episode of The Wall Street Skinny, Kristen and Jen sit down with Professor Emily Oster, a Harvard-educated economist with a PhD and a…
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172. INDUSTRY S3E2 "Smoke and Mirrors” Breakdown | IPO Disasters, Greenshoe and More!
Send us Fan Mail In this episode of the unofficial companion podcast to HBO Max's hit show, Industry, hosts Jen and Kristen dive deep into the financial…
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171. INSANE Figma IPO, AI Collusion in Trading, and Could Stablecoins Lower Interest Rates?
Send us Fan Mail This week on The Skinny on Wall Street, Kristen and Jen are back in full swing with a jam-packed episode covering some of the biggest stories…
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170. Meme Stocks, Real Estate News, and ChatGPT's Attempt to Build Financial Models
Send us Fan Mail In this week’s episode of The Skinny on Wall Street, Kristen and Jen break down the latest wave of meme stock mania and what it reveals about…
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169. Spin-Offs, Reverse M&A, and Wellness: The Logic of Recent Consumer M&A Deals (Fererro Buying Kellogg and Kraft Heinz Breakup)
Send us Fan Mail This week on The Skinny On, Kristen and Jen power through illness, time zone chaos, and toddler wrangling to bring you a jam-packed episode to…
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168. PE Secondaries 201 feat. Evercore’s Justin Resnick
Send us Fan Mail In this episode of The Wall Street Skinny, we're back with fan-favorite guest Justin Resnick, Managing Director at Evercore, for a deep dive…
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167. Real Estate Private Equity 101 with MSIM's Lauren Hochfelder
Send us Fan Mail In this long-awaited episode of The Wall Street Skinny, we’re breaking down Real Estate Private Equity with Lauren Hochfelder, Managing…
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166. INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us Fan Mail In this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down…
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165. Biotech Investment Banking 101 Feat Sonia Gupta of Goldman Sachs
Send us Fan Mail In this episode, we sit down with Sonia Gupta, Partner and Co-Head of Biotech Investment Banking at Goldman Sachs. Sonia walks us through her…
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Industry S2E8 | How Soros Broke the Bank of England & What It Has to Do with "Industry" (and the Trump Administration)
Send us Fan Mail In this episode, we break down the finance behind the Industry Season 2 finale—and without exaggerating, this might be our favorite episode…
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163. The $7.8 Trillion Question: Should the GSEs Be Privatized? GSEs 101
Send us Fan Mail In this episode, we sit down with Olga Gorodetsky, a Director in Capital Markets at Fannie Mae, for an in-depth conversation about the role of…
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162. Should You Get the CFA? All Your Testing Questions Answered with Kaplan's Joyce Schnur
Send us Fan Mail Wondering if you need the CFA to break into banking? Curious what the SIE is, or whether a CPA helps you land a role in private equity? You're…
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INDUSTRY S2E7 | "Lone Wolf and Cub" Hitting a Bid Away, Comp & Revenge
Send us Fan Mail We’re back and breaking down Season 2, Episode 7 of Industry: “Lone Wolf and Cub.” This one is dense with real finance concepts—starting with…
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160. Elite Boutiques vs. Bulge Bracket Investment Banks feat. Greenhill Chairman, Scott Bok
Send us Fan Mail In this episode of The Wall Street Skinny, we sit down with Scott Bok, Chairman and former CEO of Greenhill & Co. and author of Surviving Wall…
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159. Trump Tax Bill Breakdown and Insider Trading in Congress with Rep. Seth Magaziner
Send us Fan Mail We’re thrilled to welcome Congressman Seth Magaziner — a longtime friend from our high school and college days — for a conversation about the…
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158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!
Send us Fan Mail In this episode of The Wall Street Skinny, Kristen and Jen kick announce the launch of their long-awaited M&A course, part of their dynamic…
- The Wall Street Skinny
157. From Intern to Offer: The Unwritten Rules of Wall Street Success (Plus Some Markets and Tariff Talk)
Send us Fan Mail This week we start off talking about what's happening in the markets: the latest GDP print—and why the headline number being down isn’t quite…
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156. FX 101, Operation Twist and Yale’s Selling Their ENTIRE $6bn PE Portfolio
Send us Fan Mail In this episode of The Wall Street Skinny, we explore the escalating tension between former President Trump and Fed Chair Jerome Powell, how…
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155. The Fed Isn’t Coming to Save Us Plus Endowment Talk and Big Tech Breakups
Send us Fan Mail This week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to…
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154. Bond Market Chaos: Unpacking the Basis Trade Blowup Theory. Cause...or Convenient Excuse?
Send us Fan Mail There has been some speculation that the reason for "chaos in the bond markets" isn't loss of confidence in the US but rather the result of an…
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153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send us Fan Mail This week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After…
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152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
Send us Fan Mail This week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in…
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151. Tariffs 101: Why the Markets and U.S. Dollar Are Tanking
Send us Fan Mail Markets are in chaos, which is why on this week’s episode Kristen and Jen ditch the interviews to break down what the hell is happening in…
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150. Real Estate, Sports Investing, and Venture Capital Feat. David Adelman
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…
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149. Private Wealth Management 102: RIAs vs. PWM in House at a Big Bank ("Wirehouse") feat. Susan Moffat
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…
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148. "Bitcoin and Birkins": The Ethics of Crypto and the Evolution of Female Investors in the Middle East, feat. Mona Hamdy
Send us Fan Mail Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Subscribe to our Substack…
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147. Points & Travel Guide for Wall Street Professionals feat. The Points Guy's
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…
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146. Entrepreneurship Through Acquisition 101 feat. Jesse Safir
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…