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

A significant portion of the discussion revolves around the show's depiction of the COVID-19 pandemic's impact on financial markets. Jen and Kristen offer expert commentary on the logistical challenges faced by trading desks during the market turmoil of 2020, including disaster recovery setups, the rapid adaptation to remote trading, and the implications for risk management and profitability. They also discuss how cultural shifts have altered workplace dynamics and the pressure to produce results in an evolving industry.

Throughout the episode, Jen and Kristen analyze key plotlines, such as Harper's strategic positioning to land major clients, Robert's journey to assert his role in sales, and Yasmin's navigation of internal politics and client management. They provide sharp insights into the nuanced world of high finance, offering listeners an in-depth look at the industry's complexities and what it takes to succeed.

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

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In this episode of The Wall Street Skinny, hosts Jen and Kristen sit down with the extraordinary Avery Sheffield, co-founder, Chief Investment Officer, and Senior Portfolio Manager at Vantage Rock, the long-short equity strategy within Rockefeller Asset Management. In this conversation, Avery distills complex financial strategies and concepts, such as information asymmetry, formulating investment theses, and balancing long and short positions in equity markets. She shares invaluable insights into the intersection of macroeconomic trends and equity valuation.

Avery’s discussion dives deep into the core mechanics of managing an equity portfolio, including the pivotal role of catalysts in shifting market sentiment and valuation. Her expertise in identifying opportunities amid information overload—what she describes as “seeking asymmetry”—provides a fascinating look into how successful investment strategies are built. Avery also explains how behavioral psychology concepts, like anchoring and herding, influence market dynamics, and how she integrates them into her decision-making process. Her illustrative examples of recent market movements, such as the structural changes in the airline industry, offer listeners actionable takeaways and a clearer understanding of practical investment strategies.

What sets Avery apart is not just her professional prowess but her ability to manage a high-pressure career alongside raising four young children. As a mother and a leader, she shares her approach to work-life balance, highlighting the power of careful planning, teamwork, and leveraging support systems.

Check out Public.com at the link http://public.com/wallstreetskinny

For more information about Kaplan, visit the link HERE

Join our PE / IBD January 23rd Masterclass HERE

Our Investment Banking and Private Equity Foundations course is LIVE:

Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HERE

Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

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In this episode of "The Skinny On...", we discuss the looming deadline for a sale or potential ban of TikTok in the United States, and speculate as to who might rescue it with a purchase. We approach the problem through the lens of an Investment Banker, thinking through the comps, valuation metrics, strategic interests, and antitrust implications.

We also follow up on last week's conversations about the wildfires in California from a homeowner's insurance standpoint, and address the complexities of state-by-state legislation which, while perhaps well-intentioned, has led to disastrous consequences when ti comes to coverage in the impacted areas around LA.

And finally, we share a personal story about how investment bankers can be pretty dumb when it comes to personal banking. We explain why banks don't pay anything on their deposits relative to their scrappier competitors, and how we almost forgot this ourselves.

Check out our FREE LIVE MASTERCLASS on Jan 23rd at 12pm EST! Learn the key technical concepts you need to ace your Investment Banking or Private Equity interviews. Even if you can't join live, register now to catch the 48h replay!

https://courses.thewallstreetskinny.com/Jan2025-masterclass-registration-page-IB-technicals?utm_source=the-wall-street-skinny.beehiiv.com&utm_medium=newsletter&utm_campaign=no-bs-just-bullish&_bhlid=c96d5fc1164a9281b4369dc76031e1d4a42ea76e

Check out Public.com at the link http://public.com/wallstreetskinny

For more information about Kaplan, visit the link HERE

Our Investment Banking and Private Equity Foundations course is LIVE:

Learn more HERE

Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HERE

Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage...