Market Maker

Big tech is stumbling while pharma stocks surge, what does that mean for markets heading into 2026? In this episode, Anthony and Piers unpack why Nvidia, Microsoft, and Amazon are dragging, while Eli Lilly and Merck lead a surprising rotation. They also explore shifting Fed rate cut expectations, conflicting US labor data, and what it all signals for the S&P 500’s next move.

We also break down Deutsche Bank’s “triple whammy”...

This week, we're diving into a flurry of major M&A activity from GE’s $2.3B healthcare tech acquisition to Violia’s $3B hazardous waste deal and a massive offshore wind farm stake sale by Denmark’s Ørsted. But the spotlight is on Warner Bros. Discovery, where a high-stakes bidding war is heating up.

With Paramount, Netflix, and Comcast all circling, Anthony and Piers unpack why the media giant rejected multiple multi-bil...

Ever wondered what asset management actually means?

In this clip, we sit down with Ben Hayward, CEO and founding partner of TwentyFour Asset Management, to unpack the industry in a way that’s clear, practical, and easy to follow. From how investment funds are built to what fund managers actually do all day, Ben explains the difference between active and passive investing, breaks down different asset types like bonds and stocks,...

This week on the Market Maker podcast, Anthony and Piers spotlight Goldman Sachs' standout year in M&A, exploring how the bank has pulled ahead of rivals with a $1.3 trillion deal volume and a 34% market share. They break down the strategy behind Goldman's dominance, from boardroom relationships to sector expertise.

The episode also dives into the $25 billion all-stock "merger of equals" between AkzoNobel ...

In this week’s Market Maker from AmplifyME, Anthony and Piers unpack Nvidia’s blockbuster earnings and what they signal for markets heading into year-end. Is the company’s explosive growth sustainable, or are signs of overextension starting to show?

They explore concentration risks, energy bottlenecks, and the AI infrastructure race, while also connecting the dots between macro sentiment, crypto market stress, and Saudi-US investmen...

Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and deal flow to team structure and day-to-day responsibilities.

They also explore how each path impacts your training, career development, and how to tailor your i...

Inside the Biggest M&A Deals You Need to Know (Pfizer, LVMH, Atlético Madrid, Parker Hannifin)

In this week’s M&A episode of AmplifyME Market Maker, Anthony and Piers break down the biggest deal headlines from Apollo taking control of Atlético Madrid to LVMH’s stake in Swiss movement maker Le Joux-Perret, Parker Hannifin’s $9.25 billion filtration acquisition, and Burger King’s China JV. The deep dive focuses on Pfizer’s...

This week on the AmplifyME Market Maker podcast, we break down three major market stories: Trump ends the longest US government shutdown, but markets are already bracing for another fiscal cliff in January; oil drops sharply as Saudi ramps supply ahead of a high-stakes meeting with Trump in Washington; and we unpack Goldman Sachs’ latest view on whether the AI boom is a bubble or the start of a multi-trillion-dollar investment cycl...

Thinking about a career in finance and want to build confidence in your market views? In this episode, Anthony Cheung is joined by Mike Bell, a former J.P. Morgan macro strategist, to break down how to think clearly about the economy, communicate under pressure, and make your ideas land.

Mike explains how to navigate the business cycle, what really matters when forming a macro view, and how to present with clarity - whether it's to ...

In this episode of Market Maker, Anthony and Piers unpack why the pound has dropped to a seven-month low following Rachel Reeves' rare pre-budget comments, and what it signals for UK markets.

They explore London’s rise as a global quant hub, attracting top STEM talent and reshaping finance.

Plus, they break down the $49 billion Kimberly-Clark and Kenvue merger, why markets hate it, and what it means for deal-making toda...

What does bravery look like in the world of finance? Terri Duhon, Wall Street trader turned board director, TEDx speaker, and award-winning educator, shares her remarkable journey from rural Louisiana to MIT, J.P. Morgan, and the boardrooms of Morgan Stanley International and rising fintech firm Wise.

In this inspiring episode of the Market Maker Podcast mini-series spotlighting women in finance, Terri talks about the power of d...

This week on Market Maker, we unpack three big themes moving markets. Nvidia briefly hit a $5 trillion valuation before a Trump–Xi meeting wiped billions off the stock. We explain what happened and what it reveals about AI hype and geopolitics.

We then break down big tech earnings: Alphabet soared while Meta slumped, despite similar numbers. Is “BATMMAAN” the new “Magnificent 7”? And finally, the Fed cut rates—but Powell’s fog a...

In this episode of the Market Maker Podcast, Anthony Cheung is joined by Joe Little, Global Chief Strategist at HSBC Asset Management, to explore the personal journey and professional insights behind one of the top roles in finance.

From discovering economics by chance to immersing himself in investment classics and landing a role at J.P. Morgan, Joe shares how curiosity and persistence shaped his career path.

He also breaks ...

In this episode, Anthony speaks with Kate Hill, Global Head of Trading at Aviva Investors, about her three-decade career spanning Citi, Morgan Stanley, HSBC, and Aviva.

Kate shares what it was like stepping onto the trading floor for the first time, how major market events shaped her path, and the cultural differences she experienced across leading global institutions. She also reflects on transitioning into leadership, balancin...

With a rate cut from the US central bank now almost guaranteed, we break down what it actually means and why the Fed is also quietly ending its multi-billion-dollar balance sheet tightening.

Meanwhile, Wall Street's heavyweights, J.P. Morgan, Morgan Stanley, Goldman Sachs and BlackRock just posted monster earnings. We unpack why deal-making is back, what Jamie Dimon's "cockroach" comment means for private credi...

In this episode, Anthony is joined by Marc Bergeron, a veteran of nearly four decades in finance, from bond trading in the '80s to co-founding his own firm and now championing mentorship at Orchard Global, a leading alternative investment manager.

Marc shares real stories about navigating market crashes, learning the hard way about soft skills, and why adaptability and resilience are make-or-break traits in today’s finance world.

W...

In this Career Insight episode, Anthony Cheung speaks with Ben Hayward, co-founder and CEO of TwentyFour Asset Management, about his unexpected journey into finance. From studying history of art and pursuing advertising to launching a fixed-income boutique in the midst of the 2008 financial crisis, Ben shares invaluable lessons in career adaptability, leadership, and resilience.

Whether you're a student eyeing your first int...

In this episode of the Market Maker podcast, we dive into the largest leveraged buyout in history - Electronic Arts going private in a $55 billion all-cash deal led by Saudi Arabia’s PIF, Silver Lake, and Jared Kushner’s Affinity Partners. What does this blockbuster transaction say about the future of gaming, geopolitics, and private capital?

We also unpack Jefferies’ record-breaking Q3 performance as dealmaking makes a comeback. Is...

In this episode, Anthony speaks with Romy Cuadras, Head of Alternatives and Fund Solutions at Pictet Wealth Management, about her unconventional path into finance and the lessons she’s learned across global markets.

Romy shares how her Cuban heritage, resilience, and adaptability shaped a career spanning operations, trading, hedge funds, and now leading alternatives for ultra-high-net-worth clients. She offers practical advice o...