Investing Shift: Big Tech Down, Pharma Up, Dollar Risks Ahead
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” dollar call, Trump’s Fed chair pick, and why a yen carry trade unwind could shake crypto markets. Plus, UK PMI surprises and pound strength, are brighter days ahead for the UK economy? Tune in for easy-to-follow macro insights this week!(00:00) Topics & Listener Shoutouts(02:51) Big Tech Wobble, Pharma Surge(09:16) Fed Cut Expectations & Labour Data(18:27) Trump’s Fed Pick & Market Reaction(24:23) Deutsche Bank US Dollar Call(30:07) Yen Carry Trade & Crypto Risk(36:01) UK Budget Bounce & PMI Surprise*****Last chance to join our in-person Finance Bootcamp in London 15-19 December 2025. As part of our podcast community, you can use the code BOOT500 at checkout for a £500 discount.
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Inside the Biggest M&A Deals You Need to Know (Warner Bros Discovery, GE Healthcare, Anglo American & KKR)
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-billion dollar offers and how strategic tension is being used to push up valuations. Is splitting the company more valuable than selling it whole? And what’s the endgame for each suitor?(00:00) Rate Cut Hopes & Market Moves(07:34) M&A Roundup: Paint, Healthcare & Waste(10:27) Wind Power Play: Ørsted & Apollo(12:39) Warner Bros vs Paramount(24:34) Netflix & Comcast Join the Fray(32:00) Who Buys the Crown Jewels
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Asset Management Explained: Beginner Guide with Ben Hayward (CEO of TwentyFour)
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, and shares why he chose a career in fixed income. Perfect for students and early-career professionals curious about finance, this explanation is your front-row seat to understanding how big money gets managed.Listen to the full conversation for more incredible insights from Ben on the industry, roles and career advice.
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Why Goldman’s Leads the M&A League Table, $25bn Dulux Paint Deal & Apollo Pulls Papa John's Bid
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 and Axalta, examining the rationale, synergies, and why the same deal failed back in 2017. Other stories include Apollo's failed Papa John's bid, Adobe’s acquisition of Semrush, Total Energies’ $6 billion European power play, and WPP's fall from grace amid takeover chatter and consolidation in the media space.*****Join a free M&A Finance Accelerator simulation
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Nvidia’s Big Moment: Strength or Overreach?
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 investment flows. A comprehensive take on one of the most pivotal moments in the market this quarter.(00:00) Nvidia’s Record-Breaking Quarter(06:16) Concentration Risk in Focus(10:31) Is AI Overheating?(17:14) Saudi’s $1 Trillion Move(26:05) Sentiment Shift or Recovery?(32:20) Crypto Cracks and Correlations*****If you're a student exploring a career in finance, check out our in-person Finance Bootcamp happening in London, 15-19th December 2025
The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung and trader-turned-founder Piers Curran, each week they break down the biggest market stories and trends shaping the global economy. Get real insight, boost your commercial awareness, and learn how markets really work, with top guests from leading banks, hedge funds, and asset managers sharing their career journeys and invaluable advice.
South Africa