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PODCAST

The Wall Street Skinny

Kristen and Jen

Where Bloomberg meets Page Six.Join us -- Kristen and Jen -- two former Morgan Stanley and Lehman Brothers investment bankers who take the most complex deals, market moves, and stories in finance and distill them into what actually matters.From conversations with the biggest names in investing to deep dives people can’t stop sharing (not to mention the occasional HBO Industry red carpet), this is the show Wall Street is obsessed with.

business investing

All Episodes

67:07

Morgan Stanley's Head of Private Equity Solutions:...

The Wall Street Skinny ·

2026/04/11

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 Investment Management. Neha walks us through the entire private equity landscape and answers the questions you've been dying to ask an insider including: - Is "AI is going to destroy software and therefore private equity"? - Why are fundraising cycles getting longer? - What does vintage year really tell you about a fund's pe...

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43:29

Wall Street is Watching Something More Concerning...

The Wall Street Skinny ·

2026/04/01

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 talking about it. Last week the US Treasury held three auctions that were utter disasters, with dealer takedown more than double its 12-month average — worse than the tariff panic of April 2025. We get into what that means, why it matters, and why if you have a mortgage, a car payment, or a credit card, this affects you directly. Then we g...

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54:23

Private Credit: Even Apollo's Trapped Investors....

The Wall Street Skinny ·

2026/03/28

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 fund of its investment grade status, and Bill Maher is talking about it on late night TV. But what's actually going on beneath the panic? In this episode, we break down the alphabet soup of fund structures — publicly traded BDCs, private BDCs, interval funds — and explain why the vehicle you're invested in might matter just as much as wh...

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50:57

Private Credit UPDATE: Is this 2008 all over again?

The Wall Street Skinny ·

2026/03/12

Send a text 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 Private Credit "state of the union" episode, we break down the structural differences between today's private credit market and the pre-GFC banking system, why the "private" in private credit makes it so hard to know how deep the problems actually go, and whether the knock-on effects to pensions, banks, and public markets could make this e...

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31:33

Head of Investor Relations at $3 Billion Hedge Fund...

The Wall Street Skinny ·

2026/03/11

Send a text In this episode, we sit down with Kate Baumann, Head of Investor Relations at Empyrean Capital Partners (a $3 billion event-driven, multi-strategy hedge fund), LIVE from iConnections in Miami. Here's the thing nobody tells you: the amount of money a hedge fund manages — its AUM — is the single biggest driver of how much everyone at that fund gets paid. The 2% management fee is what funds the operation, allows traders to generate good returns (alpha) which then can pay top ta...

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20:56

Jobs, Oil, and the Ellison's LBO of Warner Brothers |...

The Wall Street Skinny ·

2026/03/09

Send a text 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 recorded just after the open Friday morning, breaking down a February jobs report that caught many off guard -- 92,000 jobs lost, massive downward revisions to prior months, and mounting evidence of an organic economic slowdown that's been building for over a year, well before AI has meaningfully reshaped the labor force. We dive into ...

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51:21

Iran Is Shaking the Oil Markets. What the Top...

The Wall Street Skinny ·

2026/03/05

Send a text In this special emergency episode of The Wall Street Skinny, we sat down with Andreas Laskaratos, CEO of AB Commodities Group, a global oil and gas shipping and trading firm with operations spanning Europe, Asia, and the Americas. Andreas is one of the few people in the world who operates across both the physical and financial sides of the commodities complex, and he's been a longtime friend of the show. With Iran blockading the Strait of Hormuz, shipping rates spiking 5x overnig...

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19:01

LIVE from Miami: Is Private Credit Fundraising OVER?

The Wall Street Skinny ·

2026/03/03

Send a text 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 fund managers and allocators in real time. Last year, private credit was the undisputed darling of investment strategies. Now, on the heels of Blue Owl headlines and concerns about cracks within the private credit markets, headlines seem to suggest a tough road ahead. But reality is far more nuanced. Ron synthesized both emotional...

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26:07

Paramount Outbids Netflix for WBD & Middle East...

The Wall Street Skinny ·

2026/03/02

Send a text Kristen and Jen tackle two major stories in this double emergency episode. First, Kristen breaks down latest update in the Warner Bros saga — how Paramount outbid Netflix with a $31/share offer, why Netflix walked away, and what the deal means financially. They cover the cursed history of Warner Bros. M&A deals, the staggering leverage Paramount is taking on (potentially the largest LBO ever), the accretion/dilution math that made this a non-starter for Netflix, and why it's a...

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119:35

Industry S4E8 "Both/And" | Where does Industry go...

The Wall Street Skinny ·

2026/03/02

Send a text 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 episodes this season, we still dig into the mechanics of closing out a massive short position without spooking the tape. We also break down how hedge fund fees actually work — the industry-standard "two and twenty" structure where managers earn a 2% management fee on assets under management plus 20% of profits — and use that framework to rever...

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25:23

TWSS x CNBC's Dan Nathan & Guy Adami: "He Said / She...

The Wall Street Skinny ·

2026/02/25

Send a text We teamed up with Guy Adami and Dan Nathan to discuss two major developing market stories ahead of meeting in Miami for the iConnections Global Alts conference. The first topic is stress in private credit, centered on Blue Owl’s retail-focused semi-liquid vehicle (Blue Owl Capital Corp II) facing heavy redemptions and gating, highlighting the liquidity mismatch between retail redemption needs and long-dated loan assets. They contrast the gated evergreen structure with Blue Owl’s p...

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126:48

Industry S4E7 "Points of Emphasis" | Hostile Takeovers

The Wall Street Skinny ·

2026/02/23

Send a text 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 through all the major plot developments, from Whitney's attempted escape and his terrifying confrontation with what appears to be his foreign handlers, to Yasmin's ruthless political maneuvering to bring down Lisa Dern and protect herself as Tender collapses around her. Along the way, we dig into the finance: what a hostile takeover actually is a...

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50:55

Goldman Sachs’ Head of Alts for Wealth, Kristin...

The Wall Street Skinny ·

2026/02/19

Send a text Kristin Olson, Goldman Sachs’ Head of Alternatives for Wealth, sits down with us for the most candid, no-fluff conversation about private equity and private credit we've ever had. . She walks us through the very real benefits of investing in private capital while also answering the cynical questions: do “retail” investors in private equity products like evergreen funds and perpetual funds get the A-team investors? Are those structures getting the best deals? How do the fees compa...

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34:00

TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She...

The Wall Street Skinny ·

2026/02/17

Send a text 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 talk century bonds, Paramount / Warner Brothers update, and the existential angst surrounding AI. The episode kicks off with a listener question about Alphabet’s recent $32 billion debt issuance, including a rare 100-year sterling bond, prompting a deep dive into who issues century bonds, who actually buys them, and what locking in ultra-long...

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167:38

Industry S4E6 "Dear Henry": Why This Might Be the...

The Wall Street Skinny ·

2026/02/16

Send a text Recap & Breakdown of HBO's Industry season 4 episode 6, Harper launches her assault on Tender at the Alpha Conference, delivering a devastating short thesis complete with a DCF analysis and sum-of-the-parts valuation. We break down every piece of the finance, from enterprise value vs. equity value, what a price target of zero really means, and the real-world fraud parallels to Enron, Valiant, and Luckin Coffee. We also discuss why Tender's "convertible bond" is actually a put...

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49:03

The Skinny On: SAAS-pocalypse, misleading jobs data,...

The Wall Street Skinny ·

2026/02/12

Send a text 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 killing SaaS companies. Confused by the latest Non-Farm Payrolls report? So were we. The blowout headline number was nothing compared to the massive downward revisions to 2025's data. Yet somehow, bonds still sold off and the market has priced out March rate cuts. Huh?? We're not buying it. Then we jump to Japan, where the Nikkei's been r...

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36:52

TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She...

The Wall Street Skinny ·

2026/02/09

Send us a text 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 kicks off with the so-called "SaaS Apocalypse" — the brutal selloff across software stocks — and unpacks how the market narrative shifted in just one week from "when will AI spending pay off?" to "what happens when AI destroys your core business?" The group debates whether the repricing is justified or overdone, digs into the credit mark...

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64:10

Private Infrastructure Investing 101 feat....

The Wall Street Skinny ·

2026/02/07

Send us a text In this Infrastructure 101 episode, we sit down with Mike Dorrell, co-founder, chairman, and CEO of Stonepeak, to unpack how infrastructure investing evolved from a niche corner of finance into one of the most important asset classes shaping the global economy. We walk through the origins of modern infrastructure investing --- from Macquarie’s early toll road and airport deals in Australia to the rise of private capital stepping in where governments once dominated --- and expla...

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157:58

Industry S4E5 Eyes Without a Face: The Thing Was Nothing

The Wall Street Skinny ·

2026/02/06

Send us a text SternTao goes to Accra For a 14 day FREE Trial of Macabacus, click HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HERE Fixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with...

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27:35

TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She...

The Wall Street Skinny ·

2026/02/03

Send us a text 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 our Self Paced Courses: Investment Banking & Private Equity Fundamentals HERE Fixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others’ experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply...

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236 results

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