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Market Maker: Daily Summaries Delivered
by AmplifyME
The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung, alongside trader-turned-founder Piers Curran and former investment banker and entrepreneur Stephen Barnett, each week they break down the biggest market stories and trends shaping the global economy.Get real insight, build your commercial awareness and learn how markets really work, with top guests from leading banks, hedge funds and asset managers sharing their expertise, career journeys and advice.
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- Today41 min
Nvidia's Jensen Huang Scandal & Anthropic's IPO Deflates to $1.4 Trillion
Is the AI boom starting to crack, or is Wall Street overreacting?After a historic Nasdaq 100 sell-off wiped $2.3 trillion from the market, Nvidia finds itself at the centre of a growing crisis surrounding CEO Jensen Huang. But while Nvidia shares tumble, the broader stock market is bouncing back. Is this a warning sign for the AI trade or evidence of its resilience?Anthony Cheung and Piers Curran unpack Nvidia's leadership crisis, the risks facing its dominance in artificial intelligence, and why Anthropic is pressing ahead with its highly anticipated IPO despite its valuation falling from $2 trillion to around $1.4 trillion.They also explore Goldman Sachs' role in the Anthropic IPO, Google's growing challenge to Nvidia through its TPU chips, and what it all means for investors navigating the AI boom.00:00 The AI Market Sell-Off03:40 Jensen Huang's Nvidia Crisis10:15 Nvidia Breaks From Wall Street15:37 Is Nvidia Too Big to Fail?20:07 Anthropic's $1.4 Trillion IPO25:50 Anthropic's Valuation Problem31:17 Goldman Sachs & the IPO34:50 Google's Challenge to Nvidia
- 2 days ago38 min
The Great AI Debate: Opportunity of a Lifetime or Bubble Waiting to Burst?
Is the AI boom just getting started, or are we witnessing the build-up to another major market bubble?With markets experiencing renewed volatility, Piers and Stephen go head-to-head to debate the future of artificial intelligence and the global economy. Piers makes the bull case, arguing that accelerating demand, massive infrastructure investment and the rise of AI agents point to a long-term growth story. Stephen takes the bear case, questioning whether the promised productivity gains will ever justify the enormous capital being poured into AI.From NVIDIA and data centres to circular financing, AI productivity and comparisons with the dot-com bubble, they explore whether this is a genuine technological revolution or a speculative boom heading for a painful correction.00:00 Piers & Stephen Go Solo04:06 The AI Bull vs Bear Debate08:55 The Bull Case for AI13:46 The Bear Case for AI17:39 The Economic Risks of AI25:02 Is AI Delivering Productivity Gains?31:21 Will AI Replace Jobs?34:25 Is This the Next Dot-Com Bubble?
- 6 days ago34 min
Trump's Midterm Defeat: Why Stock Markets Are Surging
Donald Trump's Republicans have suffered a major defeat in the US midterm elections, with Democrats taking control of both the House and Senate. But while markets initially plunged on fears over the future of the AI boom, stocks have staged a remarkable comeback. So why are investors celebrating a result that could derail Trump's economic agenda?In this episode, Anthony Cheung and Piers Curran break down the market reaction to the Democratic blue wave, explaining why US Treasury yields have fallen, Big Tech stocks are rallying and investors are increasingly viewing political gridlock in Washington as a potential positive for financial markets.We also explore what the election means for the AI infrastructure boom, including proposed restrictions on data centre construction in Texas, the surge in renewable energy stocks and the implications for oil prices as pressure mounts on Trump over the Iran conflict.Could a divided US government actually create the perfect conditions for another stock market rally? And with history suggesting equities tend to perform strongly following midterm elections, is this the outcome investors were hoping for?00:00 Democrats' Blue Wave Victory02:38 Trump's Midterm Election Defeat06:17 Can Prediction Markets Beat Polls?08:55 Why Stock Markets Initially Fell12:42 Why US Treasury Yields Plunged16:24 Gold, the Dollar and Copper17:51 Texas Threatens the AI Boom22:25 Why Clean Energy Stocks Surged24:28 Trump, Iran and Oil Prices28:33 Is This a Goldilocks Market?32:20 Why Stocks Rally After Midterms
- 6 days ago46 min
How to Break Into Investment Banking | Goldman Sachs, Evercore & Jefferies Offers
In this episode of the Market Maker Podcast, Anthony Cheung speaks with Rachel Feeley, a student at University College Cork who secured multiple investment banking offers despite coming from a non-target university with no existing industry connections.Rachel shares practical advice on building a competitive CV, securing spring weeks, networking, preparing for investment banking interviews and converting opportunities into internship offers.We also explore how to use AI for interview preparation, the importance of communication skills and the five strategies that made the biggest difference to her success.Whether you're exploring a career in finance or actively applying for investment banking internships, this episode is packed with actionable advice to help you stand out.Explore AmplifyME's free M&A Finance Accelerator The 4 stages to becoming a confident speaker 00:00 How Rachel Broke Into Banking01:06 Why Investment Banking?04:13 Breaking In From a Non-Target Uni10:01 Networking That Works16:15 Building a Standout CV25:01 How to Ace Banking Interviews27:40 Using AI for Interview Prep32:01 Converting Spring Weeks Into Offers35:55 5 Tips for Landing Banking Offers43:53 Balancing Uni and Applications47:00 Where to Start in First Year
- 1 weeks ago24 min
Will AI Replace Management Consultants? | Accenture, McKinsey, BCG & Bain
Is artificial intelligence threatening the future of management consulting? As AI transforms the industry, firms like McKinsey, BCG, Bain and Accenture face growing questions about their business models, profitability and graduate recruitment.In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett explore how AI could disrupt traditional consulting services, why smaller boutique firms are gaining ground, and whether AI-driven automation will mean fewer opportunities for graduates.We also discuss what the future of management consulting could look like, which skills will remain valuable, and what students hoping to break into consulting should consider as the industry evolves.00:00: Will AI Kill Management Consulting?03:28: Is AI a Threat or Opportunity?05:36: Accenture: Revenue & Job Cuts07:59: What Do Consultants Actually Do?11:01: Could AI Replace Consulting Firms?16:06: The Rise of Boutique Consultancies18:45: Are Graduate Consulting Jobs at Risk?23:21: The Future of Management Consulting
- 1 weeks ago1h 4m
Anthropic's $1.75 Trillion IPO: Are Investors Overreacting to the Risks?
Anthropic is preparing for one of the biggest IPOs in history, targeting a valuation of up to $1.75 trillion. But behind the extraordinary growth of Claude lies an $80 billion headline loss, a complex ownership structure and hundreds of billions of dollars in future spending commitments.In this episode, Anthony Cheung and Piers Curran break down Anthropic's S-1 filing, revealing how revenues have surged 14-fold in just one year, why its improving profit margins are exciting investors and what the numbers tell us about the sustainability of the AI boom.We also examine Anthropic's unusual five-class share structure, the influence of Amazon and Google, and why public shareholders could have virtually no control over the company's direction.Finally, we explore whether Anthropic can justify its enormous valuation, the growing risks around AI infrastructure and energy demand, and whether this landmark IPO signals a new chapter for artificial intelligence or another warning sign of an AI bubble.00:00 Anthropic's $1.75 Trillion IPO04:10 Who Really Controls Anthropic?10:05 Anthropic's Five Share Classes21:20 The Hidden Risks for Investors27:06 Anthropic's Explosive Revenue Growth31:16 The Financials & Concentration Risk38:31 The Truth Behind the $80 Billion Loss42:34 The $750 Billion AI Spending Bet47:03 Can Anthropic Become Profitable?50:24 Is Anthropic Worth $2 Trillion?54:14 What Happens After the IPO?56:25 The Biggest Risks to AI Growth62:31 Is the AI Bubble Overblown?
- 2 weeks ago34 min
Will SpaceX and Tesla Merge? Elon Musk's $3.5 Trillion Masterplan
Could Elon Musk be preparing to merge SpaceX and Tesla into a $3.5 trillion technology giant? Following SpaceX's blockbuster earnings, speculation is growing that two of Musk's biggest companies could combine to create an unprecedented AI, robotics and space empire.In this episode, Anthony Cheung and Stephen Barnett break down SpaceX's latest financial results, including its extraordinary 161% revenue growth, the rapid expansion of Starlink and its AI infrastructure business, and the risks behind its enormous $20 billion quarterly capital expenditure.We also unpack Musk's ambitious Terafab project, his plans to challenge chipmaking giant TSMC, and his extraordinary prediction that SpaceX could generate up to $1 trillion in annual recurring revenue by the end of 2027.Finally, we explore the financial and strategic logic behind a potential SpaceX–Tesla merger. From autonomous vehicles and humanoid robots to AI data centres in space, could bringing these businesses together unlock Musk's ultimate vision? And perhaps most importantly, how likely is the merger to actually happen?00:00 SpaceX's Blockbuster Earnings02:54 The $20 Billion Spending Problem05:41 Starlink's Explosive Growth07:52 AI Becomes SpaceX's Biggest Business11:42 The Hidden Risks in SpaceX's Revenue15:44 Musk's $1 Trillion Revenue Prediction21:20 Wall Street & Terafab26:10 Will SpaceX and Tesla Merge?28:08 The $3.5 Trillion Merger Explained
- 2 weeks ago40 min
Why Wall Street Is Buying Insurance Against an AI Crash
Is the AI boom starting to unravel? While investors remain focused on soaring AI valuations and the likes of Nvidia, Microsoft and Meta, the credit markets are sending a very different warning signal.In this episode, Anthony Cheung and Piers Curran explore the growing risks behind the AI investment boom, with AI-linked corporate debt issuance reaching $466 billion and trading volumes in credit default swaps (CDS) surging to more than $9 billion a week. We explain how CDS markets work, why borrowing costs are rising and what bond traders might be seeing that stock market investors are missing.We take a closer look at CoreWeave, one of the biggest players in AI cloud infrastructure, where soaring debt costs have raised questions about the sustainability of its business model. Could rising borrowing costs trigger a wider crisis across the AI ecosystem, even as demand for computing power continues to accelerate?Finally, we examine whether today's AI boom is following the same path as the dot-com bubble, why upcoming earnings from the technology giants could prove critical and what investors should watch for as the AI investment cycle enters its next phase.00:00 Is the AI Bubble About to Burst?01:23 Why AI Debt Is Raising Alarm Bells04:11 The $466 Billion AI Debt Boom06:54 Credit Default Swaps Explained11:57 How Traders Hedge Against AI Risk15:11 The AI Risk Pyramid16:44 Big Tech's Growing Debt Problem21:32 Why CoreWeave Is Under Pressure25:07 How CoreWeave's Business Model Works29:13 Could Rising Debt Costs Trigger a Crisis?31:22 Is This Another Dot-Com Bubble?36:07 What Happens Next for the AI Boom?
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About Market Maker
The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung, alongside trader-turned-founder Piers Curran and former investment banker and entrepreneur Stephen Barnett, each week they break down the biggest market stories and trends shaping the global economy.Get real insight, build your commercial awareness and learn how markets really work, with top guests from leading banks, hedge funds and asset managers sharing their expertise, career journeys and advice.
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