Podcasts about buyside

AdTechGod is joined by Bari Bucci, Senior Director of Programmatic Partnerships at Warner Brothers Discovery. She shares her journey from the buy side to the sell side of advertising. She discusses the importance of relationships in her career, the value of asking questions, and how her experiences shape her insights into the streaming and CTV landscape. Bari emphasizes the growth potential in the industry and the need for continuous advancements in technology and inventory discoverability. Takeaways Bari Bucci transitioned from the buy side to the sell side of advertising. Building relationships is crucial for career success in ad tech. Asking questions is essential for learning and growth. Streaming and CTV are expected to continue growing significantly. Understanding inventory discoverability is vital for traders. Collaboration and knowledge sharing enhance professional development. The ad tech industry is evolving with advancements in technology. Packaging inventory effectively is important for attracting advertisers. Diversity in advertising verticals is increasing in the streaming space. Continuous learning and adaptation are key in the fast-paced ad tech environment. Chapters 00:00 Introduction to Bari Bucci and Her Journey 02:55 Transitioning from Buy Side to Sell Side 05:59 Building a Career Through Relationships 08:50 The Importance of Asking Questions 12:06 Bringing Buy Side Insights to Content Providers 14:56 The Future of Streaming and CTV 17:50 Industry Growth Amid Economic Challenges Learn more about your ad choices. Visit megaphone.fm/adchoices

Navigating Market Trends: Buyside Perspectives in Options Trading Moderator: Joe Lewis, Head of Corporate Hedging and FX Solutions, Jefferies Financial Group Panelists: Rachna Mathur, Head of Equities, Americas, EUREX Eric Metz, Managing Director, Chief Investment Officer & Head of SpiderRock Advisors John Smollen, Executive Vice President, Exchange Traded Products, MIAX

Joe Zanca is the Managing Partner of DealGen Partners, a buy- and sell-side M&A advisory firm. In his role, he has sourced and closed over $200 million in acquisitions for private equity and strategic buyers. Joe launched, scaled, and exited OnDemandStorage, a full-service, technology-based storage company. In this episode… Private equity investment transactions can unlock untapped growth potential, but they also reveal your company's strengths and weaknesses. How can you determine if you're prepared for a transaction? Joe Zanca, Managing Partner of DealGen Partners, discusses how businesses can prepare for acquisitions. With host Todd Taskey, Joe shares how DealGen helps private equity firms uncover off-market opportunities, how founder motivations, deal readiness, and realistic expectations shape outcomes, and the importance of timing and transparency.

M&A activity continues to have a huge impact on the iGaming sector, and acquisition news never fails to grab people's attention. But what happens after the negotiations are finished, the money is handed over, and the deal is complete? The truth is, that's when the real work begins. In this episode of NEXT In-Depth, host Conor Mulheir asks EveryMatrix CEO Ebbe Groes to explain how his company has integrated recent acquisitions — like FSB Technology, Fantasma Games and DeepCI — in order to deliver a return on its investments. Groes explores what has gone well (and what hasn't) when integrating these businesses into his own, and gives a teaser of where EveryMatrix's appetite for acquisition could go next. Don't miss out on the first of this two-part special on the art of integrating acquired businesses!

One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific needs and coverage gaps, knowing what to look for during due diligence is critical to maximizing post-deal value. On this episode, Brian Stovsky, senior vice president and practice leader for the Oswald Companies and Unison Risk Advisors Mergers & Acquisitions Practice, and Joe Curtis, vice president and director of benefits for Michigan at Oswald Companies, talk about buyer pre-and post-close M&A due diligence considerations of commercial insurance for risk management. 

EEX butter futures have been trending a little lower, but every time they dip, buyers seem to show up. We've seen a similar pattern for cheese but EEX SMP has been on a straight trend lower. I talk to Fearghal McCabe about the EU markets and whether they can stay at a big premium to the U.S.

Watch the Podcast Video on our YouTube Channel There has been a global shift towards the sustainability effort in recent years, highlighted by various regulations and schemes aimed at businesses to help encourage a more sustainable way of operating. This has led to more focus on the voluntary use of carbon markets, in which companies help to fund decarbonisation projects by buying carbon credits. In this episode Mel is joined by Tiffany Cheung, the Corporate Engagement Lead at carbon markets data company AlliedOffsets, as they discuss the landscape of the market, including current trends, decarbonisation challenges in different sectors, and top tips for navigating the space. You'll learn ·       What impact will corporate disclosures have on the carbon markets? ·       What are the rates of decarbonisation across different sectors? ·       What are the emerging buyer trends within the voluntary carbon market? ·       What is an internal carbon price? ·       How can companies use a carbon price to ensure that their sustainability goals are financially viable? ·       How can AlliedOffsets' data help companies when entering the carbon market? ·       What are the critical steps businesses should take to mitigate price volatility and ensure that they're investing in high quality, impactful carbon offsetting projects?   Resources ·       AlliedOffsets ·       AlliedOffsets LinkedIn ·       AlliedOffsets Corporate Emissions Data and Findings ·       Carbonology   In this episode, we talk about: [00:30] Episode Summary – Tiffany Cheung joins Mel to discuss buyer trends in the voluntary carbon market (VCM), including insights on the use of internal carbon prices and top tips for businesses looking to enter the market. Don't forget to catch-up on the previous episode where Tiffany explains what the voluntary carbon market is and gives an insight into the lifecycle of carbon credits. [01:30] What impact will increased corporate disclosures have on the carbon markets? There are 2 main points: 1.      Already on the Agenda: Increased corporate sustainability disclosure may already fit into the changes that are taking place within the thinking of a company.  If a company is spending time on creating and publishing reports on their sustainability initiatives, it is likely that they will  be exploring their options for how they can take action more broadly.This is likely to be associated with increased engagement with the voluntary carbon markets, both through offsetting of carbon footprints and investing in carbon credits or project developers. 2.      Project Developer benefits: Project developers will likely benefit from increased insight to the kinds of projects that buyers are purchasing credits from. As a by-product, there may be more focused projects created based off what certain sectors are willing to offset or invest in. [02:55] What are the rates of decarbonisation across different sectors? To give a macro view from the public data available in corporate sustainability reports over the last few years, the biggest total polluters by sector continue to be energy, maritime, transportation and materials and mining. Looking at the positives, the energy sector, which has historically been the biggest polluter, has decreased its emissions in both scopes 1 and 2 since 2019. However, there's still a very long way to go, and with major emitters recently rolling back their climate commitments, one shouldn't assume that that trend will continue linearly. Another sector facing an interesting decarbonization journey is aviation, whose emissions have been increasing in recent years, although not quite to pre-COVID pandemic levels. This sector will have to grapple with its emissions whilst contending with forecasted growth in both consumer and business travel over the next decade. Many aviation companies are both committed to Science Based Targets initiatives (SBTi) and fall under CORSIA (Carbon Offsetting and Reduction Scheme for International Aviation), applying pressure on the sector to decarbonize as a whole. On a positive note, 18 sectors assessed by AlliedOffsets have decreased their average carbon emissions in scope 2 over the past few years, due in large part to increased renewable energy sourcing and improved energy efficiency. [07:10] What are the emerging buyer trends within the VCM?: AlliedOffsets are in a particularly good position to provide insight to this due to their comprehensive view of both historic buyer activity and new market entrants across the world. Chinese and German manufacturers have become a steady presence in the market, distinguished by their especially detailed credit retirement information. They'll go as far as to specify the products and operating periods that are being offset, showing really high levels of engagement with their environmental impact and giving clear insight on their targeted offsetting approach. Another buyer trend to highlight is occurring within the Australian market, where AlliedOffsets is seeing lots of credit retirement associated with the carbon neutrality certification scheme Climate Active. This is driving most voluntary retirements from the region, particularly from real estate and pension funds. [09:15] What is an internal carbon price? An internal carbon price is a specific cost or budget set by a company for the carbon or other greenhouse gas emissions that are associated with their specific business activities. This is typically based off of something like the World Bank calculations on the cost of climate change to society, or it could be based on the price of carbon set by an compliance emissions trading scheme (ETS) that is local to that business. [10:20] How can companies use a carbon price to ensure that their sustainability goals are financially viable?: For example, EasyJet has an internal carbon price that's based off of the UK emissions trading scheme. That internal carbon price is factored into the airline's master financial models and that drives their 5 - 10 year long financial plans. That helps to determine things like the geographical routes that EasyJet operates, which can affect profitability. An internal carbon price makes emissions tangible and material, playing a role in the wider business decisions. An airline operator is considered a big emitter and is likely to already be exposed to some kind of compliance carbon scheme which has a financial impact on the company. Nonetheless, having an internal carbon price can be useful regardless of how big your business is, as it can be used to budget certain activities and see where emissions might be centralised in a particular department. An example of this in practice may be that you have an internal carbon price of £50 per tonne, you can take that to an emissions calculator or advisor to work out a budget based on the carbon footprint of different activities or departments in the business. The idea being that if you can identify the cost associated with the emissions created, you know how much to spend to decarbonize. This process may also highlight where you can make further reductions, i.e. reducing air travel and supporting staff on switching to less polluting forms of transport. [12:55] How can AlliedOffsets data help companies interested in an internal carbon price?: AlliedOffsets has data on the carbon pricing programmes used by companies to set their internal carbon price, as well as the specific price itself for hundreds of different companies. This dataset also includes companies that haven't chosen to use a particular pricing scheme but have set an internal carbon price based just off of their unique activities.  This helps to contextualize the current range of internal carbon prices and the logic behind them. [13:50] The need for regular review: Internal carbon pricing is something that needs to be reviewed on a regular basis as the costs associated with emitting in some business locations is not going to remain the same. This can also be affected by national legislation, which can increase the financial risk of emitting. Tiffany recommends reviewing your internal carbon pricing at least annually. They're seeing an emerging trend within the environmental space where sustainability related impacts within a company are being sequestered into their wider financial operations. The impacts of climate change are going to become more material to businesses in the very near future. As a result of this, it makes sense for businesses to assess their internal carbon price as part of their annual financial reviews.  [16:30] What are the critical steps businesses should take to mitigate price volatility and ensure that they're investing in high quality, impactful projects? Tiffany recommends the following steps: 1.      Focus on decarbonising your business operations first and engaging with your suppliers to tackle scope 3 emissions as well. It's more beneficial to both the business and environment for you to reduce emissions as much as possible, so you have a smaller residual footprint to offset. 2.      Decide what kind of projects / carbon credits you want to spend money on, whether it's offsetting or investing. Besides the climatic impact, there are many co-benefits of carbon projects to choose from, such as improved biodiversity, water supply, or workplace gender equality. Knowing what is valuable to you and your business will help in the selection of these projects. 3.      Build strong relationships with developers directly where possible and buy credits directly, in advance. This also has the benefit of ensuring a supply of carbon credits into the future without the worry about how the market might change or become more volatile within the next couple of years. 4.      If your business is operating at quite a significant scale, it would be wise to work with another company that's focused on the voluntary carbon market, like AlliedOffsets. They can provide guidance and forecasting for the specific projects or sectors you'd like to buy from, reducing uncertainty on the future of the market.   [20:00] Have faith in the impact of the voluntary carbon market  – The voluntary carbon market has been through a turbulent period of time, and it's alright to feel cautious about entering a space which has been unstable in the past. The concerns about reputational risk associated with offsetting have greatly reduced in the last few years, and it's set to reduce further as the voluntary and compliance markets merge and integrity improves. However, if you decide that offsetting isn't right for your business, there are still other tools that you can take from the voluntary carbon markets to help drive decarbonisation, such as internal carbon pricing. If you'd like to learn more about AlliedOffsets, visit their website! If you'd like any assistance with carbon standards, get in touch with Carbonology, they'd be happy to help! We'd love to hear your views and comments about the ISO Show, here's how: ·       Share the ISO Show on Twitter or Linkedin ·       Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List  

Jason Appleson of PGIM Fixed Income chats with Caitlin Devitt to break down the biggest factors shaping the muni market today, and how institutional investors are preparing for what's next.

Hear from Peter Mortensen, the chief risk officer of Russell Investments, about inflation volatility, tariffs, liquidity risk, AI threats and benefits, and ERM. Across the financial services spectrum, amid a global environment of uncertainty and political upheaval, risk management is as daunting as ever in 2025. Banks, for example, must contend with everything from cybersecurity hazards and the rise of AI to regulatory risk, global debt problems and increased supply-chain risk. Investment managers, meanwhile, face many of the same challenges but are also concerned with portfolio management, inflation volatility, the introduction of new tariffs, stress testing and liquidity risk obstacles.  Peter Mortensen, CRO of Russell Investments, joins us today to share his insights on the risk trends, challenges and opportunities impacting the global investment management community. Relevant Links: GARP Benchmarking Initiative   Speaker's Bio Peter Mortensen is chief risk officer at Russell Investments, where he is responsible for measuring and monitoring market and liquidity risks for the firm's risk management program and regulatory reporting. He was promoted to CRO in June 2023, after serving a stint as the firm's managing director of investment risk. In his current role, Peter also oversees the development, daily operation and support of Russell Investments' proprietary multi-asset enterprise risk management system, which facilitates quantification of market, liquidity, credit and concentration risks. Since July 2015, he has assisted the CFA Institute with their curriculum development on risk management. Prior to joining Russell Investments in 2012, Peter worked as a senior risk analyst in the product solution group at Nykredit Bank. In that role, he was responsible for the development and implementation of OTC pricing models, in addition to models for pricing expected liquidity and capital costs arising from OTC trades.

Gestor de $1.000 Millones Explica Cómo Invertir en Bolsa a Largo Plazo | Munesh Melwani

AI is eating the world, or so the headlines say. But what does this really mean for debt markets? Where does AI truly excel, and what limitations persist? What implications does this technological shift hold for analysts' jobs? And how is 9fin deploying AI to address specific challenges confronting debt market professionals?Sujeet Indap, Wall Street editor at the Financial Times, sat down with Steven Hunter, CEO and co-founder of 9fin, to cut through the hype and dissect the real impact of AI on debt markets. This episode was produced from a recent 9fin webinar. If you'd like to learn more about how 9fin's AI-powered platform can give you a competitive edge in debt markets, we'd love to chat.Schedule a personalised demo→ https://9fin.com/sign-up?utm_source=hubspot&utm_medium=email&utm_campaign=ai_debtmarkets_webinarOr, stay up to date with all the latest for 9fin's insights, news, upcoming events, and new featuresJoin our newsletter→ https://share.hsforms.com/1KaeNlWvzRlqYjJGJjHbZmgby77cFollow us on LinkedIn→ https://www.linkedin.com/company/9finHave any feedback for us? Send us a note at podcast@9fin.com.

Ready to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Executive & Partnership Consultant, Mark Flock, to the show for a conversation on the in's and out's of cap table mergers, and key factors when considering a buy-in this year.

No one likes that feeling of being a little too thick in the middle. But finding the right balance of strength and cushion is no easy task. We're talking about the middle office here, of course.The middle office may not always be in the spotlight, but when loan data goes awry it's the team that keeps the gears turning and numbers in check. In this episode, head of podcasts Chase Collum chats with Jared Vest, global co-head of middle office solutions at FIS, to break down the middle office's essential roles, risks, and evolving responsibilities. They explore how accurate data and strong operational support are critical to navigate today's fast-paced loan market.This episode was produced in partnership with FIS as part of a three-part series diving into the challenges facing middle office practitioners and users of global loan data sets.Have any feedback for us? Send us a note at podcast@9fin.com.

In the credit markets, it's important practitioners get their fax straight. No, you didn't read that wrong — even in 2025, people still use fax machines to transmit some loans data.In our latest Cloud 9fin episode, Chase Collum, head of podcasts, and private credit analyst Devin McGinley, sit down with John Smullen, product manager at FIS. They chat about how global data trends are shaping strategies in the leveraged finance world as private credit CLOs and direct lending gain ground.This episode is part of a three-part series we'll publish in partnership with FIS on Cloud 9fin, so look out for our next episode, coming next Thursday! Have any feedback for us? Send us a note at podcast@9fin.com.

In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in global chair of Gibson Dunn's restructuring group, Scott Greenberg, to discuss the evolution of cooperation agreements within liability management exercises. They discuss the different types of co-ops, why co-ops have become expected in US deals, their spread to the EU, and the validity of antitrust arguments.Find all our coverage on co-ops at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Three media companies, in vaguely the same vicinity, in fair debt markets where we lay our scene — where ancient business models encounter new scrutiny, and AI generates images you can't unsee…Valentine's Day has been and gone, so why on earth are we besmirching Romeo and Juliet with terrible puns? You should listen to the episode for the full picture, but basically we're discussing three recent debt transactions from X/Twitter, Snap, and Getty Images.These deals might not seem immediately connected, but there's a thread running through all three. In an age of political upheaval and rapid technological advancement, what do they tell us about the future of media? William Hoffman, David Bell and Will Caiger-Smith are here to discuss, and to crowdsource ideas for sponsored 9fin Snapchat filters.Want to share feedback on this episode? Send us a note at podcast@9fin.com.

In the private equity world, continuation vehicles have been a bit of a blockbuster, so can the structure's success transfer to private credit?We have already seen BlackRock's $1.3bn continuation vehicle last year, and some market participants are expecting to see even more in 2025. On the other side however, this might not be as straight forward as in the PE world, and there is a growing pool of skeptics.In this episode of Cloud 9fin, senior private credit reporter Synne Johnsson sits down with private credit reporter Jemima Denham, to discuss all things private credit continuation vehicles -- Why are they the current talk of the town? What are the challenges? And will they eventually take off?Have a listen to hear this discussion on continuation vehicles in the private credit market. If you have any feedback for us, send us a note at podcast@9fin.com. Thanks for listening.

We talk a lot about leverage at the 9fin office (it's kind of the story behind our company name, in case you were wondering) so it should come as no surprise that we think it's interesting. But in the world of Significant Risk Transfer, it's especially fascinating — and controversial.You may have caught the story that Celeste Tamers, part of our growing asset-based finance team, broke last week about Deutsche Bank pulling back from offering repo financing on SRT trades.In this episode of Cloud 9fin, Celeste and our asset-based finance editor Owen Sanderson pick that story apart and use it to explore the history of SRT, to help listeners understand why regulators are raising their eyebrows at the recent growth of this important market.Any feedback on this episode? Email us at podcast@9fin.com.

Long live liability management.In this episode of our new show Jane's LME Addiction, our head of LME coverage Jane Komsky brings in Latham & Watkins partner George Klidonas and C Street founder and CEO Jon Henes, to discuss the Better Health transaction and its implications for future LMEs.Also under discussion: how liability management has taken off as an industry, how law firms and advisors are adapting to this boom in business, and the creative moves market participants are making to ensure the LME space lives a lengthy and healthy life.Listeners might notice a bit of background noise because this episode is also recorded in video format! Find it on YouTube here! Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Moody's first Private Credit Outlook predicts that this market will double by 2028 to more than $3 trillion of assets under management. Private credit should benefit from more volatile market conditions and from innovation which is attracting new kinds of customer but also generating new risks.Later in the episode, we look in depth at the surge in retail investor involvement in private credit.Guests: Marc Pinto, Managing Director, Corporate Finance Group, Moody's Ratings; Christina Padgett, Associate Managing Director, Corporate Finance Group, Moody's Ratings; and Alexandra Aspioti, Senior Analyst, Corporate Finance Group, Moody's RatingsHost: Tania Hall, Senior Research Writer, Moody's RatingsTo read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).Related research:Private Credit — Global: 2025 Outlook – Primed for growth as LBOs revive, ABF opportunities accelerateFinancial Institutions – Europe: Revamped ELTIF legislation unlocks growth for the European private credit marketBusiness Development Companies – US: Q3 2024 Update: Rate cuts will further erode net investment income; rise in nonaccruals pausesFinancial Institutions – North America: Private credit ETFs will use public credit for liquidity, a potential performance challenge

Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration's economic policies, and how this story was powered by Dan's love of drum and bass music.As always, if you have any feedback for us, send us a note at podcast@9fin.com

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. Our guest is Richard Deane, who's career includes running sponsorship programmes at Standard Life Investments, Abrdn and Investec across Ryder Cup, British and Irish Lions and many other major sports properties. The Buy Side is sponsored by the Two Circles intelligence platform KORE.  More than 900 brands, venues, and sports organisations trust the Kore platform to manage partnerships and assets and measure their impact with real-time insights. Through Fan Intelligence and Partnerships Intelligence, Two Circle's Kore platform unites sponsors and properties with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at twocircles.com.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

With Super Bowl Sunday upon us, much like over a third of the US, we thought we'd focus on sports.Private credit has been circling sports for some time as an investment opportunity. Many regulatory changes in the past year and an increasing number of emerging sports leagues have brought it back into view to begin this year.In this episode of Cloud 9fin, senior reporter Peter Benson sits down with Aaron Kless, managing partner and CIO at Andalusian Credit Partners, to discuss all things private credit and sports.The discussion topics include the institutionalization of the sports market, how credit works with sports franchises and other areas of the sporting world that are ripe for credit investment.As always, if you have any feedback for us, send us a note at podcast@9fin.com

In this episode, we discuss with Pierre-Philippe Ste-Marie, a seasoned practitioner with over 25 years of experience in quantitative finance. We start by tracing his educational path and early career moves in fixed income trading, including his decision to return to school at Carnegie Mellon to study computational finance.Pierre emphasizes the importance of focusing on the problem rather than the tools, sheds light on applying stochastic calculus to capture randomness in financial models, and discusses the roles of alpha and beta managers, among other things. We close with a rapid-fire segment, where Pierre reveals his passion for Kendo and offers advice for the next generation of quantitative traders. Enjoy!Timeline01:24 Early Career and Transition to Finance10:15 Reflections on Career Path and Opportunities13:03 Understanding Jump Diffusion and Mean Reversion Models14:46 Defining Quantitative Finance17:37 Buy Side vs Sell Side: A Quantitative Perspective19:23 The Role of Machine Learning in Quant Finance23:11 Model Implementation: Balancing Simplicity and Complexity28:02 The Evolution of Programming in Quant Finance29:50 Cross-Disciplinary Applications of Quant Finance31:25 Understanding Uncertainty in Financial Markets33:05 The Role of Beta and Alpha in Investment Management35:39 Life as a Monte Carlo Simulation37:38 Navigating Incomplete Information in Trading38:23 Rapid Fire Insights and Personal Reflections

People love to talk about the battle between banks and private credit firms in leveraged debt markets. And at a high level, it's true that the dealflow has bounced back and forth between the two over recent years — but markets are a lot more complex than a game of table tennis.In this episode of Cloud 9fin, Synne Johnsson sits down with Soren Christensen, partner and head of capital markets at Cinven, and Amit Bahri, co-head of European direct lending at Goldman Sachs, to break down how private credit's role has evolved over the years.Among the highlights: how sponsors have adapted to embrace private credit, what the return of the BSL market means for direct lender strategies, the attraction of junior PIKs, and predictions for 2025.As always, if you have any feedback for us, send us a note at podcast@9fin.com.

The full extent of the damage from this season's California wildfires is yet to be determined, but one thing that is certain is that some leveraged credits are starting to feel the heat.In this week's episode of Cloud 9fin, US managing editor Bill Weisbrod and deputy leveraged finance editor Sasha Padbidri survey the extent of the damage and discuss which industries are among the most impacted.Find Sasha's latest report about the wildfires' impact on leveraged credits here. If you have any feedback or want to get in touch, send us a note at podcast@9fin.com. Thanks for listening!

After years of growth and positive sentiment, 2024 saw private credit's smallest fundraising haul since 2019. But the year-on-year drop in capital raised was far less significant than the drop in the number of funds that were closed.In this week's episode of Cloud 9fin, US private credit editor David Brooke and reporter Anna Russi discuss the latest results in private credit fundraising and how LPs are consolidating around their favorite firms. The conversation walks through how investors are feeling about the asset class and whether the incoming Trump administration can help or hinder funds on the road next year. Read Anna and David's article diving into these trends here.Have any questions or feedback for us? Want to join us on the podcast? Send a note to podcast@9fin.com to get in touch. Thanks for listening!

Key pointsM&A is a critical growth strategy for top quartile companies, helping them expand market share, add capabilities, and grow geographically.Corporate development functions often lack the specialized skills and resources required to effectively execute M&A, making an outsourced advisor like Revenue Rocket valuable.An M&A advisor can provide objectivity, expertise, and a Dutch uncle role to help guide both the buyer and seller through the complex M&A process.M&A advisors do not have a pre-packaged list of deals, but rather tailor their research and outreach to each client's unique needs and ideal acquisition targets.The post-merger integration phase is critical, and an M&A advisor can help ensure a smooth transition by providing an objective, expert perspective.Outsourcing corporate development to an M&A advisor is typically more cost-effective than building an internal function, with a potential 5x savings.Without an experienced M&A advisor, companies risk common pitfalls like failing to meet expected shareholder value and not dedicating enough time to the acquisition strategy.The tech services sector is expected to see continued M&A activity in 2025, presenting opportunities for both buyers and sellers.Revenue Rocket has 25 years of experience in the tech services M&A space and is well-positioned to help clients navigate this active market.Listeners are encouraged to reach out to Revenue Rocket with any questions about M&A or growth strategy. RELATED EPISODESEpisode 202: Leveraging Quality of Earnings Reports in M&A Transactions. Listen now >>Episode 190: Buying a Business is not like Buying a Car. Listen now >>Episode 84: Why Inorganic Growth is Never off the Table. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Stephen Grootes speaks to Myles Waldeck, Head of M&A Buy-Side at Merchantec Capital, about the CEO Confidence Index, exploring the implications of a 2% decrease in confidence despite growing expectations for higher GDP growth.See omnystudio.com/listener for privacy information.

After a great run co-founding and helping to build up the European Leveraged Finance Association, Sabrina Fox is putting ELFA on the shelf to focus on her work at Fox Legal Training and Good Girl to Goddess.In this episode of Cloud 9fin, ESG analyst Jennifer Munnings sits down with Sabrina to explore how ELFA has shaped buyside engagement and elevated standards in credit markets. From the rise of J.Crew blockers and their impact on covenant protections to ELFA's efforts to foster transparency and innovation in ESG practices, Sabrina offers a front-row perspective on the evolving landscape of leveraged finance. They also discuss the challenges of balancing incumbent flexibility with investor safeguards and what lies ahead for the industry as Sabrina embarks on her next chapter.Have any feedback on this episode? Send us a note at podcast@9fin.com. Thanks for listening.

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship.Today's guest is Willem Dinger, global head of sport and entertainment partnerships at Unilever.The Buy Side is sponsored by KORE Software the global leader in engagement marketing solutions. More than 900 brands, venues, and sports organisations trust KORE's tools and platforms as a source of truth to manage partnerships, assets and measure impact, with real-time insights. Through Sponsorship Management and Evaluation, Ticketing, Fan Engagement, Data Management and Analytics, KORE unites corporate sponsors, properties, and their fans with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at KORESoftware.com or follow them LinkedIn or Twitter.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

In this episode, Anthony chats with Filip Tomasik, who opens up about his journey from a non-target university to landing roles in investment banking and private equity. Filip shares his take on acing the application process, the real impact of internships, and the strategies that helped him secure full-time roles.They dive into the demands of debt capital markets, the unique challenges of private equity, and the contrasts in work-life balance between the two.This conversation is full of practical tips and insights, whether you're applying for an internship, navigating your first or second year as an analyst, or aiming to transition from the sell-side to the buy-side.(01:58) Introduction and Background(05:12) Coming from a Non-Target School(07:39) Strategies for Success in Finance Applications(16:58) Transitioning from Intern to Analyst(22:53) Tips for Making Your Work Have an Impact(30:00) Understanding Debt Capital Markets(32:00) Pros and cons of working in DCM(37:27) Transitioning from Sell-Side to Buy-Side(39:30) Investment Banking vs Private Equity(49:17) Setting personal goals Hosted on Acast. See acast.com/privacy for more information.

About the EpisodeIn this episode of Winning IR, Mark Fasken sits down with Zane Keller, Head of Investor Relations at Affirm, to discuss how his decade-long experience as a buy-side investor in global financial services companies has shaped his approach to IR. Zane shares how his understanding of investor priorities has influenced his strategies for effective communication and engagement with the investment community. Listen to the full episode to learn more about:Zane's career journey from the buy-side to leading investor relations at AffirmThe typical decision-making process on the buy-side and where IR can have the most impactImplementing effective IR processes and communication strategiesNon-traditional interactions for building stronger relationships with investorsHosting successful investor days and roadshowsThe importance of gathering and utilizing investor feedback systematicallyEngaging management teams in investor relations activitiesLeveraging technology and tools like CRM systems for better IR outcomesThis episode provides valuable insights for IR professionals looking to enhance their strategies and create more meaningful engagements with the investment community.About our GuestZane Keller is the Head of Investor Relations at Affirm, a leading financial technology company. Before taking on his current role, he built an extensive background in financial services, with over a decade of experience on the buy-side. He previously served as a Director and Equity Research Analyst at Barrow Hanley Global Investors, where he invested in global financial services companies across various sectors, including banking, consumer finance, and payments.Winning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir

Show Notes: Raymond Lei Yin moved to New York after graduating and has worked at Goldman Sachs for over 20 years, primarily in Hong Kong and Shanghai, China. He worked in China with a private fund for three and a half years and for UBS Asset Management as the Head of Asia Pacific and Head of China for the past 6 years. Now retired from UBS Asset Management, Raymond  is currently traveling around the world, visiting his parents and enjoying the outdoors. He is also looking for opportunities to get involved with communities, businesses or organizations where he can contribute his expertise. Capital Markets War Stories  Raymond shares many war stories from his time in Hong Kong, China, and the capital markets during the financial crisis. He started at Goldman Sachs in New York and eventually moved to Asia. He was a program analyst in 1992 and supported the international trading desk at Goldman. This experience was interesting, as the traders he worked with at the time were hires from Salomon Brothers and Credit Suisse First Boston (CSFB). He likens this time to working in a jungle where his goal was to survive each day.  Raymond's journey has been filled with challenges and opportunities, but he is now focused on pursuing his passion for learning (especially in AI) and helping other businesses to grow. Working in Equity Capital MarketsRaymond began his career in Hong Kong after realizing that the core part of Goldman's business was financial advisory and trading. He decided to look for a job outside Goldman and was about to resign when he was offered a position by a senior MD looking for a Chinese speaking analyst based in Hong Kong. He flew to London for interviews and was hired to work in equity capital markets, which he knew little about. Equity capital markets is an interesting area that straddles between investment banking and equity sales and trading. Raymond was trained by Eric Dobkin, the man who  introduced the concept of the Equity Capital Markets (ECM), which orchestrated IPOs and worked with both issuers and investors to set the price. During the Red Chip Boom in 1993, there was a huge demand for Chinese speaking bankers in Hong Kong, as there were not many Chinese bankers at that time. As the first full-time equity capital markets person based in Hong Kong, Raymond worked tirelessly to keep up with the pace of IPOs. Lesson Learned from the MarketOne lesson that Raymond learned during this time was that the market can be irrational. During the Red Chip Boom, Chinese IPOs were richly valued, due to scarcity of Chinese papers and the high demand for Chinese investments. However, since then, the market has seen several cycles of price fluctuations. To make money in the equity market, he believes that one must be a contrarian, have a long sustained power, and be liquid. In the early 90s, Hong Kong had an open market with many foreign capitals and traditional institutions representing their firms in London or New York. Goldman helped Chinese companies raise money in international capital markets through IPOs, global deposit receipts (GDRs), and convertible bonds (CBs). The Chinese government was involved in these deals, as they were selling their best assets to global investors in exchange for professional management and market discipline. The first deal was with Tsingtao Breweries, a famous beer company, and later with Shanghai Petrochemical and China Mobile and PetroChina. These companies were majority-held by the Chinese government, and Goldman had an edge in winning these deals. Goldman also worked on Korean companies like POSCO Steel and Samsung Electronics, as well as Thai and Indonesian companies. The Asian Financial Crisis The Asian financial crisis occurred in 1997, when the devaluation of the Thai Bhat and Indonesian Rupiah led to a massive attack in Hong Kong markets. For a few days, the entire HK equity market was dominated by one buyer, the Hong Kong government.  Raymond saw the government's bid for 100 million shares of Hong Kong telecom got hit within 2 seconds. This could mark the end of capital markets in Hong Kong, as the government was buying the significant part of HK equity market.  However, in hindsight this was the single best time to buy Hong Kong equities, as the Hong Kong government made a lot of money that day. In subsequent years, Goldman helped the Hong Kong government sell these stocks at a profit, returning the market to private investors.  One company Raymond worked with was PetroChina where Goldman took the company public and Raymond helped to introduce the team management to global investors. It was during the dotcom bubble era, there was ver little investor appetite for oil stocks.  Eventually, the IPO was done as a discount valuation.  Investors who bought at PetroChina IPO all made money if they hold on to their shares. From Goldman to Private Funds to UBS Asset ManagementRaymond's next move was to the buy side - a China based  private fund.  He spent three and a half years traveling between Shanghai and Hong Kong to help them set up their international operation, hire people, lease office space, get the Type 9 license, and set up their Hong Kong office. He later joined UBS Asset Management first as Head of China then later as Head of Asia Pacific.  He worked at UBS Asset Management for the past 6 years.   Influential Harvard Professors and CoursesRaymond shares that his Art History course at Harvard was one of the most useful, as it allowed him to appreciate artwork and visit museums worldwide. He also enjoyed the core course Cultural Revolution taught by Professor Roderick MacFarquar, which was not offered in China. Timestamps: 04:15: Early Career at Goldman Sachs  09:51: Experience in Hong Kong and Equity Capital Markets  14:46: The Asian Financial Crisis and Market Lessons 26:31: Building Sales and Trading Operations in China  28:44: Transition to the Buy Side and Final Steps at Goldman  31:11: Personal Life and Interests  38:19: Reflections on Harvard and Career Advice  Links: LinkedIn: https://www.linkedin.com/in/raymond-yin-cfa-613a017a/ Email: yinraymond@yahood.com Featured Non-profit: This week's featured non-profit is Alex's Lemonade Stand, recommended by Catherine Marcus Rose who reports: Hi. I'm Catherine Marcus Rose, class of 1992 the featured nonprofit of this episode of The 92 report is Alex's Lemonade Stand, foundation for Children's Cancer. Alex's Lemonade Stand focuses on impacting lives of children with cancer through fundraising for critical research and awareness raising support for families and children with cancer. I love the work of this organization and have been a regular donor for a few years. When our youngest son, age 21 was diagnosed with Ewing sarcoma last December, this organization became even more important to us. Only four cents of every dollar spent on cancer research at the NCI goes to research in pediatric cancers. So the work of this organization has taken on extra meaning for us. You can learn more about their work at Alex's lemonade.org, a l e x, s, L E, M o, n, a, de.org and now here is Will Bachman with this week's episode. To learn more about their work visit: https://www.alexslemonade.org/  

In this two-part interview, Erin Crawford, buy-side expert, board member and chair-elect of the International Business Brokers Association (IBBA), joins host Joanna Oakey to share her unique insights into business broking, leadership, and the psychology behind successful deals.

We are joined by New York Times best selling author and former Wall Street wild man Turney Duff to discuss Hookers, Blow, Million-dollar bonuses on Wall Street and the journey through recovery and what lies the other side of the Wall Street hustle. Pick up a copy of "The Buy Side" by Turney Duff: https://www.amazon.com/Buy-Side-Street-Traders-Spectacular/dp/0770437176 Follow Reasonably Happy host Paul Ollinger: https://www.instagram.com/paul_ollinger

Part 4 of 4. My guest for this week's episode is Derek Hennecke, a veteran biotech entrepreneur and board member with over 30 years of experience in the CDMO industry, whose mission is to support the biotech revolution and create value for patients, customers, and investors. In addition to his Board work, Derek previously held leadership positions at DSM and was the Founder and CEO of Xcelience, a Florida-based CDMO specializing in preformulation, micronization, analytical services, formulation development, cGMP manufacturing, and more. Derek eventually sold Xcelience to Capsugel (now Lonza) in 2016. His extensive pharma and cell therapy expertise makes for an insightful conversation that founders can learn from.

What are the key factors that drive organizations to initiate divestitures and carve-outs? In this episode, join host Jeff Black is joined by M&A experts across MMC-- Scott Brady (Marsh), Bernd Oehring (Oliver Wyman), and Chuck Moritt (Mercer). They'll explore the triggers, considerations, and challenges involved in creating divestiture deal value in this episode. They'll also provide valuable insights for business leaders and deal professionals navigating the intricacies of executing divestiture deals.

Having listened to a number of Couchbase's earning calls, the company's CFO Greg Henry sits down with CJ to answer some in-depth questions, starting with the rationale behind Couchbase's non-standard fiscal year and the advantages of it. He then delves into his experience of transforming a traditional enterprise subscription model into a managed service consumption business. The conversation covers Couchbase's focus on Annual Recurring Revenue (ARR) as their North Star metric and the art and science of multi-year deals. They discuss how best to interact with sell-side analysts, how callbacks after earnings calls work, and how to manage relationships on the buy side. Greg also reflects on his time at General Electric during its heyday, offering insights into the culture and frameworks that shaped his approach to business today before talking about Matt Cain's framework for Couchbase and how it enables function. Tune in to hear all this and the story of how Greg lost $1 million of operating profit.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. This week's guest is Mark Kirkham, the global CMO of PepsiCo, one of the biggest spenders in the sports industry, whose brands such as Aquafina, Pepsi, Gatorade and Lay's are associated with a huge number of major events globally across a portfolio that includes official partnerships such as UEFA Champions League, the NFL, the Saudi Premier League, the LPGA, WNBA and EA FC or what used to be called the FIFA game franchise, but also a large number of tie ups with individual sports stars, musicians and other creators.  With this type of spend, comes influence and power. How, where and with whom Pepsi spends its money is a signal to every sports rights holder to shape their commercial programmes to catch Mark Kirkham's eye. What are the implications of this for sport and what does Pepsi want sport to be? The Buy Side is sponsored by KORE Software the global leader in engagement marketing solutions. More than 900 brands, venues, and sports organisations trust KORE's tools and platforms as a source of truth to manage partnerships, assets and measure impact, with real-time insights. Through Sponsorship Management and Evaluation, Ticketing, Fan Engagement, Data Management and Analytics, KORE unites corporate sponsors, properties, and their fans with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.  Learn more at KORESoftware.com or follow them LinkedIn or Twitter. Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I've been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand side of the equation, whether we are in a bubble, downside protection, due diligence, volatility and more. Phil also covers his backstory and his unique role at Cliffwater. Please enjoy this conversation with Phil Huber. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets  (00:01:07) Transition from RIA to Buy Side (00:02:13) Career Journey and Passion for Alternatives (00:04:28) Understanding the Role of a CIO (00:06:55) Evolution of Alternatives in Wealth Management (00:08:23) Phases of Alternative Investments (00:10:53) Growth and Demand for Private Credit (00:15:48) Private Credit Performance and Risks (00:28:08) Writing and Sharing Knowledge (00:32:23) Role at Cliffwater and Fund Management (00:40:07) Phil on The State of the Public and Private Credit Market Learn more about your ad choices. Visit megaphone.fm/adchoices

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Hear directly from top investment managers about their worries, their views on where the growth is, and whether they're putting listed options, including 0DTEs, to work. Moderator: Joe Lewis, Head Corporate Hedging & FX Solutions, Jefferies Panelists: Eric McArdle, Managing Director, Advisor Solutions, Simplify Blake Dinger, Portfolio Manager, SpiderRock Advisors Megan Morgan, Head of Market Structure, Belvedere Trading

Get an insider's perspective on what buyers look for in M&A transactions with multi-million and billion-dollar corporations. What do companies this size look for when making an acquisition? How do they make the decision to build, buy, or partner with a company? How do middle-market companies fit into the acquisition picture? Nadia Gil shares her passion for the M&A industry and stories from corporate development successes to give middle-market sellers insight into corporate acquisitions. View the complete show notes for this episode.   Want More? Related Resources  Why do Companies Acquire Other Businesses? Top 5 M&A Value Drivers for Tech & Software Companies Tech & Software M&A Dynamics Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Listen to Other Episodes: Corporate Development – Can Someone Explain This To Me? with Alessandro Cozzi Using Outsourced Corporate Development to Make Acquisitions with Ryan Goral Case Study – Lessons Learned From Selling Multiple Tech Companies with Ryan Buckley M&A Process: A Buy-side Perspective  

"M&A Activity" is always a topic that's in high demand from our audience, but we don't often the get the Buy-Side perspective. Bart Walker, Partner at McGuireWoods lives in that world, so he joins me to dive into everything from trends to prognostications for where we find ourselves. And I take a deep dive into a "Thinking Tool" I use often called a Quadrant Model. If you want to become a better CEO, then join me in the upcoming Ascendant Executive course in July: https://polarishealthcarepartners.com/ascendant-executive/ Questions about the Ascendant Executive course or the Catalyst Project? DM me at: Perrin@PolarisHealthcarePartners.com

M&A is part art and part science, and sellers and buyers can benefit from considering the view from the other side of the negotiating table. Andrew Morbitzer goes into detail about where the art and science lie in M&A transactions. He discusses the concept of proactive vs. reactive M&A strategies, what to learn from past failed acquisitions, the lifecycle of an acquisition – from strategy to alignment, to commitment, to integration – and how to transfer this science to successful transactions. View the complete show notes for this episode. Learn More: M&A Guide | The 4 Types of Buyers of Businesses Why Do Some Businesses Not Sell? What Affects How Easy It Will Be to Sell My Business? M&A Due Diligence | Checklist & Overview Selling Your Business? Hire an Attorney to Increase the Bottom Line Allocation of Purchase Price & Taxes When Selling a Business Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: A Buyer's Perspective — Why the Human Side is More Important Than Money in M&A Transactions A Look Inside the Head of a Strategic Buyer How an M&A Attorney Can Help Sell Your Business.

Is there a limit to how much an investor should know about a potential investment? While it can seem like there's an infinite amount of relevant considerations for any given business, the ability to discern the difference between important information and extraneous data is an indispensable tool in the investor's kit. If jumping into the deep end of the S&P 500 seems like a daunting proposition, keeping your investing practice focused on a smaller scale can make the process of understanding “the weather” a much more manageable task. Keeping the boundaries of your research close to the boundaries of your own circle of competence can go a long way in terms of keeping the process from being overwhelming. This week we join Phil and Danielle in a continuation of this series discussing their idea of business meteorology, a topic that has utility for everyone from investing novices to the most seasoned of financial forecasters. To get started on your own Weather Matrix, click here for your free copy of The 5 Moats Investment Guide: https://bit.ly/3Kmb33J Topics Discussed: Investing circle of confidence Intimidation in the research process Buffett on taking advantage of the moment Spotting warning signs Netflix vs. other streamers Resources Discussed: The Weather Matrix (value/understanding) Learn more about your ad choices. Visit megaphone.fm/adchoices

A drop in preowned home sales in December was the cherry on top of the worst year for the U.S. housing market since 1995. We’ll get into the causes of the slump and what it would take for the housing market to get back on track. And, a tax deal that would expand the child tax credit is gaining momentum. Then, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Strong bipartisan showing in first test of tax deal’s support” from Roll Call “Mars Express finds evidence of large water deposit at the Medusae Fossae Formation” from Phys.org “What Is an Assumable Mortgage?” Buy Side from The Wall Street Journal “US Existing-Home Sales Decline to Cap Worst Year Since 1995” from Bloomberg “Expect restaurants to go all in on breakfast this year” from Marketplace ‘”Super shoes” take their place in the $50B running shoe market” from Marketplace “Can robots make us less lonely?” from Marketplace “It doesn’t take a Mathlete to know a “Mean Girls” remake adds up for Hollywood” from Marketplace “What happens when a school bans smartphones? A complete transformation” from The Guardian We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

A drop in preowned home sales in December was the cherry on top of the worst year for the U.S. housing market since 1995. We’ll get into the causes of the slump and what it would take for the housing market to get back on track. And, a tax deal that would expand the child tax credit is gaining momentum. Then, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Strong bipartisan showing in first test of tax deal’s support” from Roll Call “Mars Express finds evidence of large water deposit at the Medusae Fossae Formation” from Phys.org “What Is an Assumable Mortgage?” Buy Side from The Wall Street Journal “US Existing-Home Sales Decline to Cap Worst Year Since 1995” from Bloomberg “Expect restaurants to go all in on breakfast this year” from Marketplace ‘”Super shoes” take their place in the $50B running shoe market” from Marketplace “Can robots make us less lonely?” from Marketplace “It doesn’t take a Mathlete to know a “Mean Girls” remake adds up for Hollywood” from Marketplace “What happens when a school bans smartphones? A complete transformation” from The Guardian We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

A drop in preowned home sales in December was the cherry on top of the worst year for the U.S. housing market since 1995. We’ll get into the causes of the slump and what it would take for the housing market to get back on track. And, a tax deal that would expand the child tax credit is gaining momentum. Then, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Strong bipartisan showing in first test of tax deal’s support” from Roll Call “Mars Express finds evidence of large water deposit at the Medusae Fossae Formation” from Phys.org “What Is an Assumable Mortgage?” Buy Side from The Wall Street Journal “US Existing-Home Sales Decline to Cap Worst Year Since 1995” from Bloomberg “Expect restaurants to go all in on breakfast this year” from Marketplace ‘”Super shoes” take their place in the $50B running shoe market” from Marketplace “Can robots make us less lonely?” from Marketplace “It doesn’t take a Mathlete to know a “Mean Girls” remake adds up for Hollywood” from Marketplace “What happens when a school bans smartphones? A complete transformation” from The Guardian We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.