Elon Musk Lands Another ‘Moonshot’ Pay Deal
The episode covers three major business headlines: massive tech layoffs at Meta and Microsoft as AI spending pressures costs, Elon Musk’s upcoming SpaceX IPO and a new "moonshot" compensation package that could give him outsized control through dual‑class voting shares, and the Trump administration’s reclassification of marijuana to Schedule III, opening the multibillion‑dollar cannabis industry to tax deductions and better financing. Reporters explain how investors are comfortable betting on Musk’s personal brand, why AI‑driven restructuring is reshaping the tech labor market, and how the drug policy shift could normalize cannabis businesses. The segment also touches on New York’s crackdown on shoplifting and a personal‑finance story about divorce, but the core focus remains on the tech layoffs, SpaceX governance, and cannabis policy.
Are Robotaxis Coming to a City Near You?
In this episode of Motley Fool Money, the hosts discuss two major topics: QXO's $17 billion acquisition of Top Build and Tesla's rollout of robo‑taxis into Dallas and Houston. They analyze the strategic rationale behind Brad Jacobs' consolidation play in the...
Warner Bros. Shareholders: You’re Being Lied To (Vote Is Thursday)
The episode breaks down the looming shareholder vote on Warner Bros. Discovery’s $111 billion merger with Paramount, highlighting a last‑minute 14‑page proxy correction that reveals undisclosed conflicts of interest involving the deal’s advisory banks. Host Dre explains how a shareholder lawsuit...
6G Podcast - Amazon's $11B Acquisition, Verizon & FIFA, AST SpaceMobile Launch, Ericsson's Struggles
In this episode the hosts discuss Amazon’s $11 billion acquisition of Globalstar, exploring how the deal will expand Amazon’s Leo satellite service and its implications for Apple’s emergency‑text offering and future D2D mobile connectivity. They then examine Ericsson’s weak Q1 earnings,...
What It Takes to Break Issuance Records in Volatile Markets
The episode examines a wave of record‑breaking bond issuances across sovereign, supranational, provincial and corporate markets amid heightened geopolitical tension from the Iran conflict. Hosts highlight how the UK, Italy, France, the European Investment Bank, the Asian Infrastructure Investment Bank...
The Credit Mosaic: A Unified Approach to the Future of Trading
In this 17‑minute episode, J.P. Morgan’s Olivier Cashfinger and Nick Adrella explain how the firm’s Global Investment Grade and Macro Credit Trading units were created to break down silos, integrate balance‑sheet risk, and combine high‑touch and systematic trading. They highlight...
Goldman Sachs Kicks Off Earnings Season
Motley Fool Money kicks off earnings season with Goldman Sachs' Q1 2026 results, highlighting $17.2 billion in net revenue (up 14% YoY) and earnings per share of $17.55, beating expectations. The episode breaks down the bank’s mixed performance: equities revenue surged...
How Bond Issuers Will Take Advantage of Iran Ceasefire
The episode examines how the recent Iran‑US ceasefire is reshaping bond issuance in the Gulf and broader emerging markets. With public markets still volatile, sovereigns like Abu Dhabi and Qatar, as well as Egypt, have turned to private placements, accepting slightly...
The Largest IPO in History Is Engineered to Spend Your Retirement Savings. You Don't Get a Vote.
The episode examines the looming wave of AI mega‑IPOs slated for late 2026, focusing on three trillion‑dollar‑valued firms that aim to tap retail retirement accounts and platforms like Robinhood for their exit liquidity. It highlights a recent flash‑crash where a...
Exited Founder Podcast | Andrew Kirpalani: From Bar Napkin to Acquisition — Exiting WorkHound
In this episode, co‑founder and CTO Andrew Kirpalani recounts how a $20K accelerator deal sparked the creation of WorkHound, a mobile‑first employee engagement platform for truck drivers. He explains how his varied startup engineering background informed the product’s design and...
IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public
In this episode of CFO Weekly, Ignacio "Nacho" Redondo, SVP of Finance at NextPower (formerly NextTracker), shares how he prepared the solar‑tech company for an IPO by building robust financial processes, internal controls, and operational discipline. He recounts his unconventional...
The Gulf’s Banks Get Ready for Recession
The episode examines the resilience of the sub‑sovereign and supranational bond market amid Middle‑East tensions, highlighting strong issuance and investor demand for AAA‑rated public‑sector bonds despite rising yields. Hosts discuss recent deals across Europe and New Zealand, noting that issuers...
OpenAI's $121B Funding Round Explained
In this episode, host Jaden Schaefer breaks down OpenAI's historic $121 billion funding round that valued the company at $852 billion, detailing the major investors—Amazon, NVIDIA, SoftBank—and the conditional nature of Amazon's $35 billion commitment. He also examines Huawei's new 950 PR AI chip,...
Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:
The episode dissects Unilever’s £45 billion (≈ $55 billion) spin‑off of most of its food portfolio to McCormick, highlighting the complex deal structure that leaves Unilever with a 55% stake in the enlarged McCormick and a 10% share it must sell down, creating...
Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe
In this episode, Bloomberg Intelligence ABS strategist Rod Chattagumbe discusses his newly released Auto ABS Primer, highlighting that auto ABS spreads have compressed to below their five‑year average and now appear relatively rich. He explains that strong upgrade‑to‑downgrade ratios—154 upgrades...
Mayo-Mustard Merger, Creatine Craze and HOP WTR On Top
The podcast highlighted McCormick's pending merger with Unilever's food division, uniting brands like Hellmann's and French's. Constellation Brands agreed to acquire HOP WTR, a functional sparkling water, while Create Wellness secured $20 million to expand into powdered beverages. Q Mixers announced its first...
When And How To Sell Your Company
In this episode, the hosts discuss the complexities of selling a private‑equity‑backed company, covering when to exit, why timing matters, and the role of market conditions, management goals, and fund‑level liquidity needs. They explain the typical five‑year investment horizon, how...
Two of the Biggest Names in Your Kitchen Could Soon Be Joining Forces
The episode examines Unilever’s decision to spin off its food division and merge it with spice giant McCormick, creating a $65 billion global food powerhouse. Analysts explain that Unilever is refocusing on higher‑margin beauty and personal‑care brands, while McCormick sees the...
Nobody Told Us This Was M&A Week
In this episode of Motley Fool Money, hosts Tyler Crowe, Matt Frankel, and Lou Whiteman dissect a wave of high‑profile M&A activity, focusing on two massive food‑industry deals—a $26 billion acquisition of Restaurant Depot by Cisco Food Services and a $44 billion...
A New Test for Private Credit
In this episode of Thoughts on the Market, Morgan Stanley’s Chief Fixed Income Strategist Vishy Tirupathor and Global Head of Private Credit and Equity David Miller discuss the current state of private credit, emphasizing that the sector has weathered past...
From Brooklyn to $500M Exits: 7 Capital Raising Secrets | Centimillionaire Strategy Talk
Jody Chapnick, a serial entrepreneur who grew up in Brooklyn, outlines the playbook behind his $500 million REIT IPO, a $250 million pharma exit, and multiple insurance roll‑ups. In a Centimillionaire Strategy Talk he breaks down how he raised hundreds of millions...
'A Golden Period': Seizing the Moment in European Real Estate Credit
The episode examines the resurgence of liquidity in European real estate credit, highlighting how banks have returned to the market alongside well‑capitalized debt funds. Guests Isabel Brennan (LaSalle) and Christian Janssen (Nuveen) explain that while core senior loans are now...
Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience
In this episode of Credit Crunch, Goldman Sachs’ global co‑head of high yield and bank loans, John McClain, discusses the current state of the below‑investment‑grade market, noting that high‑yield spreads have stabilized in the low‑300 bps range and that double‑B issuers are...
News From the Frontier: Africa Leads Emerging Market Bond Revival
The episode examines the surprising resurgence of emerging‑market bond issuance, led by African issuers such as Angola and telecom tower firm Helios, while Central‑Eastern European and Middle‑Eastern markets remain largely dormant due to war‑related volatility. George Collard explains why lower‑rated...
From Huel to Hellmann's, Big Food Makes Its Moves
Danone announced a $1.1 billion acquisition of British meal‑replacement brand Huel, signaling a deeper push into the plant‑based sector. Frozen‑food startup Laoban raised $7.2 million to expand beyond dumplings into broader Asian categories. Unilever is reportedly negotiating the sale of its food...
Exited Founder Podcast | Rachel Murphy: Selling to a Competitor and Building a Founder Exit Playbook
In this episode, host Brian Dukes talks with serial entrepreneur Rachel Murphy about her two successful exits—first a consultancy she built in her early 20s and later a healthcare‑government services firm she grew to an eight‑figure sale. Rachel shares how...
Why Bankers See Dollar Signs in Private Credit’s Meltdown
The episode covers three main stories: a Republican proposal to fund the Department of Homeland Security while cutting $5 billion from ICE, a deep dive into the private‑credit market’s turmoil and how big banks are both exposed to and poised to...
OpenAI’s Strategy Shift Ahead of IPO
The Motley Fool Money team discusses OpenAI's strategic pivot ahead of a rumored 2026 IPO, noting the company's shift from consumer‑focused side projects like a browser and video app to enterprise‑grade products such as the expanded Codex platform. They explore...
How Private Equity ACTUALLY Buys Companies
In this episode of the Private Equity Funcast, co‑founder Ryan Milligan walks through the end‑to‑end process of buying a company, from sourcing deals to closing them. He explains how deal sourcing has evolved from simple phone calls in the 70s...
Banks May Be Shut but Amazon Delivers
The episode examines how the Middle East war is reshaping capital markets, highlighting a shift in euro‑denominated bond issuance: banks have paused their euro funding while corporate issuers, notably Amazon, are stepping in with record‑breaking deals. Amazon raised €14.5 billion across...
How Are Geopolitics and AI Trends Impacting Leveraged Finance?
In this episode, JP Morgan’s Amaury Guzman, Kevin Foley (global head of capital markets) and Tarek Hamid (head of North American Credit Research) debrief the themes from their Global Leveraged Finance Conference, focusing on how heightened geopolitical risk—especially the Iran‑related oil...
Exited Founder Podcast | Shannon Wilburn: Selling the Franchise Empire She Built From Her Living Room
In this episode, Shannon Wilburn recounts building Just Between Friends—from a living‑room startup to a national franchise with over 30 locations and $60 million in system‑wide sales—and the emotional, strategic journey of selling it to the brand’s largest franchisee. She emphasizes...
Build a Business That Sells Without You
In this episode of M&A Talk, host Jacob Oros interviews serial entrepreneur Travis Jameson, who has founded and exited a dozen businesses across tech, e‑commerce, SaaS, and health products. Jameson shares his core lesson for building a sellable company: make...
How Back Leverage Is Revolutionizing European Real Estate Debt Markets
In this episode Stuart Watson talks with Reed Smith partner Josh Hughes and Knight Frank associate Jess Qureshi about back leverage – the practice of borrowing to fund existing debt – and its rapid rise in European real‑estate finance. They...
The Uranium Deal 10 Years in the Making (Brandon Munro)
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...
Exited Founder Podcast | Sean McKenna: How He Sold His HR Tech Startup to Dayforce in 16 Months
In this episode, Sean McKenna recounts how he founded Data Fusion HCM, a payroll and HR‑tech integration platform, and sold it to Ceridian (now Dayforce) within 16 months. He explains the strategic advantage of building a product that solved a...
Credit Crunch: Around the World of Global Credit in 60 Minutes
The Bloomberg Intelligence FIC team examined global credit trends, focusing on a surge in Asian convertible bonds driven by higher rates, equity volatility, and issuer demand for cheap funding, while noting a slowdown in Chinese dollar bond issuance as firms...
Avoid the Trap of Golden Handcuffs After You Sell
In this episode, Jacob Oros interviews serial entrepreneur James Gardner about his experience selling a manufacturing business and staying on as part of the acquiring company—a situation he describes as "golden handcuffs." Gardner shares how the post‑sale transition felt restrictive,...
Introducing The Exited Founder Podcast
The debut episode of the Exited Founder Podcast introduces the show's mission to share the stories of founders who have successfully exited their companies and now serve as M&A advisors. Hosted by ExitWise, the series will feature these entrepreneurs discussing...
Software Update: AI Saas Scare Haunts Capital Markets
Recent AI upgrades, notably Anthropic’s Claude Co‑worker agent, are unsettling SaaS valuations and complicating IPO plans for many software firms. The devaluation of SaaS‑related loans is eroding the collateral base of collateralised loan obligations, with similar pressures hitting chemical‑sector loans....
Viva Loans Vegas: Blackstone's $3bn Re-Up for The Cosmopolitan Signals High-Tier CMBS Conviction
The episode examines Blackstone’s $3.05 billion CMBS refinancing of The Cosmopolitan in Las Vegas, highlighting the surge in high‑quality hospitality securitizations and the city’s enduring appeal to institutional investors. Guests Randy Plavajka and Shihao Feng explain how post‑pandemic destination resilience and a growing...
Stop Falling in Love with the Deal: Guardrails for High-Volume Acquisitions with Birgitta and Lars Elfversson
In this episode Birgitta and Lars Elfversson share hard‑earned lessons from building and governing multiple roll‑up platforms, emphasizing the need for disciplined guardrails in high‑volume acquisition programs. They explain why small pipelines create decision pressure, how subtle drift can reshape...
Megafund Capabilities on a Mid-Market Budget W/ Gryphon's David Andrews
In this follow‑up interview, Gryphon co‑CEO David Andrews explains why his $11 billion firm invested in a 40‑person operations team, a scale of capability typically reserved for large enterprises. He outlines how this megafund‑level ops function delivers strategic planning, risk management,...
The Next Chapter After 400 Episodes
In this solo episode, host Kison Patel updates listeners on M&A Science’s evolution after reaching 400 episodes and nearly 100 founding members. He explains the shift of new episodes to Thursdays, details how the Intelligence Hub operates and why it...
🎥 AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets
Goldman Sachs Partner Jeff Fine discussed private markets and wealth channels on the Alt Goes Mainstream podcast, recorded at the 2025 Alternatives Summit. He outlined the evolving landscape, the role of product specialists, AI’s impact, and the growing participation of...
5038: IT Chills Get 'Realty' Check; It’s Raining Cheques for Deeptech Startups; and Tech Firms Fight 3-Hour Takedown Rule |...
The episode examines three key tech sector developments: Razorpay’s preparation for a $700 million-plus IPO, including its engagement with top investment banks; a sharp sell‑off in IT stocks that is spilling over into the realty market; and a surge in deep‑tech...
290. Tim Koller Reflects on Three Decades of Valuation at McKinsey
Tim Koller, co‑author of the seminal textbook *Valuation*, joins Andy West and Dago Diedrich to trace the book’s 30‑year journey from a simple three‑ring binder to a global standard for measuring corporate worth. He highlights enduring valuation principles—cash‑flow focus, risk‑adjusted...