The Wall Street Skinny

Send us a text Netflix just announced it plans to revise its Warner Bros. Discovery acquisition offer to an all-cash deal — but why? Wasn’t the bidding war already over? And why did Netflix stock drop after the announcement? In this episode, Kristen breaks down the latest twist in the Netflix–Warner Bros.–Paramount saga. Paramount is now suing Warner Bros. Discovery, claiming the Netflix offer is vague and potentially undervalued. Meanwhile, Netflix’s original $27.75/share offer, which includ...

Send us a text Lucy Baldwin, the Global Head of Research at Citigroup, is leading one of the most consequential shifts in how institutional research is done today. In this episode, we unpack how the sell-side research role is being completely redefined, moving beyond spreadsheets and earnings models to incorporate AI, storytelling, and differentiated data sets. Lucy explains why today's best analysts are as much creators and communicators as they are forecasters, and why research that can’t b...

Send us a text In this episode of 'He Said, She Said', Guy Adami, Kristen Kelly & Jen Saarbach dive into the theme of unintended consequences. The discussion begins with Jerome Powell's saga and its implications on the Fed's independence and market reactions, highlighting potential political maneuvers and their backfires. Transitioning to monetary policy, they analyze the complexities of interest rate decisions and the perceptions of Fed control over the yield curve. Shifting to consumer ...

Send us a text Henry Muck is a key character in Season 4, and this episode gives us a much richer picture of who he actually is. In an unexpectedly cinematic, poetic installment that departs from our typical finance-driven fare, this episode plays like a haunting (both literal and emotional) centered around his character. We fill in the missing backstory of Henry and Yas' early engagement, early marriage, and his failed attempt to get a political career off the ground. But the mood shif...

Send us a text We're two weeks into the new year and you can already toss all the consensus forecasts out the window. We sat down with Mike Medeiros to talk about the big risks to all the predictions: from equities to interest rates, the yield curve, currencies, credit markets, and more, so we can understand where the next big moves will come from. Mike gives us a thoughtful framework within which to understand why he's still constructive on equities for the first half of the year, pointing t...