The Wall Street Skinny
What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
Episodes
220 episodes
TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | SaaSpocolyspe + Elon Musk's SpaceX / xAI Merger
Kristen and Jen are joined by Guy Adami and Dan Nathan of CNBC's Fast Money for the fifth installment of "He Said, She Said." The conversation kicks off with the so-called "SaaS Apocalypse" — the brutal selloff across software stocks — and unpa...
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36:52
Private Infrastructure Investing 101 feat. Billionaire Founder / CEO: Mike Dorrell of Stonepeak
In this Infrastructure 101 episode, we sit down with Mike Dorrell, co-founder, chairman, and CEO of Stonepeak, to unpack how infrastructure investing evolved from a niche corner of finance into one of the most important asset classes shaping th...
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1:04:10
TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Dollar Collapses, Hedge Funds and Gambling vs. Investing
Jen Saarbach & Kristen Kelly join the guys to discuss the decline in the US dollar, market sentiment and Gen Z's proclivity for gambling.
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28:29
Industry S4E4 "1000 Yoots, 1 Marilyn" | The "Leap of Faith" / Most Disturbing Episode Yet
Perhaps the most painful and disturbing episode of Industry yet, this episode asks uncomfortable questions about the way easy access --- whether it be to high finance, drugs, or illicit content online --- reduces human experience to abstraction...
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2:26:38
The Skinny on Policy Chaos and Volatility: Time to Sell? feat. Alicia Levine of BNY Wealth
In this episode, we’re joined by Alicia Levine, Head of Investment Strategy at BNY Wealth, for a wide-ranging conversation on what’s driving markets right now — and what investors should actually do about it. We start by breaking down the real ...
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38:10
TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Japan’s Bond Market Blows Up, Netflix Goes All-Cash
This week on He Said, She Said, CNBC Fast Money stars, Guy Adami and Dan Nathan together with Kristen and Jen from The Wall Street Skinny dive into one of the most overlooked market shocks of the year: a massive, seven standard deviati...
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23:51
Industry S4E3 "Habseligkeiten" | The Threesome Episode
We are BACK with one of the most dense, finance-forward, darkly entertaining episodes of Industry YET. With a title that evokes the theme of "belongings", this episode is all about who belongs in which rooms, who belongs to whom when i...
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2:16:13
Netflix Changes WBD Offer to All Cash | Emergency Update
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 episod...
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11:15
Citi's Global Head of Research, Lucy Baldwin | Covering Private Companies, Crypto, and what AI means for Analysts
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, movin...
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1:21:22
TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | Powell Under Pressure, Credit Card Cap Concerns & Real Estate Supply Issues
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 reacti...
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33:52
Industry S4E2 "The Commander and the Grey Lady" | The Henry Muck Episode
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 li...
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1:28:56
Four Drivers That Could Crash or Save the Market in 2026 feat. Head of US Macro at Wellington
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, currenci...
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47:54
Industry S4E1 FULL RECAP | An American Psycho in London
We're back in action with our full deep dive into the season premiere, "PayPal of Bukkake". We're introducing the star-studded lineup of new characters, exploring what seems to be an American Psycho thread running throughout the e...
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2:12:55
The Wall Street Skinny x CNBC's Dan Nathan & Guy Adami | "He Said / She Said" NEW Limited Series
This episode marks the launch of a special new collaboration between The Wall Street Skinny and Risk Reversal Media. We're bringing together the stars of CNBC's Fast Money, RiskReversal, On the Tape, and O.K. Computer: Dan Nat...
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31:56
Industry Season 4 PREMIERE!!! RED CARPET reaction and LIVE RECAP!!
We’re recording from New York City, fresh off one of the most surreal weeks of our lives — attending the Season 4 premiere of HBO’s Industry, interviewing the cast and creators on the red carpet, and watching the episode in a packed theat...
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37:32
Industry S3E8: "Infinite Largesse" | LIVE from NYC on our way to meet the cast!
We are recording LIVE from New York City, just hours before interviewing the cast and creators on the red carpet of the Season 4 premiere! And we're recapping what might just be the best television finale of all time...for a series that is NOWH...
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1:49:44
Industry S3E7: "Useful Idiot" | The Lehman Episode. Is This the End for Pierpoint?!
We started our careers at the epicenter of the Global Financial Crisis in 2008: the trading floor Lehman Brothers and the CDO Structuring desk at Morgan Stanley. And now, we get to watch our favorite characters reenacting all the drama of the L...
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2:28:56
Industry S3E6 "Nikki Beach, or So Many Ways to Lose" | Pierpoint as the Short of the Century
In this episode, we see that friendship and loathing truly are two sides of the same coin. While everything is collapsing for Eric and Yasmin personally, professionally, and morally, Harper is finally ascending into her full power --- at both o...
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1:36:34
Industry S3E5 "Company Man" | Why the Next “Lehman” Won’t Come From Banks
A public inquiry into Lumi’s £2bn government bailout exposes Pierpoint’s role in the disastrous IPO, where Robert is sent to testify in front of a UK select committee. The episode lays bare how firms protect themselves in crises: lawyers serve ...
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37:09
Industry S3E4 "White Mischief" | The Rishi Episode: Trading vs. Gambling, Liz Truss, Emergency QE, Sterling Crisis, and More!
In this episode we discuss Season 3, Episode 4: "White Mischief", one of the strongest (and darkest) episodes of the series thus far. What starts as a Christmas episode turns into a brutal examination of luck, power, and the lies w...
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Season 3
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Episode 4
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1:54:30
JPMorgan's Global Chair of Investment Banking & Capital Markets, Liz Myers: IPOs & Equity Capital Markets 201
In this episode we sit down with Liz Myers, Global Chair of Investment Banking and Capital Markets at J.P. Morgan for an Equity Capital Markets deep dive. We get into IPOs vs follow-ons, primary vs secondary proceeds (and why spon...
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1:20:39
Breaking down Paramount's $108bn hostile bid for WBD in PSKY / NFLX bidding war + Don’t call it QE: The Fed’s new playbook
0-21:30: PSKY / WBD Deal breakdown21:30-51:08 The Fed Breakdown51:08-56:27: Donor Approved Funds for CharityIn this episode, Kristen and Jen continue to unpack Warner Brothers Discover bidding war from what the media is constant...
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57:45
Industry S3E3 "It" | Launching a Hedge Fund, Non-Competes, IPO Disaster & ESG Investing Hypocrisy & More!
Join Morgan Stanley alums Jen and Kristen as we decode the finance behind Industry Season 3, Episode 3, "It" which takes place at the COP conference in Switzerland. We break down the aftermath of the IPO and why pressuring a research analyst fo...
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2:18:53
The Math of Predicting (and Profiting from) the Future: from Cat Bonds to Hedge Funds | Sarah Kapnick, Head of Climate Advisory at J.P. Morgan
Sarah Kapnick literally trained under John Nash at Princeton, went from structuring catastrophe bonds at Goldman during Hurricane Katrina, to serving as Chief Scientist at NOAA, and is now Global Head of Climate Advisory at JPMorgan. She’s part...
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1:13:17