DiscoverThe Wall Street Skinny158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!
158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!

158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!

Update: 2025-05-10
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In this episode of The Wall Street Skinny, Kristen and Jen kick announce the launch of their long-awaited M&A course, part of their dynamic, story-driven finance curriculum. They discuss how the course, two years in the making, blends real-world technicals with the drama of HBO’s Succession, making complex M&A concepts like accretion/dilution, deferred taxes, and tax structuring both engaging and accessible. They also announce a major May SALE on their self-paced course, see the links below to participate!

From there, the conversation dives deep into the latest market headlines. Jen unpacks the recent Fed meeting, clarifying misconceptions about quantitative easing and explaining how the Fed is managing its shrinking balance sheet through non-competitive treasury purchases. They also discuss how these moves tie into broader concerns about stagflation, market liquidity, and the mechanics behind treasury auctions—demystifying some of the viral finance content floating around online.

Finally, they pivot to the major private equity news of the week: 3G Capital’s $9.3 billion bid to take Skechers private. Kristen and Jen break down why companies often seek the shelter of private ownership during times of market turmoil, the structure of 3G’s offer (including rollover equity options for shareholders), and what this signals for the broader M&A environment. 

Shop the MAY SALE:
- Buy the FULL IBD / PE course for 20% off HERE
- M&A Standalone Course $50 OFF HERE

Enroll in the Financial Modeling Talent Accelerator HERE

Join the Fixed Income Sales and Trading waitlist HERE

Shop our LIBRARY of Self Paced Online Courses HERE
Join the Fixed Income Sales and Trading waitlist HERE

Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

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158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!

158. Is the Fed Secretly Stimulating Markets? Plus Exciting Announcement!

Kristen and Jen