Inside The Street https://bigwhigpodcasts.com/inside-the-street en-us © 2024 Inside The Street As opposed to reiterating the main headlines of major news sources, Le Chiffré's Market Commentary offers unique insights into niche topics within the global markets. We believe that our discussions help better equip the general investor with a stronger understanding of what indicators and sentiments drive market behavior.  It is important to understand the drivers and mechanics behind market performance as it allows one to effectively formulate educated opinions and predictions. https://megaphone.imgix.net/podcasts/b28a7736-b943-11ee-af1c-ab5b6cf396ce/image/60854458c4d1acdf4e1c2f79c4137142d85d78e379bdafbd69bd34c85f5819ad.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Inside The Street https://bigwhigpodcasts.com/inside-the-street no episodic Evergreen Podcasts As opposed to reiterating the main headlines of major news sources, Le Chiffré's Market Commentary offers unique insights into niche topics within the global markets. We believe that our discussions help better equip the general investor with a stronger understanding of what indicators and sentiments drive market behavior.  It is important to understand the drivers and mechanics behind market performance as it allows one to effectively formulate educated opinions and predictions. As opposed to reiterating the main headlines of major news sources, Le Chiffré's Market Commentary offers unique insights into niche topics within the global markets. We believe that our discussions help better equip the general investor with a stronger understanding of what indicators and sentiments drive market behavior. 

It is important to understand the drivers and mechanics behind market performance as it allows one to effectively formulate educated opinions and predictions.

]]> Le Chiffré Partners lechiffrepartners@gmail.com Transaction Talk: Big Tech Makes Big Bets on AI Welcome to another episode of Le Chiffre’s Inside the Street, the transaction talk series. Today we will cover recent M&A activity within the artificial intelligence space, with big tech being at the forefront of investors. The episode will cover a look at deal rationale, public and private market valuations, and a transaction case study. Tue, 21 May 2024 08:00:00 -0000 full Evergreen Podcasts Featuring: Mickey Fanella Welcome to another episode of Le Chiffre’s Inside the Street, the transaction talk series. Today we will cover recent M&A activity within the artificial intelligence space, with big tech being at the forefront of investors. The episode will cover a look at deal rationale, public and private market valuations, and a transaction case study. Welcome to another episode of Le Chiffre’s Inside the Street, the transaction talk series. Today we will cover recent M&A activity within the artificial intelligence space, with big tech being at the forefront of investors. The episode will cover a look at deal rationale, public and private market valuations, and a transaction case study.

]]> 902 Tech Talk: Adobe and Cloudflare After strong price performance in our previous 2024 stock picks, where we pitched Dell technologies at $105, Palo Alto Networks at $235, and Oracle at $102, where else are our analysts identifying opportunities in the tech sector and what tailwinds should investors be keeping an eye out for as macroeconomics continue to be uncertain?  Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” called “Tech Talk” where we focus on public markets and take a deeper look into certain technology names. What are the markets not pricing into these stocks, and where investors can find some near to mid-term opportunity in the space? Tue, 07 May 2024 08:00:00 -0000 full Evergreen Podcasts Featuring: Robert Nahigian After strong price performance in our previous 2024 stock picks, where we pitched Dell technologies at $105, Palo Alto Networks at $235, and Oracle at $102, where else are our analysts identifying opportunities in the tech sector and what tailwinds should investors be keeping an eye out for as macroeconomics continue to be uncertain?  Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” called “Tech Talk” where we focus on public markets and take a deeper look into certain technology names. What are the markets not pricing into these stocks, and where investors can find some near to mid-term opportunity in the space? After strong price performance in our previous 2024 stock picks, where we pitched Dell technologies at $105, Palo Alto Networks at $235, and Oracle at $102, where else are our analysts identifying opportunities in the tech sector and what tailwinds should investors be keeping an eye out for as macroeconomics continue to be uncertain? 

Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” called “Tech Talk” where we focus on public markets and take a deeper look into certain technology names. What are the markets not pricing into these stocks, and where investors can find some near to mid-term opportunity in the space?

]]> 946 Golden Age for Credit Markets? Investors all across the board continue to say that this may be the golden age of credit. But is this really true? You have optimism formed around potential rate cuts; you have credit trading at very bullish levels, very tight bond spreads, and overall strong corporate performance and bond demand. But with plenty of credit headwinds which we’ll discuss later in the show, are investors getting enough value from this asset class relative to the risk?  Thu, 11 Apr 2024 11:26:32 -0000 full Evergreen Podcasts Featuring: Robert Nahigian Investors all across the board continue to say that this may be the golden age of credit. But is this really true? You have optimism formed around potential rate cuts; you have credit trading at very bullish levels, very tight bond spreads, and overall strong corporate performance and bond demand. But with plenty of credit headwinds which we’ll discuss later in the show, are investors getting enough value from this asset class relative to the risk?  Investors all across the board continue to say that this may be the golden age of credit. But is this really true? You have optimism formed around potential rate cuts; you have credit trading at very bullish levels, very tight bond spreads, and overall strong corporate performance and bond demand. But with plenty of credit headwinds which we’ll discuss later in the show, are investors getting enough value from this asset class relative to the risk? 

]]> 800 Transaction Talk: Capital One and Discover Today we sit down to discuss the recently announced agreement for Capital One to acquire Discover. We’ll look at the ramifications of the deal in the financial and credit sectors, how the trade commissions are looking at it, along with our own opinion on the deal. Wed, 20 Mar 2024 09:00:00 -0000 full Evergreen Podcasts Featuring: Mickey Fanella Today we sit down to discuss the recently announced agreement for Capital One to acquire Discover. We’ll look at the ramifications of the deal in the financial and credit sectors, how the trade commissions are looking at it, along with our own opinion on the deal. Today we sit down to discuss the recently announced agreement for Capital One to acquire Discover. We’ll look at the ramifications of the deal in the financial and credit sectors, how the trade commissions are looking at it, along with our own opinion on the deal.

]]> 518 Opportunities in US Tech Equities Where are the opportunities in US tech equities in 2024? What are some of the dynamics that have shaped subsectors in tech like networking equipment, chip manufacturing, hardware, and cloud infrastructure and how are those dynamics changing this year? With macro uncertainty still remaining and valuations already inflated, where should investors be looking in this sector for opportunity? Mon, 11 Mar 2024 09:00:00 -0000 full Evergreen Podcasts Featuring: Robert Nahigian Where are the opportunities in US tech equities in 2024? What are some of the dynamics that have shaped subsectors in tech like networking equipment, chip manufacturing, hardware, and cloud infrastructure and how are those dynamics changing this year? With macro uncertainty still remaining and valuations already inflated, where should investors be looking in this sector for opportunity? Where are the opportunities in US tech equities in 2024? What are some of the dynamics that have shaped subsectors in tech like networking equipment, chip manufacturing, hardware, and cloud infrastructure and how are those dynamics changing this year? With macro uncertainty still remaining and valuations already inflated, where should investors be looking in this sector for opportunity?

]]> 867 Decoding Blockchain & Cryptocurrency How has the emergence of cryptocurrency and blockchain already been shaping the financial system? What are the actual fundamentals behind cryptocurrency and what is in store for the future of the asset class and the world of finance as a whole? In this episode, we’re joined by a very special guest, Solomia Semenyuk. Solo is an analyst in the digital assets group at a top bank on Wall Street, one that is among the pioneers of this new space. Mon, 04 Mar 2024 09:00:00 -0000 full Evergreen Podcasts Featuring: Solomia Semenyuk How has the emergence of cryptocurrency and blockchain already been shaping the financial system? What are the actual fundamentals behind cryptocurrency and what is in store for the future of the asset class and the world of finance as a whole? In this episode, we’re joined by a very special guest, Solomia Semenyuk. Solo is an analyst in the digital assets group at a top bank on Wall Street, one that is among the pioneers of this new space. How has the emergence of cryptocurrency and blockchain already been shaping the financial system? What are the actual fundamentals behind cryptocurrency and what is in store for the future of the asset class and the world of finance as a whole? In this episode, we’re joined by a very special guest, Solomia Semenyuk. Solo is an analyst in the digital assets group at a top bank on Wall Street, one that is among the pioneers of this new space.

]]> 1839 Real Estate: Mapping Out The 2024 Narrative With what appears to be a gradual build-up of unhealthy indicators within the commercial real estate space, is a rebound in the asset class possible in 2024? Does the beginning of Fed interest rate cuts noticeably improve commercial real estate this year? Where are the opportunities and what types of investors are positioned best to find those returns? Mon, 19 Feb 2024 14:10:14 -0000 full Evergreen Podcasts Featuring: Robert Nahigian With what appears to be a gradual build-up of unhealthy indicators within the commercial real estate space, is a rebound in the asset class possible in 2024? Does the beginning of Fed interest rate cuts noticeably improve commercial real estate this year? Where are the opportunities and what types of investors are positioned best to find those returns? With what appears to be a gradual build-up of unhealthy indicators within the commercial real estate space, is a rebound in the asset class possible in 2024? Does the beginning of Fed interest rate cuts noticeably improve commercial real estate this year? Where are the opportunities and what types of investors are positioned best to find those returns?

]]> 642 Macro Monitor: Gaining Strength In this episode, we discuss our perspectives around macroeconomics and how a few central themes continue to shape the global markets across a variety of asset classes including equities, fixed income, commodities, and alternative investments. With so much controversy around the outlook for these asset classes, what can investors expect throughout the remainder of the year? Tue, 13 Feb 2024 10:00:00 -0000 full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella In this episode, we discuss our perspectives around macroeconomics and how a few central themes continue to shape the global markets across a variety of asset classes including equities, fixed income, commodities, and alternative investments. With so much controversy around the outlook for these asset classes, what can investors expect throughout the remainder of the year? In this episode, we discuss our perspectives around macroeconomics and how a few central themes continue to shape the global markets across a variety of asset classes including equities, fixed income, commodities, and alternative investments. With so much controversy around the outlook for these asset classes, what can investors expect throughout the remainder of the year?



]]> 1036 Transaction Talk: Independent Oil Players and the State of LNG Exports Welcome to another episode of Inside The Street’s "Transaction Talk" where we discuss the rationale, valuation, and shareholder value creation behind a recent M&A deal. Our dialogue today is focused on Chesapeake Energy’s pending acquisition of Southwest Energy. We’ll be looking specifically at what’s next for liquid natural gas, the importance of legislation in the industry, and what the acquisition will mean for shareholders. Mon, 05 Feb 2024 10:00:00 -0000 full Evergreen Podcasts Featuring: Mickey Fanella Welcome to another episode of Inside The Street’s "Transaction Talk" where we discuss the rationale, valuation, and shareholder value creation behind a recent M&A deal. Our dialogue today is focused on Chesapeake Energy’s pending acquisition of Southwest Energy. We’ll be looking specifically at what’s next for liquid natural gas, the importance of legislation in the industry, and what the acquisition will mean for shareholders. Welcome to another episode of Inside The Street’s "Transaction Talk" where we discuss the rationale, valuation, and shareholder value creation behind a recent M&A deal. Our dialogue today is focused on Chesapeake Energy’s pending acquisition of Southwest Energy. We’ll be looking specifically at what’s next for liquid natural gas, the importance of legislation in the industry, and what the acquisition will mean for shareholders.


]]> 610 no 2024 US Equity Strategy After an incredible 25% gain for US Equities in 2023, despite the highly volatile macroeconomic conditions, what should investors expect heading into 2024? What are the dynamics behind equity valuations in the US public markets? Is there still money to be made? How will continued economic uncertainty around geopolitics and inflation shape the asset class in 2024? Mon, 29 Jan 2024 10:00:00 -0000 full Evergreen Podcasts Featuring: Xi Liu, Ph.D., CFA After an incredible 25% gain for US Equities in 2023, despite the highly volatile macroeconomic conditions, what should investors expect heading into 2024? What are the dynamics behind equity valuations in the US public markets? Is there still money to be made? How will continued economic uncertainty around geopolitics and inflation shape the asset class in 2024? After an incredible 25% gain for US Equities in 2023, despite the highly volatile macroeconomic conditions, what should investors expect heading into 2024? What are the dynamics behind equity valuations in the US public markets? Is there still money to be made? How will continued economic uncertainty around geopolitics and inflation shape the asset class in 2024?

]]> 1280 no Automakers Say Slowing Demand; We Say Overreaction Going beyond the headline, rental car company Hertz has announced the sale of one third of their electrical vehicle fleet, the current state of automotives and electrical vehicles, as well as their dependence on the consumer.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Wed, 17 Jan 2024 09:00:00 -0000 Automakers Say Slowing Demand; We Say Overreaction full Evergreen Podcasts Featuring: Mickey Fanella Going beyond the headline, rental car company Hertz has announced the sale of one third of their electrical vehicle fleet, the current state of automotives and electrical vehicles, as well as their dependence on the consumer.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Going beyond the headline, rental car company Hertz has announced the sale of one third of their electrical vehicle fleet, the current state of automotives and electrical vehicles, as well as their dependence on the consumer. 

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]]> 639 no Beyond Borders: Geopolitics and Oil Amid numerous factors contributing to volatility in the global markets, geopolitical tensions have been a focal point. We’ve seen geopolitical tensions historically, so what’s different today? What are the impacts on US/China tensions on US Markets? What are the connections between geopolitics and inflation? And what can investors expect in 2024?  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Fri, 12 Jan 2024 09:00:00 -0000 Beyond Borders: Geopolitics and Oil full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella Amid numerous factors contributing to volatility in the global markets, geopolitical tensions have been a focal point. We’ve seen geopolitical tensions historically, so what’s different today? What are the impacts on US/China tensions on US Markets? What are the connections between geopolitics and inflation? And what can investors expect in 2024?  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Amid numerous factors contributing to volatility in the global markets, geopolitical tensions have been a focal point. We’ve seen geopolitical tensions historically, so what’s different today? What are the impacts on US/China tensions on US Markets? What are the connections between geopolitics and inflation? And what can investors expect in 2024? 

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]]> 733 no Private Equity 2024 Outlook Welcome to another episode of Le Chiffre’s “Inside the street”, In this episode, we discuss the global state of of private equity along with our outlook for the strategy heading into 2024.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 01 Jan 2024 09:00:00 -0000 Private Equity 2024 Outlook full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella Welcome to another episode of Le Chiffre’s “Inside the street”, In this episode, we discuss the global state of of private equity along with our outlook for the strategy heading into 2024.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Welcome to another episode of Le Chiffre’s “Inside the street”, In this episode, we discuss the global state of of private equity along with our outlook for the strategy heading into 2024. 

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]]> 688 no Beyond The Pitch: Trends Shaping VC in 2024 What are the historical dynamics that have shaped venture capital investing and how are those dynamics evolving into 2024? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Wed, 27 Dec 2023 09:00:00 -0000 Beyond The Pitch: Trends Shaping VC in 2024 full Evergreen Podcasts Featuring: Mickey Fanella What are the historical dynamics that have shaped venture capital investing and how are those dynamics evolving into 2024? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ What are the historical dynamics that have shaped venture capital investing and how are those dynamics evolving into 2024?

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]]> 494 no One More Hurdle For Supply Chains Supply chain logistics are on deck today - some recent news has been taking fold and we wanted to cover the current state of global supply chains, along with our outlook heading into 2024.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Thu, 21 Dec 2023 08:00:00 -0000 One More Hurdle For Supply Chains full Evergreen Podcasts Featuring: Mickey Fanella Supply chain logistics are on deck today - some recent news has been taking fold and we wanted to cover the current state of global supply chains, along with our outlook heading into 2024.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Supply chain logistics are on deck today - some recent news has been taking fold and we wanted to cover the current state of global supply chains, along with our outlook heading into 2024. 

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]]> 578 no Distressed Debt and Private Markets Outlook How do investors turn financial turmoil into profitable opportunities? What is the theory behind distressed debt investing and how has the current state of the markets created paths for distressed debt investors? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Tue, 19 Dec 2023 10:00:00 -0000 Distressed Debt and Private Markets Outlook full Evergreen Podcasts Featuring: Robert Nahigian How do investors turn financial turmoil into profitable opportunities? What is the theory behind distressed debt investing and how has the current state of the markets created paths for distressed debt investors? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How do investors turn financial turmoil into profitable opportunities? What is the theory behind distressed debt investing and how has the current state of the markets created paths for distressed debt investors?


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]]> 745 no Transaction Talk: Six Flags and Cedar Fair Welcome to another episode of our transaction talk series here at Le Chiffré’s “Inside The Street,” where we will take a monthly deep dive into an M&A transaction. Today we’ll be discussing the recently announced deal between Cedar Fair and Six Flags. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 11 Dec 2023 10:00:00 -0000 Transaction Talk: Six Flags and Cedar Fair full Evergreen Podcasts Featuring: Mickey Fanella Welcome to another episode of our transaction talk series here at Le Chiffré’s “Inside The Street,” where we will take a monthly deep dive into an M&A transaction. Today we’ll be discussing the recently announced deal between Cedar Fair and Six Flags. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Welcome to another episode of our transaction talk series here at Le Chiffré’s “Inside The Street,” where we will take a monthly deep dive into an M&A transaction. Today we’ll be discussing the recently announced deal between Cedar Fair and Six Flags.

Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 396 no Recession Indicators: What's Different Today? Why have the traditional recessionary indicators not been reliable in today’s economic environment? Why does the consensus on the timing and probability of a recession differ so significantly? Have these indicators officially lost their potency after this cycle? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 27 Nov 2023 10:00:00 -0000 Recession Indicators: What's Different Today? full Evergreen Podcasts Featuring: Robert Nahigian Why have the traditional recessionary indicators not been reliable in today’s economic environment? Why does the consensus on the timing and probability of a recession differ so significantly? Have these indicators officially lost their potency after this cycle? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Why have the traditional recessionary indicators not been reliable in today’s economic environment? Why does the consensus on the timing and probability of a recession differ so significantly? Have these indicators officially lost their potency after this cycle?


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]]> 546 no Mergers & Acquisitions: What's Next? How has the global M&A landscape evolved over the past year and half? What’s the landscape looking like today and how will the near-term macro conditions shape mergers and acquisitions going into 2024? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Tue, 14 Nov 2023 10:00:00 -0000 Mergers & Acquisitions: What's Next? full Evergreen Podcasts Featuring: Robert Nahigian How has the global M&A landscape evolved over the past year and half? What’s the landscape looking like today and how will the near-term macro conditions shape mergers and acquisitions going into 2024? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How has the global M&A landscape evolved over the past year and half? What’s the landscape looking like today and how will the near-term macro conditions shape mergers and acquisitions going into 2024?


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Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 552 no True Value in the Cybersecurity Sector With big tech’s rally coming to an end, are there still plays in tech stocks throughout what’s likely to be a recession?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 02 Oct 2023 03:00:00 -0000 True Value in the Cybersecurity Sector full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella With big tech’s rally coming to an end, are there still plays in tech stocks throughout what’s likely to be a recession?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ With big tech’s rally coming to an end, are there still plays in tech stocks throughout what’s likely to be a recession? 

Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 549 no Transaction Talk: Thoma Bravo and NextGen Healthcare How have private credit lenders emerged as a leader in the capital markets and is their growth sustainable? What is the current state of financing for Private Equity Transactions? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 18 Sep 2023 09:00:00 -0000 Transaction Talk: Thoma Bravo and NextGen Healthcare full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella How have private credit lenders emerged as a leader in the capital markets and is their growth sustainable? What is the current state of financing for Private Equity Transactions? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How have private credit lenders emerged as a leader in the capital markets and is their growth sustainable? What is the current state of financing for Private Equity Transactions?

Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 

We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 489 no Tupperware Brands Restructuring How do restructurings of debt affect shareholder value? How can a household brand name find itself in financial distress?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 14 Aug 2023 17:00:00 -0000 Tupperware Brands Restructuring full Evergreen Podcasts Featuring: Mickey Fanella How do restructurings of debt affect shareholder value? How can a household brand name find itself in financial distress?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How do restructurings of debt affect shareholder value? How can a household brand name find itself in financial distress? 

Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 

We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.

Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 477 no Transaction Talk: L3Harris and Aerojet Rocketdyne Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” titled “Transaction Talk,” where we will take a monthly deep dive into an M&A transaction. Today we are discussing the recently closed deal between L3Harris Technologies and Aerojet Rocketdyne.  As always, we want to keep this as engaging as possible. If you have any questions, feedback, or a topic you’d like us to cover, feel free to email us at lechiffrepartners@gmail.com. We’d love to hear from you. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Wed, 02 Aug 2023 00:00:00 -0000 Transaction Talk: L3Harris and Aerojet Rocketdyne full Evergreen Podcasts Featuring: Mickey Fanella Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” titled “Transaction Talk,” where we will take a monthly deep dive into an M&A transaction. Today we are discussing the recently closed deal between L3Harris Technologies and Aerojet Rocketdyne.  As always, we want to keep this as engaging as possible. If you have any questions, feedback, or a topic you’d like us to cover, feel free to email us at lechiffrepartners@gmail.com. We’d love to hear from you. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Welcome to the very first episode of a new series here at Le Chiffré’s “Inside The Street,” titled “Transaction Talk,” where we will take a monthly deep dive into an M&A transaction. Today we are discussing the recently closed deal between L3Harris Technologies and Aerojet Rocketdyne. 

As always, we want to keep this as engaging as possible. If you have any questions, feedback, or a topic you’d like us to cover, feel free to email us at lechiffrepartners@gmail.com. We’d love to hear from you.

Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 491 no CAVA IPO: Food for Thought CAVA’s successful IPO sent a shockwave throughout the equity capital markets. Despite this success, the question is, what signals did this performance send to the broader markets and how has the sentiment evolved since? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 17 Jul 2023 09:00:00 -0000 CAVA IPO: Food for Thought full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella CAVA’s successful IPO sent a shockwave throughout the equity capital markets. Despite this success, the question is, what signals did this performance send to the broader markets and how has the sentiment evolved since? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ CAVA’s successful IPO sent a shockwave throughout the equity capital markets. Despite this success, the question is, what signals did this performance send to the broader markets and how has the sentiment evolved since?

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]]> 630 no What's Ahead for U.S. Markets? With continued mixed signals from the markets halfway into 2023, what’s next for the US markets? And what are some of the key things to look for after the Fed halted its long series of rate hikes, heading into a less uncertain time? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Wed, 05 Jul 2023 10:00:00 -0000 What's Ahead for U.S. Markets? full Evergreen Podcasts Featuring: Robert Nahigian With continued mixed signals from the markets halfway into 2023, what’s next for the US markets? And what are some of the key things to look for after the Fed halted its long series of rate hikes, heading into a less uncertain time? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ With continued mixed signals from the markets halfway into 2023, what’s next for the US markets? And what are some of the key things to look for after the Fed halted its long series of rate hikes, heading into a less uncertain time?

Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 483 no Investing Psychology: A look at FX and Supply Chains When we see a major headline or a new economic release, how can we really build a strong prediction as to how investor psychology will interpret that headline, and in turn, sway the financial markets? How can we really dissect the mainstream news all the way down to the inner workings of the markets?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 26 Jun 2023 10:00:00 -0000 Investing Psychology: A look at FX and Supply Chains full Evergreen Podcasts Featuring: Mickey Fanella When we see a major headline or a new economic release, how can we really build a strong prediction as to how investor psychology will interpret that headline, and in turn, sway the financial markets? How can we really dissect the mainstream news all the way down to the inner workings of the markets?  Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ When we see a major headline or a new economic release, how can we really build a strong prediction as to how investor psychology will interpret that headline, and in turn, sway the financial markets? How can we really dissect the mainstream news all the way down to the inner workings of the markets? 


Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 

We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 723 no Understanding the Clean Energy Transition How is renewable energy shaping the global markets? How far has the industry come? And what factors are present in today’s macro climate that will amplify value in the coming future? As opposed to reiterating the major headlines and summarizing the state of the economy, we take a much deeper dive into the mechanics behind market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Thu, 22 Jun 2023 10:00:00 -0000 Understanding the Clean Energy Transition full Evergreen Podcasts Featuring: Oscar Arenas How is renewable energy shaping the global markets? How far has the industry come? And what factors are present in today’s macro climate that will amplify value in the coming future? As opposed to reiterating the major headlines and summarizing the state of the economy, we take a much deeper dive into the mechanics behind market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How is renewable energy shaping the global markets? How far has the industry come? And what factors are present in today’s macro climate that will amplify value in the coming future?

As opposed to reiterating the major headlines and summarizing the state of the economy, we take a much deeper dive into the mechanics behind market behavior and performance. 

We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 528 no The Rise of Alternative Investments How have certain investors consistently outperformed the market over the past decade by leveraging alternative investments?? How have these strategies evolved over time and how are they evolving in the near future? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Sat, 17 Jun 2023 10:00:00 -0000 The Rise of Alternative Investments full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella How have certain investors consistently outperformed the market over the past decade by leveraging alternative investments?? How have these strategies evolved over time and how are they evolving in the near future? Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance.  We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How have certain investors consistently outperformed the market over the past decade by leveraging alternative investments?? How have these strategies evolved over time and how are they evolving in the near future?


Welcome to Le Chiffré’s “Inside The Street.” where instead of reiterating big headlines and summarizing the state of the markets, we take a much deeper dive into the mechanics and details that drive market behavior and performance. 

We believe that this podcast truly equips our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 672 no Hidden Value in Space Exploration How is space exploration evolving and how will the privatization of space exploration affect near-term growth in the industry? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Mon, 12 Jun 2023 10:00:00 -0000 Hidden Value in Space Exploration full Evergreen Podcasts Featuring: Robert Nahigian How is space exploration evolving and how will the privatization of space exploration affect near-term growth in the industry? Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ How is space exploration evolving and how will the privatization of space exploration affect near-term growth in the industry?



Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 482 no What's Next for Artificial Intelligence? After a discouraging performance for the tech sector in 2022, The big question is, is this the beginning of a new growth era for the industry, or is this just another temporary phase in the markets?  Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.  If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Fri, 02 Jun 2023 10:00:00 -0000 What's Next for Artificial Intelligence? full Evergreen Podcasts Featuring Robert Nahigian and Mickey Fanella After a discouraging performance for the tech sector in 2022, The big question is, is this the beginning of a new growth era for the industry, or is this just another temporary phase in the markets?  Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.  If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ After a discouraging performance for the tech sector in 2022, The big question is, is this the beginning of a new growth era for the industry, or is this just another temporary phase in the markets? 


Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. 


If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com

Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

]]> 513 no There's Value Hidden in Every Market The markets know we’re likely headed for a recession. The question is, where can the value be found and how will investors position themselves to generate that value? Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.  If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ Tue, 30 May 2023 10:00:00 -0000 There's Value Hidden in Every Market full Evergreen Podcasts Featuring: Robert Nahigian The markets know we’re likely headed for a recession. The question is, where can the value be found and how will investors position themselves to generate that value? Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions.  If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com Support the show Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/ The markets know we’re likely headed for a recession. The question is, where can the value be found and how will investors position themselves to generate that value?


Instead of reiterating major news headlines and summarizing the current state of the markets, our podcast takes a much deeper dive into the mechanics and details that drive market behavior and performance. We believe that this approach to the discussion will equip our listeners with a firm understanding of the markets that will allow them to formulate much more educated opinions and predictions. 


If you have any questions, feedback, or a topic you’d like to request we discuss, feel free to contact us at lechiffrepartners@gmail.com


Support the show

Linkedin: https://www.linkedin.com/company/le-chiffr%C3%A9-partners-co/

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