Inside The Street

By: Evergreen Podcasts
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  • Summary

  • 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.
    © 2024 Inside The Street
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Economics Leadership Personal Finance
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Episodes
  • Transaction Talk: Big Tech Makes Big Bets on AI

    Transaction Talk: Big Tech Makes Big Bets on AI
    May 21 2024
    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.
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    14 mins
  • Tech Talk: Adobe and Cloudflare

    Tech Talk: Adobe and Cloudflare
    May 7 2024
    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?
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    14 mins
  • Golden Age for Credit Markets?

    Golden Age for Credit Markets?
    Apr 11 2024
    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?
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    12 mins

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