พอดคาสท์ Investment Banking ชั้นนำ (2025)

1
IB Journey Update and Networking Thoughts 9:35

1d ago9:35

9:35

Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you! Contact: investmentbankinginsights@gmail.comโดย Alex Mason

1
Episode 334: Understanding the Interview Process - Part 1 13:21

1d ago13:21

13:21

In this episode, we break down the key steps of the interview process and how to prepare effectively. From submitting your application to handling final-round interviews, we’ll cover what to expect and how to make a great impression. We’ll also share essential pre-interview tips. Whether you're preparing for a virtual screening or an in-person inte…

1
Episode 333: Common Technical Interview Mistakes 9:54

4d ago9:54

9:54

In this episode, we explore common pitfalls candidates fall into during investment banking interviews. We discuss the importance of addressing questions in the right sequence, especially when it comes to the three financial statements and the need to ask for missing information to provide the most accurate and thorough answers. Tune in to learn how…

1
AI's Impact on Investment Banking 10:59

9d ago10:59

10:59

AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don't think we'll be out of a job, I strongly believe the nature of our work as advisors is changing, and we'll be expected to do much more, as sophisticated tools allow us to expand our productiv…

1
Episode 332: How Leonardo Went From Being a Community College Transfer to a Bulge Bracket Banker 34:22

14d ago34:22

34:22

Our student Leonardo came to us as a community college transfer without any finance experience. With so much information out there, he was unsure about joining our program initially but eventually decided to take the plunge.After joining, we quickly worked on building his resume, finding him relevant experience, and teaching him how to leverage his…

1
Episode 331: Understanding the Interview Process - Part 2 16:00

16d ago16:00

16:00

In this episode, we focus on the key skills needed to communicate effectively and make a strong impression during your interviews. We’ll cover the importance of body language, active listening, and how to talk about your experiences. Learn how to craft concise and compelling answers while highlighting your strongest traits. Tune in for practical st…

1
Recruiting Trends and Strategies with Jason Lum 24:55

16d ago24:55

24:55

It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target school). We discuss what's going on in the market right now and specific actions you can take to make progress toward success! Looking for one-on-one help with the recruiting process? Ja…

1
Episode 330: Calculating LBO FCF's and Debt Repayments 10:22

18d ago10:22

10:22

In this episode, we break down how Free Cash Flow is calculated in an LBO and why it matters for debt repayment. We discuss the key components of FCF, the difference between levered and unlevered FCF, and how companies prioritize different types of debt repayments. Tune in for a practical framework to understand cash flows in LBO transactions.Want …

1
Episode 329: How Jacqueline Secured a Bulge Bracket Offer as an International Student in Just 2 Months While Having a Crazy Schedule 25:41

19d ago25:41

25:41

Our student Jacqueline came to us as an international student from Hong Kong. Being in her school's business program, she wanted a competitive edge over the competition in her class. While balancing a crazy schedule with her business fraternity's pledging process and school work, she focused on dedicating any remaining free time to recruiting. Hear…

1
M&A Accretion Example (Capital One and Discover) 17:56

21d ago17:56

17:56

Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Excel. Contact: investmentbankinginsights@gmail.com

1
Episode 328: Tricks for Calculating and Increasing IRR 11:43

23d ago11:43

11:43

In this episode, we break down key strategies and mental shortcuts for calculating the IRR—essential for interviews. We’ll discuss how optimizing leverage, improving operational efficiency, and managing cash flows can help enhance overall returns.Want help securing an offer from a top tier firm on Wall Street?Apply here: wallstmastermind.com/applyu…

1
Episode 327:How Li Leveraged His Legal Background to Secure Multiple Restructuring Offers 26:43

29d ago26:43

26:43

Our student Li came to us with mostly legal experience but had grown interested in restructuring. Without having much guidance, he knew he needed help in his recruiting process if he wanted any chance at breaking into investment banking. After joining WSMM, we helped him master the unique technicals asked by restructuring groups while leveraging hi…

1
Capital One Acquires Discover Financial (Deal Pitch) 13:15

30d ago13:15

13:15

Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale. Contact: investmentbankinginsights@gmail.comโดย Alex Mason

1
Episode 326: Additional Behavioral Questions and Brainteasers 9:38

1M ago9:38

9:38

In this episode, we focus on tackling additional behavioral interview questions, including those about leadership qualities, your favorite book, and what you do for fun. While these may seem simple, they shouldn’t be taken for granted. We also dive into strategies for approaching brainteasers and handling those tricky, least favorite questions with…

1
Episode 325: Calculating IRR 9:33

1M ago9:33

9:33

In this episode, we break down what IRR is and why it’s a critical metric in an LBO model. We explore how it measures the profitability of an investment, why it’s a key benchmark for private equity firms, and what factors influence it. Tune in to get a deeper understanding of its importance in an LBO and follow along as we walk through the steps to…

1
Episode 324: How Bruce Went From Total Non-Target Graduate With No Finance Experience to Real Estate Private Equity 52:51

1M ago52:51

52:51

Our student Bruce came to us as a recent graduate, juggling a full time job during the week and two security shifts on the weekend. He had gone to a non-target school with only 500 students, and had missed any chances of getting internships or relevant experience as an undergrad. Determined to break into investment banking, he joined our program an…

1
Episode 323: Additional Behavioral Questions Practice 11:47

1M ago11:47

11:47

In this episode, we break down how to tackle those less common but equally important behavioral interview questions that often catch candidates off guard. We cover how to craft thoughtful answers to questions like what motivates you, how you approach unexciting tasks, and where you see yourself in five years. Tune in to learn how to navigate these …

1
FINRA Requirements for Investment Bankers 7:48

1M ago7:48

7:48

After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've already been learning. Let's dive into exactly what these tests are so you know how to approach them when …

1
Episode 322: Types of Debt Deeper Dive 13:10

1M ago13:10

13:10

In this episode, we dive deeper into the distinctions between bank debt and high-yield debt. We go through how these financing options differ in terms of maturity, repayment structures, security, and types of covenants. For a further understanding into incurrence vs. maintenance covenants, this episode will breaks it all down. Tune in to gain a cle…

1
Episode 321: How Jesus Became the First Student From His Non-Target School to Get Into Carlyle 39:12

1M ago39:12

39:12

Our student Jesus came to us from a non-target school that sends less than 5 people into investment banking each year. Prior to WSMM, he submitted 50 applications and couldn't get any interviews. After working with us, he secured his first internship within just 1.5 weeks. Hear how he ultimately finished his recruiting process by becoming the first…

1
The State of Investment Banking 2025 9:12

1M ago9:12

9:12

Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are some fast facts and figures about how the IB industry did in 2024...and my thoughts for what's to come this year! Contact: investmentbankinginsights@gmail.com…

1
Episode 320: Questions to Ask the Interviewer 7:16

1M ago7:16

7:16

In this episode, we cover the importance of asking thoughtful questions at the end of an interview, a key way to demonstrate your interest in the firm and connect with your interviewer. We walk through three general types of questions you should keep in mind: questions about the interviewer’s background and experiences, questions seeking their advi…

1
Episode 319: Types of Debt in an LBO 8:44

2M ago8:44

8:44

In this episode, we break down the different types of debt used to finance an LBO deal. We touch on the key differences between bank debt and high-yield debt, including interest rates, repayment terms and covenants. Tune in to understand how these debt options and considerations help structure successful LBOs. Want help securing an offer from a top…

1
Episode 318: How Advik Broke Into Investment Banking as a Non-Target International Student With WSMM After Failing on His Own 48:34

2M ago48:34

48:34

Our student Advik came to us as an international student in his junior year after having already deferred his graduation so that he could recruit again. Coming from a non-target school, he struggled to find much guidance at school and was slowly losing hope in his long-time dream of breaking into investment banking. Hear how our program helped him …

1
Episode 316: Understanding Sources and Uses in an LBO 16:32

2M ago16:32

16:32

In this episode, we break down the critical concept of sources and uses in a Leveraged Buyout (LBO). We discuss key considerations like determining how much debt the deal can sustain, assessing valuation methodologies, and ensuring that sources and uses balance. Tune in to understand how this fundamental framework underpins every successful LBO tra…

1
Episode 315: How Emma Broke Into a Big 5 Canadian Bank With WSMM After Failing on Her Own 34:59

2M ago34:59

34:59

Our student Emma was an MBA student in Canada with experience in investment management. She soon realized she wanted to pursue investment banking, but that Canadian investment banks hired very few people at the MBA level. She tried joining clubs, case competitions, and even took free courses on financial modeling, but still struggled to differentia…

1
Episode 314: Having the Right Mindset for Networking 16:21

2M ago16:21

16:21

In this episode, we explore the essential mindset for networking and why it’s the key to landing a role in investment banking, where 1-3% of applicants make the cut. We discuss when to start networking, how many bankers to connect with, and how to stand out in conversations. We walk through steps on how to build your network effectively, while emph…

1
Episode 313: How Do LBO's Work? 9:24

2M ago9:24

9:24

In this episode, we break down how Leveraged Buyouts (LBOs) work. By comparing LBOs to real estate, we’ll show how both involve leveraging debt to increase the potential upside—but with different risks and nuances. We’ll also discuss key factors that make LBOs successful, like cash flow generation and exit strategies. Tune in for a clearer picture …

1
Episode 312: How Chris Broke Into a Bulge Bracket Bank After Being Referred to WSMM by a Fellow Intern 44:16

2M ago44:16

44:16

Our student Chris started out as a premed student going into college but soon realized he wanted to pursue IB. Going into his second semester of sophomore year, he still struggled to differentiate himself from other candidates. A peer he had interned with recommended that he join WSMM to optimize his recruiting process, and soon he stopped memorizi…

1
Episode 311: How to Read Up and Talk About the Markets 18:23

2M ago18:23

18:23

In this episode, we’ll talk about about how to effectively read and talk about the markets, whether you're keeping up with financial news or diving into the latest trends. We’ll cover how to stay on top of industry trends and major deal flows so you can speak confidently about what’s happening in the markets. Listen in to get the tools you need to …

1
Episode 310: M&A Accretion Dilution Considerations 11:34

2M ago11:34

11:34

In this episode, we dive into the capital considerations businesses face when evaluating cash, debt, and equity as funding sources for deals. We explore the pros and cons of each option and discuss the important concept of accretion vs. dilution—how to analyze whether a deal will enhance or reduce earnings per share. Want help securing an offer fro…

1
Episode 309: How Avi Got 6 Superdays and an Offer Despite Being a Non-Target International Student Who Started Late 52:56

2M ago52:56

52:56

Our student Avi went to a non-target school and only realized he wanted to do banking in the second half of his sophomore year. With no alumni to reach out to and no background in finance, he was lost in the process. After joining WSMM, our program helped him build a support system throughout his recruiting process and taught him how to network wit…

1
Episode 308: Answering the What Are Your Greatest Weaknesses Question 10:31

2M ago10:31

10:31

Talking about your greatest weaknesses in an interview can feel like walking a tightrope—you don’t want to raise red flags, but you also don’t want to come across as inauthentic. In this episode, we’ll uncover how to navigate this tricky question with confidence. Tune in to hear how you should frame your response to leave a positive impression. Wan…

1
Evaluating Multiple Offers 11:54

2M ago11:54

11:54

When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer! But what if you have multiple IB offers to choose from? It's an amazing position to be in, for sure, so how do you decide? We talk about this scenario today on Investment Banking Insights. Contact: investmentbankin…

1
Episode 307: Why Do Mergers Happen 18:11

2M ago18:11

18:11

Why do mergers happen, and how do companies decide how to pay for them? In this episode, we’ll explore the strategic reasons behind mergers and dive into the key factors companies consider when structuring a deal. Learn how businesses determine whether cash, debt, or equity is the best payment method.Want help securing an offer from a top tier firm…

1
Episode 306: How Ryan Secured a Bulge Bracket Offer Despite Starting Late 55:39

3M ago55:39

55:39

Our student Ryan came to us his second semester of sophomore year. Some firms had already closed applications and the time was ticking. With some of his friends getting offers, he began doubting himself. After reaching out to an upperclassman that had gone through WSMM, he decided to join and began building back his confidence. Hear how after hundr…

1
Episode 305: Answering the What Are Your Greatest Strengths Question 18:22

3M ago18:22

18:22

"What are your greatest strengths?" might seem straightforward, but simply listing qualities won't set you apart. To truly impress, you need to show—not just tell—how you've demonstrated these strengths through real experiences and challenges. In this episode, we’ll break down the best strategies to craft a compelling and memorable response that hi…

1
Episode 304: Weighted Average Cost of Capital Explained 13:17

3M ago13:17

13:17

Understanding the Weighted Average Cost of Capital (WACC) is one of the most common interview questions. In this episode, we’ll break it all down—from the components of the formula to how it’s calculated. You’ll learn how to combine the cost of equity, cost of debt, and capital structure to determine the rate a company should use in a DCF model.Wan…

1
How To Know When To Quit Recruiting 14:30

3M ago14:30

14:30

How To Know When To Quit Recruiting Contact: investmentbankinginsights@gmail.comโดย Alex Mason

1
Episode 303: How Michael Invested in Himself and Went From First Generation College Student to Bulge Bracket Banker 39:50

3M ago39:50

39:50

Our student Michael was a first generation student at a non-target school in his sophomore year. He had already done a private wealth management internship, but didn’t know anything about the investment banking recruiting timeline or process. Not knowing how to network or prepare, he decided to invest his own money towards the program. Our team hel…

1
Episode 302: Answering Situational Questions 13:44

3M ago13:44

13:44

Many students underestimate the importance of preparing for behavioral and situational questions, but these are often the most critical part of your interview. They can make or break your chances of landing an offer. In this episode, we’ll break down key strategies to help you effectively prepare and ace this part of your interview. Don’t miss out …

1
Episode 301: Valuation Methodologies - Understanding Transaction Comps 16:46

3M ago16:46

16:46

One essential valuation methodology you need to understand for interviews is transaction comps. But how do transaction comps differ from trading comps? What is the control premium, and how does it affect a company’s valuation? In this episode, we break it all down, explaining these concepts and helping you master transaction comps for your next int…

1
3 Fatal Mistakes When Answering Interview Questions 12:37

3M ago12:37

12:37

There are a number of ways to prepare for investment banking interviews...and there are ways to not prepare. I've experienced some of these mistakes myself and want to share the lessons I've learned with you in today's episode. The content of what you share is important, but the way you deliver your message is equally important. Contact: investment…

1
Episode 300: How Louisa Used WSMM to Make the Jump From Middle Market to Bulge Bracket Bank for Full Time Recruiting 36:17

3M ago36:17

36:17

Our student Louisa came to us her junior year looking for help with full time recruiting. She had just recruited for junior summer internships on her own, but was only able to get into a middle market bank. After hearing her peers recommend WSMM, she decided to reach out. Soon our coaches were helping her work on her behaviorals and navigate the ne…

1
Episode 299: Walking Through Your Resume Experiences 13:49

3M ago13:49

13:49

In this episode, we dive into the key to acing interviews: how to effectively talk through your resume. Your interviewer will likely ask about your experiences to get to know you better and gauge your skills. While this may seem straightforward, the trick is in how you structure your responses. We’ll share tips on how to provide detailed answers th…

1
Episode 298: What Are Trading Comps and How Do You Pick Them Out? 16:40

3M ago16:40

16:40

In this episode, we’re breaking down one of the core valuation methods you’ll need to master for interviews: trading comps. How do you identify comparable peers? What’s the best way to compare companies across different sectors? And how many should you include in your analysis? We’ll answer all these questions and give you the insights you need to …

1
Episode 297: How Valeria Got a Bulge Bracket Offer Despite Recruiting as a Non-Target Senior 57:54

3M ago57:54

57:54

Our student Valeria grew up with a single parent, and had to work full-time as a bank teller in college to support her family financially. During senior year, she decided to invest the majority of her savings into WSMM to break into investment banking. Within 3 months of joining the program, she secured a full-time offer from a bulge bracket bank. …

1
Episode 296: How to Answer "Why This Bank?" 12:08

3M ago12:08

12:08

Crafting a strong "Why this Bank?" answer is crucial as it is one of the most important guaranteed interviewed questions you'll get. Learn how to leverage your networking and research to show genuine interest in the firm. Don’t miss these tips to help you nail one of the most important interview questions.Want help securing an offer from a top tier…

1
Jon Paris - Career Evolution in Banking and Career Advice From My Talent Director at Lincoln International 53:43

3M ago53:43

53:43

Today I have the pleasure of sharing a conversation with someone who not only rose the ranks of investment banking to become a Director, but is also someone who runs recruiting at the largest privately held investment bank in the world, Lincoln International. Oh and...he's also the person who hired me at Lincoln! Jon Paris shares his story with us,…

1
Episode 295: Understanding Equity Value vs. Enterprise Value 14:12

3M ago14:12

14:12

Equity value and enterprise value are two essential terms that you will need to master—especially for technical interviews. In this episode, we break down exactly how to find a public company's equity value, calculate net debt, and understand these core concepts inside and out. Get the insights you need to feel confident and prepared for any interv…

พอดคาสต์ที่ควรค่าแก่การฟัง

Investment Banking พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

คู่มืออ้างอิงด่วน