The Wall Street Skinny
Where Bloomberg meets Page Six.
Join us -- Kristen and Jen -- two former Morgan Stanley and Lehman Brothers investment bankers who take the most complex deals, market moves, and stories in finance and distill them into what actually matters.
From conversations with the biggest names in investing to deep dives people can’t stop sharing (not to mention the occasional HBO Industry red carpet), this is the show Wall Street is obsessed with.
The Wall Street Skinny
Industry S4E7 "Points of Emphasis" | Hostile Takeovers
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode, we're breaking down Season 4, Episode 7 of Industry, "Points of Emphasis" — and we have a lot of feelings. We walk you through all the major plot developments, from Whitney's attempted escape and his terrifying confrontation with what appears to be his foreign handlers, to Yasmin's ruthless political maneuvering to bring down Lisa Dern and protect herself as Tender collapses around her.
Along the way, we dig into the finance: what a hostile takeover actually is and why Whitney's stock-for-stock bid for PierPoint is more smoke and mirrors than strategy, the real-world Porsche-Volkswagen story that inspired Whitney's synthetic position playbook (and why it still wouldn't be legal today), and why Harper's team is covering their short carefully as the stock craters.
We also get into the emotional core of the episode: Lord Norton's heartbreaking decision to let Henry face the consequences, the long-awaited Harper and Yasmin reconciliation, and what Yasmin's admission that she's "never been necessary" might be setting up for the season finale.
Share your theories and let us know where you think this all ends for our characters!
Shop our Self Paced Courses:
Investment Banking & Private Equity Fundamentals HERE
Fixed Income Sales & Trading HERE
Subscribe to our Substack: https://substack.com/@thewallstreetskinny
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
Pivot
New York Magazine
Mo News
@mosheh / tentwentytwo
The Compound and Friends
The Compound
Masters in Business
Bloomberg
Maintenance Phase
Aubrey Gordon & Michael Hobbes
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Comments by Celebs
Dear Media