Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 7 chart positions in 7 markets.
By chart position
- 🇳🇴NO · Investing#523K to 10K
- 🇭🇰HK · Investing#843K to 10K
- 🇵🇱PL · Investing#973K to 10K
- 🇧🇪BE · Investing#142500 to 3K
- 🇳🇿NZ · Investing#162500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
5.5K to 21K🎙 ~2x weekly·4 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
11K to 42K🇳🇴24%🇭🇰24%🇵🇱24%+4 more - Active Followers
Loyal subscribers who consistently listen
4.4K to 17K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Will the $4 Trillion AI IPO Wave Break the Market? SpaceX, OpenAI & Anthropic
Jun 4, 2026
28m 14s
Can Claude Replace Investment Bankers? We Graded the Output.
May 28, 2026
24m 32s
Claude for Finance: Building a Live Merger Model with AI
May 21, 2026
49m 43s
Nvidia Under Pressure: Is the AI Chip Monopoly Finally Cracking?
May 14, 2026
37m 24s
How AI Data Centres Are Funded — And What Happens When the Money Stops
May 7, 2026
27m 13s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/4/26 | Will the $4 Trillion AI IPO Wave Break the Market? SpaceX, OpenAI & Anthropic | Three mega IPOs are heading to market: SpaceX, OpenAI and Anthropic. Between them they could push the largest tech names to nearly half of the S&P 500, at valuations that have drawn obvious comparisons to the dotcom era. In this episode, Debs and Graham debate whether those comparisons hold, and where they break down. They start with the triggers: extreme index concentration, the scale of the valuations being floated, and the structural role of index funds that are obliged to buy these co... | 28m 14s | ||||||
| 5/28/26 | Can Claude Replace Investment Bankers? We Graded the Output. | How good is AI at building a DCF? In this episode, Debs and Graham continue their Claude for Excel series, this time prompting the tool to construct a full discounted cash flow valuation for Lululemon from a single instruction. The goal is to test what AI can and cannot do in real valuation workflows, and what that means for analysts working in equity research, investment banking and M&A. Graham walks through DCF fundamentals from first principles, covering future cash flow pr... | 24m 32s | ||||||
| 5/21/26 | Claude for Finance: Building a Live Merger Model with AI | How good is AI at building investment banking models? In this episode, Debs and Graham put Claude for Excel to the test by prompting it to construct a full merger model from scratch, using GameStop's $56 billion bid for eBay as the live case study, but with the focus squarely on the AI workflow rather than the deal itself. Graham walks through the merger model framework from first principles before opening Claude for Excel and giving it a single instruction: build me a merger model for ... | 49m 43s | ||||||
| 5/14/26 | Nvidia Under Pressure: Is the AI Chip Monopoly Finally Cracking? | Every AI product you use runs on semiconductors. And for the last several years, the narrative has been almost entirely about Nvidia. But Q1 2025 results are painting a more nuanced picture and for the first time, the question of whether Nvidia's dominance is structural or temporary feels like a live debate rather than a hypothetical. In this episode, Debs and Graham go inside the semiconductor industry from first principles, mapping out who does what across the AI chip ecosystem before... | 37m 24s | ||||||
| 5/7/26 | How AI Data Centres Are Funded — And What Happens When the Money Stops | OpenAI has missed a revenue target in the run-up to what is expected to be one of the largest IPOs in history. Sam Altman and the company's CFO have been publicly at odds. And behind all of this sits close to $700 billion of committed CapEx across the major hyperscalers, much of it financed through project finance structures that were built on the assumption of hyper-aggressive AI revenue growth. In this episode, Debs and Graham use the OpenAI revenue miss as a lens to examine how AI in... | 27m 13s | ||||||
| 4/30/26 | Private Equity: Leveraged Buyouts Explained (How to Analyze Deals Like a Pro) | This week Graham and Debs try something different. Rather than dissecting a single deal, they go back to basics with one of the most important concepts in finance — the leveraged buyout — and build up from first principles using two of the biggest real-world examples in the market right now: the $18B acquisition of Hologic and the $55B acquisition of Electronic Arts. Graham walks through the core LBO framework using an accessible house purchase analogy, explaining how leverage turns a 1... | 1h 02m 49s | ||||||
| 4/23/26 | How Goldman Sachs, JPMorgan & Morgan Stanley Make Billions (Explained) | Q1 2026 delivered one of the strongest quarters on record for the major investment banks and in this episode, Debs and Graham break down exactly what drove it. Starting with the headline numbers at Goldman Sachs, JPMorgan and Morgan Stanley - nearly $90 billion in combined revenue, up 12% year on year. They unpack why this quarter was unusual: all three core revenue engines fired simultaneously, something that rarely happens. The conversation moves through each division in turn.&n... | 34m 09s | ||||||
| 4/16/26 | OpenAI vs. Anthropic Explained: Business Models, Valuations & IPO Breakdown | ChatGPT vs. Claude. Consumer vs. enterprise. Own your infrastructure vs. lease it. On the surface, OpenAI and Anthropic look like the same business. Look closer and the differences are significant and they matter enormously for investors. In this episode of WTBD, Debs and Graham go under the hood of the two most talked-about AI companies in the world, breaking down what their business models actually look like, how their revenues compare, what recent fundraising rounds... | 39m 05s | ||||||
| 4/9/26 | Q1 2026: A Record-Breaking M&A Quarter — Inside the Unilever $45BN Deal | Q1 2026 just delivered the most mega-deals in a single quarter, ever! But not every deal in this bumper period is one to celebrate. This week Deborah and Graham break down what's driving the surge in $10BN+ transactions, then go deep on one of the quarter's most talked-about deals: Unilever selling its food business, including Marmite and Hellmann's, to McCormick for $45 billion. On the surface it looks like a bold strategic pivot. But when you crunch the numbers, the picture ... | 28m 00s | ||||||
| 3/26/26 | SpaceX to File for Biggest IPO of All-Time ($1.75 Trillion Valuation) | Elon Musk's SpaceX is reportedly preparing to file its U.S. IPO prospectus as early as this week, targeting a public listing this June. According to new reports from the Information, advisors now predict the company could try to raise a record-breaking $75 billion, far above the $50 billion previously touted. This would more than double the previous $29 billion record set by Saudi Aramco in 2019. To put this figure into perspective, this single listing would surpass the total proceeds rais... | 38m 26s | ||||||
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| 3/19/26 |  Will AI Replace Wall Street Investment Banking Jobs? | Welcome to the fourth episode of the 'What's the Big Deal?' (WTBD) podcast powered by Wall Street Prep. AI is advancing at an exponential pace. Tools like Claude, ChatGPT, CoPilot and Shortcut are fundamentally reshaping workflows and what it means to be an investment banking analyst. But where are we right now? And where are we heading? In this special episode of the podcast Wall Street Prep Founder & CEO Matan Feldman and Graham Smith discuss the current state of play and if analyst job... | 48m 20s | ||||||
| 3/5/26 | The Truth Behind Paramount's $110 Billion Battle for Warner Bros. Discovery (Winners & Losers) | Welcome to the second episode of the 'What's the Big Deal?' (WTBD) podcast powered by Wall Street Prep. In this episode, Wall-Street Experts Deborah Taylor, (former Director at Barclays) and Graham Smith (former Director at Ares) dive deep into Paramount's $110B acquisition of WBD. They discuss why Netflix's $27.75 bid wasn't actually "cheaper" than the Skydance $31 offer once you account for the complex spin-off mechanics of the linear TV business. They explore the "circular" valuat... | 36m 25s | ||||||
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Chart Positions
8 placements across 7 markets.
Chart Positions
8 placements across 7 markets.