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10 episodes
What's The Big Deal?
by Wall Street Prep · English
Get the view from the inside. Every week, Graham Smith (ex-Ares) and Deborah Taylor (ex-Barclays) take a look at Wall Street’s headline-grabbing deals. From mega-mergers and hostile takeovers to complex private credit transactions, they break down the why, the how, and the who behind the numbers.
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Investment Banking Valuation Methods Explained (Valuing Apple with Claude)
Investment banking “football field” valuation methods, using an AI-generated example valuing Apple.
1 Oct 2026 · 35m · 14 chaptersDid Claude Just Replace the Equity Research Analyst?
The episode dissects an AI-generated equity research initiation note on Chipotle, debating whether AI tools like Claude could replace equity research analysts and explaining how sell-side reports are…
24 Sep 2026 · 34m · 14 chaptersCan Anthropic's Claude Build Its Own $2 Trillion IPO Roadshow Deck?
The “What’s the Big Deal?” episode analyzes Anthropic’s rumored $2T IPO roadshow deck, using AI-generated draft slide decks (Anthropic vs ChatGPT/Astra) as examples.
17 Sep 2026 · 39m · 17 chaptersDid AI Just Replace the Private Credit Analyst? (GPT-6 vs Fable 5.1)
The hosts test whether new AI models can write a private credit memo for a specific troubled U.S. private hospital deal, comparing Astra (GPT-6 “Astra”) vs Fable 5.1 (Anthropic).
10 Sep 2026 · 25m · 10 chaptersAI for Private Equity: Using Claude to Analyze Deals Like a Pro
Using Claude (AI) to generate a private equity investment committee (IC) memo and indicative LBO model from a confidential information memorandum (SIM/IM), then stress-testing it for a standalone…
3 Sep 2026 · 50m · 20 chaptersCan Claude's AI Agents Build a Better M&A Model than Investment Bankers?
The “What’s the Big Deal?” hosts build and audit a short-form M&A merger model for the proposed Union Pacific + Norfolk Southern mega-merger (announced last year; under Surface Transportation Board…
27 Aug 2026 · 24m · 15 chaptersInvesting With Claude AI: Screening the S&P 500 to Find Undervalued Stocks
The episode explains how to use Claude AI to build an automated stock screener for the S&P 500, combining “value” and “momentum” factors to find potentially undervalued stocks and reduce “value trap”…
20 Aug 2026 · 31m · 15 chaptersHow to Build INSANE Stock Research Dashboards with Claude
The episode of “What’s the Big Deal?” follows up on SpaceX’s first quarterly results as a public company and demonstrates how to build an “insane” stock-research dashboard using Claude plus publicly…
13 Aug 2026 · 27m · 12 chaptersCan Claude Build an Investment-Banking Grade 3-Statement Model in Excel?
The hosts test whether Claude can build an investment-banking-quality 5-year, three-statement (income statement, balance sheet, cash flow) Excel model for Lululemon, using a carefully written prompt…
6 Aug 2026 · 45m · 20 chaptersClaude for Investment Banking: Building a One-Pager in PowerPoint with AI
Using Claude (via “Fable”) to generate an investment-banking style one-page company overview in PowerPoint, using a provided template, starting with NVIDIA.
30 Jul 2026 · 19m · 8 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy