Breaking Down Paramount’s $108bn Hostile Bid for Warner Brothers скачать в хорошем качестве

Breaking Down Paramount’s $108bn Hostile Bid for Warner Brothers

How does a tiny $29bn company (Paramount) offer $108bn to buy Warner Brothers? And how do they outbid Netflix, a $450bn company!! We unpack the Warner Brothers Discover bidding war from what the media is constantly getting wrong -- including missing the non apples to apples bids from PSKY and NFLX -- as well as why Paramount’s bid looks nothing like traditional M&A and is basically a straight-up LBO. They also break down the question everyone’s up in arms about: who is in control when this deal goes through. Then Jen shifts gears into the Fed…and why the headlines are missing what actually matters. Yes, there was a 25bp rate cut — but the bigger story is the Fed’s new plan to support funding markets through reserve management purchases (RMPs) and short-dated Treasury buying. Jen translates the Fed’s most painfully dry policy language into plain English, explains what “ample reserves” really means, and walks through why the Fed is stepping in now — with historical parallels to 2019’s repo market stress and the post-2008 era of balance-sheet whiplash. The takeaway: this isn’t a red-alert crisis moment, but it is a meaningful shift in liquidity support… and it sets up some very interesting asymmetry heading into 2026. Finally, they end with a practical PSA that could save high earners real money: a tax change coming in 2026 (and why there’s urgency before year-end) makes donor-advised funds newly relevant if you give to charity consistently. They explain how “bunching” donations can potentially maximize deductibility — and how donating appreciated stock can help you avoid capital gains taxes while still supporting the causes you care about. Not tax advice (seriously: ask your CPA), but if you’re philanthropic and market-savvy, this is one of those “tiny line in a bill, huge impact” moments you don’t want to miss. Want to get an intense education in the world of corporate finance typically reserved for investment bankers and private equity professionals? Learn more about our 25 hour self paced course here! https://thewallstreetskinny.com/inves... 0-21:30: PSKY / WBD Deal breakdown 21:30-51:08 The Fed Breakdown 51:08-56:27: Donor Approved Funds for Charity