• 141. Industry S2E4 | “There Are Some Women”: Forming an Investment Thesis, Comp, Power Plays & More

  • Feb 11 2025
  • Length: 1 hr and 53 mins
  • Podcast

141. Industry S2E4 | “There Are Some Women”: Forming an Investment Thesis, Comp, Power Plays & More

  • Summary

  • Send us a text

    In this jam-packed episode of the Unofficial Companion Podcast to HBO Max's Industry, we dive into Season 2, Episode 4, There Are Some Women. This week, we delve into the nuanced depiction of compensation negotiations, or "comp season," exploring the implications of Harper's bonus reveal and the significance of her $25 million contribution to PeerPoint. What does it mean to be "paid at the upper end of the band"? And why do analysts and associates have their bonuses capped, even when they deliver exceptional results? We also touch on the regulatory requirement of "mandatory two-week vacations" in the trading world, designed to uncover potential fraud—a detail that adds authenticity to the storyline as Eric grapples with his sidelined status.

    We also dissect the fictional telemedicine company FastAid, a thinly veiled reference to the shifting healthcare market dynamics. From the challenges of last-mile care to the implications of Big Tech’s consolidation in the healthcare space, we discuss the real-world parallels of Amazon's acquisition of One Medical and how it reflects larger trends in private equity and telemedicine. The episode further explores the financial strategies of Yasmin's family office, raising questions about liquidity management, diversification, and the role of private equity in reshaping legacy businesses.

    Finally, we examine how power dynamics permeate every facet of the characters' lives—whether it's Eric's struggle for control, DVD’s attempts to outshine Harper, or Gus’s foray into politics. Mentor-mentee relationships become a recurring theme, blurring the lines between personal and professional. We’ll also analyze how these dynamics are often underpinned by issues of wealth, privilege, and ambition. Don’t miss this deep dive into the finance-heavy themes and human drama that make Industry such a compelling watch!

    Check out Public.com at the link http://public.com/wallstreetskinny

    Public.com
    Public.com

    Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

    Our Investment Banking and Private Equity Foundations course is LIVE:

    Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HERE

    Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

    Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk...

    Show more Show less

What listeners say about 141. Industry S2E4 | “There Are Some Women”: Forming an Investment Thesis, Comp, Power Plays & More

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.