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Investment Banking Insights: Daily Summaries Delivered
by Alex Mason
What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession.
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- Jul 15, 202512 min
Top 10 IB Recruiting Resources
By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide 2. Investment Banking by Rosenbaum and Pearl 3. Financial Statements by Ittelson 4. Wall Street Journal 5. Morning Brew 6. Dale Carnegie 7. Toastmaster's International 8. Microsoft Excel 9. Perplexity AI 10. Notion AI Contact: investmentbankinginsights@gmail.com
- Jul 1, 202511 min
Working Capital Equation (Receivables, Inventory and Payables)
Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically: Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable DaysThanks so much for supporting the show! Contact: investmentbankinginsights@gmail.com
- Jun 24, 20259 min
Wells Fargo Update, Plus Ken Moelis Steps Down
Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co. The Pulse - Buy Side RecruitingBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Contact: investmentbankinginsights@gmail.com
- Jun 4, 202552 min
Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion
Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-office investment banker at Citi, and eventually transitioning to teaching at Cornell University. We cover a lot of ground, including themes such as: - the importance of networking and mentorship - building your reputation throughout your career - the evolving landscape of investment banking education It was an honor to i...
- May 28, 20254 min
Series 63 Exam Results (Plus Graduation!!)
Series 63 exam results and differences from the SIE. Also…I just graduated from business school!!!! 🙌🏽 Contact: investmentbankinginsights@gmail.com
- May 20, 20258 min
IB Recruiting Outside of NYC
Most of the investment banking jobs in the United States are in New York...but what if you want to work somewhere else? Setting up your life in a physical location is a big decision that impacts your entire lifestyle. Today we cover how to tackle this interview question. Contact: investmentbankinginsights@gmail.com
- Apr 29, 202548 min
Finding Your Champion with Pete Fraser
Today we're sitting down with Pete Fraser, a former mechanical engineer who successfully pivoted to investment banking after his MBA at Cornell. Pete shares his journey from working in a steel mill in Gary, Indiana to landing a coveted position at Guggenheim in New York City. We discuss: The culture shock of MBA recruitingA cautionary tale about getting cutThe "Zero Defects" philosophyThe importance of having a champion on the inside...and much moreCheck out Pete's book Wall Street Drop...
- Apr 22, 20259 min
How to Un-lever and Re-lever Beta
Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF analysis). Contact: investmentbankinginsights@gmail.com
About Investment Banking Insights
What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession.
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Frequently Asked Questions
What is Podzilla's Investment Banking Insights daily summary?
It's a free AI-powered email that summarizes new episodes of Investment Banking Insights as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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How often does Investment Banking Insights release new episodes?
Investment Banking Insights publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Investment Banking Insights cover?
Investment Banking Insights covers topics including Business, Careers, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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