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Max Wiethe

@maxwiethe • 4,913 subscribers

Financial media and marketing. Host of @OPMpod. Co-Founder of JFMW Partners LLC.

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Check out the latest ep of opmpod with the great High Yield Harry. We covered a lot of ground from how private equity's and private credit's well documented issues are affecting careers and comp to how a boom in M&A and IPOs might make 2026 "The Year of the Banker" We also discussed all the great data Harry is collecting Buyside Hub. 00:00 Intro 00:45 Year of the Banker 03:38 Private Credit Redemptions 07:04 Retail Flows and Gating 10:18 Comp Trends and Hiring 13:17 Career Pyramid Reality 15:13 AI Reshapes Analyst Work 17:16 Big Firms vs Small Shops 20:27 Operators and Real Economy 23:56 Agents and Human Edge 26:39 Who Gets Displaced? 31:46 Rates and Longer Holds 37:42 Software Credit Time Bomb 41:16 Choosing Your Career Track 47:22 Top Jobs and Trading 51:56 Closing Takeaways 54:03 Banking Cycles and Layoffs 57:03 Conclusion

Check out the latest ep of opmpod with the great High Yield Harry. We covered a lot of ground from how private equity's and private credit's well documented issues are affecting careers and comp to how a boom in M&A and IPOs might make 2026 "The Year of the Banker" We also discussed all the great data Harry is collecting Buyside Hub. 00:00 Intro 00:45 Year of the Banker 03:38 Private Credit Redemptions 07:04 Retail Flows and Gating 10:18 Comp Trends and Hiring 13:17 Career Pyramid Reality 15:13 AI Reshapes Analyst Work 17:16 Big Firms vs Small Shops 20:27 Operators and Real Economy 23:56 Agents and Human Edge 26:39 Who Gets Displaced? 31:46 Rates and Longer Holds 37:42 Software Credit Time Bomb 41:16 Choosing Your Career Track 47:22 Top Jobs and Trading 51:56 Closing Takeaways 54:03 Banking Cycles and Layoffs 57:03 Conclusion

54,001 просмотров • 4 дней назад

Koreans bought the chip dip last night but this week was not fun for anyone long AI themes. Last week on MTS I spoke with Kuppy about why he thinks there is terrible ROI for hyperscaler capex as the market is now starting to punish spenders. Full ~30 minute segment👇

Koreans bought the chip dip last night but this week was not fun for anyone long AI themes. Last week on MTS I spoke with Kuppy about why he thinks there is terrible ROI for hyperscaler capex as the market is now starting to punish spenders. Full ~30 minute segment👇

44,841 просмотров • 1 месяц назад

Since the beginning of 2025 LATAM stocks have outperformed the US. Roderick van Zuylen & Kuppy on why they flagged LATAM in KEDM.com in late 2024 and why they like stock exchanges & brokers as volumes rise. 1 week left to get $1000 off KEDM with code mm2026:

Since the beginning of 2025 LATAM stocks have outperformed the US. Roderick van Zuylen & Kuppy on why they flagged LATAM in KEDM.com in late 2024 and why they like stock exchanges & brokers as volumes rise. 1 week left to get $1000 off KEDM with code mm2026:

35,287 просмотров • 3 месяцев назад

"I think the semiconductor cycle will roll over towards the end of the year or early next year, but I think we have the euphoric part of ahead of us before we get to that part." - Andreas Steno Larsen Do you feel the euphoria? Full episode of opmpod: YouTube: Apple: Spotify:

"I think the semiconductor cycle will roll over towards the end of the year or early next year, but I think we have the euphoric part of ahead of us before we get to that part." - Andreas Steno Larsen Do you feel the euphoria? Full episode of opmpod: YouTube: Apple: Spotify:

20,547 просмотров • 3 месяцев назад

Why have refined products ripped while oil has barely budged? Refining was already tight heading into the war. I spoke with Kuppy and Roderick van Zuylen about refiners and other thematic inflections they are tracking KEDM.com. Full interview:

Why have refined products ripped while oil has barely budged? Refining was already tight heading into the war. I spoke with Kuppy and Roderick van Zuylen about refiners and other thematic inflections they are tracking KEDM.com. Full interview:

21,968 просмотров • 3 месяцев назад

EMs are finally outperforming DMs... Check out my opmpod interview with Robert Koenigsberger on the drivers, including inflation and central bank policy Watch on👇 YouTube: Spotify: Apple:

EMs are finally outperforming DMs... Check out my opmpod interview with Robert Koenigsberger on the drivers, including inflation and central bank policy Watch on👇 YouTube: Spotify: Apple:

25,634 просмотров • 4 месяцев назад

The second episode of opmpod with Kuppy is out now on Apple, Spotify, and YouTube. Here he discusses why getting to $25m in AUM is key to the survival of a hedge fund... Apple 🔊 Spotify 🔊 YouTube 📺

The second episode of opmpod with Kuppy is out now on Apple, Spotify, and YouTube. Here he discusses why getting to $25m in AUM is key to the survival of a hedge fund... Apple 🔊 Spotify 🔊 YouTube 📺

82,589 просмотров • 1 год назад

Are Korea and Taiwan in a bubble? This week on opmpod I hosted Michael Fritzell (Asian Century Stocks) to talk about the massive divergence in Asian markets between the AI winners and everyone else. Youtube: Apple: Spotify:

Are Korea and Taiwan in a bubble? This week on opmpod I hosted Michael Fritzell (Asian Century Stocks) to talk about the massive divergence in Asian markets between the AI winners and everyone else. Youtube: Apple: Spotify:

14,485 просмотров • 2 месяцев назад

The manager skill debate is largely a matter of datasets. -GS report looking at 5 years (2020-2024) showed traditional LO ($28t in AUM) underperformed. -HF long ($600b in AUM) produced 200-300 bps of outperformance. -130/30 active extension HFs outperformed even more.

The manager skill debate is largely a matter of datasets. -GS report looking at 5 years (2020-2024) showed traditional LO ($28t in AUM) underperformed. -HF long ($600b in AUM) produced 200-300 bps of outperformance. -130/30 active extension HFs outperformed even more.

17,809 просмотров • 7 месяцев назад

"The best day to sell SpaceX is on Day 9" Moez Kassam on fading NASDAQ inclusion YouTube: Spotify: Apple:

"The best day to sell SpaceX is on Day 9" Moez Kassam on fading NASDAQ inclusion YouTube: Spotify: Apple:

10,444 просмотров • 3 месяцев назад

Natural gas futures are up ~70% since Michael Kao gave his bullish thesis on Monetary Matters. They call NatGas the widow maker for a reason. Weather related spikes =/ long term trend. Apple Spotify YT

Natural gas futures are up ~70% since Michael Kao gave his bullish thesis on Monetary Matters. They call NatGas the widow maker for a reason. Weather related spikes =/ long term trend. Apple Spotify YT

13,665 просмотров • 7 месяцев назад

OUT NOW - Corey Hoffstein 🏴‍☠️ on opmpod on his journey in the asset management business. "Beating the market is a commoditized value proposition" Full interview👇 Apple Spotify YouTube

OUT NOW - Corey Hoffstein 🏴‍☠️ on opmpod on his journey in the asset management business. "Beating the market is a commoditized value proposition" Full interview👇 Apple Spotify YouTube

13,902 просмотров • 9 месяцев назад

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