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WALL STREET

Ruth Porat

Ruth or Dare

Alphabet president and chief investment officer Ruth Porat has a cogent and forceful argument for all those A.I. doomers out there—starting with a productivity revolution that she believes will add trillions to the U.S. economy.
William D. Cohan • June 21, 2026
William D. Cohan • June 17, 2026
S.B.F.’s White Whales
Sam Bankman-Fried
With his request for a new trial now officially rejected by the Second Circuit, Sam Bankman-Fried’s dwindling hope for salvation is down to the Supreme Court or Trump. Alas, S.B.F. may be the only white-collar fraudster the president isn’t open to pardoning.
William D. Cohan • June 14, 2026
Lloyd Management
Lloyd Blankfein
A very candid conversation with Lloyd Blankfein, the former Goldman C.E.O., about the tremors in private credit land, this summer’s multitrillion-dollar I.P.O. bonanza, and whether the markets have an Apollo 13 problem.
David Solomon
William D. Cohan • June 10, 2026
Free Solomon
My candid chat with Goldman C.E.O. David Solomon.
Jeff Immelt
William D. Cohan • June 3, 2026
The Emancipation of Jeff Immelt
The disgraced-ish former GE executive has been on a journey of personal discovery to reinvent his legacy and perhaps make amends—even when the facts don’t fit his new narrative. But not everyone who worked with him is ready to forgive or forget.
Howard Marks
William D. Cohan • May 31, 2026
The A.I. Bubble Truthers Cry Wolf
As several of the leading A.I. companies prepare to go public and see their valuations soar above the $1 trillion mark, a number of Wall Street contrarians are trying to remind everyone that we’ve seen this movie before.
Larry Ellison, David Ellison
William D. Cohan • May 27, 2026
Inside ParaBros’ $49B Debt Blockbuster
The $111 billion Paramount Skydance–Warner Bros. merger deal is cruising toward the finish line, and it looks like nothing will stop it. Even if the California A.G. is trying.
Scott Goodwin
William D. Cohan • May 27, 2026
Goodwin Hunting
Long before Wall Street rushed for the exits, Diameter Capital co-founder Scott Goodwin warned that A.I. would “ruthlessly eliminate” software companies. Now, amid a market correction, he’s buying the panic.
Marc Busain
William D. Cohan • May 20, 2026
Spilling the Tea
Once a predictable cashflow business, Lipton has become a test case for how private equity leverage is holding up these days amid a less forgiving economic environment. The company’s new management team is confident they can turn things around.
Paul Atkins
William D. Cohan • May 17, 2026
All the Light We Cannot S.E.C.
Trump’s S.E.C. is pushing to eradicate Wall Street’s quarterly reporting requirement—an idiotic proposal that his administration believes will “make I.P.O.s great again.” Let’s count all the ways this could backfire…
Elon Musk
William D. Cohan • May 13, 2026
Is Elon Already a Trillionaire?
If the inevitable and possibly imminent SpaceX I.P.O. debuts anywhere near its rumored valuation, investors will effectively ratify Musk as a sovereign financial ecosystem unto himself.
Wes Edens
William D. Cohan • May 11, 2026
East of Edens
Wes Edens, the billionaire entrepreneur and NBA owner, is attempting to restructure New Fortress Energy in London, where the courts are much friendlier to equity holders—the hot new trend for American companies, and a potential win for Edens, who is otherwise having a pretty bad week.
Ryan Cohen
William D. Cohan • May 6, 2026
GameStop of Thrones
Meme stock king Ryan Cohen is the laughingstock of Wall Street after launching an absurd bid to buy eBay for $56 billion—largely with cash and equity that GameStop doesn’t have. The market isn’t taking the proposal seriously, but the math itself is actually pretty interesting…
Sam Bankman Fried
William D. Cohan • May 3, 2026
S.B.F. Is Out of Options
This week, a thoroughly annoyed Judge Lewis Kaplan rejected, with prejudice, Sam Bankman-Fried’s long-shot bid for a new trial. That leaves his fate in the hands of the Second Circuit—which will almost certainly rule against him—or worse… in the hands of Donald Trump.
Orlando Bravo
William D. Cohan • April 29, 2026
Heavy Medallia
The highly levered software company is becoming a morality tale for this inflection point in the private-credit journey. How will Thoma Bravo, Blackstone, Apollo, KKR, and Antares Capital interpret this moment?
Sam Bankman-Fried
William D. Cohan • April 26, 2026
S.B.F. Alternate Histories & Ellison “Ticking Fee” Fears
Even as he withdrew his latest plea, Sam Bankman-Fried has been pushing another argument in the court of public opinion: that if FTX hadn’t been forced into bankruptcy, his biggest investments would be worth some $114 billion by now. Plus, notes on Zaslav’s golden parachute—and how a state antitrust intervention could sweeten the deal.
Brightline Train
William D. Cohan • April 22, 2026
The Great Train Bankruptcy
A rare, privately owned U.S. rail line between Miami and Orlando is proving popular with riders, but a $6 billion debt pile is pushing Brightline and its hedge fund owners toward a likely restructuring reckoning.
Jamie Dimon
William D. Cohan • April 19, 2026
The Wall Street Iran Bounce
The economy is slowing and the Middle East is on fire, but the Big Five banks are printing record profits and stock markets keep hitting new highs. Is this the last song before the music stops, or were the bears wrong all along?