100 episodes

Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor

Absolute Return Podcast Accelerate Financial Technologies Inc.

    • Business
    • 4.9 • 31 Ratings

Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor

    #246 - Short Selling with Muddy Waters’ Carson Block

    #246 - Short Selling with Muddy Waters’ Carson Block

    March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:
    His fortuitous path to short selling as a profession
    Sino Forest and the short that put him on the map
    The thesis behind his bearish view on Fairfax Financial
    His approach to risk management
    And more

    • 48 min
    #245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill

    #245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill

    December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
    How real estate plays a role in investment portfolios
    Which segments of the real estate market are most favourable, and which investors should avoid
    The biggest risk facing real estate investors currently
    His real estate “top pick”
    And more!

    • 27 min
    #244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie

    #244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie

    October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
    How Christopher went from getting his PhD in a medical field to founding several tech startups
    A deep dive into what artificial intelligence is and what it can accomplish
    Some use cases for industrial generative AI
    How the company offers faster, cheaper, and more accurate generative AI
    And more
     

    • 29 min
    #243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz

    #243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz

    August 14, 2023 -  On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss:
    Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency
    His entrepreneurial journey and where he got the idea to start the company
    Why their customers use ATMs instead of online exchanges to buy bitcoin
    Bitcoin Depot’s growth initiatives, including their approach to M&A
    What he believes is in store for the future of bitcoin

    • 26 min
    #242 - 2022 Dealmaker of the Year, Danny Rice

    #242 - 2022 Dealmaker of the Year, Danny Rice

    February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company.
    On the show, Danny discusses:
    Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP
    A primer on NET Power’s innovative clean energy technology
    The case for U.S. shale gas powering reliable, clean and low-cost power
    What inspires him as an entrepreneur and business leader
    And more

    • 34 min
    #241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak

    #241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak

    January 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF 
    Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses:
     
    Characteristics of ETFs that make them a great tool for investors
    Some major innovations in ETFs over the past 15 years
    The bull case for residential real estate
    What is happening in the private REIT space
    The major risk investors face in private REITs
    And more

    • 40 min

Customer Reviews

4.9 out of 5
31 Ratings

31 Ratings

paolopaolo55 ,

Very informative investing podcast

Julian and guests are a joy to listen to. When listening to these podcasts you always learn about something new and informative about the markets. They really know there stuff. Must listen to new and experienced investors!

Missing61 ,

Unfortunate Change of Format

The podcast used to be a terrific show reporting on the latest merger and acquisition news, which made it unique. Now it has shifted to be just another interview show, with a series of mostly SPAC CEO’s pitching their firms. Please return to the previous format!

The Wealth Council Jordan ,

Must listen commuting podcast

Julian and Mike bring great topics and awesome guests to the table each time they hit the airwaves. They make understanding complex alternative investment strategies easy to understand. They also bring to light why having an allocation to such assets is a must in most properly balanced portfolios; thus reducing volatility and improving returns in the long run. Great job gentlemen. Keep the content coming!

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