69 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.

    • Investing
    • 5.0, 3 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

    #69: Work From Home: The Way of the Future?

    #69: Work From Home: The Way of the Future?

    Work From Home Becomes Permanent for More and More Companies. Is this the Way of the Future?
    Silvercorp Increases Friendly Offer for Guyana Goldfields by 88% as Third Party Bid Emerges. What Will Happen Next?
    Private Equity Firm Advent Reneges on Commitment to Acquire Forescout and Gets Sued. What Are the Potential Outcomes of this Deal Gone Bad?
    Spotify Signs Joe Rogan as Exclusive Podcaster for a Rumoured $100 Million. Why Did its Market Cap Increase by $6 Billion?

    • 33 min
    #68: The Bitcoin Halving: What is it and Why is it Bullish?

    #68: The Bitcoin Halving: What is it and Why is it Bullish?

    Bitcoin Goes Through a “Halving.” What is it and Why is it Bullish for Bitcoin’s Price?
    Uber Makes Play for Grubhub. Why is This a Bad Deal?
    Gran Colombia Gold Reveals Unsolicited Bid for Guyana Goldfields. What Will Happen With Silvercorp Waiting in the Wings?

    • 32 min
    #67: The Art of SPAC Arbitrage

    #67: The Art of SPAC Arbitrage

    Liberty Global and Telefonica Combine U.K. Units in $39 Billion Deal. What is the Strategic Rationale Behind this Deal?
    Struggling Retailer Neiman Marcus Files for Bankruptcy as Coronavirus Hammers Department Stores. Are More Insolvencies to Come?
    Mergers Up in the Air as COVID-19 Hits Asset Values. Which Deals are Getting Hit and Which Could Go Higher?
    The Art of SPAC Arbitrage. A Discussion on One of the Fastest Growing Asset Classes.
     

    • 27 min
    #66: Leadership Chat: Cannabis Investing with Tyler Stuart

    #66: Leadership Chat: Cannabis Investing with Tyler Stuart

    Listen to special guest Tyler Stuart, Managing Director and Co-founder of Green Acre Capital, a leading cannabis private equity investment firm.In this podcast we discuss:
    -Green Acre's approach to cannabis investing and what part of the value chain they find most compelling
    -Differences between private and public pot stock valuations
    -Current turmoil in the public equity space and what may happen to many cannabis stocks
    -Cannabis beverages and the future of cannabis consumption 

    • 38 min
    #65: Market Green Shoots: Equity Financings and M&A Re-Emerge

    #65: Market Green Shoots: Equity Financings and M&A Re-Emerge

    Equity Financing Window Opens Up with $200 Million Boyd Group Financing and Over $800 Million of SPAC IPOs. Is the Market Signalling “All Clear”?
    Mergers Re-Emerge as Silvercorp Announces $105 Million Acquisition of Guyana Goldfields. Are More Deals to Come?
    Short Seller Launches Attack Against Merger Target Forescout Technologies. Does the Report Have Merit?

    • 31 min
    #64: Crude Crash: Should Investors be Buying Oil?

    #64: Crude Crash: Should Investors be Buying Oil?

    Crude Oil Futures Hit Negative $37.00 per Barrel in Record-Setting Rout. Should Investors Be Buying?
    IPO Window Opens Back Up as Social Capital SPAC Completes Upsized $720 Million Initial Public Offering. Will We See More IPOs?
    Private Equity Firm Sycamore Tries to Wriggle Out of Deal For Victoria’s Secret. Will the Gambit Work?
    A Discussion of the Tough First Quarter for Private Equity and Where We Go From Here.

    • 33 min

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