Absolute Return Podcast

Accelerate Financial Technologies Inc.
  • 4.9(24개의 평가)
  • 투자
  • 매월 업데이트

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

  1. 6일 전

    #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith

    On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss: The current conflict in Iran and its effect on inflation Persistent government deficit spending and the implications for bond investors What asset class he is worried about Which segment of the market provides the most attractive mispricing And more!

    38분

  2. 4월 8일

    #271 - Investing at the Edge of AI and Blockchain with Fifth Era CEO Matthew Le Merle

    On today’s show we welcome special guest, Fifth Era Partners Co-Founder and CEO Matthew Le Merle. Fifth Era Partners is a specialized asset manager providing access to exponential technologies that are transforming our world. On the show we discuss: Whether he expects a new crypto bull market and what will drive it Which area of AI is overhyped and which is underappreciated that isn’t consensus yet His top investment theme for the next 5 years And more!

    38분

  3. 3월 11일

    #270 - Investing in the Quantum Future with dMY Squared Technology Group Chairman Harry You

    On today’s show we welcome special guest, dMY Squared Technology Group Chairman Harry You. dMY Squared Technology Group is a SPAC that recently announced a merger with Horizon Quantum, a developer of advanced software development tools for quantum computers. On the show we discuss: His lessons learned from working at Morgan Stanley, Oracle, and Broadcom, while working with tech luminaries Larry Ellison and Hock Tan What characteristics he looks for in technology investments Why he is bullish on quantum computing His advice for long-term investors trying to navigate today’s technology landscape And more!

    38분

  4. 3월 8일

    #269 - Breaking the Limits of Human Performance with Enhanced CEO Max Martin

    On today’s show, we welcome special guest, Max Martin, CEO of Enhanced. Enhanced is an elite sports competition and innovative performance company providing products that optimize health and longevity. On the show we discuss: The philosophical case for letting athletes use performance-enhancing drugs The biggest misconception about PEDs Details about Enhanced’s business model What to expect at the Enhanced Games And more!

    42분

  5. 2월 23일

    #268 - Building a Modern Asset Management Platform with Victory Capital’s Chairman and CEO David Brown

    On today’s show we welcome special guest, Victory Capital’s Chairman and CEO David Brown. Victory Capital is diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions. On the show, we discuss: The “multi-boutique” model and the competitive advantage it provides The firm’s approach to mergers and acquisitions Where the biggest opportunities for growth are in the investment management industry His advice for the next generation of business leaders And more!

    38분

  6. 2월 9일

    #267 - AI Tools and the Future of Investing with Reflexivity President Giuseppe Sette

    On today’s show we welcome special guest, Reflexivity Co-founder and President, Giuseppe Sette. Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise. On the show we discuss: The best use of AI in the investment process Whether AI will replace or enhance human portfolio managers If there’s a place for discretionary macro investing in an AI-driven world What the next level investment research stack will look like for analysts And more!

    32분

  7. 1월 27일

    #266 - Is AI a Bubble with Gabelli Portfolio Manager John Belton

    On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings. On the show we discuss: Which segment of the AI value chain faces the best prospects Whether large language models face the risk of commoditization If AI will kill software and SaaS companies Whether we should be concerned about valuations within AI And more!

    39분

  8. 1월 12일

    #265 - Pre-IPO Investing with EquityZen Co-Founder Phil Haslett

    On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss: Some of the hardest challenges he encountered building a marketplace startup The opportunity for investors in pre-IPO shares Why companies are staying private longer and private company liquidity His #1 piece of advice for entrepreneurs And more!

    30분
모두 보기(105개)

4.9
최고 5점
24개의 평가

소개

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

정보

  • 제작진
    Accelerate Financial Technologies Inc.
  • 방송 연도
    2019년 - 2026년
  • 에피소드
    105
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright 2019 All rights reserved.
  • 웹사이트 보기
    Absolute Return Podcast

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