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 • 24 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

    #161: Leadership Chat: Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management

    #161: Leadership Chat: Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management

    On today’s podcast, we welcome special guest, Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management. Tuttle Capital Management is an industry leader in offering thematic and actively managed ETFs.


     


    On the show, Matthew discusses:


    - His outlook on the current market environment and asset allocation


    - How to play pre-deal SPACs and deSPACs


    - Trend following, FOMO and tail risk strategies


    - His top investment pick for the next decade


    - And more

    • 36 min
    #160: Leadership Chat: Local Bounti CEO Craig Hurlbert and Leo Holdings Chairman Ed Forst

    #160: Leadership Chat: Local Bounti CEO Craig Hurlbert and Leo Holdings Chairman Ed Forst

    On today’s podcast, we welcome special guests Craig Hurlbert, CEO of Local Bounti, and Ed Forst, Chairman of Leo Holdings. Local Bounti is a leader in controlled environment agriculture and is transforming the production and delivery of local, fresh and sustainably-grown leafy greens produce across the U.S. The company recently announced a merger with SPAC Leo Holdings III at a $760 million enterprise value.


     


    On the podcast Craig and Ed discuss:


    - The thesis behind the founding of Local Bounti


    - Why Controlled Environment Agriculture is the future of farming


    - A look at the company’s competitors, customers and unit economics


    - What Leo Holdings found appealing about Local Bounti as a merger partner


    - And more

    • 37 min
    #159: Leadership Chat: Kensington Capital CEO Justin Mirro

    #159: Leadership Chat: Kensington Capital CEO Justin Mirro

    On today’s podcast, we welcome special guest Justin Mirro, the President of Kensington Capital Partners and CEO of their SPAC, Kensington Capital Acquisition II. On the podcast, Justin discusses:


     


    - His career that ranged from test driver to engineer to investment banker and now an investor, advisor and SPAC sponsor focused on the automotive space


    - The underlying thesis behind the Kensington Capital Acquisition series of SPACs


    - Key insights into Kensington’s SPAC merger with Wallbox at a $1.5 billion valuation


    - A discussion of Wallbox’s business model, customers and competitors


    - And more

    • 34 min
    #158: Leadership Chat: Jared Kaplan, CEO of OppFi, and Kyle Cerminara, President of FG New America

    #158: Leadership Chat: Jared Kaplan, CEO of OppFi, and Kyle Cerminara, President of FG New America

    On today’s podcast, we welcome special guests Jared Kaplan, CEO of OppFi, and Kyle Cerminara, President of FG New America. OppFi, a leading financial technology platform that serves the everyday consumer, recently announced a merger with SPAC FG New America Acquisition Corp in a deal that valued the fintech company at $800 million.


     


    On the podcast, Jared and Kyle discuss:


    - The need that OppFi fills in the market and what sets it apart from traditional financial services companies


    - How OppFi utilizes artificial intelligence for its financial products


    - The thesis behind FG New America and why they chose OppFi as a merger partner


    - What sets OppFi apart from other fintechs in the market


    - And more

    • 40 min
    #157: Leadership Chat: Neal Menashe, CEO of Super Group and Eric Grubman, Chairman of Sports Entertainment Acquisition

    #157: Leadership Chat: Neal Menashe, CEO of Super Group and Eric Grubman, Chairman of Sports Entertainment Acquisition

    On today’s podcast, we welcome special guests Neal Menashe, CEO of Super Group and Eric Grubman, Chairman of Sports Entertainment Acquisition. Super Group operates global online sports betting and gaming businesses including Betway and Spin. Sports Entertainment Acquisition is merging with Super Group in a deal that values the firm at $4.64 billion.


     


    On the podcast, Neal and Eric discuss:


    - The importance of Super Group’s expansion into the emerging U.S. online sports betting and gaming market


    - Why the sports and gaming industry may offer attractive opportunities for investors


    - Insights into Super Group’s merger with SPAC Sports Entertainment Acquisition


    - Key growth initiatives of the newly-public company


    - How Super Group differentiates itself from competitors including Rush Street and DraftKings


    - And more

    • 32 min
    #156: Leadership Chat: Meteora Capital’s Joe Tonnos

    #156: Leadership Chat: Meteora Capital’s Joe Tonnos

    On today’s podcast we welcome special guest Joe Tonnos, Principal at Meteora Capital. Meteora is an affiliate of Glazer Capital, which is a New York-based investment management firm specializing in investment strategies such as arbitrage and SPACs.


     


    On today’s show, Joe discusses:


    - What got him into SPAC investing


    - An insider’s view of what goes into being a SPAC sponsor


    - His experience with the Haymaker series of SPACs


    - Meteora’s approach to thinking about SPAC investing, including IPOs, working with sponsors and participating in PIPE financings


    - And more

    • 31 min

Customer Reviews

4.9 out of 5
24 Ratings

24 Ratings

Scott.BF ,

Incredible Podcast packed with knowledge

Wish I’d found this podcast sooner! Julian’s amazing, listening to this show is like getting a free masters degree in finance & investing

pauliedbk1 ,

Great insight

I love listening to the absolute podcast throughout my day. I get great investing insights and information that help me start my due diligence!

bigj4259 ,

Great Knowledge!

Loved #113’s breakdown on the GME drama!

Thanks a ton and keep ‘em coming!!!

Brendon

Top Podcasts In Business

Listeners Also Subscribed To