Absolute Return Podcast

By Accelerate Financial Technologies Inc.

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... more

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2424 ratings

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FAQs about Absolute Return Podcast:

How many episodes does Absolute Return Podcast have?

The podcast currently has 276 episodes available.

Absolute Return Podcast episodes:

May 27, 2026#275 - Inside the AI Hedge Fund Revolution with Hedgineer Founder Michael Watson
On today’s show we welcome special guest, Hedgineer Founder Michael Watson. Hedgineer is a technology company focused on applying AI, data science, and risk-management software to hedge funds and asset managers. On the show, we discuss:
How he made the leap from working at Citadel to founding his own startup
How hedge funds are implementing AI
Where AI is most impactful within investment firms
How the future of AI in investing will play out
And more!
...more
37min
May 11, 2026#274 - The Road Ahead for Autonomous Trucking with Einride CEO Roozbeh Charli
On today’s show we welcome special guest, Einride CEO Roozbeh Charli. Einride is a technology company driving the transition to electric and autonomous freight operations for some of the world's largest shippers. On the show we discuss:
How his background in investment banking, finance, and M&A helps shape the way he leads a deep-tech transportation company
Why the freight industry is ready for a technology-led reinvention
Technological challenges and why Einride can succeed where others have failed
The one thing that investors should understand about the future of freight
And more!
...more
26min
April 28, 2026#273 - Lessons in Growth Equity Investing with Volition Capital’s Jim Ferry
On today’s show we welcome special guest, Jim Ferry, who is a Partner at Volition Capital. Volition Capital is a Boston-based growth equity firm partnering with founders to accelerate business growth and scale innovative, high-potential companies. On the show, we discuss:
What is growth equity and how it differs from venture capital and private equity
The “sweet spot” for growth equity investing
Product-market fit and signs that a business is ready for institutional capital
His thoughts on liquidity, exits, and secondary markets
And more!
...more
31min
April 21, 2026#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!
...more
39min
April 08, 2026#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!
...more
39min
March 11, 2026#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!
...more
38min
March 08, 2026#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!
...more
42min
February 23, 2026#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!
...more
39min
February 09, 2026#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!
...more
32min
January 27, 2026#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!
...more
39min

FAQs about Absolute Return Podcast:

How many episodes does Absolute Return Podcast have?

The podcast currently has 276 episodes available.

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