Absolute Return Podcast

On today’s podcast, we welcome special guest Luke Schoenfelder,  Founder and CEO of Latch, the maker of the full-building enterprise software-as-a-service (SaaS) platform LatchOS. The company recently announced a merger with SPAC TS Innovation Acquisitions in a deal that valued Latch at a $1 billion enterprise value.

On the podcast, Luke discusses: 

-His past entrepreneurial experiences and how they prepared him to start Latch

-Fostering key strategic investors who were also customers

-Background of the merger with SPAC TS Innovation Acquisitions

-Key growth initiatives and differentiating from the competition

-Why investors should consider Latch shares

-And more

On today’s podcast, we welcome special guest Justin Oh, who provides investment research through his website and YouTube channel A Couple Cents. 

On today’s podcast, Justin discusses:

-His career journey in investment banking and hedge funds, then as a CFO prior to starting A Couple Cents

-What his research platform A Couple Cents provides

-The most common investor mistakes

-His outlook on the current market environment and how we is investing

-His top pick for the next decade

-And more

On today’s podcast, we welcome special guests from Origin Materials, Co-Founder and Co-CEO John Bissell and Co-CEO Rich Riley. Origin Materials is the world’s leading carbon negative materials company and recently merged with Artius Acquisition Inc, trading on the NASDAQ under the symbol AACQ.

On the podcast, John and Rich discuss:

• The founding of Origin and how its core technology works

On today’s podcast, we welcome special guest Carl Daikeler, CEO and Co-founder of Beachbody, a worldwide leader in health and fitness, with a 22-year track record of creating innovative content and powerful brands. Beachbody recently announced a merger with SPAC Forest Road Acquisition and Myx Fitness in a $2.9 billion deal.

On the podcast, Carl discusses:

-The founding of Beachbody and how its grown and evolved over the past 22 years

-How its product suite transitioned from DVDs to streaming

-Insights and details into Beachbody’s $2.9 billion merger with SPAC Forest Road Acquisition and Myx Fitness

-Key growth initiatives and outlook on the company’s international expansion

-Why investors should consider Beachbody’s stock 

-And more

On today’s podcast, we welcome special guest Ben Kohn, CEO of Playboy, one of the largest and most recognizable lifestyle brands in the world. Playboy recently went public through a merger with SPAC Mountain Crest Acquisition and currently trades under the symbol PLBY.

On today’s podcast, Ben discusses:

• How Playboy transformed from a magazine company to a licensing and branded-product focused consumer lifestyle platform

On today’s podcast, we welcome special guest Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors and ARIS Consulting, a $19 billion registered investment advisor. Alex helps manage the RPAR Risk Parity ETF, which seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.

On today’s podcast, Alex discusses:

-His journey in finance, moving from a successful career at Merrill Lynch to starting his own firm

-The basics of risk parity

-Why he launched a risk parity ETF

-Keys to success in the ETF business

-His top investment pick

-And more

On today’s podcast, we welcome special guest Louis Summe, CEO and Co-Founder of LiveVox, a leading cloud-based provider of customer service and digital engagement tools. LiveVox recently announced a merger with SPAC Crescent Acquisition in an $840 million deal.

On today’s podcast, Louis discusses:

• What it’s like to be owned by private equity and the transition to a public company

On today’s podcast, we welcome special guests Paul Vendrinsky, portfolio manager at SIA Wealth Management, and Chris Fryer, associate portfolio manager at SIA Wealth Management. SIA is a Canadian independent investment management firm that helps investors grow and safeguard their wealth over the long-term through financial technology.

On the podcast, Paul and Chris discuss: 

• How they got their start in the investment business

On today’s podcast, we welcome special guest Tyler Page, CEO of Cipher Mining, a newly formed U.S.-based Bitcoin mining operation. Cipher Mining recently announced a business combination with SPAC Good Works Acquisition in a $2 billion deal.

On today’s podcast, Tyler discusses:

-What initially attracted him to bitcoin and his outlook for the asset class

-The basics of the crypto mining business

-Potential ESG concerns for mining and how Cipher is mitigating this

-Key insights into the merger with SPAC Good Works Acquisition

-Why investors should take a look at Cipher Mining stock

-And more

On today’s podcast, we welcome special guest Pat Roney, CEO and Founding Partner of Vintage Wine Estates, one of the fastest growing wine producers in the U.S. Vintage Wine Estates recently announced a business combination with Canadian SPAC Bespoke Capital Acquisition Corp in a deal that values the business at an enterprise value of US$690 million.

On the podcast, Pat discusses:

• What attracted him to the wine business and why he believes it will continue to grow