Absolute Return Podcast

In today’s episode, we welcome special guests Robert Di Iorio, VP and Portfolio Manager, and Jeffrey Lynn, Associate Advisor, from Di Iorio Wealth Management of RBC Securities. We talk about:

-their background in investing and how he landed a position at RBC

-how technology is changing their roles as advisors and their main value-add as wealth managers

-aspects of growth investing that resonates most with their clients and common investor mistakes

-their view on Tesla stock and their best investment opportunities for the next 10 years

In this week’s podcast we welcome special guest Rob Van Wielingen. Rob is the President of Viewpoint Investment Partners and manages Viewpoint’s flagship global multi-asset strategy on behalf of institutions, family offices, and UHNW families across Canada and the United States.

We discuss:

-How Viewpoint was created out of a family office

-Asset allocation within a family office and the advantages a family office has over institutional investors

-Risk parity as an investment strategy

-Startup investing

Investors Party like it’s 1999 as Airbnb Shares More Than Double in Their Stock Market Debut. Is the Company Really Worth $100 Billion?

DoorDash Stock Skyrockets in its IPO as the Market Craves Tech Offerings. Are we in a Growth Stock Bubble?

Electric Vehicle Deals Proliferate as Four SPACs Announce EV Mergers. What’s Going to Halt the Frenzy in EV SPAC Deals?

Join us for an interview with special guest David Vankka, Partner, Managing Director & Portfolio Manager of ICM Asset Management and PM of the ICM Crescendo Music Royalty Fund. Today we talk about:

-His background on the investment business and how he got to where he is today

-His process with the music royalties investment fund

-Expectations that investors have coming into this asset class in terms of potential returns and what a typical deal looks like

-How investors can access and evaluate music royalty investments

Rumoured Slack Acquisition by Salesforce is Confirmed as Parties Strike Definitive Merger Agreement. Did the “Rumourtrage” Bet Work For Speculators?

SPAC Northern Genesis Acquisition Announces Deal with Lion Electric. Is the Market Still Keen on Electric Vehicle Mergers?

Alaska Communications Receives a Superior Proposal, Triggering Potential Bidding War. What Happens Next?

In today’s episode, we chat with George Arison, founder and CEO of Shift, an online peer-to-peer marketplace for buying and selling used cars. Topics discussed include:

-His entrepreneurial background, key experiences building Shift and the milestones that elevated his business

-Why he chose the SPAC structure for his company and other options considered in going public

-Identifying the right SPAC sponsor and whether it’s a competitive process

-The value Shift offers its customers and its advantage over competitors

SPAC GigCapital2 Abandons Bolder Deal to Combine with UpHealth. Why the Change of Heart?

Salesforce in Talks to Acquire Slack For More Than $20 Billion. What is the Strategic Rationale Behind the Rumoured Deal?

Rapper Jay-Z Strikes Cannabis Deal with Canadian SPAC Subversive Capital Acquisition. Why is Hova Going Public?

Today, we get to celebrate the Absolute Return Podcast’s 100th episode with Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management and the host of The Meb Faber Show podcast. Today we discuss:

-what got him interested in investing and how he started Cambria

-his 2006 paper, “A Quantitative Approach to Tactical Asset Allocation,” and the trend-following multi-asset strategy 

-strategies he manages that resonate the most with today’s investors

-his greatest lessons learned from interviewing investors on The Meb Faber Show

Electric Vehicle Company Arrival to Go Public Through SPAC CIIG Merger. Are EV-Related SPACs in a Bubble?

Blank Check Company Longview Acquisition Strikes Merger With Healthcare Startup Butterfly Network. What Does the Market Think of this Deal?

Taubman and Simon Make Amends, Recut Merger Deal to Avoid Going to Trial. How Much Was the Price Cut and is it Fair to Shareholders?

Vaccine News Causes Quant Shock and Record-Setting Short Squeeze. Is the Short-Covering in Low-Quality Junk Stocks Overdone?

LBOs Come to Canada as Apollo Seeks Great Canadian Gaming Buyout. Will This Deal Close Amidst Shareholder Opposition?

VF Shares Rally With $2.1 Billion Acquisition of Streetwear Brand Supreme. Why Did the Shares React so Positively?