Absolute Return Podcast

Absolute Return Podcast

By Accelerate Financial Technologies Inc.BusinessInvesting
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Absolute Return Podcast episodes

  • #97: Leadership Chat: Gold Investing with Steve Letwin
    Hear Steve Letwin, former  CEO of IAMGOLD and current CEO of Mancal Corp, discuss:
    • Opportunities and challenges in the gold mining sector 
  • The top ways to have gold exposure and his outlook on the price of gold
  • Gold’s role in a diversified portfolio
  • Top investment themes for the next ten years#
  • 37 min
  • #96: Big Bad China and the $37 Billion Ant IPO Flop

    China Exerts its Influence and Forces Cancellation of the $37 Billion Ant Group IPO. Why Did the Chinese Communist Party Blow Up the Ant IPO?

     

    SPAC InterPrivate Acquisition Strikes Merger with 4D LiDAR Company Aeva. What Does the Market Think of this Deal?

     

    Dunkin’ Brands to Go Private in One of the Largest Leveraged Buyouts of the Year. Is Private Equity Back in the Game?

    25 min
  • #95: The Energy M&A Buzzsaw: Why Do Acquirors' Shares Get Ripped Apart?

    Cenovus Walks into the Energy M&A Buzzsaw, Sees Shares Get Sliced with Husky Takeover. Why Did Cenovus Do it?

    Tiffany and LVMH Make Peace, Strike New Deal at Slightly Reduced Price. Who is the Winner in this Hard-Fought Takeover Battle?

    Qualtrics Founder Ryan Smith Buys Utah Jazz for $1.66 Billion. How did the Investment Perform for the Previous Owner?

    29 min
  • #94: $2.1 Billion of Value Lost: Cogeco's Big Mistake

    Altice and Rogers Turn Up the Heat on Cogeco as They Increase Their Bid by $800 Million. Why Did Cogeco Reject Such a Lucrative Offer?

     

    Paypal to Allow Customers to Buy, Sell and Shop Using Bitcoin. What do Crypto Investors Think of the Initiative?

     

    ConocoPhillips to Acquire Concho Resources for $13 Billion. How Are Concho Shareholders Doing in the Deal?

    25 min
  • #93: Leadership Chat: Wealth Management with Shawna Perron

    Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on:

    • Her journey to becoming a portfolio manager and what drew her to the industry
  • Portfolio management strategies
  • Asset allocation in today's market environment
  • The future of investment management
  •  

     

    25 min
  • #92: SPAC Attack: Blank Check IPO Issuance Hits Record Pace

    SPAC IPOs Reach Fevered Pitch with October Issuance Breaking $10.5 Billion Record. How Much Can this Market Absorb?

    First Citizens to Buy CIT Group in $2.1 Billion Bank Merger. Why are Financial Firms Consolidating? 

    Alpha + Beta Outperforms as Mutual Funds Struggle to Keep Up. What is Enhanced Indexing and Why Should Investors Consider It?

    21 min
  • #91: Morgan Stanley's M&A Spree: $20 Billion in Back-to-Back Deals

    Morgan Stanley Continues its Acquisition Spree with $7 Billion Deal for Eaton Vance. Does the White-shoe Wall Street Investment Bank Have More Deals Up its Sleeve?

     

    $80 Billion Fintech Company Square Invests $50 Million into Bitcoin. Are Pension Funds Next?

     

    Busiest Week in SPAC History with Eleven IPOs Raising $5 billion. Why Have SPACs Gone Wild?

     

    Vatican Cardinal Forced to Resign After Getting Caught Trading Forbidden Credit Derivatives. Are Credit Default Swaps a Tool of the Devil?

     

    31 min
  • #90: Direct Listings: What Are They and Why Do the Hottest Startups Use Them?

    Facebook Co-Founder Takes Asana Public With Direct Listing While Secretive U.S. Data Analytics Firm Palantir Lists Stock, Skipping a Traditional IPO. Why Did They Choose Direct Listings?

    Direct-to-Consumer Startup HIMS to Go Public Through a Blank Check Reverse Merger. Should Investors be Buying?

    Playboy Returning to Public Markets Through SPAC Deal. What Does the Market Think of This Transaction?

    32 min
  • #89: Deals Deals Deals! SPACs Spend While Berkshire Bites

    SPAC Switchback Energy to Acquire EV Charging Network ChargePoint in $2.4 Billion Transaction. Have we Reached Peak of the Market for EV SPACs?

     

    Berkshire Bites on $600 Million Preferred Financing for E.W. Scripps Acquisition of ION Media. How was this Investment Structured?

     

    Blank Check Gores Holdings IV to Combine with United Wholesale Mortgage in Largest SPAC Deal of All Time. What Does the Market Think?

    28 min

About Absolute Return Podcast

From the publisher's feed

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…

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