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

4.9

2424 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Absolute Return Podcast:

How many episodes does Absolute Return Podcast have?

The podcast currently has 276 episodes available.

Absolute Return Podcast episodes:

January 12, 2026#265 - Pre-IPO Investing with EquityZen Co-Founder Phil Haslett
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:
Some of the hardest challenges he encountered building a marketplace startup
The opportunity for investors in pre-IPO shares
Why companies are staying private longer and private company liquidity
His #1 piece of advice for entrepreneurs
And more!
...more
30min
December 15, 2025#264 - The Holy Grail of Investing with Catalyst Funds CIO David Miller
On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss:
How they find best of breed hedge fund managers
Why portable alpha makes sense for investors
What he views as the best opportunity in the equity market
Why he continues to be bullish on gold
And more!
...more
32min
December 08, 2025#263 - A Strategic Lens on the Private Credit Environment with Barings BDC’s President Matt Freund
On today’s show we welcome special guest, Barings BDC’s President Matt Freund. Barings BDC primarily makes debt investments in core middle market companies. On the show, we discuss:
The recent choppiness and negative sentiment in the private credit market
The effect of declining base rates on yields and credit conditions
The current deployment opportunity set for private credit funds
PIK loans and portfolio construction
And more!
...more
35min
December 01, 2025#262 - Syndicated Loans and Private Credit with Palmer Square Capital BDC’s President Matt Bloomfield
On today’s show we welcome special guest, Palmer Square Capital BDC’s President Matt Bloomfield. Palmer Square Capital BDC primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans and large cap direct lending. On the show, we discuss:
Their investment focus on broadly syndicated loans and how that differs from most BDCs
Recent headlines that have caused some negative sentiment in the credit market and BDC NAV discounts
First Brands and the path forward when a loan gets restructured
Lifescan and what happens when a distressed loan recovers
And more!
...more
38min
November 24, 2025#261 - Beyond the Headlines: The Outlook for Private Credit with Kayne Anderson BDC President Frank Karl
On today’s show we welcome special guest, Kayne Anderson BDC President Frank Karl. Kayne Anderson BDC invests primarily in first lien senior secured loans with a secondary focus on unitranche and split-lien loans to private middle market companies. On the show, we discuss:
Recent volatility in BDC prices and what is driving NAV discounts
Credit market conditions amidst talk of “cockroaches” and negative headlines from First Brands and Tricolor
Characteristics that make core middle market direct lending attractive for investors
An update on private credit spreads and payment-in-kind loans
And more!
...more
43min
September 03, 2025#260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari
On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss:
The compelling opportunity for early stage investing in Africa and India
How venture capital differs in emerging markets
What she looks for when investing in a startup
And more
...more
33min
August 26, 2025#259 - IPO and Digital Asset Market Trends with Cohen's Head of SPAC Investment Banking, Brandon Sun and Head of Blockchain and Digital Assets, Christian Lopez
On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss:
Dynamics driving the momentum in the IPO market
Trends in digital asset capital formation and crypto treasury companies
The evolution of digital assets within the capital markets
What investors can expect for the back half of the year
And more
...more
39min
July 21, 2025#258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea
On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss:
Their “bitcoin moment” and what initially got them interested in crypto
ReserveOne’s digital asset investment strategy
How ReserveOne differentiates itself from other crypto treasury companies
Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly
And more!
...more
42min
July 07, 2025#257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal
On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss:
What is a crypto treasury company and how do they create value long term?
Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF?
How are SPACs and RTOs involved in this dynamic?
How has the regulatory environment changed in the U.S. around digital assets?
And more!
...more
40min
July 01, 2025#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:
Core tenets of their approach to crypto investing
Trend following and yield farming in crypto
Their approach to risk management
His top emerging trends in the digital asset space to have on your radar
And more!
...more
42min

FAQs about Absolute Return Podcast:

How many episodes does Absolute Return Podcast have?

The podcast currently has 276 episodes available.

More shows like Absolute Return Podcast

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

592 Listeners

Odd Lots by Bloomberg

Odd Lots

1,982 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

950 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

272 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

83 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

300 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

92 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

106 Listeners

The Business Brew by Bill Brewster

The Business Brew

249 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

152 Listeners