Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

January 27#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!
39 min
January 12#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!
30 min
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!
32 min
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!
35 min
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!
38 min
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!
43 min
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
33 min
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
39 min
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!
42 min
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!
40 min

About Absolute Return Podcast

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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…