Absolute Return Podcast

The SPAC Master Returns as Chamath Strikes Deal for Opendoor. What Does the Market Think of this Blank Check Deal?

Snowflake Shares Surge in Biggest Tech IPO of the Year. Does its Valuation Make Sense?

President Trump Bans TikTok as it Works on its Sale to Oracle. How is this Going to Play Out?

Warren Buffett’s Berkshire Hathaway Subscribes to IPO of Loss-Making Cloud Data Company Snowflake. Have They Given up on Value Investing?

LVMH Launches Risky Gambit in a Bid to Reprice Tiffany Deal. Will it Work?

Tesla’s Stock Tumbles as its Snubbed for S&P 500 Index Inclusion. What Happened?

Altice Announces Unsolicited Offer for Cogeco. Will they Go Hostile?

EV Battery Maker QuantumScape to Go Public Through SPAC Kensington Capital. What Does the Market Think? 

Nord Gold Boosts Hostile Offer for Cardinal Resources by 36% as Bidding War Heats Up. What’s the End Game?

Apple and Tesla Announce Stock Splits and Watch their Shares Soar. Is this Rational or a Speculative Fervor?

3D Printing Startup Desktop Metal Announces Combination with SPAC Trine Acquisition. What Makes this Deal Interesting?

Peter Thiel-Backed Tech Company Palantir Files for IPO. Should Investors be Buying?

Former House Speaker Paul Ryan to Launch Blank Check IPO. Are we at Peak SPAC?

Apple’s Market Cap Ripens to $2 Trillion. Is the Valuation Justified or is the Stock Market in a Bubble?

The Creator of Fortnite Sues Apple and Google in App Store Dust-Up. What’s the Issue Behind the Lawsuit?

Billion-Dollar Software Company MicroStrategy Announces $250 Million Investment in Bitcoin. Will Institutional Investors Follow? 

Airbnb Restarts IPO Plans, Could be on the Market by Year End. Will it Pursue a SPAC? 

Barry Diller’s IAC Makes $1 Billion Bet on Casino Giant MGM. What’s the Thesis Behind the Investment?

SPAC Activity Off the Charts with Record IPOs and Constant Deals. Is it a Speculative Fervor or is this the New Normal?

Clock is Ticking for Microsoft’s Acquisition of TikTok. Will they Seal the Deal?

M&A is Back With Nearly $50 Billion of Mergers Announced this Week. Is the Pandemic-Led Deal Drought Over?

Kodak Stock Surges as it Pivots to COVID Drug Initiative. Should Investors be Buying or is this a Stock Scam?

After Sitting Out the Entire Pandemic Bear Market, Leveraged Buyouts Finally Make a Comeback. Why is Private Equity Structurally Pro-Cyclical? 

Big Tech Defies Historic Recession with Blockbuster Q2 Results. Are They Recession Resistant?

MAEs, Horse-Trading and Deal Repricing: A Discussion on the Forescout Technologies Takeover

Bill Ackman Launches Largest SPAC IPO on Record at $4 Billion. Which Company is he Going to Acquire?

Tesla Reports Profitable Quarter as Shares Hit New All-Time High. Will it be Added to the S&P 500? 

Consolidation in the Oil Patch: Chevron Buys Noble for $13 Billion. What do Shareholders Think of the Deal?

Previously Jilted Merger Target Forescout Sees its Stock Surge After it Strikes a New Deal with Private Equity Acquiror Advent. What Led to the Parties Making Amends?

SPAC Fortress Acquisition Clinches Deal with Rare Earths Producer MP Materials. How Did the Market React?

Qiagen Stock Hits New Highs After Acquiror Thermo Fisher Sweetens Bid by €1 Billion. Why Are Some Investors Saying it’s Not Enough?

Bank Trading Revenue Surges in Q2 as Volatility Spikes. Is the Dramatic Increase in Trading Sustainable?