Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

March 09, 2020 #57: Emergency Fed Rate Cut Causes Market Panic. Are Yields Heading to Zero?
The Fed Implements Emergency Rate Cut in Response to Coronavirus Panic
Interest Rates Plunge to Record Lows as Global Markets Fear Recession
Xeros Launches Hostile Takeover Offer for Rival HP as M&A Activity Continues Despite Market Rout
Hedge Fund Elliott Management Unveils Shareholder Activist Campaign at Twitter merger
35 min
March 02, 2020 #56: Your Coronavirus Bear Market Playbook
Fear Grips Investors as Coronavirus Causes Global Stock Market Rout. What’s an Investor to Do?
US Treasury Yields Hit New Lows as Investors Panic-Buy Safe Haven Securities. Should You be Buying Bonds Here?
Intuit Acquires Fintech Company Credit Karma for $7.1 Billion. What’s the Strategic Rationale?
Berkshire Hathaway Releases Warren Buffett’s Annual Letter to Shareholders. What is Warren Thinking These Days?
42 min
February 24, 2020 #55: Merger Merger: Wealth Management Catches the M&A Bug
Morgan Stanley to Acquire E-TRADE Financial for $13 Billion as Consolidation of the Discount Brokerages Continues. What’s Driving Mergers in the Sector?
Mutual Fund Companies Legg Mason and Franklin Resources Merge in a $6.5 Billion Deal. Why Are Traditional Asset Managers Rushing to Merge?
Real Estate Investment Firms Starlight and Kingsett to Acquire Northview Apartment REIT for $4.8 Billion. Why are Apartments in Such High Demand From Investors?
Domino’s Pizza Stock Surges 25% on Fourth Quarter Results. What Has Made it a Top Performing Stock?
34 min
February 18, 2020 #54: Sprint Stock Nearly Doubles This Week. Will T-Mobile Finally Close This Deal?
Judge Approves T-Mobile’s Merger with Sprint. After Two Years in Limbo, Will this Deal Finally Close?
U.S. Federal Trade Commission Cracks Down on M&A by the Largest Tech Companies. Will this Slow Deal Activity?
Simon Announces Acquisition of Taubman in a Mega-Mall Merger. Why are they Betting Big on Shopping Malls?
A Discussion on the Next Frontier in Investment Management: Alpha + Beta.
35 min
February 13, 2020 #53: Leadership Chat: Steve Feick, the Investor-Operator
Listen to Special guest Steve Feick, Vice President of Special Projects at the Mancal Corporation and President of Mancal Coal.
Mancal is one of the most successful private companies in Western Canada and is involved in industries including oil and gas exploration, mineral exploration, construction, real estate development, and venture capital and merchant banking.
Today we'll cover:
-Steve’s capital allocation strategy
-Top investment opportunities in today's environment
22 min
February 10, 2020 #52: Tesla Stock in Ludicrous Mode: Game Changer or Terminal Short?
Tesla’s Stock Shifts into “Ludicrous Mode” as it Hits $968 Per Share. What’s the Driving Force Behind the Share Rally?
Intercontinental Exchange Makes Takeover Offer for eBay. Why Did the Market Hate this Deal?
Spotify Buys Podcast Company The Ringer. What’s the Strategic Rationale?
Value Stocks Stage Brief, Face-Ripping Rally. Is a New Cycle of Outperformance Set to Begin?
34 min
February 03, 2020 #51: Did Warren Buffett Throw in the Towel on the Newspaper Business?
Warren Buffett’s Berkshire Hathaway Sells its Newspaper Business to Lee Enterprises. Is Buffett Really Throwing in the Towel on Newspapers?
Volkswagen Makes Play for Navistar in a Bid to Consolidate the Trucking Industry. What’s Their M&A Strategy?
Casino Operator Penn National Invests $136 Million in Sports Media Brand Barstool Sports. What Makes the Deal Structure so Interesting?
Amazon Rejoins the $1-Trillion Market Cap Club as its Stock Hits a New All-Time High. Why Did the Shares Rally?
22 min
January 29, 2020 #50: Leadership Chat: W. Brett Wilson, Redefining Success
W. Brett Wilson is an entrepreneur, philanthropist, FirstEnergy co-founder, former Dragon's Den star, and owner of the Nashville Predators. He offers his unique insights on:

-investment opportunities, career tips for entrepreneurs, how he supports entrepreneurship and start-ups;
-his view on how to define success;
-his keys to success in business as well as in life
26 min
January 27, 2020 #49: Contagion: Should Investors be Concerned About the Coronavirus?
Coronavirus Roils Markets as the Outbreak Spreads. Should Investors be Concerned?
Xerox Plans Proxy Battle to Take Control of Rival HP. What is Their Goal?
Tesla’s Market Capitalization Hits $100 Billion to Become the Second Most Valuable Auto Group. Why Has the Stock Tripled?
Bank of Canada Leaves Door Open for a Rate Cut. What Does the Market Think?
24 min
January 22, 2020 #48: Casper Files for IPO. Should Investors Ghost This Deal?
WESCO Wins Bidding War for Anixter at $100 Per Share. Who’s the Real Winner?
Recent IPO Troubles Don’t Spook Casper as Mattress Company Files for IPO. Should Investors Ghost this Deal?
U.S. and China Strike Phase One Trade Deal. What Does the Agreement Entail?
Visa Acquires Fintech Startup Plaid for $5.3 Billion. What’s the Strategic Rationale?
25 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…