Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

January 13, 2020 #47: M&A 101: When Hostile Takeovers Go Friendly
Hudson’s Bay Chairman Settles With Shareholder Activists, Raises Bid to $11.00. Does This Mark an End to the Saga?
HP Rejects Xerox Approach After Financing Secured. What’s Next?
Softbank’s Vision Fund Continues to Struggle After Zume Pizza Crumbles. Does This Call into Question its Investment Process?
Jobs: Canada Beats While U.S. Misses. What’s the Story Behind the Numbers?
23 min
January 06, 2020 #46: The Stock Market's Valuation Hits a Record High. Is it Time to Diversify?
Stock Indices Have Banner Year as Valuations Hit All-Time Highs. Is it Time to Diversify?
WESCO Starts Bidding War for Anixter, Topping PE Firm CD&R. How High Can it Go?
Satellite Company MDA Sells to Canadian Investor Group for $1 Billion. Why are They Buying It?
U.S. Military Kills Iran’s Powerful Military Commander Qasem Soleimani by Air Strike in Iraq. What Are the Market Implications?
33 min
December 16, 2019 #45: Lower For Longer: Will Today's Dovish Central Banks Ever Hike Interest Rates?
Rock Bottom Interest Rates to Remain as the Fed and ECB Keep Rates Steady. Will They Ever Hike?
Legendary Central Banker Paul Volcker Passes Away While BoC Governor Stephen Poloz Passes the Torch. Who’s Up Next at the Bank of Canada?
Saudi Aramco Hits 2 Trillion Valuation After IPO. Was its Price Manipulated?
Boris Johnson Wins UK Election, Declaring Brexit a Certainty. But Will it Actually Happen This Time?
A Discussion on Why Merger Arbitrage Deserves a Spot in Investor Portfolios.
38 min
December 11, 2019 #44: Leadership Chat: Jim Beqaj, the CEO Coach
Jim Beqaj: The CEO coach. Learn how he:

Was promoted to president of one of the largest brokerage firms in the country at only 37 years old.

Was fired by two Bay Street firms and why he considered himself unemployable.

Transitioned from earning $5 million per year working in the capital markets to becoming an entrepreneur in executive coaching.

And lastly, tried to buy Lehman Brothers in the 1990s.
30 min
December 09, 2019 #43: A Tale of Two Jobs Reports: US vs Canada
U.S. Reports Blow-out Jobs Numbers. Is a 2020 Recession Off the Table?
Canada Records the Worst Jobs Figures in 10 Years. What’s the Story Behind the Numbers?
The World’s Largest Company Goes Public. Why Did the Shares Price so High?
A Discussion on Short Selling: For Intelligent Investors or Deranged Masochists?
24 min
December 02, 2019 #42:M&A 101: The Bidding War
Private Equity Apollo Forced to Increase Price for its Tech Data Acquisition. What Happened Here?
Catalyst Capital Lobs $11.00 Per Share Offer for Hudson’s Bay, Topping the Chairman’s $10.30 bid. Will This Put the Company in Play?
Kirkland Lake Gold Agrees to Buy Detour Gold in $4.9 Billion Deal. Why Did its Stock Drop so Much?
LVMH Raises Offer for Tiffany’s and Clinches Deal. By How Much Did They Need to Bump Their Bid?
26 min
November 25, 2019 #41: Brokerage Battle: Why is Charles Schwab Trying to Buy TD Ameritrade?
Charles Schwab in Talks to Acquire Rival TD Ameritrade to Create $5 Trillion Brokerage Behemoth. Is this the Result of Zero Commissions?
Former Uber CEO Travis Kalanick Sells Nearly $1.5 Billion of Uber Shares as the IPO Lock-Up Expires. Why’s He Selling?
The “Big Short 2.0”: Carl Icahn Bets Big Against Shopping Malls. Will it Pay Off for the Billionaire?
Hedge Fund Legend Louis Bacon Shutters Hedge Fund Moore Capital After a 30-Year Run. Was he the Last of a Dying Breed of Non-Systematic Managers?
30 min
November 18, 2019 #40: Cannabis Stocks Go Up In Smoke. Buy, Hold or Sell?
Cannabis Boom Goes Bust as Economic Reality Bites and Pot Stock Prices Plummet. Why are Cannabis Stocks Crowding the 52-Week Low List?
Apollo Tees Up the Largest Leveraged Buyout of the Year with $5.4 Billion Tech Data Acquisition. Why is it Trading at a Premium?
Canada’s Open Text Continues its Consolidation Strategy with Acquisition of Data-Protection Firm Carbonite. What’s the Strategic Rationale?
Apartment REIT Continuum Scraps IPO and Sells to Starlight Instead for $1.7 Billion. Why Did They Sell to Private Equity?
28 min
November 12, 2019 #39: The Largest Leveraged Buyout of All Time: Does This Mark the Cycle Peak?
CPPIB Acquires Canada’s Biggest Wind Power Producer for US$2.6 Billion. What’s the Strategic Rationale?
Walgreens Considers Going Private in the Largest Leveraged Buyout of All Time. What are the Chances of it Happening?
GFL Environmental’s IPO Flops. Why Did They Pull the Deal?
Saudi Aramco Launches Much Anticipated IPO. Should Investors Buy the Stock?
A Review of October Factor Performance
32 min
November 04, 2019 #38: Pre-Arbitrage and the Art of Deal Speculation
Fitbit to be Acquired by Google for $2.1 Billion. How Did Merger Speculators End Up Doing?
French Luxury Giant LVMH Makes Play for Tiffany & Co. Does this Unsolicited Proposal Have a Shot?
Canfor Strikes Friendly Deal at Same Price as Previous Unsolicited Offer. Why Did the Board Settle?
Federal Reserve Cuts Rates as Bank of Canada Holds Steady. Why the Divergence in Monetary Policy?
33 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…