Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

August 19, 2019 #27: What’s Up With Negative Interest Rates?
US 30-Year Bond Falls Below 2% For The First Time Ever While Other Countries’ Yields Go Negative. Why Are Interest Rates Falling?
Office Space Company WeWork Unveils Paperwork For its IPO. How Do Its Financials Look?
CBS Announces $30 Billion Merger With Former Subsidiary Viacom. What Was The Strategic Rationale?
U.S. Looks To De-escalate Trade War With China As it Delays Some Tariffs On Chinese Goods. What Is Their Strategy?
Air Canada Raises Its Friendly Offer For Transat By 38% From $520 Million to $720 Million. Why The Massive Increase In Purchase Price?
35 min
August 12, 2019 #26: Currency Wars: A Race To The Bottom
U.S. Labels China a Currency Manipulator as the Renminbi Hits 11-Year Low. Why Did China’s Currency Depreciate?
Crude Oil Hits Seven-Month Low as Trade War Slows Economic Activity. What’s Driving the Price Action?
Disney Bundles Disney+, Hulu and ESPN+ at $12.99 in a Challenge to Netflix. Will it Work?
A Conversation About July Factor Performance. Which Factors Produced Alpha?
30 min
August 06, 2019 #25: Beyond Ridiculous: What to Do When Insiders Cash Out?
President Trump Escalates U.S.-China Trade War With New Tariffs. What Happened Now?
Federal Reserve Cuts Rates by 0.25%. What Did The Market Think?
Beyond Meat Insiders Cash Out Of Stock In Droves. How Should Investors Interpret This?
London Stock Exchange Strikes Deal To Acquire Refinitiv. Why Did LSE’s Stock Price Rally By More Than 20%?
A Discussion On Merger Arbitrage: A Strategy For Consistent Profits In The Market
42 min
July 29, 2019 #24: Here Come the Rate Cuts!
T-Mobile And Sprint Win Antitrust Approval For Their Merger. What Did The Parties Do To Obtain The Nod From The DOJ?
CannTrust CEO Fired And Chairman Resigns As Scandal At The Cannabis Firm Deepens. What Happens Now?
U.S. Economy Grows At 2.1% In Q2, Beating Expectations. Is The Fed Still Going To Cut Rates?
ECB Signals Upcoming Rate Cut And Potential Relaunch Of Monetary Stimulus. Why Is More Stimulus Necessary?
Regulator Opens Review Into Big Tech Firms’ Market Power. Why Is The Regulator Concerned?
46 min
July 22, 2019 #23: Netflix in Flux
Netflix Stock Drops -10% As Growth Slows. Are Netflix’s Best Days Behind It?
Activist Hedge Fund Pershing Square Gets Tables Turned As Investor Unveils Activist Campaign At The Fund. What’s The Activist Looking To Achieve?
WeWork Founder Exits Stock To The Tune Of $700 Million Prior To IPO. Should Investors Be Concerned?
Symantec Shares Fall As Broadcom Pulls Bid. Why Did Talks Fall Apart?
The Trend Is Your Friend. A Discussion On Trend Investing
37 min
July 15, 2019 #22: SPAC Attack
Virgin Galactic To Go Public Via SPAC. What Is A Special Purpose Acquisition Company?
Can’t Trust CannTrust As Cannabis Firm Controversy Grows. What Did The Company Do Wrong?
Fed Chair Sets The Stage For A July Rate Cut. Will It Be 0.25% or 0.50%?
Bank of Canada Holds Interest Rates Steady at 1.75%. What’s Next For Canada’s Central Bank?
Additional Activist Opposes Hudson’s Bay Go-Private Offer As Company Hires Advisors. What’s Next?
42 min
July 08, 2019 #21: The Trade War Truce
Donald Trump Halts Additional China Tariffs As Leaders Seek To De-Escalate Trade War. What Happened?
Group Mach Withdraws $14.00 Per Share Offer For Transat. Did Group Mach’s Bid Ever Have A Chance?
Canopy Growth Founder Bruce Linton Fired As CEO. Why Was He Ousted?
Loonie Hits 8-Month High As Canada Swings To Trade Surplus. Is The Loonie Rally Overdone?
Yields On European Bonds Hit New Lows As Christine Lagarde Nominated To Lead The ECB. Why Did The Market React So Favourably?
32 min
July 02, 2019 #20: Deals Deals Deals! The M&A Episode
Abbvie To Buy Allergan in $83 Billion Pharmaceutical Deal. What’s the Strategic Rationale?
Additional Activist Takes Stake In Hudson’s Bay As Shareholders Continue Push For Higher Price. What Next?
Transat Accepts Friendly $520 Million Takeover From Air Canada. Is it a Done Deal?
Eldorado Resorts To Acquire Caesars Entertainment in $17.3 Billion Deal. Why Did it Happen?
Stocks With a “Hot Hand” – A Discussion of Investing with Operating Momentum
35 min
June 26, 2019 #19: Is Facebook's Libra Stablecoin REALLY a Cryptocurrency?
The Fed Hints At Rate Cuts And The Markets Rejoice. What’s Next?
Facebook Announces Its Libra Cryptocurrency. But Is Libra Really A Cryptocurrency?
Slack Goes Public Through Direct Listing, Defying Convention. Why Didn’t It Pursue A Traditional IPO?
Activist Skewers HBC As It Seeks A Substantial Increase In The Go-Private Offer. What Is Fair Value?
A Discussion On Quality Investing. Does It Actually Work?
36 min
June 19, 2019 #18: The Bond Market IS the Dumb Money
Germany Sells 10-Year Bunds Yielding -0.24%. Is The Bond Market The Real Dumb Money?
Online Pet Supply Retailer Chewy Soars Nearly 90% In Its IPO. Does Its Valuation Make Sense?
China’s Industrial Output Growth Slows To 17-Year Low. Is China Losing The Trade War?
Investors Seek To Take Retailer Hudson’s Bay Co. Private. Are Shareholders Getting A Fair Price?
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…