Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

June 10, 2019 #17: SEC Goes After Crypto
Trump Says He’ll Drop Mexican Tariffs As Countries Reach Deal On Migrants. Is a Deal With China Next?
Messaging App Startup Kik Interactive Sued By SEC Over $100 Million Cryptocurrency Offering. What Did They Do Wrong?
Canadian Unemployment Rate Hits Record Low As Canadian Economy Added More Jobs Than Expected In May. But Is The Economy Healthy?
U.S. Jobs Disappoint As The Economy Only Adds 75,000 Jobs In May. What Happened?
Transat Gets An Overbid From A Real Estate Developer. Is This A Legitimate Bid?
28 min
June 03, 2019 #16: Another Trade War?!
President Trump Nukes USMCA As He Starts a Trade War With Mexico. Is Canada Next?
Carl Icahn Launches Activist Campaign On Occidental. Is the Anadarko Deal At Risk?
China Digs In Its Heels As It Threatens To Restrict Rare Earth Exports. What Happens Next?
T-Mobile and Sprint Look To Land DOJ Approval For Their Merger. What Are They Proposing?
29 min
May 27, 2019 #15: Retirement of a Hedge Fund Legend
Rates On Hold As FOMC Stands Pat For The Time Being. What Are the Fed’s Next Steps?
Hedge Fund legend David Tepper Retires. What Happens To His Firm Appaloosa?
Google Suspends Huawei from its Android Platform as U.S.-China Relations Worsen. Where Does Huawei Go From Here?
FCC Chairman Recommends Approval of T-Mobile’s Acquisition of Sprint. Is This Deal Going To Close?
What Happens When We Combine The Value And Momentum Factors?
27 min
May 21, 2019 #14: What is AlphaRank?
Airline Consolidation Heats Up as Onex Acquires Westjet For $5 billion. What Makes This Deal Interesting?
Air Canada Bids For Air Transat And Puts The Company In Play. Hows Does The Quebec Government Play a Role In The Deal?
Chinese Economic Data Slows in April. What’s Behind The Numbers?
Trump Moves to Isolate Huawei as he Bans it From U.S. 5G Networks. How Does This Fit Into the US-China Tradewar?
A Discussion of AlphaRank, Which Represents Accelerate's Equity Ranking According To Its Proprietary Multi-factor Model
31 min
May 13, 2019 #13: The Trade War
U.S. China Trade War Escalates As Trump Implements Additional Tariffs. Where Is It Heading?
Occidental Wins The Anadarko Takeover Battle As Chevron Bows Out. But Did They Suffer The Winner’s Curse?
Canada Reports Blowout Jobs Numbers With Its Biggest Gain On Record. Take a Look At The Numbers.
Uber IPO Fizzles As It Drops Below Its Listing Price. How Low Can It Go?
Why You Should Pay Attention To Share Buybacks Not Dividends
38 min
May 06, 2019 #12: Buffett's Billions
Buffett Backs Occidental in Pursuit of Anadarko Takeover with $10 Billion Investment. How Does This Change the Takeover Battle Dynamics?
Beyond Meat Sizzles in Stock Market Debut. How Does the Stock Stack Up?
U.S. Job Gains in April Exceed Forecasts as Unemployment Rate Falls to Lowest Since 1969. Can the Economy Get Any Better?
The Fed Holds Rates Steady as Powell Claims Inflation “Transitory”. What’s the Fed’s Next Step?
27 min
April 29, 2019 #11: The Private Equity Mirage
Microsoft Market Cap Touches $1 Trillion As Q1 Results Beat Expectations. What Drove the Increase In Value?
Occidental Announces Hostile Bid For Anadarko, Setting Stage For Bidding War With Chevron. What Happens Next?
Bank of Canada Holds Rates Steady. What Is Their Next Move?
US Q1 GDP Beats Estimates. What do the Numbers Mean?
The Private Equity Mirage: How to Replicate Private Equity With Liquid Public Securities
31 min
April 22, 2019 #10: Zoom and the Inefficient Market
Zoom and Pinterest rocket higher on their stock market debuts. Is the IPO pop justified?
China economic growth stabilizes. Is it smooth sailing from here?
Canopy Growth to buy Acreage in $3.4 billion acquisition. What makes this deal unique?
Qualcomm shares rise +40% on the week. What happened?
Why is it bad to invest based solely on dividends?
34 min
April 15, 2019 #9: 100 Billion Dollar Deals
Disney announces its new Disney+ streaming service. Is this a death knell for Netflix?
Uber files for IPO. Should you buy the stock?
Saudi Aramco issues $12 billion in bonds amidst $100 billion in demand. What did the market think?
Chevron to buy Anadarko in $50 billion energy deal. Is there more to come?
FOMC minutes released. What’s the next move for the Fed?
The magazine indicator just flashed red. Time to sell everything or nah?
29 min
April 08, 2019 #8: The Future of Value Investing
Tradeweb goes public. Is it the future of bond trading?
Mixed jobs reports in Canada and the U.S. How to interpret the numbers.
Tesla first quarter disappoints. Can Musk get it back on track?
Andreessen Horowitz converts into a financial advisor. Will other VCs follow?
A discussion on the future of value investing, including why cash flow measures are superior to liquidation values.
33 min

About Absolute Return Podcast

From the publisher's feed

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…