Absolute Return Podcast

Canadian yield curve inverts. Is this bad for Canadian stocks?

LYFT goes public. Now what?

Apple expands its services offering. Why are they getting into TV, finance, gaming and news?

Schwab slashes financial advisor fee to $30 per month. Is this changing the game?

Brexit update. Will this unmitigated disaster ever end?

A discussion on various stock market timing signals including CAPE, dividend yield, Baltic Dry index, market cap to GDP and the yield curve.

U.S. Treasury yield inverts: Is this a bad omen for the stock market?

IPOs: A great buy or is It Probably Overpriced?

Canadian banks: Is it time to go short?

Fed stands pat on rates: Where to from here?

Discussion: The Danger of Return Targeting

Barrick & Newmont joint venture: Was Barrick’s hostile bid just a ploy?

Oaktree goes BAM. Did Howard Marks just call a market top?

Boeing 737 aircraft suffers tragic crash. What are the implications?

HEXO acquires Newstrike in $260 million deal. More to come? 

No hard Brexit. Does anyone know what’s going on?

Discussion: 52-week high investing

Jobs, jobs jobs! Canada vs U.S. head-to-head analysis of February job gains.

China exports tumble. Who’s winning the trade war?

Facebook pivoting to privacy? Yeah right!

Barrick and Newmont pursuing joint venture. Was the hostile bid just a ploy?

Norwegian SWF dumping oil stocks. Does this present an opportunity?

WeWork or WePlay?

Bank of Canada holds rates steady, blaming recent economic slowdown.

Questions: What is your outlook on interest rates?

Eugene Wei's "Status as a Service (StaaS)"

Hostile takeovers - what are they and how do they work?

Q4 GDP growth figures and their implications for interest rates.

Wilson-Raubould testimony and its potential effect on TSX returns and the Canadian economy.

Chinese tariffs and where the trade war is heading.

Salient points from Warren Buffett’s annual letter to shareholders.

Barrick’s hostile bid for Newmont and why it’s unusual.

LYFT’s upcoming IPO and its financial performance.

How multi-billion-dollar endowments are investing their money.

Kraft Heinz Kitchen Sink Quarter

Barrick Bluffs Newmont

PMO SNC Scandal

Walmart's Blowout Q4 Results

Fed's Balance Sheet Plans

Value Funds Aren't Value

Investor Dr. Herbie Wertheim

Blog: Innovators, Imitators and Idiots

Question: What's Arbitrage?

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 become a more intelligent and wealthier investor