Absolute Return Podcast

Absolute Return Podcast header image 1

#60: The New Bull Market: Looking Past the Coronavirus

A Record 3.3 Million U.S. Workers File for Unemployment Benefits as Canadian Jobless Claims Soar Close to 1 Million. Should Investors be Worried?

U.S Government Approves Historic $2 Trillion Stimulus Package. What’s in it? Is it Going to Work?

Endeavour Announces Acquisition of Semafo in $1 Billion Gold Mining Deal. Has the Coronavirus Affected M&A?

A Discussion on the Paradox of Choice: What to do When it Rains Gold

#59: Governments Fire Fiscal Bazooka to Combat COVID-19 Recession. Will it Work?

Governments Around the World Announce Record-Setting Fiscal Stimulus Measures to Counteract Coronavirus-Led Economic Downturn. Will This Help Combat the Global Recession?

Central Banks do their Part in Fight Against COVID-19 by Implementing Substantial Monetary Stimulus. Will Quantitative Easing Work?

Market Volatility Creates Unprecedented Opportunity in Merger Arbitrage as Deals Continue to Get Done. What’s the Best Way to Capitalize on This?

#58: Black Thursday and the Great Bear Market of 2020. Where Do We Go From Here?

Global Equities Plunge into Bear Market as the WHO Declares Coronavirus a Pandemic. Is the Bad News Priced In?

Crude Oil Plummets as a Price War Breaks Out Between Saudi Arabia and Russia.What’s Next for the Energy Market?

Aon Announces Friendly Acquisition of Rival Willis Towers Watson in $30 Billion Deal. Is the Market Panic Affecting M&A?

#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

#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?

#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?

#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.

#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

#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?

#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?