Absolute Return Podcast

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#101: Is That Your Blank Check: Jay-Z’s Cannabis SPAC Deal

SPAC GigCapital2 Abandons Bolder Deal to Combine with UpHealth. Why the Change of Heart?

Salesforce in Talks to Acquire Slack For More Than $20 Billion. What is the Strategic Rationale Behind the Rumoured Deal?

Rapper Jay-Z Strikes Cannabis Deal with Canadian SPAC Subversive Capital Acquisition. Why is Hova Going Public?

#100: Leadership Chat: Trend-following With Meb Faber

Today, we get to celebrate the Absolute Return Podcast’s 100th episode with Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management and the host of The Meb Faber Show podcast. Today we discuss:

-what got him interested in investing and how he started Cambria

-his 2006 paper, “A Quantitative Approach to Tactical Asset Allocation,” and the trend-following multi-asset strategy 

-strategies he manages that resonate the most with today’s investors

-his greatest lessons learned from interviewing investors on The Meb Faber Show

#99: Electric Vehicle SPACs: New Economy Investment Opportunity or Stock Market Bubble?

Electric Vehicle Company Arrival to Go Public Through SPAC CIIG Merger. Are EV-Related SPACs in a Bubble?

Blank Check Company Longview Acquisition Strikes Merger With Healthcare Startup Butterfly Network. What Does the Market Think of this Deal?

Taubman and Simon Make Amends, Recut Merger Deal to Avoid Going to Trial. How Much Was the Price Cut and is it Fair to Shareholders?

#98: Quant Shock: Momentum Factor Hit For Worst Day Ever

Vaccine News Causes Quant Shock and Record-Setting Short Squeeze. Is the Short-Covering in Low-Quality Junk Stocks Overdone?

 

LBOs Come to Canada as Apollo Seeks Great Canadian Gaming Buyout. Will This Deal Close Amidst Shareholder Opposition?

 

VF Shares Rally With $2.1 Billion Acquisition of Streetwear Brand Supreme. Why Did the Shares React so Positively?

#97: Leadership Chat: Gold Investing with Steve Letwin

Hear Steve Letwin, former  CEO of IAMGOLD and current CEO of Mancal Corp, discuss:
  • Opportunities and challenges in the gold mining sector 
  • The top ways to have gold exposure and his outlook on the price of gold
  • Gold’s role in a diversified portfolio
  • Top investment themes for the next ten years#

#96: Big Bad China and the $37 Billion Ant IPO Flop

China Exerts its Influence and Forces Cancellation of the $37 Billion Ant Group IPO. Why Did the Chinese Communist Party Blow Up the Ant IPO?

 

SPAC InterPrivate Acquisition Strikes Merger with 4D LiDAR Company Aeva. What Does the Market Think of this Deal?

 

Dunkin’ Brands to Go Private in One of the Largest Leveraged Buyouts of the Year. Is Private Equity Back in the Game?

#95: The Energy M&A Buzzsaw: Why Do Acquirors’ Shares Get Ripped Apart?

Cenovus Walks into the Energy M&A Buzzsaw, Sees Shares Get Sliced with Husky Takeover. Why Did Cenovus Do it?

Tiffany and LVMH Make Peace, Strike New Deal at Slightly Reduced Price. Who is the Winner in this Hard-Fought Takeover Battle?

Qualtrics Founder Ryan Smith Buys Utah Jazz for $1.66 Billion. How did the Investment Perform for the Previous Owner?

#94: $2.1 Billion of Value Lost: Cogeco’s Big Mistake

Altice and Rogers Turn Up the Heat on Cogeco as They Increase Their Bid by $800 Million. Why Did Cogeco Reject Such a Lucrative Offer?

 

Paypal to Allow Customers to Buy, Sell and Shop Using Bitcoin. What do Crypto Investors Think of the Initiative?

 

ConocoPhillips to Acquire Concho Resources for $13 Billion. How Are Concho Shareholders Doing in the Deal?

#93: Leadership Chat: Wealth Management with Shawna Perron

Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on:

  • Her journey to becoming a portfolio manager and what drew her to the industry
  • Portfolio management strategies
  • Asset allocation in today's market environment
  • The future of investment management

 

 

#92: SPAC Attack: Blank Check IPO Issuance Hits Record Pace

SPAC IPOs Reach Fevered Pitch with October Issuance Breaking $10.5 Billion Record. How Much Can this Market Absorb?

First Citizens to Buy CIT Group in $2.1 Billion Bank Merger. Why are Financial Firms Consolidating? 

Alpha + Beta Outperforms as Mutual Funds Struggle to Keep Up. What is Enhanced Indexing and Why Should Investors Consider It?

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