market conditions

Absolute Return Podcast

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#221: Energy Transition Investing with ESGEN CEO Andrejka Bernatova

On today’s podcast we welcome special guest, ESGEN CEO Andrejka Bernatova. ESGEN runs a $280 million SPAC focused on accelerating the shift towards a low-carbon sustainable future.

On the show, Andrejka discusses: 
-How she went from coming to the US at the age of 15 alone, with no knowledge of English, carrying $100 in her pocket to later getting a job on Wall Street
-How investment banking experience helped her as a CFO
-Her thesis behind the shift to a low-carbon future
-What is in store for the oil and gas sector
-And more

#219: SPAC Investing with Meteora Capital Founder and CIO Vik Mittal

On today’s podcast we welcome special guest, Meteora Capital Founder and CIO Vik Mittal. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.

On the show, Vik discusses:
-His path into the hedge fund world
-The Twitter deal and his thoughts on merger arbitrage
-What appeals to him about SPAC investing
-Advice for those looking to break into the hedge fund industry
-And more

#218: Casino and Gaming Investing with SpringOwl Asset Management CEO Jason Ader

On today’s show we welcome veteran investor Jason Ader. Jason is the Co-Founder and CEO of SpringOwl Asset Management, an investment firm with a focus on the Real Estate, Gaming and Lodging sectors. In addition, Jason is the CEO and Chairman of SPAC 26 Capital Acquisition Corp.

 

On the show, Jason discusses:

- His path to Wall Street, including the clever idea that led to his lucky break

- How he excelled as a top-ranked sell-side analyst at Bear Stearns

- The unique aspects of the Real Estate and Gaming sectors that make them attractive for investment

- Shareholder activism and turnarounds

- Advice for those starting out on Wall Street or those considering a career in investment management

- And more

#215: State of the Markets 6 - Expert Forecasts and the Future of SPACs

On today’s special episode of the podcast, we welcome the SpacGuru, Jeff from SpacWarrants and Jeremy Tarica of Forest Road talking about the state of the market.

The discussion touches on:
-Current economic and market conditions
-Expected liquidations and the effect on SPAC warrants
-Sector rotation and what we expect from mergers
-The future of the SPAC asset class
-And more

#211: Cybersecurity with ZeroFox CEO James Foster

On today’s podcast we talk cybersecurity with the ZeroFox CEO James Foster. ZeroFox is an enterprise software-as-a-service leader in external cybersecurity.

On the show, Foster discusses:
-What is so exciting about cybersecurity
-The most important trends in cybersecurity that investors should learn more about
-Details on the pending acquisition of IDX, a leading digital privacy protection and data -breach response services company
-Key factors driving the company’s forecast 30% revenue CAGR
-And more

 

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