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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
Episodes
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Join us for an interview with special guest David Vankka, Partner, Managing Director & Portfolio Manager of ICM Asset Management and PM of the ICM Crescendo Music Royalty Fund. Today we talk about:
-His background on the investment business and how he got to where he is today
-His process with the music royalties investment fund
-Expectations that investors have coming into this asset class in terms of potential returns and what a typical deal looks like
-How investors can access and evaluate music royalty investments
Thursday Dec 03, 2020
Thursday Dec 03, 2020
In today’s episode, we chat with George Arison, founder and CEO of Shift, an online peer-to-peer marketplace for buying and selling used cars. Topics discussed include:
-His entrepreneurial background, key experiences building Shift and the milestones that elevated his business
-Why he chose the SPAC structure for his company and other options considered in going public
-Identifying the right SPAC sponsor and whether it’s a competitive process
-The value Shift offers its customers and its advantage over competitors
Friday Nov 27, 2020
Friday Nov 27, 2020
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
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
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?
Thursday Nov 12, 2020
Thursday Nov 12, 2020
- 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#