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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
Monday Aug 31, 2020
Monday Aug 31, 2020
Apple and Tesla Announce Stock Splits and Watch their Shares Soar. Is this Rational or a Speculative Fervor?
3D Printing Startup Desktop Metal Announces Combination with SPAC Trine Acquisition. What Makes this Deal Interesting?
Peter Thiel-Backed Tech Company Palantir Files for IPO. Should Investors be Buying?
Thursday Aug 27, 2020
Thursday Aug 27, 2020
Former House Speaker Paul Ryan to Launch Blank Check IPO. Are we at Peak SPAC?
Apple’s Market Cap Ripens to $2 Trillion. Is the Valuation Justified or is the Stock Market in a Bubble?
The Creator of Fortnite Sues Apple and Google in App Store Dust-Up. What’s the Issue Behind the Lawsuit?
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Billion-Dollar Software Company MicroStrategy Announces $250 Million Investment in Bitcoin. Will Institutional Investors Follow?
Airbnb Restarts IPO Plans, Could be on the Market by Year End. Will it Pursue a SPAC?
Barry Diller’s IAC Makes $1 Billion Bet on Casino Giant MGM. What’s the Thesis Behind the Investment?
Monday Aug 10, 2020
Monday Aug 10, 2020
SPAC Activity Off the Charts with Record IPOs and Constant Deals. Is it a Speculative Fervor or is this the New Normal?
Clock is Ticking for Microsoft’s Acquisition of TikTok. Will they Seal the Deal?
M&A is Back With Nearly $50 Billion of Mergers Announced this Week. Is the Pandemic-Led Deal Drought Over?
Tuesday Aug 04, 2020
Tuesday Aug 04, 2020
Kodak Stock Surges as it Pivots to COVID Drug Initiative. Should Investors be Buying or is this a Stock Scam?
After Sitting Out the Entire Pandemic Bear Market, Leveraged Buyouts Finally Make a Comeback. Why is Private Equity Structurally Pro-Cyclical?
Big Tech Defies Historic Recession with Blockbuster Q2 Results. Are They Recession Resistant?
MAEs, Horse-Trading and Deal Repricing: A Discussion on the Forescout Technologies Takeover
Monday Jul 27, 2020
Monday Jul 27, 2020
Bill Ackman Launches Largest SPAC IPO on Record at $4 Billion. Which Company is he Going to Acquire?
Tesla Reports Profitable Quarter as Shares Hit New All-Time High. Will it be Added to the S&P 500?
Consolidation in the Oil Patch: Chevron Buys Noble for $13 Billion. What do Shareholders Think of the Deal?
Monday Jul 20, 2020
Monday Jul 20, 2020
Previously Jilted Merger Target Forescout Sees its Stock Surge After it Strikes a New Deal with Private Equity Acquiror Advent. What Led to the Parties Making Amends?
SPAC Fortress Acquisition Clinches Deal with Rare Earths Producer MP Materials. How Did the Market React?
Qiagen Stock Hits New Highs After Acquiror Thermo Fisher Sweetens Bid by €1 Billion. Why Are Some Investors Saying it’s Not Enough?
Bank Trading Revenue Surges in Q2 as Volatility Spikes. Is the Dramatic Increase in Trading Sustainable?
Thursday Jul 16, 2020
Monday Jul 13, 2020
Monday Jul 13, 2020
Warren Buffett Finally Makes a Move as Berkshire Strikes $10 Billion Deal. Does this Acquisition Signal that Buffett is Anti-ESG?
Chinese Stocks Enter into Bubble Territory After State-Directed Speculative Rally. Is the Stock Surge Justified?
Rival Investor Group Emerges With Higher Bid for Torstar. Is this the Start of a Bidding War?
Monday Jul 06, 2020
Monday Jul 06, 2020
SPAC Landcadia Holdings Announces Merger with Golden Nugget Online Gaming. What Does the Market Think?
Lululemon to Acquire At-Home Fitness Startup Mirror for $500 Million. What are They Buying it?
Hedge Fund Manager John Paulson, Who Implemented the “Greatest Trade Ever”, Retires. What are his Plans?