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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 Jun 29, 2020
Monday Jun 29, 2020
Gap Strikes Deal with Rapper Kanye West for Yeezy Brand. Why Did its Value Increase by $1 Billion?
Supermarket Operator Albertsons Finally Goes Public After Two Failed Attempts. Is Third Try the Charm?
Gym Franchise F45 Training Announces Go-Public Transaction with SPAC Crescent Acquisition. Should Investors be Buying?
Heads I Win, Tails I Still Win: A Discussion on Low-Risk Investing with SPAC Arbitrage
Monday Jun 22, 2020
Monday Jun 22, 2020
High-Flying German FinTech Wirecard Crashes Amidst Allegations of Fraud. What Should Investors do if they are Long?
SPAC Tortoise Acquisition Speeds Ahead as it Announces Merger with Hyliion. Why Did the Stock Surge?
Royalty Pharma Stock Dazzles in its Debut as the Largest IPO of the Year. Why Were Investors so Keen to Buy?
A Discussion on How to Vaccinate your Investment Portfolio with Arbitrage
Monday Jun 15, 2020
Monday Jun 15, 2020
Amateur Investors Pile Into Stock of Bankrupt Companies as Share Prices Skyrocket. Should You Follow Them?
Amsterdam-Based Food Delivery Company Just Eat Takeaway Announces Acquisition of GrubHub for $7.3 Billion. Why Didn’t Uber Buy the Company?
Electric Vehicle Maker Nikola Motors Closed its Business Combination with a SPAC and its Stock Surged. Is it the Next Tesla?
Shopping Mall Company Simon Sues to try to Wriggle Out of its Acquisition of Taubman.
What are its Odds of Success?
Monday Jun 08, 2020
Monday Jun 08, 2020
IPOs are Scorching Hot as ZoomInfo and Warner Music Soar in their Market Debuts. Does This Confirm the Coronavirus Bear Market is Over?
Tiffany Shares Thrown into the Discount Bin as LVMH Briefly Reconsiders the Deal. Why Did the Buyer Want to Cut the Price?
Guyana Goldfields Receives Another Unsolicited Offer as the Bidding War Continues. What Will Happen Next?
Monday Jun 01, 2020
Monday Jun 01, 2020
Private Equity Firm Silver Lake Takes Stake in Third Point’s Blank Check Company to Push Through Global Blue AG Acquisition. What Makes this a Contender for Deal of the Year?
Hertz Files for Bankruptcy as Recession Hits Used Car Values. What Happens to the Rental Car Company Now?
Newspaper Company Torstar Sold to Investor Group at a Negative Value. Why Should Shareholders Support the Deal?
Alpha + Beta: A Discussion on Recent Performance of the Investment Strategy.
Monday May 25, 2020
Monday May 25, 2020
Work From Home Becomes Permanent for More and More Companies. Is this the Way of the Future?
Silvercorp Increases Friendly Offer for Guyana Goldfields by 88% as Third Party Bid Emerges. What Will Happen Next?
Private Equity Firm Advent Reneges on Commitment to Acquire Forescout and Gets Sued. What Are the Potential Outcomes of this Deal Gone Bad?
Spotify Signs Joe Rogan as Exclusive Podcaster for a Rumoured $100 Million. Why Did its Market Cap Increase by $6 Billion?
Tuesday May 19, 2020
Tuesday May 19, 2020
Bitcoin Goes Through a “Halving.” What is it and Why is it Bullish for Bitcoin’s Price?
Uber Makes Play for Grubhub. Why is This a Bad Deal?
Gran Colombia Gold Reveals Unsolicited Bid for Guyana Goldfields. What Will Happen With Silvercorp Waiting in the Wings?
Monday May 11, 2020
Monday May 11, 2020
Liberty Global and Telefonica Combine U.K. Units in $39 Billion Deal. What is the Strategic Rationale Behind this Deal?
Struggling Retailer Neiman Marcus Files for Bankruptcy as Coronavirus Hammers Department Stores. Are More Insolvencies to Come?
Mergers Up in the Air as COVID-19 Hits Asset Values. Which Deals are Getting Hit and Which Could Go Higher?
The Art of SPAC Arbitrage. A Discussion on One of the Fastest Growing Asset Classes.
Wednesday May 06, 2020
Wednesday May 06, 2020
Listen to special guest Tyler Stuart, Managing Director and Co-founder of Green Acre Capital, a leading cannabis private equity investment firm.
In this podcast we discuss:
-Green Acre's approach to cannabis investing and what part of the value chain they find most compelling
-Differences between private and public pot stock valuations
-Current turmoil in the public equity space and what may happen to many cannabis stocks
-Cannabis beverages and the future of cannabis consumption
Monday May 04, 2020
Monday May 04, 2020
Equity Financing Window Opens Up with $200 Million Boyd Group Financing and Over $800 Million of SPAC IPOs. Is the Market Signalling “All Clear”?
Mergers Re-Emerge as Silvercorp Announces $105 Million Acquisition of Guyana Goldfields. Are More Deals to Come?
Short Seller Launches Attack Against Merger Target Forescout Technologies. Does the Report Have Merit?