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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 Apr 27, 2020
Monday Apr 27, 2020
Crude Oil Futures Hit Negative $37.00 per Barrel in Record-Setting Rout. Should Investors Be Buying?
IPO Window Opens Back Up as Social Capital SPAC Completes Upsized $720 Million Initial Public Offering. Will We See More IPOs?
Private Equity Firm Sycamore Tries to Wriggle Out of Deal For Victoria’s Secret. Will the Gambit Work?
A Discussion of the Tough First Quarter for Private Equity and Where We Go From Here.
Monday Apr 20, 2020
Monday Apr 20, 2020
Private Debt Funds Halt Redemptions as Investors Rush for the Exits and Asset values Plummet. Should Investors be Worried?
Trump’s Art of the Oil Deal. Will it Bring Balance to the Global Oil Market?
A Coronavirus Cure? Remdesivir Shows Promising Results in Clinical Trial.
A Discussion of 5 Reasons Why Merger Arbitrage Is A Must-Own Investment Strategy.
Monday Apr 13, 2020
Monday Apr 13, 2020
The Fed Announces Unprecedented $2.4 Trillion in Loans to Support Local Businesses and Governments. What are the Implications of This Massive Stimulus?
Airbnb in Trouble as it Withdraws IPO Plans and Completes a Distressed Financing. Will the Company Survive?
Not all Heroes Wear Capes: Jack Dorsey Pledges $1 Billion in Fight for Coronavirus Cure.
Value Sucks Wind While Momentum Surges. A Discussion of March Factor Performance.
Monday Apr 06, 2020
Monday Apr 06, 2020
T-Mobile Closes its $30 Billion Merger With Sprint. Why is This Transaction so Important?
SoftBank Pulls $3 Billion WeWork Tender Offer. Why Did They Renege on the Deal?
Xerox Ends its Hostile Pursuit of Rival HP. Did This Acquisition Ever Stand a Chance?
Whiting Petroleum Files for Bankruptcy as the First Insolvency of the Oil-Price Crash. Is it the First Domino to Fall?
Monday Mar 30, 2020
Monday Mar 30, 2020
A Record 3.3 Million U.S. Workers File for Unemployment Benefits as Canadian Jobless Claims Soar Close to 1 Million. Should Investors be Worried?
U.S Government Approves Historic $2 Trillion Stimulus Package. What’s in it? Is it Going to Work?
Endeavour Announces Acquisition of Semafo in $1 Billion Gold Mining Deal. Has the Coronavirus Affected M&A?
A Discussion on the Paradox of Choice: What to do When it Rains Gold
Monday Mar 23, 2020
Monday Mar 23, 2020
Governments Around the World Announce Record-Setting Fiscal Stimulus Measures to Counteract Coronavirus-Led Economic Downturn. Will This Help Combat the Global Recession?
Central Banks do their Part in Fight Against COVID-19 by Implementing Substantial Monetary Stimulus. Will Quantitative Easing Work?
Market Volatility Creates Unprecedented Opportunity in Merger Arbitrage as Deals Continue to Get Done. What’s the Best Way to Capitalize on This?
Monday Mar 16, 2020
Monday Mar 16, 2020
Global Equities Plunge into Bear Market as the WHO Declares Coronavirus a Pandemic. Is the Bad News Priced In?
Crude Oil Plummets as a Price War Breaks Out Between Saudi Arabia and Russia.What’s Next for the Energy Market?
Aon Announces Friendly Acquisition of Rival Willis Towers Watson in $30 Billion Deal. Is the Market Panic Affecting M&A?
Monday Mar 09, 2020
Monday Mar 09, 2020
The Fed Implements Emergency Rate Cut in Response to Coronavirus Panic
Interest Rates Plunge to Record Lows as Global Markets Fear Recession
Xeros Launches Hostile Takeover Offer for Rival HP as M&A Activity Continues Despite Market Rout
Hedge Fund Elliott Management Unveils Shareholder Activist Campaign at Twitter merger
Monday Mar 02, 2020
Monday Mar 02, 2020
Fear Grips Investors as Coronavirus Causes Global Stock Market Rout. What’s an Investor to Do?
US Treasury Yields Hit New Lows as Investors Panic-Buy Safe Haven Securities. Should You be Buying Bonds Here?
Intuit Acquires Fintech Company Credit Karma for $7.1 Billion. What’s the Strategic Rationale?
Berkshire Hathaway Releases Warren Buffett’s Annual Letter to Shareholders. What is Warren Thinking These Days?
Monday Feb 24, 2020
Monday Feb 24, 2020
Morgan Stanley to Acquire E-TRADE Financial for $13 Billion as Consolidation of the Discount Brokerages Continues. What’s Driving Mergers in the Sector?
Mutual Fund Companies Legg Mason and Franklin Resources Merge in a $6.5 Billion Deal. Why Are Traditional Asset Managers Rushing to Merge?
Real Estate Investment Firms Starlight and Kingsett to Acquire Northview Apartment REIT for $4.8 Billion. Why are Apartments in Such High Demand From Investors?
Domino’s Pizza Stock Surges 25% on Fourth Quarter Results. What Has Made it a Top Performing Stock?