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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 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?
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?