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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 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?
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
Judge Approves T-Mobile’s Merger with Sprint. After Two Years in Limbo, Will this Deal Finally Close?
U.S. Federal Trade Commission Cracks Down on M&A by the Largest Tech Companies. Will this Slow Deal Activity?
Simon Announces Acquisition of Taubman in a Mega-Mall Merger. Why are they Betting Big on Shopping Malls?
A Discussion on the Next Frontier in Investment Management: Alpha + Beta.
Thursday Feb 13, 2020
Thursday Feb 13, 2020
Listen to Special guest Steve Feick, Vice President of Special Projects at the Mancal Corporation and President of Mancal Coal.
Mancal is one of the most successful private companies in Western Canada and is involved in industries including oil and gas exploration, mineral exploration, construction, real estate development, and venture capital and merchant banking.
Today we'll cover:
-Steve’s capital allocation strategy
-Top investment opportunities in today's environment
Monday Feb 10, 2020
Monday Feb 10, 2020
Tesla’s Stock Shifts into “Ludicrous Mode” as it Hits $968 Per Share. What’s the Driving Force Behind the Share Rally?
Intercontinental Exchange Makes Takeover Offer for eBay. Why Did the Market Hate this Deal?
Spotify Buys Podcast Company The Ringer. What’s the Strategic Rationale?
Value Stocks Stage Brief, Face-Ripping Rally. Is a New Cycle of Outperformance Set to Begin?
Monday Feb 03, 2020
Monday Feb 03, 2020
Warren Buffett’s Berkshire Hathaway Sells its Newspaper Business to Lee Enterprises. Is Buffett Really Throwing in the Towel on Newspapers?
Volkswagen Makes Play for Navistar in a Bid to Consolidate the Trucking Industry. What’s Their M&A Strategy?
Casino Operator Penn National Invests $136 Million in Sports Media Brand Barstool Sports. What Makes the Deal Structure so Interesting?
Amazon Rejoins the $1-Trillion Market Cap Club as its Stock Hits a New All-Time High. Why Did the Shares Rally?
Wednesday Jan 29, 2020
Wednesday Jan 29, 2020
-investment opportunities, career tips for entrepreneurs, how he supports entrepreneurship and start-ups;
-his view on how to define success;
-his keys to success in business as well as in life
Monday Jan 27, 2020
Monday Jan 27, 2020
Coronavirus Roils Markets as the Outbreak Spreads. Should Investors be Concerned?
Xerox Plans Proxy Battle to Take Control of Rival HP. What is Their Goal?
Tesla’s Market Capitalization Hits $100 Billion to Become the Second Most Valuable Auto Group. Why Has the Stock Tripled?
Bank of Canada Leaves Door Open for a Rate Cut. What Does the Market Think?
Wednesday Jan 22, 2020
Wednesday Jan 22, 2020
WESCO Wins Bidding War for Anixter at $100 Per Share. Who’s the Real Winner?
Recent IPO Troubles Don’t Spook Casper as Mattress Company Files for IPO. Should Investors Ghost this Deal?
U.S. and China Strike Phase One Trade Deal. What Does the Agreement Entail?
Visa Acquires Fintech Startup Plaid for $5.3 Billion. What’s the Strategic Rationale?
Monday Jan 13, 2020
Monday Jan 13, 2020
Hudson’s Bay Chairman Settles With Shareholder Activists, Raises Bid to $11.00. Does This Mark an End to the Saga?
HP Rejects Xerox Approach After Financing Secured. What’s Next?
Softbank’s Vision Fund Continues to Struggle After Zume Pizza Crumbles. Does This Call into Question its Investment Process?
Jobs: Canada Beats While U.S. Misses. What’s the Story Behind the Numbers?
Monday Jan 06, 2020
Monday Jan 06, 2020
Stock Indices Have Banner Year as Valuations Hit All-Time Highs. Is it Time to Diversify?
WESCO Starts Bidding War for Anixter, Topping PE Firm CD&R. How High Can it Go?
Satellite Company MDA Sells to Canadian Investor Group for $1 Billion. Why are They Buying It?
U.S. Military Kills Iran’s Powerful Military Commander Qasem Soleimani by Air Strike in Iraq. What Are the Market Implications?