Absolute Return Podcast

#34: Profitless IPOs: Should You Invest?

Broker Battle Breaks Out as Schwab Drops Commissions to Zero. How Are They Going to Make Money?

U.S. PMI Falls Below 50 in an Ominous Sign for the Global Economy. Is a Recession Imminent?

FanDuel Owner Pushes All-In with its $6 Billion Acquisition of PokerStars Parent. What’s the Strategic Rationale?

LBO Hot Potato Continues as Great Wolf Resorts Bought by a Third Leveraged Buyout Firm. Can Private Equity Still Add Value?

A Discussion on Why You Shouldn't Invest in Money-Losing Companies

#33: IPOs: Idiots Purchase Only?

Peloton Falls as Much as -15% in its Underwhelming IPO. Why Did Investors Sour on the Stock?

UFC-Owner Endeavor Pulls IPO Amidst Lackluster Demand. Why Did its IPO Flop?

WeWork CEO Fires Himself After Investors Lose Confidence in the Co-Working Company’s Leader. What Led to His Downfall?

Altria and Philip Morris Call off Merger Talks as Vaping Crisis Hits Juul. Why Did the Deal Fall Apart?

#32: The Anatomy of a Short Squeeze

Blackstone Acquires Dream Global REIT in $6.2 Billion Real Estate Deal. What Makes this Deal so Interesting?

Attack on Saudi Oil Infrastructure Takes 5% of Global Production Offline. What are the Implications?

WeWork Delays its Highly Controversial IPO. Why Did it Flop?

A Divided Fed Cuts Interest Rates as the Stock Market Nears New Highs. Why Were Some Members Against the Rate Cut?

A Discussion of the Great Short Squeeze of 2019.

#31: The Activist Hedge Fund Playbook

Activist Hedge Fund Elliott Management Targets Conglomerate AT&T. What does the Activist Investor Want?

Business Legend T Boone Pickens Dies at 91. What Made Him so Notable?

Hong Kong Stock Exchange Goes Hostile for the London Stock Exchange. Why is this Potential Deal so Interesting?

ECB Cuts Rates and Restarts Quantitative Easing. Why did they do it?

It’s a Momentum World and You’re Just Living in it. A Discussion of August Factor Performance.

#30: So You Want to Own a Professional Sports Team? Here's How

Canada Notches Best Quarterly Economic Growth Since 2017. What’s Behind the Numbers?

Brexit Drama Reaches Comedic Levels as PM Boris Johnson Faces Defeat. Is Brexit Ever Going to Happen?

Investors Balk at WeWork’s IPO as it’s Forced to Slash its Valuation. Will They Scrap the Whole Thing?

NBA Considers Creating an Investment Fund to Hold Stakes in Pro Basketball Teams. Should You Become an Owner?

#29: Peloton is Going Public—Should Investors Buy the IPO?

Argentina Flirts With Default as it Looks to Restructure Over $100 Billion of Debt. What Happened to Argentine Bonds?

Tobacco Companies Philip Morris and Altria Confirm Merger Talks. What’s the Catalyst Behind This Deal?

Cycling Equipment Company Peloton Reveals Plans for IPO. Should Investors Buy it?

China De-Escalates Trade War as it Indicates it won’t Retaliate on New U.S. Tariffs. What Happens Next?

A Discussion on the Underperformance of Small Cap Stocks.

#28: The Yield Curve Just Inverted— Should You Sell Everything?

Pembina to Acquire Kinder Morgan Canada in $2.3 Billion Deal. What’s the Strategic Rationale?

China Fires Back With Additional $75 Billion of Tariffs on U.S. Goods. Why Are They Escalating the Trade War?

U.S. PMI Falls Below 50 , Signalling Manufacturing Decline for the First Time Since 2009. What’s Driving This Slowdown?

VMWare Announces Acquisitions of Pivotal and Carbon Black. Why Did They Do These Deals?

What Should Long-Term Investors Do About The Yield Curve Inversion?

#27: What’s Up With Negative Interest Rates?

US 30-Year Bond Falls Below 2% For The First Time Ever While Other Countries’ Yields Go Negative. Why Are Interest Rates Falling?

Office Space Company WeWork Unveils Paperwork For its IPO. How Do Its Financials Look?

CBS Announces $30 Billion Merger With Former Subsidiary Viacom. What Was The Strategic Rationale?

U.S. Looks To De-escalate Trade War With China As it Delays Some Tariffs On Chinese Goods. What Is Their Strategy?

Air Canada Raises Its Friendly Offer For Transat By 38% From $520 Million to $720 Million. Why The Massive Increase In Purchase Price?

#26: Currency Wars: A Race To The Bottom

U.S. Labels China a Currency Manipulator as the Renminbi Hits 11-Year Low. Why Did China’s Currency Depreciate?

Crude Oil Hits Seven-Month Low as Trade War Slows Economic Activity. What’s Driving the Price Action?

Disney Bundles Disney+, Hulu and ESPN+ at $12.99 in a Challenge to Netflix. Will it Work?

A Conversation About July Factor Performance. Which Factors Produced Alpha?

#25: Beyond Ridiculous: What to Do When Insiders Cash Out?

President Trump Escalates U.S.-China Trade War With New Tariffs. What Happened Now?

Federal Reserve Cuts Rates by 0.25%. What Did The Market Think?

Beyond Meat Insiders Cash Out Of Stock In Droves. How Should Investors Interpret This?

London Stock Exchange Strikes Deal To Acquire Refinitiv. Why Did LSE’s Stock Price Rally By More Than 20%?

A Discussion On Merger Arbitrage: A Strategy For Consistent Profits In The Market