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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
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

Wednesday Jan 29, 2020
#50: Leadership Chat: W. Brett Wilson, Redefining Success
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
#49: Contagion: Should Investors be Concerned About the Coronavirus?
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
#48: Casper Files for IPO. Should Investors Ghost This Deal?
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
#47: M&A 101: When Hostile Takeovers Go Friendly
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?

Monday Dec 16, 2019
Monday Dec 16, 2019
Rock Bottom Interest Rates to Remain as the Fed and ECB Keep Rates Steady. Will They Ever Hike?
Legendary Central Banker Paul Volcker Passes Away While BoC Governor Stephen Poloz Passes the Torch. Who’s Up Next at the Bank of Canada?
Saudi Aramco Hits 2 Trillion Valuation After IPO. Was its Price Manipulated?
Boris Johnson Wins UK Election, Declaring Brexit a Certainty. But Will it Actually Happen This Time?
A Discussion on Why Merger Arbitrage Deserves a Spot in Investor Portfolios.

Wednesday Dec 11, 2019
#44: Leadership Chat: Jim Beqaj, the CEO Coach
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019

Monday Dec 09, 2019
#43: A Tale of Two Jobs Reports: US vs Canada
Monday Dec 09, 2019
Monday Dec 09, 2019
U.S. Reports Blow-out Jobs Numbers. Is a 2020 Recession Off the Table?
Canada Records the Worst Jobs Figures in 10 Years. What’s the Story Behind the Numbers?
The World’s Largest Company Goes Public. Why Did the Shares Price so High?
A Discussion on Short Selling: For Intelligent Investors or Deranged Masochists?

Monday Dec 02, 2019
#42:M&A 101: The Bidding War
Monday Dec 02, 2019
Monday Dec 02, 2019
Private Equity Apollo Forced to Increase Price for its Tech Data Acquisition. What Happened Here?
Catalyst Capital Lobs $11.00 Per Share Offer for Hudson’s Bay, Topping the Chairman’s $10.30 bid. Will This Put the Company in Play?
Kirkland Lake Gold Agrees to Buy Detour Gold in $4.9 Billion Deal. Why Did its Stock Drop so Much?
LVMH Raises Offer for Tiffany’s and Clinches Deal. By How Much Did They Need to Bump Their Bid?

Monday Nov 25, 2019
#41: Brokerage Battle: Why is Charles Schwab Trying to Buy TD Ameritrade?
Monday Nov 25, 2019
Monday Nov 25, 2019
Charles Schwab in Talks to Acquire Rival TD Ameritrade to Create $5 Trillion Brokerage Behemoth. Is this the Result of Zero Commissions?
Former Uber CEO Travis Kalanick Sells Nearly $1.5 Billion of Uber Shares as the IPO Lock-Up Expires. Why’s He Selling?
The “Big Short 2.0”: Carl Icahn Bets Big Against Shopping Malls. Will it Pay Off for the Billionaire?
Hedge Fund Legend Louis Bacon Shutters Hedge Fund Moore Capital After a 30-Year Run. Was he the Last of a Dying Breed of Non-Systematic Managers?
