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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 Jul 29, 2019
Monday Jul 29, 2019
T-Mobile And Sprint Win Antitrust Approval For Their Merger. What Did The Parties Do To Obtain The Nod From The DOJ?
CannTrust CEO Fired And Chairman Resigns As Scandal At The Cannabis Firm Deepens. What Happens Now?
U.S. Economy Grows At 2.1% In Q2, Beating Expectations. Is The Fed Still Going To Cut Rates?
ECB Signals Upcoming Rate Cut And Potential Relaunch Of Monetary Stimulus. Why Is More Stimulus Necessary?
Regulator Opens Review Into Big Tech Firms’ Market Power. Why Is The Regulator Concerned?
Monday Jul 22, 2019
Monday Jul 22, 2019
Netflix Stock Drops -10% As Growth Slows. Are Netflix’s Best Days Behind It?
Activist Hedge Fund Pershing Square Gets Tables Turned As Investor Unveils Activist Campaign At The Fund. What’s The Activist Looking To Achieve?
WeWork Founder Exits Stock To The Tune Of $700 Million Prior To IPO. Should Investors Be Concerned?
Symantec Shares Fall As Broadcom Pulls Bid. Why Did Talks Fall Apart?
The Trend Is Your Friend. A Discussion On Trend Investing
Monday Jul 15, 2019
Monday Jul 15, 2019
Virgin Galactic To Go Public Via SPAC. What Is A Special Purpose Acquisition Company?
Can’t Trust CannTrust As Cannabis Firm Controversy Grows. What Did The Company Do Wrong?
Fed Chair Sets The Stage For A July Rate Cut. Will It Be 0.25% or 0.50%?
Bank of Canada Holds Interest Rates Steady at 1.75%. What’s Next For Canada’s Central Bank?
Additional Activist Opposes Hudson’s Bay Go-Private Offer As Company Hires Advisors. What’s Next?
Monday Jul 08, 2019
Monday Jul 08, 2019
Donald Trump Halts Additional China Tariffs As Leaders Seek To De-Escalate Trade War. What Happened?
Group Mach Withdraws $14.00 Per Share Offer For Transat. Did Group Mach’s Bid Ever Have A Chance?
Canopy Growth Founder Bruce Linton Fired As CEO. Why Was He Ousted?
Loonie Hits 8-Month High As Canada Swings To Trade Surplus. Is The Loonie Rally Overdone?
Yields On European Bonds Hit New Lows As Christine Lagarde Nominated To Lead The ECB. Why Did The Market React So Favourably?
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
Abbvie To Buy Allergan in $83 Billion Pharmaceutical Deal. What’s the Strategic Rationale?
Additional Activist Takes Stake In Hudson’s Bay As Shareholders Continue Push For Higher Price. What Next?
Transat Accepts Friendly $520 Million Takeover From Air Canada. Is it a Done Deal?
Eldorado Resorts To Acquire Caesars Entertainment in $17.3 Billion Deal. Why Did it Happen?
Stocks With a “Hot Hand” – A Discussion of Investing with Operating Momentum
Wednesday Jun 26, 2019
Wednesday Jun 26, 2019
The Fed Hints At Rate Cuts And The Markets Rejoice. What’s Next?
Facebook Announces Its Libra Cryptocurrency. But Is Libra Really A Cryptocurrency?
Slack Goes Public Through Direct Listing, Defying Convention. Why Didn’t It Pursue A Traditional IPO?
Activist Skewers HBC As It Seeks A Substantial Increase In The Go-Private Offer. What Is Fair Value?
A Discussion On Quality Investing. Does It Actually Work?
Wednesday Jun 19, 2019
Wednesday Jun 19, 2019
Germany Sells 10-Year Bunds Yielding -0.24%. Is The Bond Market The Real Dumb Money?
Online Pet Supply Retailer Chewy Soars Nearly 90% In Its IPO. Does Its Valuation Make Sense?
China’s Industrial Output Growth Slows To 17-Year Low. Is China Losing The Trade War?
Investors Seek To Take Retailer Hudson’s Bay Co. Private. Are Shareholders Getting A Fair Price?
Monday Jun 10, 2019
Monday Jun 10, 2019
Trump Says He’ll Drop Mexican Tariffs As Countries Reach Deal On Migrants. Is a Deal With China Next?
Messaging App Startup Kik Interactive Sued By SEC Over $100 Million Cryptocurrency Offering. What Did They Do Wrong?
Canadian Unemployment Rate Hits Record Low As Canadian Economy Added More Jobs Than Expected In May. But Is The Economy Healthy?
U.S. Jobs Disappoint As The Economy Only Adds 75,000 Jobs In May. What Happened?
Transat Gets An Overbid From A Real Estate Developer. Is This A Legitimate Bid?
Monday Jun 03, 2019
Monday Jun 03, 2019
President Trump Nukes USMCA As He Starts a Trade War With Mexico. Is Canada Next?
Carl Icahn Launches Activist Campaign On Occidental. Is the Anadarko Deal At Risk?
China Digs In Its Heels As It Threatens To Restrict Rare Earth Exports. What Happens Next?
T-Mobile and Sprint Look To Land DOJ Approval For Their Merger. What Are They Proposing?
Monday May 27, 2019
Monday May 27, 2019
Rates On Hold As FOMC Stands Pat For The Time Being. What Are the Fed’s Next Steps?
Hedge Fund legend David Tepper Retires. What Happens To His Firm Appaloosa?
Google Suspends Huawei from its Android Platform as U.S.-China Relations Worsen. Where Does Huawei Go From Here?
FCC Chairman Recommends Approval of T-Mobile’s Acquisition of Sprint. Is This Deal Going To Close?
What Happens When We Combine The Value And Momentum Factors?