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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
Tuesday May 21, 2019
Tuesday May 21, 2019
Airline Consolidation Heats Up as Onex Acquires Westjet For $5 billion. What Makes This Deal Interesting?
Air Canada Bids For Air Transat And Puts The Company In Play. Hows Does The Quebec Government Play a Role In The Deal?
Chinese Economic Data Slows in April. What’s Behind The Numbers?
Trump Moves to Isolate Huawei as he Bans it From U.S. 5G Networks. How Does This Fit Into the US-China Tradewar?
A Discussion of AlphaRank, Which Represents Accelerate's Equity Ranking According To Its Proprietary Multi-factor Model
Monday May 13, 2019
Monday May 13, 2019
U.S. China Trade War Escalates As Trump Implements Additional Tariffs. Where Is It Heading?
Occidental Wins The Anadarko Takeover Battle As Chevron Bows Out. But Did They Suffer The Winner’s Curse?
Canada Reports Blowout Jobs Numbers With Its Biggest Gain On Record. Take a Look At The Numbers.
Uber IPO Fizzles As It Drops Below Its Listing Price. How Low Can It Go?
Why You Should Pay Attention To Share Buybacks Not Dividends
Monday May 06, 2019
Monday May 06, 2019
Buffett Backs Occidental in Pursuit of Anadarko Takeover with $10 Billion Investment. How Does This Change the Takeover Battle Dynamics?
Beyond Meat Sizzles in Stock Market Debut. How Does the Stock Stack Up?
U.S. Job Gains in April Exceed Forecasts as Unemployment Rate Falls to Lowest Since 1969. Can the Economy Get Any Better?
The Fed Holds Rates Steady as Powell Claims Inflation “Transitory”. What’s the Fed’s Next Step?
Monday Apr 29, 2019
Monday Apr 29, 2019
Microsoft Market Cap Touches $1 Trillion As Q1 Results Beat Expectations. What Drove the Increase In Value?
Occidental Announces Hostile Bid For Anadarko, Setting Stage For Bidding War With Chevron. What Happens Next?
Bank of Canada Holds Rates Steady. What Is Their Next Move?
US Q1 GDP Beats Estimates. What do the Numbers Mean?
The Private Equity Mirage: How to Replicate Private Equity With Liquid Public Securities
Monday Apr 22, 2019
Monday Apr 22, 2019
Zoom and Pinterest rocket higher on their stock market debuts. Is the IPO pop justified?
China economic growth stabilizes. Is it smooth sailing from here?
Canopy Growth to buy Acreage in $3.4 billion acquisition. What makes this deal unique?
Qualcomm shares rise +40% on the week. What happened?
Why is it bad to invest based solely on dividends?
Monday Apr 15, 2019
Monday Apr 15, 2019
Disney announces its new Disney+ streaming service. Is this a death knell for Netflix?
Uber files for IPO. Should you buy the stock?
Saudi Aramco issues $12 billion in bonds amidst $100 billion in demand. What did the market think?
Chevron to buy Anadarko in $50 billion energy deal. Is there more to come?
FOMC minutes released. What’s the next move for the Fed?
The magazine indicator just flashed red. Time to sell everything or nah?
Monday Apr 08, 2019
Monday Apr 08, 2019
Tradeweb goes public. Is it the future of bond trading?
Mixed jobs reports in Canada and the U.S. How to interpret the numbers.
Tesla first quarter disappoints. Can Musk get it back on track?
Andreessen Horowitz converts into a financial advisor. Will other VCs follow?
A discussion on the future of value investing, including why cash flow measures are superior to liquidation values.
Tuesday Apr 02, 2019
Tuesday Apr 02, 2019
Canadian yield curve inverts. Is this bad for Canadian stocks?
LYFT goes public. Now what?
Apple expands its services offering. Why are they getting into TV, finance, gaming and news?
Schwab slashes financial advisor fee to $30 per month. Is this changing the game?
Brexit update. Will this unmitigated disaster ever end?
A discussion on various stock market timing signals including CAPE, dividend yield, Baltic Dry index, market cap to GDP and the yield curve.
Monday Mar 25, 2019
Monday Mar 25, 2019
U.S. Treasury yield inverts: Is this a bad omen for the stock market?
IPOs: A great buy or is It Probably Overpriced?
Canadian banks: Is it time to go short?
Fed stands pat on rates: Where to from here?
Discussion: The Danger of Return Targeting
Monday Mar 18, 2019
Monday Mar 18, 2019
Barrick & Newmont joint venture: Was Barrick’s hostile bid just a ploy?
Oaktree goes BAM. Did Howard Marks just call a market top?
Boeing 737 aircraft suffers tragic crash. What are the implications?
HEXO acquires Newstrike in $260 million deal. More to come?
No hard Brexit. Does anyone know what’s going on?
Discussion: 52-week high investing