Absolute Return Podcast

#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

#24: Here Come the Rate Cuts!

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?

#23: Netflix in Flux

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

#22: SPAC Attack

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?

#21: The Trade War Truce

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?