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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 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?
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