159.7K
Downloads
254
Episodes
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 Mar 11, 2019
Monday Mar 11, 2019
Jobs, jobs jobs! Canada vs U.S. head-to-head analysis of February job gains.
China exports tumble. Who’s winning the trade war?
Facebook pivoting to privacy? Yeah right!
Barrick and Newmont pursuing joint venture. Was the hostile bid just a ploy?
Norwegian SWF dumping oil stocks. Does this present an opportunity?
WeWork or WePlay?
Bank of Canada holds rates steady, blaming recent economic slowdown.
Questions: What is your outlook on interest rates?
Monday Mar 04, 2019
Monday Mar 04, 2019
Hostile takeovers - what are they and how do they work?
Q4 GDP growth figures and their implications for interest rates.
Wilson-Raubould testimony and its potential effect on TSX returns and the Canadian economy.
Chinese tariffs and where the trade war is heading.
Salient points from Warren Buffett’s annual letter to shareholders.
Barrick’s hostile bid for Newmont and why it’s unusual.
LYFT’s upcoming IPO and its financial performance.
How multi-billion-dollar endowments are investing their money.
Monday Feb 25, 2019
Monday Feb 25, 2019
Kraft Heinz Kitchen Sink Quarter
Barrick Bluffs Newmont
PMO SNC Scandal
Walmart's Blowout Q4 Results
Fed's Balance Sheet Plans
Value Funds Aren't Value
Investor Dr. Herbie Wertheim
Blog: Innovators, Imitators and Idiots
Question: What's Arbitrage?
Monday Feb 25, 2019
Monday Feb 25, 2019