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Absolute Return Podcast
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Content provided by Accelerate Financial Technologies Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accelerate Financial Technologies Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
…
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100 episodes
Mark all (un)played …
Manage series 2915471
Content provided by Accelerate Financial Technologies Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accelerate Financial Technologies Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
…
continue reading
100 episodes
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Absolute Return Podcast

1 #255 - Trends in Private Credit with Morgan Stanley Direct Lending Fund's President Michael Occi 31:00
31:00
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On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss: Why investors should consider an allocation to private credit What explains the significant market share growth of private credit in financing buyouts MSDL’s defensive approach to lending, with a focus on first lien loans His thoughts on the current market environment for private credit loans And more…
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Absolute Return Podcast

1 #254 - Gold Investing with American Gold Exchange President Dana Samuelson 30:54
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On today’s show we welcome special guest, American Gold Exchange President, Dana Samuelson. American Gold Exchange is a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct sales. On the show, we discuss: Why investors should own gold as an investment If Trump’s election effects the bull case for gold Whether investors should prefer gold over bitcoin Risks and reward of owning physical gold And more…
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Absolute Return Podcast

1 #253 - The Nuclear Revolution with Mirion Technologies CEO Tom Logan 31:11
31:11
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On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss: The path from private equity ownership to the public markets The macro bull case for the nuclear industry Mirion’s approach to mergers and acquisitions His learnings as a long-tenured CEO And more…
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Absolute Return Podcast

1 #252 - State of the Markets: Navigating Q4 and Beyond 50:29
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On today’s show, listen to Julian and Mike have a live discussion on the State of the Markets: Navigating Q4 and Beyond. On the show, we discuss: The opportunities within global equities, including the sector we are most bullish on Why investors should stay away from fixed income and which investments allocators should use for yield The outlook for mergers and acquisitions along with a potential positive catalyst Why gold is a must own asset and may outperform bitcoin And more A point of disclosure, Accelerate funds may have long or short positions in the securities discussed in this episode.…
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Absolute Return Podcast

1 #251 - A Systematic Approach to Crypto Investing with Martin Green of Cambrian Asset Management 29:32
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On today’s show we welcome special guest, the co-CIO of Cambrian Asset Management, Martin Green. Cambrian is a quantitative investment firm for digital assets. On the show, we discuss: Cambrian’s approach to crypto investing and how it is differentiated Navigating crypto’s volatility and macro events including the FTX bankruptcy Keys to success and staying power in the digital asset space And more…
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Absolute Return Podcast

1 #250 - Navigating the Real Estate Market with Whitestone REIT CEO Dave Holeman 27:33
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On today’s show we welcome special guest, Whitestone REIT CEO Dave Holeman. Whitestone REIT is a publicly traded real estate investment trust that primarily owns, operates, and redevelops retail community-centered properties in Texas and Arizona. On the show we discuss: The thesis behind Whitestone’s focus on community and neighborhood centers The challenges and opportunities in real estate due to the dramatic increase in interest rates Keys to success in the real estate industry Which segment of the real estate market he is most bullish on And more…
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Absolute Return Podcast

1 #249 - SPAC Market Update with Meteora Capital Founder and CIO Vik Mittal 38:18
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On today’s show we welcome special guest, Meteora Capital Founder and CIO Vik Mittal, his second time on the podcast. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies. On the show, we discuss: What has happened in the SPAC market over the past 24 months Meteora’s approach to investing in the SPAC market A look into Canna-Global Acquisition (CNGL) What he thinks is next for the SPAC market And more…
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Absolute Return Podcast

1 #248 - AI in Investing with Stanford AI Researcher Dr. Mohammad Rasouli 30:38
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On today’s show, we welcome special guest, Stanford AI Researcher Dr. Mohammad Rasouli. Mohammad helps funds to realize the benefit of artificial intelligence for alternative asset investment by providing AI education and tailored AI strategy, and by implementing the proprietary InvestAI technology. These include using AI for both alpha generation and operational efficiency, including deal sourcing/insight, fundraising, portfolio transformation, investor communications, and marketing. On the podcast, we discuss: Compelling use cases for large language models in investing Specific examples of how AI has helped uncover unique investment opportunities more effectively than traditional methods How investment managers can balance the use of AI with human judgment And more…
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Absolute Return Podcast

1 Absolute Return Podcast #247: Racehorse Investing and Wagering with EQB Founder Jeffrey Seder 32:40
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On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss: What got him into the business of thoroughbred racehorse buying, selling, and breeding The basics of horse racing betting A look into the advanced analytics used by professional horse racing bettors The ideal outcome for an investment into a racehorse And more…
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Absolute Return Podcast

1 #246 - Short Selling with Muddy Waters’ Carson Block 48:14
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March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss: His fortuitous path to short selling as a profession Sino Forest and the short that put him on the map The thesis behind his bearish view on Fairfax Financial His approach to risk management And more…
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Absolute Return Podcast

1 #245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill 27:53
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December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss: How real estate plays a role in investment portfolios Which segments of the real estate market are most favourable, and which investors should avoid The biggest risk facing real estate investors currently His real estate “top pick” And more!…
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Absolute Return Podcast

1 #244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie 29:36
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October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss: How Christopher went from getting his PhD in a medical field to founding several tech startups A deep dive into what artificial intelligence is and what it can accomplish Some use cases for industrial generative AI How the company offers faster, cheaper, and more accurate generative AI And more…
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Absolute Return Podcast

1 #243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz 26:17
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August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss: Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency His entrepreneurial journey and where he got the idea to start the company Why their customers use ATMs instead of online exchanges to buy bitcoin Bitcoin Depot’s growth initiatives, including their approach to M&A What he believes is in store for the future of bitcoin…
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Absolute Return Podcast

1 #242 - 2022 Dealmaker of the Year, Danny Rice 34:03
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February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company. On the show, Danny discusses: Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP A primer on NET Power’s innovative clean energy technology The case for U.S. shale gas powering reliable, clean and low-cost power What inspires him as an entrepreneur and business leader And more…
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Absolute Return Podcast

1 #241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak 40:38
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January 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses: Characteristics of ETFs that make them a great tool for investors Some major innovations in ETFs over the past 15 years The bull case for residential real estate What is happening in the private REIT space The major risk investors face in private REITs And more…
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Absolute Return Podcast

1 #240: Reimagining Earth Through Investing with TPB’s CEO David Friedberg 42:56
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On today’s show we welcome special guest, David Friedberg, Founder and CEO of The Production Board. Dave is an entrepreneur, business leader and investor who founded The Climate Corporation, which was sold to Monsanto for $1.1 billion. He now leads The Production Board, a holding company of businesses established to solve the most fundamental problems. On the show, Dave discusses: - His early experiences in investment banking, Google, and what it was like working with Larry Page - The founding, growth and sale of his first venture, the Climate Corporation - High potential investment themes that he is focused on - Insight into one of his latest deals: Lavoro, Brazil’s largest agricultural inputs retailer - And more…
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1 #239: The Space Exploration Business with Intuitive Machines CEO Steve Altemus 35:32
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On today’s podcast we welcome special guest, Intuitive Machines CEO Steve Altemus. Intuitive Machines is a diversified space exploration, infrastructure, and services company. On the show, Steve discusses: -Some of his main learning experiences at NASA and what inspired him to leave to launch a startup -The current state of the space race -The potential for long-term lunar infrastructure and commerce -What he thinks is in store for space exploration over the next 50 years -And more…
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1 #238: The Entrepreneurial Journey with AvePoint CEO TJ Jiang 27:18
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On today’s podcast we welcome special guest, AvePoint CEO TJ Jiang. AvePoint is the largest data management solutions provider for the Microsoft cloud. On the show, TJ discusses: His journey from new immigrant, to Wall Street, to successful entrepreneur taking his company public How he made it through the adversity when founding the company Lessons learned from taking his company public His thoughts on the current recessionary economic environment And more…
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Absolute Return Podcast

1 #237: Semiconductors with Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek 31:49
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On today’s show we welcome special guests, Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek. Newsight Imaging develops high-quality image sensors that can be integrated into industries such as robotics, automotive, mobile and many others. Vision Sensing Acquisition is a SPAC that is set to merge with Newsight. On the show, Eli and George discuss: -A teach-in on vision sensors and chips -Growth opportunities in semiconductors -Market conditions and whether there’s a recession -Their top productivity hacks -And more…
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Absolute Return Podcast

1 #236: Venture Capital Investing with Social Leverage Founder Howard Lindzon 38:37
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On today’s show we welcome special guest, Social Leverage Founder Howard Lindzon. Social Leverage is a venture capital firm that specializes in early-stage and seed-stage investments in the Software, Consumer, and Fintech industries. On the show, Howard discusses: How he initially got into investing and what is appealing about early-stage investing Key lessons learned from his hits and misses within startups, angel investing and venture capital What he thinks is in store for NFTs, crypto and web3 in the future His thoughts on the current market environment And more…
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Absolute Return Podcast

1 #235: Venture Debt Financing with Trinity Capital President Kyle Brown 30:14
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On today’s show we welcome special guest, Trinity Capital President Kyle Brown. Trinity Capital is a provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups. On the show, Kyle discusses: -A primer on business development companies -The basics of venture loans and equipment leases -How venture debt fits into an investment portfolio -And more…
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Absolute Return Podcast

1 #234: Lithium-ion Battery Technology with Dragonfly Energy CEO Denis Phares 27:43
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On today’s show, we welcome special guest Dragonfly Energy CEO Denis Phares. Dragonfly Energy is a leader in energy storage and producer of deep cycle lithium-ion storage batteries. On the show, Denis discusses: Advantages of lithium-ion products over lead-acid batteries The outlook for lithium carbonate prices Key aspects of the business that investors should consider His favourite productivity hack And more…
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Absolute Return Podcast

1 #233: Algorithmic Investing with Delphia’s Andrew Peek 30:46
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On today’s show we welcome special guest, Delphia's Andrew Peek. Delphia runs an algorithmic investing strategy powered by machine learning. On the show, Andrew discusses: -Predicting fundamental data using AI to drive investment alpha -Which fundamentals their algorithm trades on -How humans can incorporate machine learning into their investment process -What he finds most compelling about capital markets -And more…
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Absolute Return Podcast

1 #232: On Building a Consumer Products Business with Grove Collaborative CEO Stu Landesberg 34:29
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On today’s show we welcome special guest, Grove Collaborative CEO Stu Landesberg. Grove Collaborative is a leading sustainable consumer products company. On the podcast, Stu discusses: -How he made the jump from the buy side to entrepreneurship -The opportunity he sees in environmentally friendly home and personal care products -Struggles and successes building a new venture from scratch -His favorite productivity hack -And more…
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Absolute Return Podcast

1 #231: Enterprise Software with Near CEO Anil Mathews 27:58
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On today’s show we welcome special guest Near CEO Anil Mathews. Near is a global SaaS leader in privacy-led data intelligence on people, places and products. On the show, Anil discusses: Whether entrepreneurs are born or made Characteristics that make enterprise software attractive for entrepreneurs Near’s datasets and why they’re useful The #1 most important attribute for an entrepreneur to have And more…
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Absolute Return Podcast

1 #230: Molecular Farming with Moolec Science CEO Gastón Paladini 33:02
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On today’s show we welcome special guest, Moolec Science founder and CEO Gastón Paladini. Moolec is a science-based food ingredient company that is going public through a merger with SPAC LightJump Acquisition. On the show, Gastón discusses: What is molecular farming and how did it originate How they produce meat molecules with plants Why meat alternatives are necessary His biggest challenge as an entrepreneur And more…
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Absolute Return Podcast

1 #229: Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker 36:41
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On today’s show we welcome special guests, Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker. Alliance Entertainment is a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles. On the show, Bruce and Jeff discuss: Insights, challenges and opportunities in the distribution business The company’s roll-up strategy How Alliance competes and grows in an era of streaming Their thoughts on the current macro environment And more…
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Absolute Return Podcast

1 #228: Renewable Energy Investing with ClimateRock CEO Per Regnarsson 32:52
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On today’s podcast we welcome special guest, ClimateRock CEO Per Regnarsson. ClimateRock is a special purpose acquisition company that plans to acquire strategic renewable assets and enabling technologies with large decarbonization potential and strong financial history and prospects. On the show, Per discusses: What specific types of opportunities the SPAC is looking at His thoughts on the current market environment The outlook for sustainable investing Key segments of the sustainability sector that investors should have on their radar And more…
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Absolute Return Podcast

1 #227: Carsharing with Getaround CEO Sam Zaid 24:55
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On today’s show we welcome special guest, Getaround Founder and CEO, Sam Zaid. Getaround is the world’s leading fully digital and global carsharing marketplace. On the show, Sam discusses: His entrepreneurial journey from Ottawa to San Francisco The main benefits of carsharing for both hosts and guests What it’s like being a Softbank portfolio company His favourite productivity hack And more…
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Absolute Return Podcast

1 #226: Materials Science Technology with Footprint CEO Troy Swope 26:59
26:59
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On today’s podcast we welcome special guest, Footprint CEO Troy Swope. Footprint is a global materials science technology company focused on sustainable solutions. On the show, Troy discusses: -The innovation and improvement available in packaging solutions -How plant-based packaging solutions compare to plastic -Footprint’s business model and estimated total addressable market -Insights into their merger with SPAC Gores Holdings VIII -And more…
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