Claim OwnershipAbsolute Return Podcast
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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
260 Episodes
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On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss:
The compelling opportunity for early stage investing in Africa and India
How venture capital differs in emerging markets
What she looks for when investing in a startup
And more
On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss:
Dynamics driving the momentum in the IPO market
Trends in digital asset capital formation and crypto treasury companies
The evolution of digital assets within the capital markets
What investors can expect for the back half of the year
And more
On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss:
Their “bitcoin moment” and what initially got them interested in crypto
ReserveOne’s digital asset investment strategy
How ReserveOne differentiates itself from other crypto treasury companies
Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly
And more!
On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss:
What is a crypto treasury company and how do they create value long term?
Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF?
How are SPACs and RTOs involved in this dynamic?
How has the regulatory environment changed in the U.S. around digital assets?
And more!
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:
Core tenets of their approach to crypto investing
Trend following and yield farming in crypto
Their approach to risk management
His top emerging trends in the digital asset space to have on your radar
And more!
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
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
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
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.
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
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
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
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
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
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
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!
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
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
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
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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