Absolute Return Podcast

Nov 18 2024 100 ep. 33 mins 53
Absolute Return Podcast artwork

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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#253 - The Nuclear Revolution with Mirion Technologies CEO Tom Logan

Nov 18 2024 31 mins  
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 t

#252 - State of the Markets: Navigating Q4 and Beyond

Oct 22 2024 50 mins  
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

#251 - A Systematic Approach to Crypto Investing with Martin Green of Cambrian Asset Management

Oct 10 2024 29 mins  
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 digita

#250 - Navigating the Real Estate Market with Whitestone REIT CEO Dave Holeman

Sep 25 2024 27 mins  
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 i

#249 - SPAC Market Update with Meteora Capital Founder and CIO Vik Mittal

Jul 26 2024 38 mins  
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 i

#248 - AI in Investing with Stanford AI Researcher Dr. Mohammad Rasouli

Jul 16 2024 30 mins  
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, incl

Absolute Return Podcast #247: Racehorse Investing and Wagering with EQB Founder Jeffrey Seder

Jun 21 2024 32 mins  
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 professiona

#246 - Short Selling with Muddy Waters’ Carson Block

Mar 13 2024 48 mins  
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 thes

#245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill

Dec 17 2023 27 mins  
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

#244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie

Oct 24 2023 29 mins  
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