Absolute 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
Absolute Return Podcast
1M ago
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 ..read more
Absolute Return Podcast
4M ago
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 ..read more
Absolute Return Podcast
6M ago
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
  ..read more
Absolute Return Podcast
8M ago
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 ..read more
Absolute Return Podcast
1y ago
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 ..read more
Absolute Return Podcast
1y ago
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 ..read more
Absolute Return Podcast
1y ago
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 ..read more
Absolute Return Podcast
1y ago
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
  ..read more
Absolute Return Podcast
1y ago
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 ..read more
Absolute Return Podcast
1y ago
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 ..read more