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Absolute Return Podcast
21 minutes | 3 days ago
#101: Is That Your Blank Check: Jay-Z's Cannabis SPAC Deal
SPAC GigCapital2 Abandons Bolder Deal to Combine with UpHealth. Why the Change of Heart? Salesforce in Talks to Acquire Slack For More Than $20 Billion. What is the Strategic Rationale Behind the Rumoured Deal? Rapper Jay-Z Strikes Cannabis Deal with Canadian SPAC Subversive Capital Acquisition. Why is Hova Going Public?
54 minutes | 6 days ago
#100: Leadership Chat: Trend-following With Meb Faber
Today, we get to celebrate the Absolute Return Podcast’s 100th episode with Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management and the host of The Meb Faber Show podcast. Today we discuss: -what got him interested in investing and how he started Cambria -his 2006 paper, “A Quantitative Approach to Tactical Asset Allocation,” and the trend-following multi-asset strategy -strategies he manages that resonate the most with today’s investors -his greatest lessons learned from interviewing investors on The Meb Faber Show
27 minutes | 10 days ago
#99: Electric Vehicle SPACs: New Economy Investment Opportunity or Stock Market Bubble?
Electric Vehicle Company Arrival to Go Public Through SPAC CIIG Merger. Are EV-Related SPACs in a Bubble? Blank Check Company Longview Acquisition Strikes Merger With Healthcare Startup Butterfly Network. What Does the Market Think of this Deal? Taubman and Simon Make Amends, Recut Merger Deal to Avoid Going to Trial. How Much Was the Price Cut and is it Fair to Shareholders?
27 minutes | 16 days ago
#98: Quant Shock: Momentum Factor Hit For Worst Day Ever
Vaccine News Causes Quant Shock and Record-Setting Short Squeeze. Is the Short-Covering in Low-Quality Junk Stocks Overdone? LBOs Come to Canada as Apollo Seeks Great Canadian Gaming Buyout. Will This Deal Close Amidst Shareholder Opposition? VF Shares Rally With $2.1 Billion Acquisition of Streetwear Brand Supreme. Why Did the Shares React so Positively?
36 minutes | 21 days ago
#97: Leadership Chat: Gold Investing with Steve Letwin
Hear Steve Letwin, former CEO of IAMGOLD and current CEO of Mancal Corp, discuss: Opportunities and challenges in the gold mining sector The top ways to have gold exposure and his outlook on the price of gold Gold’s role in a diversified portfolio Top investment themes for the next ten years#
25 minutes | 24 days ago
#96: Big Bad China and the $37 Billion Ant IPO Flop
China Exerts its Influence and Forces Cancellation of the $37 Billion Ant Group IPO. Why Did the Chinese Communist Party Blow Up the Ant IPO? SPAC InterPrivate Acquisition Strikes Merger with 4D LiDAR Company Aeva. What Does the Market Think of this Deal? Dunkin’ Brands to Go Private in One of the Largest Leveraged Buyouts of the Year. Is Private Equity Back in the Game?
29 minutes | a month ago
#95: The Energy M&A Buzzsaw: Why Do Acquirors' Shares Get Ripped Apart?
Cenovus Walks into the Energy M&A Buzzsaw, Sees Shares Get Sliced with Husky Takeover. Why Did Cenovus Do it? Tiffany and LVMH Make Peace, Strike New Deal at Slightly Reduced Price. Who is the Winner in this Hard-Fought Takeover Battle? Qualtrics Founder Ryan Smith Buys Utah Jazz for $1.66 Billion. How did the Investment Perform for the Previous Owner?
25 minutes | a month ago
#94: $2.1 Billion of Value Lost: Cogeco's Big Mistake
Altice and Rogers Turn Up the Heat on Cogeco as They Increase Their Bid by $800 Million. Why Did Cogeco Reject Such a Lucrative Offer? Paypal to Allow Customers to Buy, Sell and Shop Using Bitcoin. What do Crypto Investors Think of the Initiative? ConocoPhillips to Acquire Concho Resources for $13 Billion. How Are Concho Shareholders Doing in the Deal?
25 minutes | a month ago
#93: Leadership Chat: Wealth Management with Shawna Perron
Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on: Her journey to becoming a portfolio manager and what drew her to the industry Portfolio management strategies Asset allocation in today's market environment The future of investment management
20 minutes | a month ago
#92: SPAC Attack: Blank Check IPO Issuance Hits Record Pace
SPAC IPOs Reach Fevered Pitch with October Issuance Breaking $10.5 Billion Record. How Much Can this Market Absorb? First Citizens to Buy CIT Group in $2.1 Billion Bank Merger. Why are Financial Firms Consolidating? Alpha + Beta Outperforms as Mutual Funds Struggle to Keep Up. What is Enhanced Indexing and Why Should Investors Consider It?
30 minutes | 2 months ago
#91: Morgan Stanley's M&A Spree: $20 Billion in Back-to-Back Deals
Morgan Stanley Continues its Acquisition Spree with $7 Billion Deal for Eaton Vance. Does the White-shoe Wall Street Investment Bank Have More Deals Up its Sleeve? $80 Billion Fintech Company Square Invests $50 Million into Bitcoin. Are Pension Funds Next? Busiest Week in SPAC History with Eleven IPOs Raising $5 billion. Why Have SPACs Gone Wild? Vatican Cardinal Forced to Resign After Getting Caught Trading Forbidden Credit Derivatives. Are Credit Default Swaps a Tool of the Devil?
31 minutes | 2 months ago
#90: Direct Listings: What Are They and Why Do the Hottest Startups Use Them?
Facebook Co-Founder Takes Asana Public With Direct Listing While Secretive U.S. Data Analytics Firm Palantir Lists Stock, Skipping a Traditional IPO. Why Did They Choose Direct Listings? Direct-to-Consumer Startup HIMS to Go Public Through a Blank Check Reverse Merger. Should Investors be Buying? Playboy Returning to Public Markets Through SPAC Deal. What Does the Market Think of This Transaction?
27 minutes | 2 months ago
#89: Deals Deals Deals! SPACs Spend While Berkshire Bites
SPAC Switchback Energy to Acquire EV Charging Network ChargePoint in $2.4 Billion Transaction. Have we Reached Peak of the Market for EV SPACs? Berkshire Bites on $600 Million Preferred Financing for E.W. Scripps Acquisition of ION Media. How was this Investment Structured? Blank Check Gores Holdings IV to Combine with United Wholesale Mortgage in Largest SPAC Deal of All Time. What Does the Market Think?
51 minutes | 2 months ago
#88: Leadership Chat: Venture Capital and Asset Allocation with Kevin Brent
Join our discussion with the CIO of Bluesky Equities, Kevin Brent, CFA where we talk about venture capital and asset allocation in addition to: Kevin's early stages in his investment career Investing opportunities in the age of COVID His top investment themes and ideas
28 minutes | 2 months ago
#87: The SPAC Master Returns: Chamath Does Deal for Opendoor
The SPAC Master Returns as Chamath Strikes Deal for Opendoor. What Does the Market Think of this Blank Check Deal? Snowflake Shares Surge in Biggest Tech IPO of the Year. Does its Valuation Make Sense? President Trump Bans TikTok as it Works on its Sale to Oracle. How is this Going to Play Out?
35 minutes | 3 months ago
#86: Berkshire Hathaway and the Tech IPO: Has Warren Buffett Given Up on Value Investing?
Warren Buffett’s Berkshire Hathaway Subscribes to IPO of Loss-Making Cloud Data Company Snowflake. Have They Given up on Value Investing? LVMH Launches Risky Gambit in a Bid to Reprice Tiffany Deal. Will it Work? Tesla’s Stock Tumbles as its Snubbed for S&P 500 Index Inclusion. What Happened?
29 minutes | 3 months ago
#85: M&A 101: The Bear Hug Letter and Unsolicited Takeovers
Altice Announces Unsolicited Offer for Cogeco. Will they Go Hostile? EV Battery Maker QuantumScape to Go Public Through SPAC Kensington Capital. What Does the Market Think? Nord Gold Boosts Hostile Offer for Cardinal Resources by 36% as Bidding War Heats Up. What’s the End Game?
28 minutes | 3 months ago
#84: Stock Splits: A Path to Riches or Fool’s Gold?
Apple and Tesla Announce Stock Splits and Watch their Shares Soar. Is this Rational or a Speculative Fervor? 3D Printing Startup Desktop Metal Announces Combination with SPAC Trine Acquisition. What Makes this Deal Interesting? Peter Thiel-Backed Tech Company Palantir Files for IPO. Should Investors be Buying?
28 minutes | 3 months ago
#83: Former Politician Prepares Blank Check IPO. Have We Reached Peak SPAC?
Former House Speaker Paul Ryan to Launch Blank Check IPO. Are we at Peak SPAC? Apple’s Market Cap Ripens to $2 Trillion. Is the Valuation Justified or is the Stock Market in a Bubble? The Creator of Fortnite Sues Apple and Google in App Store Dust-Up. What’s the Issue Behind the Lawsuit?
29 minutes | 3 months ago
#82: The $250 Million Bitcoin Bet: A New Era for Institutional Investing?
Billion-Dollar Software Company MicroStrategy Announces $250 Million Investment in Bitcoin. Will Institutional Investors Follow? Airbnb Restarts IPO Plans, Could be on the Market by Year End. Will it Pursue a SPAC? Barry Diller’s IAC Makes $1 Billion Bet on Casino Giant MGM. What’s the Thesis Behind the Investment?
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