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Absolute Return Podcast
28 minutes | 2 days ago
#120: Leadership Chat: Payoneer CEO Scott Galit
In today’s podcast, we welcome special guest Scott Galit, CEO of Payoneer, the global payment and commerce-enabling platform which powers growth for millions of digital businesses worldwide. Payoneer recently announced a going-public transaction through SPAC FTAC Olympus Acquisition in a $3.3 billion transaction. On the podcast, Scott discusses: How his background as an investment banker at DLJ and senior executive at Mastercard prepared him for the CEO role at Payoneer What it was like working with SPAC legend Betsy Cohen Background and insights on their $3.3 billion SPAC merger Key growth opportunities for the company Why investors should consider Payoneer’s stock And more
35 minutes | 5 days ago
#119: Leadership Chat: Matterport CEO RJ Pittman
In today’s podcast, we welcome special guest RJ Pittman, CEO of Matterport, the spatial data company leading the digital transformation of the built world. Matterport recently announced a going-public transaction through SPAC Gores Holdings VI in a $2.3 billion deal. On the podcast, RJ discusses: -How positions at Apple, Google and eBay prepared him for the CEO role at Matterport -Background and insights on their $2.3 billion SPAC merger -Key growth opportunities for the company -Matterport’s subscription business model and unit economics -The large total addressable market of digitizing real estate -And more
30 minutes | 6 days ago
#118: Leadership Chat: Electric Last Mile Solutions CEO James Taylor
In today’s podcast, we welcome special guest James Taylor, Founder and CEO of Electric Last Mile Solutions, or ELMS, an electric vehicle (EV) company focused on creating efficient and reliable last mile solutions that recently announced a going-public transaction through SPAC Forum Merger III. On the podcast, James discusses: -How his experience in the auto industry paved the way for founding ELMS -Details on the announced merger with SPAC Forum Merger III -How ELMS differentiates itself in the electric vehicle sector -ELMS key growth opportunities -And more
25 minutes | 9 days ago
#117: Diamond Hands: The Future of Meme Stock Investing
“Diamond Hands” Keith Gill Testifies to Congress on GameStop Saga. Is Meme Stock Investing Officially Over? Bitcoin Market Capitalization Reaches $1 Trillion. Is it Too Late for Investors to Buy? Lithium-ion Battery Recycling Company Li-Cycle to Go Public Through SPAC Peridot Acquisition. Did the Market View the Deal Favourably?
28 minutes | 13 days ago
#116: Leadership Chat: Neo Financial CEO Andrew Chau
In today’s podcast, we welcome special guest Andrew Chau, Co-Founder and CEO of Neo Financial and co-founder of Skip the Dishes, which was previously acquired by Just Eat for $200 million. Neo Financial is a technology company that’s building a better financial experience for all Canadians. On the podcast Andrew discusses: -The background behind the founding of both Skip the Dishes and Neo Financial -Growth opportunities being pursued at Neo -Competition and the future potential of fintech -Start-up advice for those considering the jump to entrepreneurship -And more
36 minutes | 15 days ago
#115: The Institutionalization of Bitcoin
Tesla Discloses $1.5 Billion Bitcoin Investment. Has the Institutionalization of Bitcoin Arrived? Brookfield Infrastructure Launches $13.5 Billion Hostile Takeover of Inter Pipeline. Will They Be Successful? Fuel Cell Truck Startup Hyzon Motors to go Public Through SPAC Decarbonization Plus Acquisition. Is the Market Tired of EV SPACs Yet?
24 minutes | 22 days ago
#114: The GOAT: Jeff Bezos Retires as Amazon CEO
Short Seller Hindenburg Research Launches Scathing Attack on Newly Public Clover Health. What Does the Market Think of the Accusations? Jeff Bezos Retires as Amazon’s CEO, Passing the Torch to Andy Jassy. Was Bezos the Greatest CEO of All Time? Payments Firm Payoneer to Go Public Through SPAC FTAC Olympus Acquisition. Did the Market Like the Deal?
27 minutes | a month ago
#113: The Death of Short Selling
Online Brokers Cut Off Retail Trading as Record Volumes Cause Liquidity Crunch. Are These Firms at Risk of Going Under? Noted Short Seller Andrew Left Swears Off Shorting, Transitions to Long-Only Investing. Will Activist Short Selling Go Extinct? Electric Vehicle Company Faraday Future to Go Public Through SPAC Property Solutions Acquisition. Is the Market Still Hot for EV Deals?
28 minutes | a month ago
#112: Liberty SPAC and the Legitimization of the Asset Class
“Cable Cowboy” John Malone Debuts Liberty’s $500 Million SPAC. Does this Legitimize the Asset Class? Battleground Stock: Retail Speculators Create Massive Short Squeeze in Gamestop Shares. Who is on the Other Side? EV Charging Company EVgo Unveils Going-Public Transaction Through Blank Check Company. Did the Market Like this EV Deal?
21 minutes | a month ago
#111: The IPO Pop
Online Lender Affirm Stock Nearly Doubles in Initial Public Offering. Is There a Bubble in IPOs? SPAC ArcLight Shares Skyrocket on Merger with Electric Vehicle Company Proterra. Is the Market Still Hot for EV Deals? Arbitrageurs Win Big as Cisco Ups Bid for Acacia by 64.3% to $115.00. Is this the End of the M&A Drama?
37 minutes | 2 months ago
#110: Leadership Chat: Blade CEO Rob Wiesenthal
In today’s podcast, we welcome special guest Rob Wiesenthal, Founder and CEO of Blade, a global urban air mobility platform that recently announced a business combination with SPAC Experience Investment Corp. On this episode Rob discusses: -The transition from senior roles and experience at large corporations such as TripAdvisor, Starz, Warner Music and Sony to entrepreneurship -How the idea for Blade came about and how it evolved from an idea to a business -The SPAC deal process -Blade’s key growth initiatives
29 minutes | 2 months ago
#109: SPACs in 2021: Is the Market Overheated?
Softbank’s Blank Check SVF Investment Corp Completes $525 Million IPO. What Are They Going to Acquire? Fintech Company SoFi to Go Public Through Social Capital’s SPAC. What Does the Market Think of This Deal? Target Snubs Buyer as Acacia Walks from Cisco Deal. Why Did its Stock Trade up so Much?
32 minutes | 2 months ago
#108: Leadership Chat: Electric Vehicles with Arrival’s Avinash Rugoobur
In this week’s podcast, we welcome special guest Avinash Rugoobur. He is the President of electric vehicle company Arrival, which recently announced a business combination with SPAC CIIG Merger at a $5.4 billion enterprise value. In today’s episode we discuss: -The process of going public through a SPAC -Arrival’s future growth opportunities in the market -What differentiates Arrival from its competitors -The investment case for Arrival
39 minutes | 2 months ago
#107: Leadership Chat: Portfolio Management With Robert Di Iorio & Jeffrey Lynn
In today’s episode, we welcome special guests Robert Di Iorio, VP and Portfolio Manager, and Jeffrey Lynn, Associate Advisor, from Di Iorio Wealth Management of RBC Securities. We talk about: -their background in investing and how he landed a position at RBC -how technology is changing their roles as advisors and their main value-add as wealth managers -aspects of growth investing that resonates most with their clients and common investor mistakes -their view on Tesla stock and their best investment opportunities for the next 10 years
31 minutes | 2 months ago
#106: Leadership Chat: Risk Parity and Family Office Investing with Rob Van Wielingen
In this week’s podcast we welcome special guest Rob Van Wielingen. Rob is the President of Viewpoint Investment Partners and manages Viewpoint’s flagship global multi-asset strategy on behalf of institutions, family offices, and UHNW families across Canada and the United States. We discuss: -How Viewpoint was created out of a family office -Asset allocation within a family office and the advantages a family office has over institutional investors -Risk parity as an investment strategy -Startup investing
31 minutes | 3 months ago
#105: Party like it's 1999: IPOs Surge as Valuations No Longer Matter
Investors Party like it’s 1999 as Airbnb Shares More Than Double in Their Stock Market Debut. Is the Company Really Worth $100 Billion? DoorDash Stock Skyrockets in its IPO as the Market Craves Tech Offerings. Are we in a Growth Stock Bubble? Electric Vehicle Deals Proliferate as Four SPACs Announce EV Mergers. What’s Going to Halt the Frenzy in EV SPAC Deals?
51 minutes | 3 months ago
#104: Leadership Chat: Investing in Music Royalties with David Vankka
Join us for an interview with special guest David Vankka, Partner, Managing Director & Portfolio Manager of ICM Asset Management and PM of the ICM Crescendo Music Royalty Fund. Today we talk about: -His background on the investment business and how he got to where he is today -His process with the music royalties investment fund -Expectations that investors have coming into this asset class in terms of potential returns and what a typical deal looks like -How investors can access and evaluate music royalty investments
24 minutes | 3 months ago
#103: Rumourtrage: Takeover Speculation and Pre-Arbitrage Investing
Rumoured Slack Acquisition by Salesforce is Confirmed as Parties Strike Definitive Merger Agreement. Did the “Rumourtrage” Bet Work For Speculators? SPAC Northern Genesis Acquisition Announces Deal with Lion Electric. Is the Market Still Keen on Electric Vehicle Mergers? Alaska Communications Receives a Superior Proposal, Triggering Potential Bidding War. What Happens Next?
26 minutes | 3 months ago
#102: Leadership Chat: Shift CEO George Arison
In today’s episode, we chat with George Arison, founder and CEO of Shift, an online peer-to-peer marketplace for buying and selling used cars. Topics discussed include: -His entrepreneurial background, key experiences building Shift and the milestones that elevated his business -Why he chose the SPAC structure for his company and other options considered in going public -Identifying the right SPAC sponsor and whether it’s a competitive process -The value Shift offers its customers and its advantage over competitors
21 minutes | 3 months 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?
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