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Absolute Return Podcast
21 minutes | 4 days 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 | 8 days 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 | 11 days 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 | 18 days 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 | 25 days 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 | a month 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 | a month 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 | a month 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 | a month 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 | 2 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 | 2 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?
54 minutes | 2 months 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 | 2 months 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 | 2 months 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 | 2 months 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 | 2 months 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 | 3 months 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 | 3 months 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 | 3 months 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 | 3 months 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?
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