PODCAST · business
Absolute Return Podcast
by Accelerate Financial Technologies Inc.
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
Episodes
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#276 - The Stablecoin Revolution: Exploring the Future of Digital Dollars with First Digital Group CEO Vincent Chok
On today’s show we welcome special guest, First Digital Group CEO Vincent Chok. First Digital Group is a leading stablecoin and digital asset infrastructure provider, and the group behind FDUSD - the #3 most-traded stablecoin globally. On the show we discuss: What problem stablecoins solve better...
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#275 - Inside the AI Hedge Fund Revolution with Hedgineer Founder Michael Watson
On today’s show we welcome special guest, Hedgineer Founder Michael Watson. Hedgineer is a technology company focused on applying AI, data science, and risk-management software to hedge funds and asset managers. On the show, we discuss: How he made the leap from working at Citadel to founding his...
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#274 - The Road Ahead for Autonomous Trucking with Einride CEO Roozbeh Charli
On today’s show we welcome special guest, Einride CEO Roozbeh Charli. Einride is a technology company driving the transition to electric and autonomous freight operations for some of the world's largest shippers. On the show we discuss: How his background in investment banking, finance, and M&A...
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#273 - Lessons in Growth Equity Investing with Volition Capital’s Jim Ferry
On today’s show we welcome special guest, Jim Ferry, who is a Partner at Volition Capital. Volition Capital is a Boston-based growth equity firm partnering with founders to accelerate business growth and scale innovative, high-potential companies. On the show, we discuss: What is growth equity…
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#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon,...
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#271 - Investing at the Edge of AI and Blockchain with Fifth Era CEO Matthew Le Merle
On today’s show we welcome special guest, Fifth Era Partners Co-Founder and CEO Matthew Le Merle. Fifth Era Partners is a specialized asset manager providing access to exponential technologies that are transforming our world. On the show we discuss: Whether he expects a new crypto bull market and...
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#270 - Investing in the Quantum Future with dMY Squared Technology Group Chairman Harry You
On today’s show we welcome special guest, dMY Squared Technology Group Chairman Harry You. dMY Squared Technology Group is a SPAC that recently announced a merger with Horizon Quantum, a developer of advanced software development tools for quantum computers. On the show we discuss: His lessons...
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#269 - Breaking the Limits of Human Performance with Enhanced CEO Max Martin
On today’s show, we welcome special guest, Max Martin, CEO of Enhanced. Enhanced is an elite sports competition and innovative performance company providing products that optimize health and longevity. On the show we discuss: The philosophical case for letting athletes use performance-enhancing...
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#268 - Building a Modern Asset Management Platform with Victory Capital’s Chairman and CEO David Brown
On today’s show we welcome special guest, Victory Capital’s Chairman and CEO David Brown. Victory Capital is diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions. On the show, we discuss: The “multi-boutique” model and…
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#267 - AI Tools and the Future of Investing with Reflexivity President Giuseppe Sette
On today’s show we welcome special guest, Reflexivity Co-founder and President, Giuseppe Sette. Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise. On the show we discuss: The best use of AI in the investment process Whether...
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#266 - Is AI a Bubble with Gabelli Portfolio Manager John Belton
On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings. On the show we discuss: Which segment of the AI value chain faces the best prospects Whether large...
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#265 - Pre-IPO Investing with EquityZen Co-Founder Phil Haslett
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss: Some of the hardest challenges he encountered building a marketplace startup The...
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#264 - The Holy Grail of Investing with Catalyst Funds CIO David Miller
On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss: How they find best of breed hedge fund managers Why portable alpha makes sense for...
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#263 - A Strategic Lens on the Private Credit Environment with Barings BDC’s President Matt Freund
On today’s show we welcome special guest, Barings BDC’s President Matt Freund. Barings BDC primarily makes debt investments in core middle market companies. On the show, we discuss: The recent choppiness and negative sentiment in the private credit market The effect of declining base rates on...
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#262 - Syndicated Loans and Private Credit with Palmer Square Capital BDC’s President Matt Bloomfield
On today’s show we welcome special guest, Palmer Square Capital BDC’s President Matt Bloomfield. Palmer Square Capital BDC primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans and large cap direct lending. On the show, we discuss:...
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#261 - Beyond the Headlines: The Outlook for Private Credit with Kayne Anderson BDC President Frank Karl
On today’s show we welcome special guest, Kayne Anderson BDC President Frank Karl. Kayne Anderson BDC invests primarily in first lien senior secured loans with a secondary focus on unitranche and split-lien loans to private middle market companies. On the show, we discuss: Recent volatility in…
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#260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari
On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss: The compelling opportunity for early stage investing in Africa and India How venture capital differs in emerging markets What…
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#259 - IPO and Digital Asset Market Trends with Cohen's Head of SPAC Investment Banking, Brandon Sun and Head of Blockchain and Digital Assets, Christian Lopez
On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and…
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#258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea
On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss: Their...
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#257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal
On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On…
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#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss: Core tenets of their approach to crypto investing…
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#255 - Trends in Private Credit with Morgan Stanley Direct Lending Fund's President Michael Occi
On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market...
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#254 - Gold Investing with American Gold Exchange President Dana Samuelson
On today’s show we welcome special guest, American Gold Exchange President, Dana Samuelson. American Gold Exchange is a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct sales. On the show, we discuss: Why investors should own gold as an...
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#253 - The Nuclear Revolution with Mirion Technologies CEO Tom Logan
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…
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#252 - State of the Markets: Navigating Q4 and Beyond
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...
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#251 - A Systematic Approach to Crypto Investing with Martin Green of Cambrian Asset Management
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...
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#250 - Navigating the Real Estate Market with Whitestone REIT CEO Dave Holeman
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...
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#249 - SPAC Market Update with Meteora Capital Founder and CIO Vik Mittal
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...
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#248 - AI in Investing with Stanford AI Researcher Dr. Mohammad Rasouli
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...
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Absolute Return Podcast #247: Racehorse Investing and Wagering with EQB Founder Jeffrey Seder
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...
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#246 - Short Selling with Muddy Waters’ Carson Block
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…
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#245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill
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...
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#244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie
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...
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#243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz
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...
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#242 - 2022 Dealmaker of the Year, Danny Rice
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…
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#241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak
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...
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#240: Reimagining Earth Through Investing with TPB’s CEO David Friedberg
On today’s show we welcome special guest, David Friedberg, Founder and CEO of The Production Board. Dave is an entrepreneur, business leader and investor who founded The Climate Corporation, which was sold to Monsanto for $1.1 billion. He now leads The Production Board, a holding company of...
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#239: The Space Exploration Business with Intuitive Machines CEO Steve Altemus
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...
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#238: The Entrepreneurial Journey with AvePoint CEO TJ Jiang
On today’s podcast we welcome special guest, AvePoint CEO TJ Jiang. AvePoint is the largest data management solutions provider for the Microsoft cloud. On the show, TJ discusses: His journey from new immigrant, to Wall Street, to successful entrepreneur taking his company public How he made it...
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#237: Semiconductors with Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek
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…
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#236: Venture Capital Investing with Social Leverage Founder Howard Lindzon
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...
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#235: Venture Debt Financing with Trinity Capital President Kyle Brown
On today’s show we welcome special guest, Trinity Capital President Kyle Brown. Trinity Capital is a provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups. On the show, Kyle discusses: -A primer on business development companies -The basics…
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#234: Lithium-ion Battery Technology with Dragonfly Energy CEO Denis Phares
On today’s show, we welcome special guest Dragonfly Energy CEO Denis Phares. Dragonfly Energy is a leader in energy storage and producer of deep cycle lithium-ion storage batteries. On the show, Denis discusses: Advantages of lithium-ion products over lead-acid batteries The outlook for lithium...
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#233: Algorithmic Investing with Delphia’s Andrew Peek
On today’s show we welcome special guest, Delphia's Andrew Peek. Delphia runs an algorithmic investing strategy powered by machine learning. On the show, Andrew discusses: -Predicting fundamental data using AI to drive investment alpha -Which fundamentals their algorithm trades on -How humans can...
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#232: On Building a Consumer Products Business with Grove Collaborative CEO Stu Landesberg
On today’s show we welcome special guest, Grove Collaborative CEO Stu Landesberg. Grove Collaborative is a leading sustainable consumer products company. On the podcast, Stu discusses: -How he made the jump from the buy side to entrepreneurship -The opportunity he sees in environmentally friendly...
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#231: Enterprise Software with Near CEO Anil Mathews
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...
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#230: Molecular Farming with Moolec Science CEO Gastón Paladini
On today’s show we welcome special guest, Moolec Science founder and CEO Gastón Paladini. Moolec is a science-based food ingredient company that is going public through a merger with SPAC LightJump Acquisition. On the show, Gastón discusses: What is molecular farming and how did it originate How...
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#229: Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker
On today’s show we welcome special guests, Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker. Alliance Entertainment is a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles. On the show…
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#228: Renewable Energy Investing with ClimateRock CEO Per Regnarsson
On today’s podcast we welcome special guest, ClimateRock CEO Per Regnarsson. ClimateRock is a special purpose acquisition company that plans to acquire strategic renewable assets and enabling technologies with large decarbonization potential and strong financial history and prospects. On the…
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#227: Carsharing with Getaround CEO Sam Zaid
On today’s show we welcome special guest, Getaround Founder and CEO, Sam Zaid. Getaround is the world’s leading fully digital and global carsharing marketplace. On the show, Sam discusses: His entrepreneurial journey from Ottawa to San Francisco The main benefits of carsharing for both hosts and...
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ABOUT THIS SHOW
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
HOSTED BY
Accelerate Financial Technologies Inc.
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Frequently Asked Questions
How many episodes does Absolute Return Podcast have?
Absolute Return Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Absolute Return Podcast about?
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
How often does Absolute Return Podcast release new episodes?
Absolute Return Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Absolute Return Podcast?
You can listen to Absolute Return Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Absolute Return Podcast?
Absolute Return Podcast is created and hosted by Accelerate Financial Technologies Inc..
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