Podcasts

 April 22, 2019– Zoom and Pinterest rocket higher on their stock market debuts. Is the IPO pop justified? China economic growth stabilizes. Is it smooth sailing from here? Canopy Growth to buy Acreage in $3.4 billion acquisition. What makes this deal unique? Qualcomm shares…

 April 15, 2019 –Disney announces its new Disney+ streaming service. Is this a death knell for Netflix? (more…)

 April 8, 2019– Tradeweb goes public. Is it the future of bond trading? (more…)

 April 2, 2019 – Canadian yield curve inverts. Is this bad for Canadian stocks? (more…)

 March 25, 2019– U.S. Treasury yield inverts: Is this a bad omen for the stock market? (more…)

 March 18, 2019– Barrick & Newmont joint venture: Was Barrick’s hostile bid just a ploy? Oaktree goes BAM. Did Howard Marks just call a market top? Boeing 737 aircraft suffers tragic crash. What are the implications? HEXO acquires Newstrike in $260 million deal. More…

 March 11, 2019 - Jobs, jobs jobs! Canada vs U.S. head-to-head analysis of February job gains. (more…)

 March 4, 2019 - Hostile takeovers - what are they and how do they work? (more…)

 February 25, 2019 - Kraft Heinz Kitchen Sink Quarter, Barrick Bluffs Newmont, PMO SNC Scandal, Walmart's Blowout Results, Fed's Balance Sheet Plans, Value Funds Aren't Value, Dr. Herbie Wertheim, Innovators, Imitators and Idiots, What's Arbitrage? Subscribe: iTunes | Spotify | Stitcher | Podbean | YouTube Transcript Welcome investors to the Absolute Return Podcast.…

 February 25, 2019 - An introduction to the Absolute Return Podcast, providing investors what they want– near real-time thoughts and analysis from professional hedge fund managers. Subscribe: iTunes | Spotify | Stitcher | Podbean | YouTube Transcript Welcome investors to the Absolute Return Podcast. Your source for stock market analysis, global macro musings…