Absolute Return Podcast

On the 200th episode of the Absolute Return Podcast, Mike and Julian chat about: CPI hits 7.5%, a 40-year high. How Bad Will it Get? Growth Stocks Taken to the Woodshed. Is Peloton heading to zero? Weirdo Couple Arrested Trying to Launder $4.5 Billion of Bitcoins from 2016 Bitfinex Hack. Any Implications? APE DAO Liquidation?   Buy bitcoin, save the planet! Learn more about our eco-friendly bitcoi...

On today’s podcast we welcome special guest, BM Technologies Chair, CEO and Founder Luvleen Sidhu. BM Technologies is a leader in mobile banking technology that provides digital banking platforms with checking and savings accounts, and more.   On the show, Luvleen discusses: The opportunity for entrepreneurs in fintech How management consulting experience and an MBA from Wharton assisted her in be...

On today’s podcast we welcome special guest Ben Errez, GreenBox POS Co-Founder and Chairman. GreenBox POS is a fintech company offering blockchain ledger and smart contract token technologies to create seamless payment processing solutions.   On the show, Ben discusses: -The macro case for the global digital payment market -His thoughts on crypto, digital currencies and stablecoins -Details about...

January 31, 2022 - On today’s podcast we welcome special guest, Tomorrow.io Co-Founder and CEO, Shimon Elkabetz. Tomorrow.io is a developer of a leading platform for global weather and climate security.   On the show, Shimon discusses: -Transitioning from the Israeli military to entrepreneurship -What inspired him to start the business -How the platform uses machine learning to translate hyperloca...

January 24, 2022 - On today’s show we welcome special guests Rafael Museri, Co-Founder and CEO of Selina, and Ben Friedman, Co-Founder and CFO of BOA Acquisition. Selina is a fast-growing hospitality and experiential brand targeting Millennial and Gen Z travelers. It recently announced a merger with BOA Acquisition at a $942 million enterprise value. On the show, Rafael and Ben discuss: Selina’s v...

January 20, 2022 - On today’s podcast we have a special episode of “State of the Markets” in which Julian discusses his 2022 market outlook and answers questions from investors in a live event.   On the show, Julian discusses his outlook on inflation, interest rates, bonds, equities (domestic and international), meme stonks, M&A, private equity, SPACs, crypto, NFTs, key risks that investors should...

January 17, 2022 - On today’s podcast we welcome special guest, Li-Metal Founder & CEO Maciej Jastrzebski. Li-Metal is developing and commercializing technologies that address key challenges in the supply chain of next-generation batteries.   On the show, Maciej discusses: -How lithium metal plays an important role in battery technology -Advantages of Li-Metal battery tech -The company's plans to...

January 10, 2022 - On today’s podcast we welcome special guest, MANSCAPED Founder and CEO, Paul Tran. MANSCAPED is a leader and pioneer in men’s grooming that recently announced a going-public transaction at a $1 billion valuation.   On the show, Paul discusses: What inspired the founding of MANSCAPED How he launched a category creator Keys to success behind the company’s innovative marketing How...

On today’s podcast we welcome special guest, the Founder and CEO of Brivo, Steve Van Till. Brivo is the global leader in cloud-based access control and smart building technologies.   On today’s show, Steve discusses: - What attracted him to the tech industry and why he chose to focus on access and security - Points from his book The Five Technological Forces Transforming Physical Security - Insigh...

On today’s podcast we welcome special guest, Chibi Labs Founder Mat Sposta. Chibi Labs has created three futuristic NFT collections featuring cool 3D characters.   On the show, Mat discusses: His path from Wall Street to NFTs (or TradFi to DeFi) What is an NFT and why should people want to own them Chibi Labs roadmap in 2022 The future of the NFT market and the metaverse And more Buy bitcoin, save...

On today’s podcast we welcome special guest, Customers Bank CEO Sam Sidhu. Customers Bank is a full-service financial institution with nearly $20 billion in assets.   On the show, Sam discusses: -What he learned in investment banking and private equity that helped him as a bank CEO -How the company’s blockchain-based digital payment technology works -When Covid struck, how Customers Bank turned ch...

On today’s podcast we welcome special guest, legendary entrepreneur and prolific inventor, Bill Gross. Bill’s latest venture is Heliogen, a leading provider of AI-enabled concentrated solar power.    On the show, Bill discusses: His career history and how he created startup incubator Idealab His startup formula for success and key characteristics to look for when starting a new venture The novel t...

On today’s podcast we welcome special guest, LOOP Industries Founder and CEO, Daniel Solomita. Loop Industries takes waste PET plastic and polyester fiber — which cannot be conventionally recycled — and turns them into high value materials.   On the show, Daniel discusses: -The sustainability mission at the heart of LOOP -Details around the process to generate PET plastic from recycled content -Th...

On today’s podcast we welcome special guest, FiscalNote CEO Tim Hwang. FiscalNote is a leading AI-driven enterprise SaaS company that delivers legal and regulatory data and insights.   On the show, Tim discusses: -Why being the category creator is important -How he raised seed capital from investor Mark Cuban -What made the merger with SPAC Duddell Street Acquisition so unique -The company’s M&A s...

On today’s podcast we welcome special guest, Wejo CEO Richard Barlow. Wejo is a leader in connected vehicle data. On the show, Richard discusses: Lessons learned through the founding of several successful new ventures The opportunity in the monetization of connected vehicle data Wejo’s roadmap to profitability Key growth initiatives as a newly public company And more Buy bitcoin, save the planet!...

On today’s podcast we welcome special guest, Ruben Minski. Ruben is the Founder, Chairman and CEO of Procaps Group, a developer of pharmaceutical and nutraceutical solutions, medicines, and hospital supplies that reach more than 50 countries in all five continents.   On the podcast, Ruben discusses: -How Procaps has evolved over the past 44 years since its founding -The macro case for Latin Americ...

On today’s podcast we welcome special guests Todd Degelman and Chad Pruden of Wellington-Altus Private Wealth where Todd is Founder, Senior Investment Advisor, and Vice-Chairman, and Chad is Senior Investment Advisor. Wellington-Altus is one of the fastest-growing wealth advisory companies in Canada.   On the show, Todd and Chad discuss: -Their career backgrounds and keys to success in wealth mana...

On today’s podcast we welcome special guest, Charlie Jardine, Founder & CEO of EO Charging. EO Charging is a leading provider of technology-enabled turnkey solutions for electric vehicle fleets.   On the podcast, Charlie discusses: His entrepreneurial journey and the idea behind EO Charging EO’s business model, customers and unit economics Key differences between EO and its competitors Insights in...

Today we have a special Live from the Trading Desk episode, in which Julian and a group of SPAC experts discuss the Digital World Acquisition / Trump Media deal. On the podcast, we discuss:   -Why did DWAC surge as much as 1,600%? -What is next for the SPAC? -Why do traders and speculators like this deal? -Key insights into the SPAC -And more

On today’s podcast we welcome special guest, Sarcos CEO Ben Wolff. Sarcos Technology and Robotics Corporation is a leader in the development of robots that augment humans to enhance productivity and safety.   On the show, Ben discusses: Why Time Magazine named the Sarcos Guardian exoskeleton one of the “Best Inventions of 2020” Their “Robot as a Service” business model How robotics are going to ch...

Today’s podcast features special guest, ServiceMax CEO Neil Barua. ServiceMax is a leader in asset-centric field service management software. On the podcast, Neil discusses: -Private equity firm Silver Lake’s role in the evolution of ServiceMax -Why the company’s SaaS business model may be attractive for investors -Details regarding its $1.4 billion merger with SPAC Pathfinder Acquisition -Key opp...

On today’s podcast we welcome special guest AdTheorent CEO Jim Lawson. AdTheorent is a programmatic digital advertising leader using advanced machine learning technology and solutions to deliver real-world value for advertisers and marketers.   On the show, Jim discusses: - His journey from practicing law to becoming an entrepreneur and CEO - How AdTheorent’s machine learning advertising technolog...

On today’s podcast we welcome special guest, Energy Vault Co-Founder and CEO Robert Piconi. Energy Vault creates gravity-based, grid-scale energy storage solutions with its proprietary technology.   On the show, Rob discusses: -The initial idea behind the founding of Energy Vault -How Energy Vault’s energy storage systems work -Insights into the company’s recent going public transaction -How Energ...

On today’s podcast we have a discussion between Julian and three market experts, SPACGuru (G), SPACInsider (Kristi) and SPACWarrants (Jeff), for an in-depth discussion on the state of the blank check market: - What to make of high redemption rates and low float meme stock short squeezes? - How are IPO terms evolving? - What will be the future of PSTH and the SPARC structure? - Lawsuits, the SEC an...

On today’s podcast we welcome special guests, Altus Power Co-CEOs  Gregg Felton and Lars Norell. Altus Power is a market-leading clean electrification company focused on solar power.   On the show, Gregg and Lars discuss: -The major skills and resources gained in law and investment banking that gave them the confidence to start Altus -The company’s current portfolio assets and growth pipeline -The...