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Investment Strategies
Bitcoin
Meteora Capital
Horse Racing
Cryptocurrency
Commercial Real Estate
Short Selling
Muddy Waters Research
Sino Forest
Luckin Coffee
Accounting Fraud
Fairfax Financial
Market Manipulation
Betting Analytics
Thoroughbred Management
SPAC Market
Public Companies
Kenna Global Acquisition
Digital Assets
Risk Management

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

PublishesTwice monthlyEpisodes105Founded7 years ago
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Latest Episodes

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

• Ho... more

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 investm... more

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 ... more

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 s... more

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Recent Guests

Eva Yazhari
General Partner of Beyond Capital Ventures, a women-led impact venture capital firm
Beyond Capital Ventures
Episode: #260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari
Brandon Sun
Managing Director and Head of SPAC Investment Banking at Cohen
Cohen
Episode: #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
Christian Lopez
Managing Director and Head of Blockchain and Digital Assets at Cohen
Cohen
Episode: #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
Jaime Leverton
CEO of ReserveOne
ReserveOne
Episode: #258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea
Sebastian Bea
President of ReserveOne
ReserveOne
Episode: #258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea
Brian Rudick
Chief Strategy Officer at Upexi
Upexi
Episode: #257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal
Leigh Drogen
CIO of Starkiller Capital, applying quantitative data-driven strategies to blockchain-based digital assets
Starkiller Capital
Episode: #256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
Michael Occi
President of the Morgan Stanley Direct Lending Fund
Morgan Stanley Direct Lending Fund
Episode: #255 - Trends in Private Credit with Morgan Stanley Direct Lending Fund's President Michael Occi
Dana Samuelson
President of American Gold Exchange
American Gold Exchange
Episode: #254 - Gold Investing with American Gold Exchange President Dana Samuelson

Hosts

Julian Klymochko
Host of the Absolute Return Podcast, provides insights into stock market analysis and investment strategies.
Michael Kesslering
Co-host of the Absolute Return Podcast, known for his expertise in investment strategies and finance.

Reviews

4.9 out of 5 stars from 61 ratings
  • Unfortunate Change of Format

    The podcast used to be a terrific show reporting on the latest merger and acquisition news, which made it unique. Now it has shifted to be just another interview show, with a series of mostly SPAC CEO’s pitching their firms. Please return to the previous format!

    Apple Podcasts
    3
    Missing61
    Canada5 years ago
  • Incredible Podcast packed with knowledge

    Wish I’d found this podcast sooner! Julian’s amazing, listening to this show is like getting a free masters degree in finance & investing

    Apple Podcasts
    5
    Scott.BF
    United States5 years ago
  • Great insight

    I love listening to the absolute podcast throughout my day. I get great investing insights and information that help me start my due diligence!

    Apple Podcasts
    5
    pauliedbk1
    United States5 years ago
  • Very informative investing podcast

    Julian and guests are a joy to listen to. When listening to these podcasts you always learn about something new and informative about the markets. They really know there stuff. Must listen to new and experienced investors!

    Apple Podcasts
    5
    paolopaolo55
    Canada5 years ago
  • Great Knowledge!

    Loved #113’s breakdown on the GME drama!

    Thanks a ton and keep ‘em coming!!!

    Brendon

    Apple Podcasts
    5
    bigj4259
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the in-depth market analysis and financial insights provided by the hosts, often highlighting their expertise in unconventional investment strategies. Many reviews emphasize the educational value of the content, making it a valuable resource for both new and experienced investors. Some have expressed disappointment regarding shifts in content format but still acknowledge the informative nature of discussions around investing and market trends. Overall, the podcast is frequently recommended as a must-listen for those keen to enhance their understanding of financial markets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#86
Spain/Business/Investing
Apple Podcasts
#222
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
Q: How do you think about risk management in digital asset investing?
It's important to limit drawdowns; even a small 30-40% drawdown can preserve long-term returns significantly better than accepting larger losses.
#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
Q: What got you involved in crypto?
I saw Bitcoin as a digital religion, divided into two factions: those who view it as a replacement for fiat currency and those who see it as a technology for more efficient systems.
#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
Q: What appeals to you about being a quant and systematic investor?
I simply don't have the conviction to say that I am right for long periods of time and the market is wrong, which suits the quantitative investing style.
#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
Q: What can investors expect in the back half of 2025?
There will be renewed activity with more SPAC IPOs and D-SPACs emerging, given the regulatory environment changes.
#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
Q: What should investors consider investing in SPAC IPOs and DSPACs?
Investing in SPAC IPOs democratizes finance, allowing all types of investors to participate equally.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Absolute Return Podcast

What is Absolute Return Podcast about and what kind of topics does it cover?

Focusing on stock market analysis, global macroeconomic trends, and hedge fund investment strategies, this production offers in-depth discussions that equip listeners with valuable insights for becoming more knowledgeable and successful investors. Episodes feature industry experts addressing various aspects of finance, including private credit, gold investing, and cryptocurrency, with an emphasis on providing actionable strategies and market analysis. Unique to this show is its appeal to both novice and experienced investors, as well as a consistent inclusion of expert guests who share their experiences and approaches to navigating the finance landscape.

Listeners can expect a well-rounded perspective on investment opportunities across div... more

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Which podcasts are similar to Absolute Return Podcast?

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1. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Absolute Return Podcast are there?

Absolute Return Podcast launched 7 years ago and published 105 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Absolute Return Podcast?

Recent guests on Absolute Return Podcast include:

1. Eva Yazhari
2. Brandon Sun
3. Christian Lopez
4. Jaime Leverton
5. Sebastian Bea
6. Brian Rudick
7. Leigh Drogen
8. Michael Occi

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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