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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, 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 mad... more

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 ba... more

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... more

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 ... more

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Recent Guests

Michael Watson
Hedgineer founder, AI/data science and risk management software executive
Hedgineer
Episode: #275 - Inside the AI Hedge Fund Revolution with Hedgineer Founder Michael Watson
Roozbeh Charli
CEO of Einride
Einride
Episode: #274 - The Road Ahead for Autonomous Trucking with Einride CEO Roozbeh Charli
Jim Ferry
Partner at Volition Capital
Volition Capital
Episode: #273 - Lessons in Growth Equity Investing with Volition Capital’s Jim Ferry
Dylan Smith
Arc Macro founder and chief economist
Arc Macro
Episode: #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
Matthew Le Merle
CEO and co-founder of Fifth Era Partners
Fifth Era Partners
Episode: #271 - Investing at the Edge of AI and Blockchain with Fifth Era CEO Matthew Le Merle
Harry You
Chairman of dMY Squared Technology Group, SPAC sponsor focused on Horizon Quantum
dMY Squared Technology Group / Horizon Quantum
Episode: #270 - Investing in the Quantum Future with dMY Squared Technology Group Chairman Harry You
Max Martin
CEO of Enhanced
Enhanced
Episode: #269 - Breaking the Limits of Human Performance with Enhanced CEO Max Martin
David Brown
Chairman and CEO of Victory Capital
Victory Capital
Episode: #268 - Building a Modern Asset Management Platform with Victory Capital’s Chairman and CEO David Brown
Giuseppe Sette
President and co-founder of Reflexivity
Reflexivity
Episode: #267 - AI Tools and the Future of Investing with Reflexivity President Giuseppe Sette

Hosts

Julian Klymochko
Host of Absolute Return Podcast
Michael Kesslering
Co-host of Absolute Return Podcast

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.

Guests and hosts provide actionable macro and investing frameworks.
Shows high-caliber guests with practical investing insights.
Listeners praise the depth and breadth of market knowledge.
Some listeners feel the format shifted toward interview style with fewer analysis segments.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

#273 - Lessons in Growth Equity Investing with Volition Capital’s Jim Ferry
Q: How do you define growth equity and where does Volition sit between VC and PE?
Growth equity is best viewed as between early-stage venture and late-stage private equity, investing in companies that have achieved product-market fit and revenue, with the aim of scaling rapidly while maintaining capital efficiency. Volition targets Series A/B-like opportunities with check sizes in the tens of millions, seeking big outcomes without excessive dilution for founders.
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
Q: Do you see any big asymmetries or mispricings in the market right now?
Gold is not a reliable hedge in the current environment and may be mispriced as a safe haven; software and AI-enabled software investments currently offer attractive risk-adjusted opportunities given their ability to adapt to changing demand and technology trends.
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
Q: What assets are best positioned to capitalize if inflation remains elevated and regimes shift?
Equities with pricing power, particularly software and AI-enabled tech companies that can sustain margins, are likely to hold value during prolonged inflation; traditional fixed income may struggle as inflation dynamics shift, while equities with strong pricing power should perform better.
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
Q: What are your thoughts on inflation given the Iran war shock and oil prices?
Core inflation could rise above 4% or even 5% if the oil price shock is persistent, because energy-tight supply chains and broader input costs transmit through to prices, while margins and producer prices also influence inflation dynamics.
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
Q: What is the most misunderstood macro force in markets today?
Fiscal policy and the near-term growth impulse it creates are underappreciated, with large debt and persistent deficits influencing inflation and the macro regime in ways many investors miss, especially as hot-button political factors interact with long-run fiscal trends.

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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?

This show focuses on stock market analysis, macro outlooks, and hedge fund strategies, featuring deep-dive conversations with investors, technologists, and industry insiders. Episodes often center on SPACs, private markets, AI-enabled investing, macro regimes, and practical frameworks for evaluating opportunities in volatile or evolving markets. Notable strengths include access to high-signal guests across finance and tech, a clear emphasis on actionable insights, and conversations that mix theory with real-world decision making. A recurring edge is linking complex topics like digital finance, AI, and frontier technologies to equity and portfolio strategies, making it a potential fit for listeners who want to understand how macro events tra... more

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Which podcasts are similar to Absolute Return Podcast?

These podcasts share a similar audience with Absolute Return Podcast:

1. Yet Another Value Podcast
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Invest Like the Best with Patrick O'Shaughnessy
4. Odd Lots
5. The Meb Faber Show - Better Investing

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. Michael Watson
2. Roozbeh Charli
3. Jim Ferry
4. Dylan Smith
5. Matthew Le Merle
6. Harry You
7. Max Martin
8. David Brown

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