Accelerate Financial Technologies Inc.
101 episodes listed below
PRESS PLAY
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
Based on 6 episodes we listened to · September 2026
Expert interviews make complex investment structures legible by tracing their incentives, risks, and real-world market mechanics.
Absolute Return Podcast asks investment professionals to explain how markets work at the level of structure, incentives, and risk. Julian Clomachko and Michael Kesslering guide interviews spanning public and private REITs, short selling, SPACs, private credit, asset management,…
An accidental SPAC share issuance is a plot twist if your thrillers come with 8-Ks.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
A valuation-first AI discussion that stays centered on infrastructure, software risk, and durable economics.
The Absolute Return Podcast treats AI less as a tech showcase and more as a bubble test, with the conversation staying on the strongest part of the AI value chain, the risk of large language models commoditizing, the pressure AI could put on software and SaaS, and how valuations…
A tight read on IPO momentum and digital asset capital formation, with SPACs and public-market execution front and center.
Brandon Sun and Christian Lopez keep the focus on IPO momentum, digital asset capital formation, crypto treasury companies, and how digital assets fit into capital markets.
Private credit is presented as a middle-market lending story, not a headline-driven one.
Barings BDC president Matt Freund offers a measured view of private credit through the lens of core middle-market lending. The discussion stays grounded in recent choppiness, negative sentiment, falling base rates, the current deployment backdrop, pick loans, and portfolio…
A clear look at scale, consolidation, and how an asset manager keeps growing.
Victory Capital chairman and CEO David Brown lays out a plainspoken case for how a modern asset manager can grow larger without flattening its identity.
A measured look at crypto as a portfolio problem, not a slogan.
The episode offers a clean, institutional view of digital assets through Starkiller Capital's quantitative lens. Lee Drogan explains how the firm approaches trend following, yield farming, risk management, and the market conditions that shape allocation choices, keeping the…
A practical look at Bitcoin as a core treasury asset, Reserve One's structure, and the case for active digital-asset exposure.
Bitcoin is treated here less like a news flash and more like a treasury instrument. Julian and Michael speak with Reserve One's Jamie Leverton and Sebastian Bale about why the newly formed digital asset management firm may matter, how its SPAC-based structure is organized, and…
A technical SPAC market update centered on recent changes, Meteora's approach, and the CNGL situation.
Vic Mattel, founder and CIO of Meteora Capital, frames the episode as a SPAC market update, focusing on what has unfolded over the past 24 months, Meteora's approach to SPAC-related instruments across public and private companies, and the Canna Global Acquisition, CNGL,…
A practical tour of private credit's pressure points and the case for core middle market lending.
Frank Karl joins Julian Clomachko and Michael Kesslering for a clear-eyed look at private credit's current pressure points, from recent BDC volatility and NAV discounts to broader credit-market conditions and the negative headlines around First Brands and Tricolor.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Christopher Savoie, co-founder and CEO of Zapata AI, traces a path from medical research and law to machine learning startups, including a company called Degima that was eventually acquired and had technology behind Siri.
Danny Rice, 2022 Dealmaker of the Year, discusses his success with Arkea Energy's SPAC merger and sale to BP, and introduces NetPower's innovative clean energy technology that delivers reliable, low-cost power with full carbon capture.
Phil Back, CEO of Armada ETF Advisors, discusses his career in ETFs, innovations in the industry, and the bull case for residential real estate.
Doug Weill of Hodes Weill says institutions typically allocate 10% to 11% of portfolios to real estate, with much of the return coming from cash flow and dividends.
Absolute Return Podcast #267 features Giuseppe Sette, co-founder and president of Reflexivity, on AI tools for investment management and global macro.
David Miller, Chief Investment Officer at Catalyst Funds, says his firm has roughly $10.1 billion in AUM across about 20 strategies and favors sub-advised managers over building everything in-house.
Matt Bloomfield joins the Absolute Return Podcast to talk through Palmer Square Capital BDC's role in private credit.
Harry Yu links his SPAC approach to years at Morgan Stanley, Accenture, Oracle, EMC, and Broadcom, including lessons from Larry Ellison and Hock Tan.
Absolute Return Podcast #251 features Martin Green, co-chief investment officer of Cambrian Asset Management, on a systematic approach to crypto investing.
Phil Haslett says EquityZen started in 2013, when there were about 30 U.S.-based unicorns, and built a marketplace around the illiquidity problem in private shares.
Tom Logan explains how Mirion Technologies started in 2003 as a three-way private-equity merger and ended up 21 years later as a public company on the New York Stock Exchange.
Whitestone REIT CEO Dave Holman tells the Absolute Return Podcast why his company focuses on neighborhood and community centers in Texas and Arizona, not traditional grocery-anchored retail.
Bitcoin Depot CEO Brandon Mintz discusses his journey into Bitcoin, the company's focus on serving the underbanked through ATMs, regulatory advantages, and growth strategies including industry consolidation.
Julian Clomachko and Michael Kesslering welcome Starkiller Capital CIO Lee Drogan to talk through quant investing in digital assets.
Brandon Sun and Christian Lopez join the hosts for a clear read on IPOs and digital assets.
Frank Karl takes the center seat.
Absolute Return Podcast welcomes UPEXI Chief Strategy Officer Brian Ruddick and Meteora Chief Investment Officer Vik Mittal.
The hosts talk with Jeffrey Seder, founder of EQB, about racehorse investing and wagering.
Max Martin joins the hosts.
Julian Clomachko and Michael Kesslering open with a live state-of-the-markets discussion.
Julian Clomachko and Michael Kesslering welcome Victory Capital chairman and CEO David Brown.
The show welcomes Carson Block of Muddy Waters and frames short selling as a hard, specialized job.
Vic Mattel returns for a second conversation.
The discussion starts with BBDC.
John Belton gets the AI bubble question and keeps it grounded in the business mechanics.
Eva Yazhari says Beyond Capital Ventures invests principally in venture and also credit across India and East Africa, with a below-2% selection rate and a focus on healthcare, financial technologies, mobility, and other need-to-haves.
The show welcomes Reserve One CEO Jamie Leverton and President Sebastian Bale to talk about Bitcoin as a core treasury asset.
Morgan Stanley Direct Lending Fund president Michael Osi says private credit now provides 90% of middle-market LBO loans, helped by certainty of financing, fewer lenders, and structuring flexibility.
Dana Samuelson of American Gold Exchange argues that gold still has a bull case after touching about $2,800 an ounce and trading around $2,650, with central-bank buying, debt growth, and geopolitics still supporting the market.
Stanford AI researcher Dr.