
Absolute Return Podcast
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
Latest episodes

Dec 17, 2023 • 28min
#245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
How real estate plays a role in investment portfolios
Which segments of the real estate market are most favourable, and which investors should avoid
The biggest risk facing real estate investors currently
His real estate “top pick”
And more!

Oct 24, 2023 • 30min
#244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
How Christopher went from getting his PhD in a medical field to founding several tech startups
A deep dive into what artificial intelligence is and what it can accomplish
Some use cases for industrial generative AI
How the company offers faster, cheaper, and more accurate generative AI
And more

Aug 14, 2023 • 26min
#243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz
Bitcoin Depot CEO Brandon Mintz discusses his bitcoin journey and the founding of Bitcoin Depot. They focus on the benefits of Bitcoin ATMs, their target demographic, convenience, and regulatory differentiation. They also explore Bitcoin Depot's business model, regulatory compliance, and plans for industry consolidation. Lastly, they touch on investment diversification, the recent merger with GSRM SPAC, approaching Bitcoin skeptics, and the future of Bitcoin.

Feb 27, 2023 • 34min
#242 - 2022 Dealmaker of the Year, Danny Rice
February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company.
On the show, Danny discusses:
Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP
A primer on NET Power’s innovative clean energy technology
The case for U.S. shale gas powering reliable, clean and low-cost power
What inspires him as an entrepreneur and business leader
And more

Jan 6, 2023 • 41min
#241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak
January 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF
Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses:
Characteristics of ETFs that make them a great tool for investors
Some major innovations in ETFs over the past 15 years
The bull case for residential real estate
What is happening in the private REIT space
The major risk investors face in private REITs
And more

Nov 28, 2022 • 43min
#240: Reimagining Earth Through Investing with TPB’s CEO David Friedberg
On today’s show we welcome special guest, David Friedberg, Founder and CEO of The Production Board. Dave is an entrepreneur, business leader and investor who founded The Climate Corporation, which was sold to Monsanto for $1.1 billion. He now leads The Production Board, a holding company of businesses established to solve the most fundamental problems.
On the show, Dave discusses:
- His early experiences in investment banking, Google, and what it was like working with Larry Page
- The founding, growth and sale of his first venture, the Climate Corporation
- High potential investment themes that he is focused on
- Insight into one of his latest deals: Lavoro, Brazil’s largest agricultural inputs retailer
- And more

Nov 14, 2022 • 36min
#239: The Space Exploration Business with Intuitive Machines CEO Steve Altemus
On today’s podcast we welcome special guest, Intuitive Machines CEO Steve Altemus. Intuitive Machines is a diversified space exploration, infrastructure, and services company.
On the show, Steve discusses:
-Some of his main learning experiences at NASA and what inspired him to leave to launch a startup
-The current state of the space race
-The potential for long-term lunar infrastructure and commerce
-What he thinks is in store for space exploration over the next 50 years
-And more

Nov 7, 2022 • 27min
#238: The Entrepreneurial Journey with AvePoint CEO TJ Jiang
On today’s podcast we welcome special guest, AvePoint CEO TJ Jiang. AvePoint is the largest data management solutions provider for the Microsoft cloud.
On the show, TJ discusses:
His journey from new immigrant, to Wall Street, to successful entrepreneur taking his company public
How he made it through the adversity when founding the company
Lessons learned from taking his company public
His thoughts on the current recessionary economic environment
And more

Oct 31, 2022 • 32min
#237: Semiconductors with Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek
On today’s show we welcome special guests, Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek. Newsight Imaging develops high-quality image sensors that can be integrated into industries such as robotics, automotive, mobile and many others. Vision Sensing Acquisition is a SPAC that is set to merge with Newsight.
On the show, Eli and George discuss:
-A teach-in on vision sensors and chips
-Growth opportunities in semiconductors
-Market conditions and whether there’s a recession
-Their top productivity hacks
-And more

Oct 24, 2022 • 39min
#236: Venture Capital Investing with Social Leverage Founder Howard Lindzon
On today’s show we welcome special guest, Social Leverage Founder Howard Lindzon. Social Leverage is a venture capital firm that specializes in early-stage and seed-stage investments in the Software, Consumer, and Fintech industries.
On the show, Howard discusses:
How he initially got into investing and what is appealing about early-stage investing
Key lessons learned from his hits and misses within startups, angel investing and venture capital
What he thinks is in store for NFTs, crypto and web3 in the future
His thoughts on the current market environment
And more
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