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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
Episodes
3 days ago
3 days ago
On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss:
- The path from private equity ownership to the public markets
- The macro bull case for the nuclear industry
- Mirion’s approach to mergers and acquisitions
- His learnings as a long-tenured CEO
- And more
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
On today’s show, listen to Julian and Mike have a live discussion on the State of the Markets: Navigating Q4 and Beyond.
On the show, we discuss:
- The opportunities within global equities, including the sector we are most bullish on
- Why investors should stay away from fixed income and which investments allocators should use for yield
- The outlook for mergers and acquisitions along with a potential positive catalyst
- Why gold is a must own asset and may outperform bitcoin
- And more
A point of disclosure, Accelerate funds may have long or short positions in the securities discussed in this episode.
Thursday Oct 10, 2024
Thursday Oct 10, 2024
On today’s show we welcome special guest, the co-CIO of Cambrian Asset Management, Martin Green. Cambrian is a quantitative investment firm for digital assets. On the show, we discuss:
- Cambrian’s approach to crypto investing and how it is differentiated
- Navigating crypto’s volatility and macro events including the FTX bankruptcy
- Keys to success and staying power in the digital asset space
- And more
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
On today’s show we welcome special guest, Whitestone REIT CEO Dave Holeman. Whitestone REIT is a publicly traded real estate investment trust that primarily owns, operates, and redevelops retail community-centered properties in Texas and Arizona. On the show we discuss:
- The thesis behind Whitestone’s focus on community and neighborhood centers
- The challenges and opportunities in real estate due to the dramatic increase in interest rates
- Keys to success in the real estate industry
- Which segment of the real estate market he is most bullish on
- And more
Friday Jul 26, 2024
Friday Jul 26, 2024
On today’s show we welcome special guest, Meteora Capital Founder and CIO Vik Mittal, his second time on the podcast. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.
On the show, we discuss:
- What has happened in the SPAC market over the past 24 months
- Meteora’s approach to investing in the SPAC market
- A look into Canna-Global Acquisition (CNGL)
- What he thinks is next for the SPAC market
- And more
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
On today’s show, we welcome special guest, Stanford AI Researcher Dr. Mohammad Rasouli. Mohammad helps funds to realize the benefit of artificial intelligence for alternative asset investment by providing AI education and tailored AI strategy, and by implementing the proprietary InvestAI technology. These include using AI for both alpha generation and operational efficiency, including deal sourcing/insight, fundraising, portfolio transformation, investor communications, and marketing.
On the podcast, we discuss:
- Compelling use cases for large language models in investing
- Specific examples of how AI has helped uncover unique investment opportunities more effectively than traditional methods
- How investment managers can balance the use of AI with human judgment
- And more
Friday Jun 21, 2024
Friday Jun 21, 2024
On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss:
- What got him into the business of thoroughbred racehorse buying, selling, and breeding
- The basics of horse racing betting
- A look into the advanced analytics used by professional horse racing bettors
- The ideal outcome for an investment into a racehorse
- And more
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:
- His fortuitous path to short selling as a profession
- Sino Forest and the short that put him on the map
- The thesis behind his bearish view on Fairfax Financial
- His approach to risk management
- And more
Sunday Dec 17, 2023
Sunday Dec 17, 2023
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!
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
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