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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
Monday Feb 27, 2023
Monday Feb 27, 2023
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
Friday Jan 06, 2023
Friday Jan 06, 2023
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
Monday Nov 28, 2022
Monday Nov 28, 2022
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
Monday Nov 14, 2022
Monday Nov 14, 2022
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
Monday Nov 07, 2022
Monday Nov 07, 2022
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
Monday Oct 31, 2022
Monday Oct 31, 2022
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
Monday Oct 24, 2022
Monday Oct 24, 2022
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
Monday Oct 17, 2022
Monday Oct 17, 2022
On today’s show we welcome special guest, Trinity Capital President Kyle Brown. Trinity Capital is a provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups.
On the show, Kyle discusses:
-A primer on business development companies
-The basics of venture loans and equipment leases
-How venture debt fits into an investment portfolio
-And more
Tuesday Oct 11, 2022
Tuesday Oct 11, 2022
On today’s show, we welcome special guest Dragonfly Energy CEO Denis Phares. Dragonfly Energy is a leader in energy storage and producer of deep cycle lithium-ion storage batteries.
On the show, Denis discusses:
Advantages of lithium-ion products over lead-acid batteries
The outlook for lithium carbonate prices
Key aspects of the business that investors should consider
His favourite productivity hack
And more
Monday Oct 03, 2022
Monday Oct 03, 2022
On today’s show we welcome special guest, Delphia's Andrew Peek. Delphia runs an algorithmic investing strategy powered by machine learning.
On the show, Andrew discusses:
-Predicting fundamental data using AI to drive investment alpha
-Which fundamentals their algorithm trades on
-How humans can incorporate machine learning into their investment process
-What he finds most compelling about capital markets
-And more