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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
2 days ago
2 days ago
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:
- Core tenets of their approach to crypto investing
- Trend following and yield farming in crypto
- Their approach to risk management
- His top emerging trends in the digital asset space to have on your radar
- 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
Monday Aug 14, 2023
Monday Aug 14, 2023
August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss:
- Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency
- His entrepreneurial journey and where he got the idea to start the company
- Why their customers use ATMs instead of online exchanges to buy bitcoin
- Bitcoin Depot’s growth initiatives, including their approach to M&A
- What he believes is in store for the future of bitcoin
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 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 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
Monday Sep 12, 2022
Monday Sep 12, 2022
On today’s show we welcome special guest, Moolec Science founder and CEO Gastón Paladini. Moolec is a science-based food ingredient company that is going public through a merger with SPAC LightJump Acquisition.
On the show, Gastón discusses:
What is molecular farming and how did it originate
How they produce meat molecules with plants
Why meat alternatives are necessary
His biggest challenge as an entrepreneur
And more