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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
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
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
On today’s show we welcome special guests, Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker. Alliance Entertainment is a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles.
On the show, Bruce and Jeff discuss:
Insights, challenges and opportunities in the distribution business
The company’s roll-up strategy
How Alliance competes and grows in an era of streaming
Their thoughts on the current macro environment
And more
Tuesday Aug 30, 2022
Tuesday Aug 30, 2022
On today’s podcast we welcome special guest, ClimateRock CEO Per Regnarsson. ClimateRock is a special purpose acquisition company that plans to acquire strategic renewable assets and enabling technologies with large decarbonization potential and strong financial history and prospects.
On the show, Per discusses:
What specific types of opportunities the SPAC is looking at
His thoughts on the current market environment
The outlook for sustainable investing
Key segments of the sustainability sector that investors should have on their radar
And more
Monday Aug 22, 2022
Monday Aug 22, 2022
On today’s show we welcome special guest, Getaround Founder and CEO, Sam Zaid. Getaround is the world’s leading fully digital and global carsharing marketplace.
On the show, Sam discusses:
His entrepreneurial journey from Ottawa to San Francisco
The main benefits of carsharing for both hosts and guests
What it’s like being a Softbank portfolio company
His favourite productivity hack
And more
Tuesday Aug 09, 2022
Tuesday Aug 09, 2022
On today’s podcast we welcome special guest, Footprint CEO Troy Swope. Footprint is a global materials science technology company focused on sustainable solutions. On the show, Troy discusses:
-The innovation and improvement available in packaging solutions
-How plant-based packaging solutions compare to plastic
-Footprint’s business model and estimated total addressable market
-Insights into their merger with SPAC Gores Holdings VIII
-And more
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
On today’s show we welcome special guest, Voltus CEO Gregg Dixon. Voltus is a leading distributed energy resource software technology platform. On the podcast, Gregg discusses:
-What are distributed energy resources (DERs) and why they are important
-Voltus’ recurring revenue business model and strong unit economics
-Thoughts on the current market environment and raising a $100 million PIPE financing
-Advice to entrepreneurs considering taking their company public
-And more