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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 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
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
On today’s show we welcome special guest, Rubicon Technologies Founder, Chairman and CEO Nate Morris. Rubicon is a software platform that provides smart waste and recycling solutions for businesses and governments worldwide.
On the podcast, Nate discusses:
- How he launched Rubicon with maxed-out credit cards and a $10,000 line of credit
- Opportunities in the fragmented $2.1 trillion global waste and recycling industry
- Key lessons learned in building a $1.7 billion software company from scratch
- Advice for future entrepreneurs
- And more
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
On today’s podcast we welcome special guest, Westrock Coffee CEO and Co-Founder, Scott Ford. Westrock Coffee is a leading integrated coffee, tea, flavors, extracts, and ingredients solutions provider.
On the show, Scott discusses:
How he went from asset management to the coffee industry
Where the idea for Westrock Coffee came from and what problem he was looking to solve
Key skills and knowledge from his experience in finance utilized as a company founder
Trends in the coffee industry
And more