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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 May 17, 2021
Monday May 17, 2021
On today’s podcast, we welcome special guest Niccolo de Masi, CEO of dMY Technology Group. dMY Technology Group is focused on sponsoring the success of the next generation of great pioneering technology entrepreneurs onto the public markets.
On the podcast, Niccolo discusses:
-What was attractive about the SPAC asset class and how it has evolved over time
-dMY’s underlying thesis driving its strategy for blank check mergers
-Key principles to be a successful repeat sponsor
-Thoughts on the current state of the SPAC market
-And more
Thursday May 13, 2021
Thursday May 13, 2021
May 13, 2021 - On today’s podcast, we welcome special guest Githesh Ramamurthy, Chairman and CEO of CCC Information Services, a leading SaaS platform for the property and casualty insurance economy. CCC recently announced a merger with Dragoneer Growth Opportunities in a $7 billion deal.
On the podcast, Githesh discusses:
-How CCC has evolved over the 30 years in which Githesh has been at the company
-What it is like taking CCC public, then private, and now public again
-Why they only considered Dragoneer Growth Opportunities out of all SPACs
-Key growth opportunities and their approach to M&A
-The investment case for CCC stock
-And more
Monday May 10, 2021
Monday May 10, 2021
On today’s podcast, we welcome special guest Peter George, CEO of Evolv Technology. Evolv, the leader in AI touchless security screening, recently announced a merger with NewHold Investment in a $1.25 billion deal.
On the podcast, Peter discusses:
-How Evolv’s scanning and AI technology works to detect threats
-The role Evolv can play as the country reopens and in a post-pandemic world
-Details and insights into the merger with SPAC NewHold Investment Corp (NHIC)
-How the company landed Bill Gates as an investor
-Key growth opportunities
-And more
Thursday May 06, 2021
Thursday May 06, 2021
On today’s podcast, we welcome special guest Waleed Jabsheh, President at International General Insurance (IGI), an international specialist commercial insurer and reinsurer that underwrites a diverse portfolio of speciality lines. IGI trades on the NASDAQ under the symbol IGIC.
On the podcast, Waleed discusses:
- Keys to success in insurance underwriting
- A primer on how the commercial insurance business works
- Some of the more unique policies they come across
- What it was like to go public right before the onset of the global Covid pandemic
- How IGI differentiates itself in the marketplace
- And more
Monday May 03, 2021
Monday May 03, 2021
On today’s podcast, we offer a new podcast format. We recorded a live clubhouse discussion, State of the Markets, with Julian Klymochko, Mike Kesslering, Jeff Baker (Common Stock Warrants) and SPACGuru. The hosts discuss and debate the present and future of SPACs, M&A, IPOs, warrants and more.
Friday Apr 30, 2021
Friday Apr 30, 2021
On today’s podcast, we welcome special guests, and the first set of brothers on the show, Forest Road’s Jeremy and Zachary Tarica. Forest Road is a specialty financing company that lends against tax credits in the entertainment, real estate, and renewable energy industries, along with having two SPACs trading in the market.
On the podcast, Jeremy and Zachary discuss:
-Their background in the financial industry and how they came to form Forest Road
-Launching a SPAC into the market and the process behind doing a deal
-How the Beachbody merger is an example of the Forest Road playbook
-How they got Shaquille O'Neal to join the Forest Road SPACs as a special advisor
-Their investor outreach program and why they’re keen to engage with investors
-And more
Wednesday Apr 28, 2021
Wednesday Apr 28, 2021
On today’s podcast, we welcome special guest David Rosenberg, CEO and Co-Founder of AeroFarms, a certified B Corporation and leader in vertical farming. AeroFarms recently announced a business combination with SPAC Spring Valley Acquisition in an $850 million deal.
On the podcast, David discusses:
-The evolution of the company and why it is structured as a B Corporation
-AeroFarms’ competitive advantages over traditional farming
-Details on the merger with SPAC Spring Valley Acquisition
-Key growth opportunities the company is pursuing
-ESG and the case for AeroFarms stock
-And more
Monday Apr 26, 2021
Monday Apr 26, 2021
On today’s podcast, we welcome special guest Danny Rice, CEO of Rice Acquisition Corp. Rice Acquisition recently announced a merger with Aria Energy and Archaea Energy to create a $1.15 billion industry-leading renewable natural gas platform.
On the podcast, Danny discusses:
-His background of co-founding Rice Energy with his brothers and then selling it to EQT
-Insights into the subsequent proxy battle at EQT
-What is the future of the oil & gas industry
-Details into the business combination with Aria Energy and Archaea EnergyWhy investors should consider Archaea Energy’s stock, LFG
-And more
Friday Apr 23, 2021
Friday Apr 23, 2021
On today’s podcast, we welcome special guest Tom Tomlinson, CEO of Holley, the largest and fastest growing platform in the enthusiast branded performance automotive aftermarket category. Holley recently announced a business combination with SPAC Empower that valued the company at $1.55 billion.
-On the podcast, Tom discusses:
-How one of the nation’s oldest companies, tracing its roots to 1903, has evolved over time
-Holley’s strategy and growth profile under private equity ownership and the transition to a public listing
-Its focus on automotive enthusiasts and how that is driving DTC revenue growth
-Holley’s approach to acquisitions
-The case for Holley’s stock
And more
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
On today’s podcast, we welcome special guest Chuck Cohn, Founder and CEO of Nerdy, a leading direct-to-consumer, curated gig economy platform for live online learning benefiting both learners and experts. Nerdy recently announced a merger with SPAC TPG Pace Tech Opportunities in a deal that valued the company at $1.4 billion.
On the podcast, Chuck discusses:
-The founding of Nerdy and how the business developed over time
-What attracted him to the online education industry
-How the pandemic affected Nerdy’s growth prospects
-Insights into the deal with SPAC TPG Pace Tech Opportunities
-The investment case for the stock
-And more