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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 Mar 29, 2021
Monday Mar 29, 2021
On today’s podcast, we welcome special guests Paul Vendrinsky, portfolio manager at SIA Wealth Management, and Chris Fryer, associate portfolio manager at SIA Wealth Management. SIA is a Canadian independent investment management firm that helps investors grow and safeguard their wealth over the long-term through financial technology.
On the podcast, Paul and Chris discuss:
- How they got their start in the investment business
- Details on the SIACharts platform and why investors use it
- SIA’s True Tactical process and risk management
- Why investors should consider incorporating relative strength analysis into their investment process
- And more
Friday Mar 26, 2021
Friday Mar 26, 2021
On today’s podcast, we welcome special guest Tyler Page, CEO of Cipher Mining, a newly formed U.S.-based Bitcoin mining operation. Cipher Mining recently announced a business combination with SPAC Good Works Acquisition in a $2 billion deal.
On today’s podcast, Tyler discusses:
-What initially attracted him to bitcoin and his outlook for the asset class
-The basics of the crypto mining business
-Potential ESG concerns for mining and how Cipher is mitigating this
-Key insights into the merger with SPAC Good Works Acquisition
-Why investors should take a look at Cipher Mining stock
-And more
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
On today’s podcast, we welcome special guest Pat Roney, CEO and Founding Partner of Vintage Wine Estates, one of the fastest growing wine producers in the U.S. Vintage Wine Estates recently announced a business combination with Canadian SPAC Bespoke Capital Acquisition Corp in a deal that values the business at an enterprise value of US$690 million.
On the podcast, Pat discusses:
- What attracted him to the wine business and why he believes it will continue to grow
- The economics of selling wine and the importance of various price points in a product suite
- The outlook for M&A at the company
- Background on the company’s merger with Canadian SPAC Bespoke Capital Acquisition Corp
- His personal favorite bottle of wine
- And more