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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 Oct 04, 2021
Monday Oct 04, 2021
On today’s podcast we welcome special guest, Energy Vault Co-Founder and CEO Robert Piconi. Energy Vault creates gravity-based, grid-scale energy storage solutions with its proprietary technology.
On the show, Rob discusses:
-The initial idea behind the founding of Energy Vault
-How Energy Vault’s energy storage systems work
-Insights into the company’s recent going public transaction
-How Energy Vault differs from the competition
-And more
Friday Oct 01, 2021
Friday Oct 01, 2021
On today’s podcast we have a discussion between Julian and three market experts, SPACGuru (G), SPACInsider (Kristi) and SPACWarrants (Jeff), for an in-depth discussion on the state of the blank check market:
- What to make of high redemption rates and low float meme stock short squeezes?
- How are IPO terms evolving?
- What will be the future of PSTH and the SPARC structure?
- Lawsuits, the SEC and the future of SPACs
- And more
Monday Sep 27, 2021
Monday Sep 27, 2021
On today’s podcast we welcome special guests, Altus Power Co-CEOs
Gregg Felton and Lars Norell. Altus Power is a market-leading clean electrification company focused on solar power.
On the show, Gregg and Lars discuss:
-The major skills and resources gained in law and investment banking that gave them the confidence to start Altus
-The company’s current portfolio assets and growth pipeline
-The macro thesis behind clean electrification
-Why CBRE holdings was an ideal merger partner in going public
-And more
Friday Sep 24, 2021
Friday Sep 24, 2021
On today’s podcast we welcome special guest, IronNet’s co-CEO Bill Welch. IronNet is an innovative leader transforming cybersecurity through Collective Defense.
On the show, Bill discusses:
- How cyber threats have evolved over the past 20 years
- What CTOs and executives should be concerned about regarding their company’s network security
- What he learned from their recent going-public process
- Key drivers of IronNet’s forecast 78% revenue CAGR
- And more
Monday Sep 20, 2021
Monday Sep 20, 2021
On today’s podcast we welcome special guest, BBQGuys CEO Russ Wheeler. BBQGuys is a leading specialty e-commerce platform for higher-end BBQ grills, grilling accessories and outdoor living products for both homeowners and professional builders.
On the show, Russ discusses:
-How the business evolved from a single brick-and-mortar store back in 1998
-BBQGuys’ competitive advantage and omnichannel strategy
-How the legendary football family, the Mannings, are involved in the company
-Key growth initiatives to drive a forecast 26% revenue CAGR
-And more
Monday Sep 13, 2021
Monday Sep 13, 2021
On today’s podcast we welcome the Co-Founder and CEO of Embark Trucks, Alex Rodrigues. Embark is a leading developer of autonomous software technology for the trucking industry.
On the show, Alex discusses:
-What it was like to drop out of university to become a Thiel Fellow
-Embark’s self-driving technology and their value proposition to customers
-Insights into the $4.55 billion merger with Northern Genesis Acquisition II
-How they get investors comfortable with a pre-revenue stage company
-And more
Friday Sep 10, 2021
Friday Sep 10, 2021
On today’s podcast we welcome special guest John Carrington. John is the CEO of Stem, the market leader in AI-driven clean energy storage systems.
On the show, John discusses:
- How Stem’s business has evolved in the 8 years since he joined
- The competitive landscape and what makes Stem the market leader
- Insights into the recent going-public process
- ESG, AI and the company’s growth opportunities
- And more
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
On today’s podcast we welcome special guest, Vacasa CEO Matt Roberts. Vacasa is the leading vacation rental management platform in North America and it just announced a $3.75 billion going public transaction.
On the show, Matt discusses:
- Vacasa’s business model and how it differs from Airbnb
- Its value proposition and why customers would choose Vacasa
- Insights into Vacasa’s merger with TPG Pace Solutions
- The investment case for the stock
- And more
Monday Aug 30, 2021
Monday Aug 30, 2021
On today’s podcast we welcome special guests Victoria Grace, Founder and CEO of Queen’s Gambit, and Youssef Salem, CFO of Swvl. Queen’s Gambit is a sustainability-focused SPAC that announced a $1.13 billion merger with Swvl, a Dubai-based provider of transformative mass transit and shared mobility solutions.
On the show, Victoria and Youssef discuss:
- The founding of Queen’s Gambit and whether Victoria is a fan of the Netflix series or chess
- How Swvl differentiates itself from Uber / Careem or other competitors in the marketplace
- Some of the key drivers that investors should be aware of for Swvl
- And more
Friday Aug 27, 2021
Friday Aug 27, 2021
On today’s podcast we welcome special guests Sean Harper, Co-founder and CEO of Kin, and Matt Higgins, Chairman and CEO of Omnichannel Acquisition. Kin Insurance is an insurance technology company that makes home insurance easy and affordable. It recently announced a $1 billion merger with Omnichannel Acquisition.
On the show, Sean and Matt discuss:
- The thesis behind the founding of Kin
- Kin’s value proposition, competitors, and why DTC is a fundamentally better insurance model
- How the merger between Kin and Omnichannel came together
- Why investors should consider Kin stock
- And more