Absolute Return Podcast

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#214: Griddling with Blackstone Products CEO Roger Dahle

On today’s podcast we have Blackstone Products CEO Roger Dahle. Blackstone Products is a design-driven company that is redefining the outdoor cooking experience with griddle cooking appliances and accessories.

On the show, Roger discusses:
-How he invented the home griddle and created Blackstone Products
-Why griddling is becoming so popular
-How they utilize social media and original content to drive brand awareness
-His favorite thing to cook on the griddle
-And more

#213: Travel Marketplaces with Mondee CEO Prasad Gundumogula

On today’s podcast we talk about travel marketplaces with Mondee CEO Prasad Gundumogula. Mondee is a technology-first travel marketplace with a portfolio of globally recognized brands in the leisure, retail and corporate travel sectors.

On the show, Prasad discusses:
-Mondee’s role as a travel market disruptor and next generation marketplace
-Why he thinks the travel market is recovering on a sustained basis
-Some recent trends occurring in the travel market
-The company’s approach to M&A and its recent SPAC merger
-And more



#212: Pet Tech with Wag CEO Garrett Smallwood

On today’s podcast we chat with Wag CEO, Garrett Smallwood. Wag is an American pet services marketplace company powering a mobile-first technology platform that enables on-demand and scheduled dog walking, training, and other pet care services.


On the show, Garrett discusses:

-What Wag does and why dog owners should download the app
-Wag’s path to future profitability
-Going public and future growth plans
-The best dog breed to own
-And more!

#211: Cybersecurity with ZeroFox CEO James Foster

On today’s podcast we talk cybersecurity with the ZeroFox CEO James Foster. ZeroFox is an enterprise software-as-a-service leader in external cybersecurity.

On the show, Foster discusses:
-What is so exciting about cybersecurity
-The most important trends in cybersecurity that investors should learn more about
-Details on the pending acquisition of IDX, a leading digital privacy protection and data -breach response services company
-Key factors driving the company’s forecast 30% revenue CAGR
-And more


#210: Leadership Chat: D-Wave CEO Alan Baratz

On today’s podcast we welcome special guest, D-Wave CEO Alan Baratz. D-Wave is a leader in quantum computing systems, software, and services.

On the show, Alan discusses:
-What is quantum computing and why it is important
-Some of the major technological breakthroughs in quantum computing
-The technology’s potential effect on cryptography and cryptocurrency
-An overview of the market opportunity and competitive environment
-And more

#209: Leadership Chat: Transfix CEO Lily Shen and CFO Christian Lee

On today’s podcast we welcome special guests, Transfix CEO Lily Shen and CFO Christian Lee . Transfix is a leading digital freight platform where they use technology, machine learning, and AI to dynamically match thousands of freight transactions between shippers and carriers.

On the show, Lily and Christian discuss:

-The opportunity in freight logistics due to extreme inefficiencies
-Issues affecting supply chains right now
-Why the company is going public
-Their thoughts on current market conditions
-And more

#208: Leadership Chat: Satellogic CEO Emiliano Kargieman

On today’s podcast we welcome special guest, Satellogic CEO Emiliano Kargieman. Satellogic is a leader in high-resolution satellite data collection.

On the show, Emiliano discusses:
-The market opportunity for satellite imaging
-How the company is making Earth Observation imagery accessible and affordable
-How Satellogic’s Earth Observation data is helping the Ukrainian people
-His advice on finding success as an entrepreneur
-And more


#207: Leadership Chat: Racing Through Business With Andretti Acquisition

On today’s show we welcome the team from Andretti Acquisition: Michael Andretti, Bill Sandbrook and Matt Brown. Andretti Acquisition is a special purpose acquisition company focused on the automotive industry.

On the show, they discuss:
- Michael’s career in racing and his transition to business
- Andretti’s due diligence process and approach to potential deals
- The automotive industry and which segments are attractive for investment
- Their thoughts on the current market environment
- And more

#206: Leadership Chat: Allego CEO Mathieu Bonnet

On today’s podcast we welcome special guest, Allego CEO Mathieu Bonnet. Allego owns a pan-European electric vehicle charging network. 

On the show, Mathieu discusses:

-The European EV market and its 46% expected growth rate
-The future of ultra-fast charging
-How Allego expects to generate 30% IRRs from its owned sites
-What it was like working with private equity firm Apollo on Allego’s going-public transaction
-And more

#205: Leadership Chat: Eve co-CEOs, Jerry DeMuro and Andre Stein

On today’s podcast we welcome special guests, Eve co-CEOs, Jerry DeMuro and Andre Stein. Eve is a recent corporate carve-out from Brazilian multinational aerospace manufacturer Embraer and a leader in the development of next-generation Urban Air Mobility.


On the show, Jerry and Andre discuss:

-Flying cars - Eve’s next-generation Urban Air Mobility solutions

-The corporate carve-out and going-public transaction

-How Eve differs from competitors in the eVTOL space

-The potential $760 billion market they are pursuing

-And more

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