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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
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
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
On today’s podcast we welcome special guest, Covey founder and CEO Brooker Belcourt. Covey is an analyst-owned community created to find and reward the next top money managers.
On the show, Brooker discusses:
His experience as an analyst at Coatue Management and some lessons learned
Key insights from working at Citadel and how multi-manager hedge funds differ
A deep dive into the Covey platform and how it can generate alpha for investors
His best investment idea over the next 10 years
And more
Monday Jun 27, 2022
Monday Jun 27, 2022
On today’s podcast we welcome special guest, ESGEN CEO Andrejka Bernatova. ESGEN runs a $280 million SPAC focused on accelerating the shift towards a low-carbon sustainable future.
On the show, Andrejka discusses:
-How she went from coming to the US at the age of 15 alone, with no knowledge of English, carrying $100 in her pocket to later getting a job on Wall Street
-How investment banking experience helped her as a CFO
-Her thesis behind the shift to a low-carbon future
-What is in store for the oil and gas sector
-And more
Monday Jun 13, 2022
Monday Jun 13, 2022
On today’s podcast we welcome special guest, Meteora Capital Founder and CIO Vik Mittal. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.
On the show, Vik discusses:
-His path into the hedge fund world
-The Twitter deal and his thoughts on merger arbitrage
-What appeals to him about SPAC investing
-Advice for those looking to break into the hedge fund industry
-And more
Friday May 20, 2022
Friday May 20, 2022
On today’s special episode of the podcast, we welcome the SpacGuru, Jeff from SpacWarrants and Jeremy Tarica of Forest Road talking about the state of the market.
The discussion touches on:
-Current economic and market conditions
-Expected liquidations and the effect on SPAC warrants
-Sector rotation and what we expect from mergers
-The future of the SPAC asset class
-And more
Monday May 16, 2022
Monday May 16, 2022
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
Monday Mar 21, 2022
Monday Mar 21, 2022
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