165.7K
Downloads
265
Episodes
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 Jan 12, 2026
Monday Jan 12, 2026
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:
- Some of the hardest challenges he encountered building a marketplace startup
- The opportunity for investors in pre-IPO shares
- Why companies are staying private longer and private company liquidity
- His #1 piece of advice for entrepreneurs
- And more!
Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss:
- The compelling opportunity for early stage investing in Africa and India
- How venture capital differs in emerging markets
- What she looks for when investing in a startup
- And more
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss:
- Dynamics driving the momentum in the IPO market
- Trends in digital asset capital formation and crypto treasury companies
- The evolution of digital assets within the capital markets
- What investors can expect for the back half of the year
- And more
Monday Jul 21, 2025
Monday Jul 21, 2025
On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss:
- Their “bitcoin moment” and what initially got them interested in crypto
- ReserveOne’s digital asset investment strategy
- How ReserveOne differentiates itself from other crypto treasury companies
- Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly
- And more!
Thursday Oct 10, 2024
Thursday Oct 10, 2024
On today’s show we welcome special guest, the co-CIO of Cambrian Asset Management, Martin Green. Cambrian is a quantitative investment firm for digital assets. On the show, we discuss:
- Cambrian’s approach to crypto investing and how it is differentiated
- Navigating crypto’s volatility and macro events including the FTX bankruptcy
- Keys to success and staying power in the digital asset space
- And more
Friday Jun 21, 2024
Friday Jun 21, 2024
On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss:
- What got him into the business of thoroughbred racehorse buying, selling, and breeding
- The basics of horse racing betting
- A look into the advanced analytics used by professional horse racing bettors
- The ideal outcome for an investment into a racehorse
- And more
Sunday Dec 17, 2023
Sunday Dec 17, 2023
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
- How real estate plays a role in investment portfolios
- Which segments of the real estate market are most favourable, and which investors should avoid
- The biggest risk facing real estate investors currently
- His real estate “top pick”
- And more!
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
- How Christopher went from getting his PhD in a medical field to founding several tech startups
- A deep dive into what artificial intelligence is and what it can accomplish
- Some use cases for industrial generative AI
- How the company offers faster, cheaper, and more accurate generative AI
- And more
Monday Aug 14, 2023
Monday Aug 14, 2023
August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss:
- Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency
- His entrepreneurial journey and where he got the idea to start the company
- Why their customers use ATMs instead of online exchanges to buy bitcoin
- Bitcoin Depot’s growth initiatives, including their approach to M&A
- What he believes is in store for the future of bitcoin
Monday Feb 27, 2023
Monday Feb 27, 2023
February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company.
On the show, Danny discusses:
- Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP
- A primer on NET Power’s innovative clean energy technology
- The case for U.S. shale gas powering reliable, clean and low-cost power
- What inspires him as an entrepreneur and business leader
- And more