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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
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
On today’s podcast, we welcome special guest Ben Kohn, CEO of Playboy, one of the largest and most recognizable lifestyle brands in the world. Playboy recently went public through a merger with SPAC Mountain Crest Acquisition and currently trades under the symbol PLBY.
On today’s podcast, Ben discusses:
- How Playboy transformed from a magazine company to a licensing and branded-product focused consumer lifestyle platform
- The company’s approach to the nascent NFT market
- Key insights into the merger with SPAC Mountain Crest Acquisition
- M&A opportunities and the company’s acquisition strategy
- Playboy’s growth opportunities and why investors should consider PLBY stock
- And more
Monday Apr 05, 2021
Monday Apr 05, 2021
On today’s podcast, we welcome special guest Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors and ARIS Consulting, a $19 billion registered investment advisor. Alex helps manage the RPAR Risk Parity ETF, which seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.
On today’s podcast, Alex discusses:
-His journey in finance, moving from a successful career at Merrill Lynch to starting his own firm
-The basics of risk parity
-Why he launched a risk parity ETF
-Keys to success in the ETF business
-His top investment pick
-And more
Thursday Apr 01, 2021
Thursday Apr 01, 2021
On today’s podcast, we welcome special guest Louis Summe, CEO and Co-Founder of LiveVox, a leading cloud-based provider of customer service and digital engagement tools. LiveVox recently announced a merger with SPAC Crescent Acquisition in an $840 million deal.
On today’s podcast, Louis discusses:
- What it’s like to be owned by private equity and the transition to a public company
- The future of work from home
- LiveVox’s unit economics and future growth plans
- Key insights into the SPAC merger process
- And More
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
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
On today’s podcast, we welcome special guest Robert Blake, CEO of Achronix, the only independent supplier of high-performance FPGAs used in high-growth applications including AI, cloud computing, 5G and autonomous vehicles. Achronix recently announced a merger with SPAC ACE Convergence Acquisition at a $2.1 billion equity valuation.
On the podcast, Robert discusses:
-Why he spent his career in the semiconductor industry
-How Achronix differs from semiconductor companies such as Arm, AMD, Nvidia, Altera and Xilinx
-How they are capitalizing on the growth of 5G, cloud and artificial intelligence
-Key insights into their recently announced merger with SPAC ACE Convergence
-And more
Thursday Mar 11, 2021
Thursday Mar 11, 2021
In today’s podcast, we welcome special guest Kurt Workman, Co-Founder & CEO at Owlet Baby Care, the connected nursery ecosystem that delivers data-driven technology to modern parenting. Owlet recently announced a going-public transaction through SPAC Sandbridge Acquisition in a $1.1 billion deal.
On the podcast, Kurt discusses:
-Co-founding a startup right out of university and participating in a tech accelerator
-The advantages of running a startup from Utah
-The dynamic of leading a mission-driven company
-Key insights into Owlet’s business combination with SPAC Sandbridge Acquisition
-Owlet’s key growth initiatives
-And More
Monday Mar 08, 2021
Monday Mar 08, 2021
In today’s podcast, we welcome special guest Ben Volkow, Founder and CEO of Otonomo, the provider of a platform and marketplace for vehicle data that’s positioned at the epicenter of the data revolution in the automotive and mobility space. Otonomo recently announced a going-public transaction through SPAC Software Acquisition II in a $1.4 billion deal.
On the podcast, Ben discusses:
His journey to founding Otonomo
Building a startup in Israel
The future in automotive data
Key insights into Otonomo’s business combination with SPAC Software Acquisition II
How Otonomo differentiates itself from the competition
And More
Friday Mar 05, 2021
Friday Mar 05, 2021
In today’s podcast, we welcome special guest Andrew Pascal, Founder, Chairman, and CEO of Playstudios, an award-winning developer of free-to-play casual games for mobile and social platforms that offer real-world rewards to loyal players. Playstudios recently announced a going-public transaction through SPAC Acies Acquisition in a $1.1 billion deal.
On the podcast, Andrew discusses:
-What attracted him to the gaming business and why he’s spent his career in the gaming sector
-His “formula” for entrepreneurship and advice to those considering entrepreneurship
-Background and insights on the merger with SPAC Acies Acquisition
-Key growth initiatives for Playstudios
-Why investors should consider Playstudios stock
-And more