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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
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

Oct 17, 2022
Oct 17, 2022
30 min
On today’s show we welcome special guest, Trinity Capital President Kyle Brown. Trinity Capital is a provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups.
On the show, Kyle discusses:
-A primer on business development companies
-The basics of venture loans and equipment leases
-How venture debt fits into an investment portfolio
-And more

Oct 11, 2022
Oct 11, 2022
27 min
On today’s show, we welcome special guest Dragonfly Energy CEO Denis Phares. Dragonfly Energy is a leader in energy storage and producer of deep cycle lithium-ion storage batteries.
On the show, Denis discusses:
Advantages of lithium-ion products over lead-acid batteries
The outlook for lithium carbonate prices
Key aspects of the business that investors should consider
His favourite productivity hack
And more

Oct 3, 2022
Oct 3, 2022
30 min
On today’s show we welcome special guest, Delphia's Andrew Peek. Delphia runs an algorithmic investing strategy powered by machine learning.
On the show, Andrew discusses:
-Predicting fundamental data using AI to drive investment alpha
-Which fundamentals their algorithm trades on
-How humans can incorporate machine learning into their investment process
-What he finds most compelling about capital markets
-And more

Sep 26, 2022
Sep 26, 2022
34 min
On today’s show we welcome special guest, Grove Collaborative CEO Stu Landesberg. Grove Collaborative is a leading sustainable consumer products company.
On the podcast, Stu discusses:
-How he made the jump from the buy side to entrepreneurship
-The opportunity he sees in environmentally friendly home and personal care products
-Struggles and successes building a new venture from scratch
-His favorite productivity hack
-And more

Sep 19, 2022
Sep 19, 2022
27 min
On today’s show we welcome special guest Near CEO Anil Mathews. Near is a global SaaS leader in privacy-led data intelligence on people, places and products.
On the show, Anil discusses:
Whether entrepreneurs are born or made
Characteristics that make enterprise software attractive for entrepreneurs
Near’s datasets and why they’re useful
The #1 most important attribute for an entrepreneur to have
And more

Sep 12, 2022
Sep 12, 2022
33 min
On today’s show we welcome special guest, Moolec Science founder and CEO Gastón Paladini. Moolec is a science-based food ingredient company that is going public through a merger with SPAC LightJump Acquisition.
On the show, Gastón discusses:
What is molecular farming and how did it originate
How they produce meat molecules with plants
Why meat alternatives are necessary
His biggest challenge as an entrepreneur
And more

Sep 6, 2022
Sep 6, 2022
36 min
On today’s show we welcome special guests, Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker. Alliance Entertainment is a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles.
On the show, Bruce and Jeff discuss:
Insights, challenges and opportunities in the distribution business
The company’s roll-up strategy
How Alliance competes and grows in an era of streaming
Their thoughts on the current macro environment
And more

Aug 30, 2022
Aug 30, 2022
32 min
On today’s podcast we welcome special guest, ClimateRock CEO Per Regnarsson. ClimateRock is a special purpose acquisition company that plans to acquire strategic renewable assets and enabling technologies with large decarbonization potential and strong financial history and prospects.
On the show, Per discusses:
What specific types of opportunities the SPAC is looking at
His thoughts on the current market environment
The outlook for sustainable investing
Key segments of the sustainability sector that investors should have on their radar
And more

Aug 22, 2022
#227: Carsharing with Getaround CEO Sam Zaid
Aug 22, 2022
Aug 22, 2022
24 min
On today’s show we welcome special guest, Getaround Founder and CEO, Sam Zaid. Getaround is the world’s leading fully digital and global carsharing marketplace.
On the show, Sam discusses:
His entrepreneurial journey from Ottawa to San Francisco
The main benefits of carsharing for both hosts and guests
What it’s like being a Softbank portfolio company
His favourite productivity hack
And more

Aug 9, 2022
Aug 9, 2022
26 min
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
