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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

Friday Feb 26, 2021
#119: Leadership Chat: Matterport CEO RJ Pittman
Friday Feb 26, 2021
Friday Feb 26, 2021
In today’s podcast, we welcome special guest RJ Pittman, CEO of Matterport, the spatial data company leading the digital transformation of the built world. Matterport recently announced a going-public transaction through SPAC Gores Holdings VI in a $2.3 billion deal.
On the podcast, RJ discusses:
-How positions at Apple, Google and eBay prepared him for the CEO role at Matterport
-Background and insights on their $2.3 billion SPAC merger
-Key growth opportunities for the company
-Matterport’s subscription business model and unit economics
-The large total addressable market of digitizing real estate
-And more

Wednesday Feb 24, 2021
#118: Leadership Chat: Electric Last Mile Solutions CEO James Taylor
Wednesday Feb 24, 2021
Wednesday Feb 24, 2021
In today’s podcast, we welcome special guest James Taylor, Founder and CEO of Electric Last Mile Solutions, or ELMS, an electric vehicle (EV) company focused on creating efficient and reliable last mile solutions that recently announced a going-public transaction through SPAC Forum Merger III.
On the podcast, James discusses:
-How his experience in the auto industry paved the way for founding ELMS
-Details on the announced merger with SPAC Forum Merger III
-How ELMS differentiates itself in the electric vehicle sector
-ELMS key growth opportunities
-And more

Monday Feb 22, 2021
#117: Diamond Hands: The Future of Meme Stock Investing
Monday Feb 22, 2021
Monday Feb 22, 2021
“Diamond Hands” Keith Gill Testifies to Congress on GameStop Saga. Is Meme Stock Investing Officially Over?
Bitcoin Market Capitalization Reaches $1 Trillion. Is it Too Late for Investors to Buy?
Lithium-ion Battery Recycling Company Li-Cycle to Go Public Through SPAC Peridot Acquisition. Did the Market View the Deal Favourably?

Thursday Feb 18, 2021
#116: Leadership Chat: Neo Financial CEO Andrew Chau
Thursday Feb 18, 2021
Thursday Feb 18, 2021
In today’s podcast, we welcome special guest Andrew Chau, Co-Founder and CEO of Neo Financial and co-founder of Skip the Dishes, which was previously acquired by Just Eat for $200 million.
Neo Financial is a technology company that’s building a better financial experience for all Canadians.
On the podcast Andrew discusses:
-The background behind the founding of both Skip the Dishes and Neo Financial
-Growth opportunities being pursued at Neo
-Competition and the future potential of fintech
-Start-up advice for those considering the jump to entrepreneurship
-And more

Tuesday Feb 16, 2021
#115: The Institutionalization of Bitcoin
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Tesla Discloses $1.5 Billion Bitcoin Investment. Has the Institutionalization of Bitcoin Arrived?
Brookfield Infrastructure Launches $13.5 Billion Hostile Takeover of Inter Pipeline. Will They Be Successful?
Fuel Cell Truck Startup Hyzon Motors to go Public Through SPAC Decarbonization Plus Acquisition. Is the Market Tired of EV SPACs Yet?

Monday Feb 08, 2021
#114: The GOAT: Jeff Bezos Retires as Amazon CEO
Monday Feb 08, 2021
Monday Feb 08, 2021
Short Seller Hindenburg Research Launches Scathing Attack on Newly Public Clover Health. What Does the Market Think of the Accusations?
Jeff Bezos Retires as Amazon’s CEO, Passing the Torch to Andy Jassy. Was Bezos the Greatest CEO of All Time?
Payments Firm Payoneer to Go Public Through SPAC FTAC Olympus Acquisition. Did the Market Like the Deal?

Monday Jan 25, 2021
#112: Liberty SPAC and the Legitimization of the Asset Class
Monday Jan 25, 2021
Monday Jan 25, 2021
“Cable Cowboy” John Malone Debuts Liberty’s $500 Million SPAC. Does this Legitimize the Asset Class?
Battleground Stock: Retail Speculators Create Massive Short Squeeze in Gamestop Shares. Who is on the Other Side?
EV Charging Company EVgo Unveils Going-Public Transaction Through Blank Check Company. Did the Market Like this EV Deal?

Monday Jan 18, 2021
#111: The IPO Pop
Monday Jan 18, 2021
Monday Jan 18, 2021
Online Lender Affirm Stock Nearly Doubles in Initial Public Offering. Is There a Bubble in IPOs?
SPAC ArcLight Shares Skyrocket on Merger with Electric Vehicle Company Proterra. Is the Market Still Hot for EV Deals?
Arbitrageurs Win Big as Cisco Ups Bid for Acacia by 64.3% to $115.00. Is this the End of the M&A Drama?
