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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
May 30, 2022
May 30, 2022
32 min
On today’s show we talk about visual effects and movies with DNEG Chairman and CEO Namit Malhotra. DNEG is a high-growth, technology-enabled visual effects and animation company executing ground-breaking, award-winning work for the world’s largest content creators.
On the show, Namit discusses:
How he got involved in the movie business
The barriers to entry for blockbuster movies effects companies
How DNEG won 7 Oscars for visual effects in movies
DNEG as the only pure-play publicly-traded visual effects and animation company
And more
May 24, 2022
May 24, 2022
29 min
On today’s show we chat about beauty industry investing with Waldencast CEO Michel Brousset. Waldencast is building a global best-in-class beauty and wellness operating platform by creating, nurturing, and scaling conscious, purpose-driven brands.
On the show, Michel discusses:
-Key investment characteristics of the beauty industry including its recession-resistant nature
-Their thesis behind the acquisitions of Milk Makeup and Obagi
-The importance of ESG considerations for beauty brand consumers
-How social media and eCommerce transformed the industry
-And more
May 20, 2022
May 20, 2022
59 min
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
May 16, 2022
May 16, 2022
33 min
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
May 12, 2022
May 12, 2022
25 min
On today’s podcast we talk about travel marketplaces with Mondee CEO Prasad Gundumogula. Mondee is a technology-first travel marketplace with a portfolio of globally recognized brands in the leisure, retail and corporate travel sectors.
On the show, Prasad discusses:
-Mondee’s role as a travel market disruptor and next generation marketplace
-Why he thinks the travel market is recovering on a sustained basis
-Some recent trends occurring in the travel market
-The company’s approach to M&A and its recent SPAC merger
-And more
May 9, 2022
May 9, 2022
25 min
On today’s podcast we chat with Wag CEO, Garrett Smallwood. Wag is an American pet services marketplace company powering a mobile-first technology platform that enables on-demand and scheduled dog walking, training, and other pet care services.
On the show, Garrett discusses:
-What Wag does and why dog owners should download the app
-Wag’s path to future profitability
-Going public and future growth plans
-The best dog breed to own
-And more!
May 2, 2022
May 2, 2022
32 min
On today’s podcast we talk cybersecurity with the ZeroFox CEO James Foster. ZeroFox is an enterprise software-as-a-service leader in external cybersecurity.
On the show, Foster discusses:
-What is so exciting about cybersecurity
-The most important trends in cybersecurity that investors should learn more about
-Details on the pending acquisition of IDX, a leading digital privacy protection and data -breach response services company
-Key factors driving the company’s forecast 30% revenue CAGR
-And more
Apr 25, 2022
Apr 25, 2022
30 min
On today’s podcast we welcome special guest, D-Wave CEO Alan Baratz. D-Wave is a leader in quantum computing systems, software, and services.
On the show, Alan discusses:
-What is quantum computing and why it is important
-Some of the major technological breakthroughs in quantum computing
-The technology’s potential effect on cryptography and cryptocurrency
-An overview of the market opportunity and competitive environment
-And more
Apr 18, 2022
Apr 18, 2022
33 min
On today’s podcast we welcome special guests, Transfix CEO Lily Shen and CFO Christian Lee . Transfix is a leading digital freight platform where they use technology, machine learning, and AI to dynamically match thousands of freight transactions between shippers and carriers.
On the show, Lily and Christian discuss:
-The opportunity in freight logistics due to extreme inefficiencies
-Issues affecting supply chains right now
-Why the company is going public
-Their thoughts on current market conditions
-And more
Apr 11, 2022
Apr 11, 2022
35 min
On today’s podcast we welcome special guest, Satellogic CEO Emiliano Kargieman. Satellogic is a leader in high-resolution satellite data collection.
On the show, Emiliano discusses:
-The market opportunity for satellite imaging
-How the company is making Earth Observation imagery accessible and affordable
-How Satellogic’s Earth Observation data is helping the Ukrainian people
-His advice on finding success as an entrepreneur
-And more