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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
Tuesday May 24, 2022
Tuesday May 24, 2022
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
Friday May 20, 2022
Friday May 20, 2022
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
Monday May 16, 2022
Monday May 16, 2022
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
Thursday May 12, 2022
Thursday May 12, 2022
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
Monday May 09, 2022
Monday May 09, 2022
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!
Monday May 02, 2022
Monday May 02, 2022
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
Monday Apr 25, 2022
Monday Apr 25, 2022
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
Monday Apr 11, 2022
Monday Apr 11, 2022
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
Monday Mar 21, 2022
Monday Mar 21, 2022
On today’s podcast we welcome special guests, Eve co-CEOs, Jerry DeMuro and Andre Stein. Eve is a recent corporate carve-out from Brazilian multinational aerospace manufacturer Embraer and a leader in the development of next-generation Urban Air Mobility.
On the show, Jerry and Andre discuss:
-Flying cars - Eve’s next-generation Urban Air Mobility solutions
-The corporate carve-out and going-public transaction
-How Eve differs from competitors in the eVTOL space
-The potential $760 billion market they are pursuing
-And more
Monday Mar 14, 2022
Monday Mar 14, 2022
On today’s show we welcome special guest, ElectraMeccanica Vehicles CEO Kevin Pavlov. ElectraMeccanica is a Canadian designer and manufacturer of electric vehicles. The company’s flagship vehicle is the single-seat electric vehicle called the SOLO.
On the podcast, Kevin discusses:
-The story behind the unique, three-wheel design of the SOLO
-How they plan to scale the electric vehicle company
-Why they use an asset-light contract manufacturing model
-The competitive environment and how ElectraMeccanica vehicles stand out
-And more