168.2K
Downloads
270
Episodes
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 Mar 11, 2026
Wednesday Mar 11, 2026
On today’s show we welcome special guest, dMY Squared Technology Group Chairman Harry You. dMY Squared Technology Group is a SPAC that recently announced a merger with Horizon Quantum, a developer of advanced software development tools for quantum computers. On the show we discuss:
- His lessons learned from working at Morgan Stanley, Oracle, and Broadcom, while working with tech luminaries Larry Ellison and Hock Tan
- What characteristics he looks for in technology investments
- Why he is bullish on quantum computing
- His advice for long-term investors trying to navigate today’s technology landscape
- And more!
Monday Feb 23, 2026
Monday Feb 23, 2026
On today’s show we welcome special guest, Victory Capital’s Chairman and CEO David Brown. Victory Capital is diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions.
On the show, we discuss:
- The “multi-boutique” model and the competitive advantage it provides
- The firm’s approach to mergers and acquisitions
- Where the biggest opportunities for growth are in the investment management industry
- His advice for the next generation of business leaders
- And more!
Monday Jan 12, 2026
Monday Jan 12, 2026
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:
- Some of the hardest challenges he encountered building a marketplace startup
- The opportunity for investors in pre-IPO shares
- Why companies are staying private longer and private company liquidity
- His #1 piece of advice for entrepreneurs
- And more!
Monday Nov 18, 2024
Monday Nov 18, 2024
On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss:
- The path from private equity ownership to the public markets
- The macro bull case for the nuclear industry
- Mirion’s approach to mergers and acquisitions
- His learnings as a long-tenured CEO
- And more
Sunday Dec 17, 2023
Sunday Dec 17, 2023
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
- How real estate plays a role in investment portfolios
- Which segments of the real estate market are most favourable, and which investors should avoid
- The biggest risk facing real estate investors currently
- His real estate “top pick”
- And more!
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
- How Christopher went from getting his PhD in a medical field to founding several tech startups
- A deep dive into what artificial intelligence is and what it can accomplish
- Some use cases for industrial generative AI
- How the company offers faster, cheaper, and more accurate generative AI
- And more
Monday Aug 14, 2023
Monday Aug 14, 2023
August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss:
- Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency
- His entrepreneurial journey and where he got the idea to start the company
- Why their customers use ATMs instead of online exchanges to buy bitcoin
- Bitcoin Depot’s growth initiatives, including their approach to M&A
- What he believes is in store for the future of bitcoin
Monday Feb 27, 2023
Monday Feb 27, 2023
February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company.
On the show, Danny discusses:
- Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP
- A primer on NET Power’s innovative clean energy technology
- The case for U.S. shale gas powering reliable, clean and low-cost power
- What inspires him as an entrepreneur and business leader
- And more
Friday Jan 06, 2023
Friday Jan 06, 2023
January 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF
Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses:
- Characteristics of ETFs that make them a great tool for investors
- Some major innovations in ETFs over the past 15 years
- The bull case for residential real estate
- What is happening in the private REIT space
- The major risk investors face in private REITs
- And more
Monday Nov 28, 2022
Monday Nov 28, 2022
On today’s show we welcome special guest, David Friedberg, Founder and CEO of The Production Board. Dave is an entrepreneur, business leader and investor who founded The Climate Corporation, which was sold to Monsanto for $1.1 billion. He now leads The Production Board, a holding company of businesses established to solve the most fundamental problems.
On the show, Dave discusses:
- His early experiences in investment banking, Google, and what it was like working with Larry Page
- The founding, growth and sale of his first venture, the Climate Corporation
- High potential investment themes that he is focused on
- Insight into one of his latest deals: Lavoro, Brazil’s largest agricultural inputs retailer
- And more