170.6K
Downloads
275
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
Monday May 11, 2026
Monday May 11, 2026
On today’s show we welcome special guest, Einride CEO Roozbeh Charli. Einride is a technology company driving the transition to electric and autonomous freight operations for some of the world's largest shippers. On the show we discuss:
- How his background in investment banking, finance, and M&A helps shape the way he leads a deep-tech transportation company
- Why the freight industry is ready for a technology-led reinvention
- Technological challenges and why Einride can succeed where others have failed
- The one thing that investors should understand about the future of freight
- And more!
Tuesday Apr 28, 2026
Tuesday Apr 28, 2026
On today’s show we welcome special guest, Jim Ferry, who is a Partner at Volition Capital. Volition Capital is a Boston-based growth equity firm partnering with founders to accelerate business growth and scale innovative, high-potential companies. On the show, we discuss:
- What is growth equity and how it differs from venture capital and private equity
- The “sweet spot” for growth equity investing
- Product-market fit and signs that a business is ready for institutional capital
- His thoughts on liquidity, exits, and secondary markets
- And more!
Wednesday Apr 08, 2026
Wednesday Apr 08, 2026
On today’s show we welcome special guest, Fifth Era Partners Co-Founder and CEO Matthew Le Merle. Fifth Era Partners is a specialized asset manager providing access to exponential technologies that are transforming our world. On the show we discuss:
- Whether he expects a new crypto bull market and what will drive it
- Which area of AI is overhyped and which is underappreciated that isn’t consensus yet
- His top investment theme for the next 5 years
- And more!
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