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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
Monday Jun 06, 2022
Monday Jun 06, 2022
On today’s show we welcome veteran investor Jason Ader. Jason is the Co-Founder and CEO of SpringOwl Asset Management, an investment firm with a focus on the Real Estate, Gaming and Lodging sectors. In addition, Jason is the CEO and Chairman of SPAC 26 Capital Acquisition Corp.
On the show, Jason discusses:
- His path to Wall Street, including the clever idea that led to his lucky break
- How he excelled as a top-ranked sell-side analyst at Bear Stearns
- The unique aspects of the Real Estate and Gaming sectors that make them attractive for investment
- Shareholder activism and turnarounds
- Advice for those starting out on Wall Street or those considering a career in investment management
- And more
Monday May 30, 2022
Monday May 30, 2022
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
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