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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
Jun 14, 2021
Jun 14, 2021
58 min
Today’s podcast features a live, one-hour discussion with a panel of SPAC experts including SPACGuru, SPACInsider and SPACWarrants.
On the podcast, we discuss:
- Are SPACs back, and is this the start of a new bull market?
- The characteristics of recent IPOs
- The dynamics of deSPACs rallying post deal vote
- Sentiment regarding M&A and business combinations
- The outlook for the SPAC market for the back half of 2021
- And more
Jun 10, 2021
Jun 10, 2021
33 min
On today’s show, we welcome special guests Chris DeWolfe, CEO & Co-Founder of Jam City, and Emil Michael, CEO of DPCM Capital. Jam City recently announced a merger with SPAC DPCM Capital in a $1.2 billion deal.
On the podcast, Chris and Emil discuss:
- How their experience in the C-suite at MySpace and Uber helped them in their entrepreneurial journey
- Keys to success in the mobile gaming industry
- Insights into the future of mobile games
- DPCM’s thesis on Jam City as a merger partner
- Jam City’s growth plans and outlook on acquisitions
- And more
Jun 4, 2021
Jun 4, 2021
32 min
On today’s podcast, we welcome special guest Tony DiMatteo, CEO and founder of Lottery.com. Lottery.com is a leading online platform to play the lottery from your mobile device, offering official state-sanctioned games, like Powerball and Mega-Millions, in the U.S. and around the world.
On the podcast, Tony discusses:
- His journey as an entrepreneur and the idea behind founding Lottery.com
- How they were able to acquire their web domain, which was worth as much as $10 million
- The macro thesis behind the company including the online penetration opportunity for lotteries globally
- Key details on their merger with SPAC Trident Acquisitions and future growth opportunities as a public company
- Tips from an insider on the most attractive lottery games
- And more
Jun 1, 2021
Jun 1, 2021
33 min
June 1, 2021 - On today’s show, we welcome special guests Matt Crisp, CEO of Benson Hill, and Eric Scheyer, CEO of Star Peak. Benson Hill is a food technology company unlocking the natural genetic diversity of plants. It recently announced a merger with SPAC Star Peak II that valued the company at $1.35 billion.
On the podcast, Matt and Eric discuss:
- Where the idea behind Benson Hill came from and the company’s mission
- How the company harnesses artificial intelligence in its operations
- Key growth drivers in getting to $1 billion+ of forecast revenue
- Perspectives from both target and sponsor on the due diligence process of a SPAC business combination
- And more
May 21, 2021
May 21, 2021
33 min
On today’s show, we welcome special guests Nino Ciappina, CEO, and Ajay Roy, COO, of PARTS iD. PARTS iD is a technology-driven, digital commerce company focused on creating custom infrastructure and unique user experiences within niche markets such as auto parts. It trades on the NYSE under the symbol ID.
On the podcast, Nino and Ajay discuss:
-How they compete in e-commerce against giants such as Amazon and eBay
-Why their platform stands out for selling auto parts online
-What is driving double-digit growth in US automotive aftermarket e-commerce sales
-Lessons learned to pass on to other private companies considering going public via SPAC
-And more
May 17, 2021
May 17, 2021
35 min
On today’s podcast, we welcome special guest Niccolo de Masi, CEO of dMY Technology Group. dMY Technology Group is focused on sponsoring the success of the next generation of great pioneering technology entrepreneurs onto the public markets.
On the podcast, Niccolo discusses:
-What was attractive about the SPAC asset class and how it has evolved over time
-dMY’s underlying thesis driving its strategy for blank check mergers
-Key principles to be a successful repeat sponsor
-Thoughts on the current state of the SPAC market
-And more
May 14, 2021
May 14, 2021
28 min
On today’s podcast, we welcome special guest Clint Carnell, CEO of The HydraFacial Company, a category-creating beauty health company. HydraFacial recently announced a merger with SPAC Vesper Healthcare Acquisition in a $1.1 billion deal.
On the podcast, Clint discusses:
-The main appeal of the healthcare industry and the aesthetics segment specifically
-Details behind HydraFacial’s “razors + razorblades” business model
-Surviving the pandemic as a PE-backed company
-Why he chose Vesper founder Brent Saunders as a partner in their SPAC merger
-Global growth opportunities available to HydraFacial
-And more
May 13, 2021
May 13, 2021
35 min
May 13, 2021 - On today’s podcast, we welcome special guest Githesh Ramamurthy, Chairman and CEO of CCC Information Services, a leading SaaS platform for the property and casualty insurance economy. CCC recently announced a merger with Dragoneer Growth Opportunities in a $7 billion deal.
On the podcast, Githesh discusses:
-How CCC has evolved over the 30 years in which Githesh has been at the company
-What it is like taking CCC public, then private, and now public again
-Why they only considered Dragoneer Growth Opportunities out of all SPACs
-Key growth opportunities and their approach to M&A
-The investment case for CCC stock
-And more
May 10, 2021
May 10, 2021
37 min
On today’s podcast, we welcome special guest Peter George, CEO of Evolv Technology. Evolv, the leader in AI touchless security screening, recently announced a merger with NewHold Investment in a $1.25 billion deal.
On the podcast, Peter discusses:
-How Evolv’s scanning and AI technology works to detect threats
-The role Evolv can play as the country reopens and in a post-pandemic world
-Details and insights into the merger with SPAC NewHold Investment Corp (NHIC)
-How the company landed Bill Gates as an investor
-Key growth opportunities
-And more
May 6, 2021
May 6, 2021
34 min
On today’s podcast, we welcome special guest Waleed Jabsheh, President at International General Insurance (IGI), an international specialist commercial insurer and reinsurer that underwrites a diverse portfolio of speciality lines. IGI trades on the NASDAQ under the symbol IGIC.
On the podcast, Waleed discusses:
- Keys to success in insurance underwriting
- A primer on how the commercial insurance business works
- Some of the more unique policies they come across
- What it was like to go public right before the onset of the global Covid pandemic
- How IGI differentiates itself in the marketplace
- And more