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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 Apr 26, 2021
Monday Apr 26, 2021
On today’s podcast, we welcome special guest Danny Rice, CEO of Rice Acquisition Corp. Rice Acquisition recently announced a merger with Aria Energy and Archaea Energy to create a $1.15 billion industry-leading renewable natural gas platform.
On the podcast, Danny discusses:
-His background of co-founding Rice Energy with his brothers and then selling it to EQT
-Insights into the subsequent proxy battle at EQT
-What is the future of the oil & gas industry
-Details into the business combination with Aria Energy and Archaea EnergyWhy investors should consider Archaea Energy’s stock, LFG
-And more
Friday Apr 23, 2021
Friday Apr 23, 2021
On today’s podcast, we welcome special guest Tom Tomlinson, CEO of Holley, the largest and fastest growing platform in the enthusiast branded performance automotive aftermarket category. Holley recently announced a business combination with SPAC Empower that valued the company at $1.55 billion.
-On the podcast, Tom discusses:
-How one of the nation’s oldest companies, tracing its roots to 1903, has evolved over time
-Holley’s strategy and growth profile under private equity ownership and the transition to a public listing
-Its focus on automotive enthusiasts and how that is driving DTC revenue growth
-Holley’s approach to acquisitions
-The case for Holley’s stock
And more
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
On today’s podcast, we welcome special guest Chuck Cohn, Founder and CEO of Nerdy, a leading direct-to-consumer, curated gig economy platform for live online learning benefiting both learners and experts. Nerdy recently announced a merger with SPAC TPG Pace Tech Opportunities in a deal that valued the company at $1.4 billion.
On the podcast, Chuck discusses:
-The founding of Nerdy and how the business developed over time
-What attracted him to the online education industry
-How the pandemic affected Nerdy’s growth prospects
-Insights into the deal with SPAC TPG Pace Tech Opportunities
-The investment case for the stock
-And more
Monday Apr 19, 2021
Monday Apr 19, 2021
On today’s podcast, we welcome special guest SpacGuru, a widely followed pseudonymous Twitter account. SpacGuru is a Wall Street veteran and an expert on the SPAC market.
On the podcast, SpacGuru discusses:
-His career background and why he wants to help out individual investors
-What the overly negative media gets wrong about SPACs
-Why SPACs are better than IPOs
-The best strategies to invest in SPACs
-Pitfalls and mistakes that investors should stay away fromAnd more
Friday Apr 16, 2021
Friday Apr 16, 2021
On today’s podcast, we welcome special guest Luke Schoenfelder, Founder and CEO of Latch, the maker of the full-building enterprise software-as-a-service (SaaS) platform LatchOS. The company recently announced a merger with SPAC TS Innovation Acquisitions in a deal that valued Latch at a $1 billion enterprise value.
On the podcast, Luke discusses:
-His past entrepreneurial experiences and how they prepared him to start Latch
-Fostering key strategic investors who were also customers
-Background of the merger with SPAC TS Innovation Acquisitions
-Key growth initiatives and differentiating from the competition
-Why investors should consider Latch shares
-And more
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
On today’s podcast, we welcome special guest Justin Oh, who provides investment research through his website and YouTube channel A Couple Cents.
On today’s podcast, Justin discusses:
-His career journey in investment banking and hedge funds, then as a CFO prior to starting A Couple Cents
-What his research platform A Couple Cents provides
-The most common investor mistakes
-His outlook on the current market environment and how we is investing
-His top pick for the next decade
-And more
Monday Apr 12, 2021
Monday Apr 12, 2021
On today’s podcast, we welcome special guests from Origin Materials, Co-Founder and Co-CEO John Bissell and Co-CEO Rich Riley. Origin Materials is the world’s leading carbon negative materials company and recently merged with Artius Acquisition Inc, trading on the NASDAQ under the symbol AACQ.
On the podcast, John and Rich discuss:
- The founding of Origin and how its core technology works
- How to build, grow and raise capital for a start-up when revenue is 15 years out
- What goes into a $1 billion+ capital project and how to de-risk it
- Key details regarding their merger with SPAC Artius Acquisition that valued the company at $1 billion
- The case for Origin Materials stock
- And more
Friday Apr 09, 2021
Friday Apr 09, 2021
On today’s podcast, we welcome special guest Carl Daikeler, CEO and Co-founder of Beachbody, a worldwide leader in health and fitness, with a 22-year track record of creating innovative content and powerful brands. Beachbody recently announced a merger with SPAC Forest Road Acquisition and Myx Fitness in a $2.9 billion deal.
On the podcast, Carl discusses:
-The founding of Beachbody and how its grown and evolved over the past 22 years
-How its product suite transitioned from DVDs to streaming
-Insights and details into Beachbody’s $2.9 billion merger with SPAC Forest Road Acquisition and Myx Fitness
-Key growth initiatives and outlook on the company’s international expansion
-Why investors should consider Beachbody’s stock
-And more
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
On today’s podcast, we welcome special guest Ben Kohn, CEO of Playboy, one of the largest and most recognizable lifestyle brands in the world. Playboy recently went public through a merger with SPAC Mountain Crest Acquisition and currently trades under the symbol PLBY.
On today’s podcast, Ben discusses:
- How Playboy transformed from a magazine company to a licensing and branded-product focused consumer lifestyle platform
- The company’s approach to the nascent NFT market
- Key insights into the merger with SPAC Mountain Crest Acquisition
- M&A opportunities and the company’s acquisition strategy
- Playboy’s growth opportunities and why investors should consider PLBY stock
- And more
Monday Apr 05, 2021
Monday Apr 05, 2021
On today’s podcast, we welcome special guest Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors and ARIS Consulting, a $19 billion registered investment advisor. Alex helps manage the RPAR Risk Parity ETF, which seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.
On today’s podcast, Alex discusses:
-His journey in finance, moving from a successful career at Merrill Lynch to starting his own firm
-The basics of risk parity
-Why he launched a risk parity ETF
-Keys to success in the ETF business
-His top investment pick
-And more