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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 Mar 01, 2021
Monday Mar 01, 2021
In today’s podcast, we welcome special guest Scott Galit, CEO of Payoneer, the global payment and commerce-enabling platform which powers growth for millions of digital businesses worldwide. Payoneer recently announced a going-public transaction through SPAC FTAC Olympus Acquisition in a $3.3 billion transaction.
On the podcast, Scott discusses:
- How his background as an investment banker at DLJ and senior executive at Mastercard prepared him for the CEO role at Payoneer
- What it was like working with SPAC legend Betsy Cohen
- Background and insights on their $3.3 billion SPAC merger
- Key growth opportunities for the company
- Why investors should consider Payoneer’s stock
- And more
Friday Feb 26, 2021
Friday Feb 26, 2021
In today’s podcast, we welcome special guest RJ Pittman, CEO of Matterport, the spatial data company leading the digital transformation of the built world. Matterport recently announced a going-public transaction through SPAC Gores Holdings VI in a $2.3 billion deal.
On the podcast, RJ discusses:
-How positions at Apple, Google and eBay prepared him for the CEO role at Matterport
-Background and insights on their $2.3 billion SPAC merger
-Key growth opportunities for the company
-Matterport’s subscription business model and unit economics
-The large total addressable market of digitizing real estate
-And more
Wednesday Feb 24, 2021
Wednesday Feb 24, 2021
In today’s podcast, we welcome special guest James Taylor, Founder and CEO of Electric Last Mile Solutions, or ELMS, an electric vehicle (EV) company focused on creating efficient and reliable last mile solutions that recently announced a going-public transaction through SPAC Forum Merger III.
On the podcast, James discusses:
-How his experience in the auto industry paved the way for founding ELMS
-Details on the announced merger with SPAC Forum Merger III
-How ELMS differentiates itself in the electric vehicle sector
-ELMS key growth opportunities
-And more
Monday Feb 22, 2021
Monday Feb 22, 2021
“Diamond Hands” Keith Gill Testifies to Congress on GameStop Saga. Is Meme Stock Investing Officially Over?
Bitcoin Market Capitalization Reaches $1 Trillion. Is it Too Late for Investors to Buy?
Lithium-ion Battery Recycling Company Li-Cycle to Go Public Through SPAC Peridot Acquisition. Did the Market View the Deal Favourably?
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Tesla Discloses $1.5 Billion Bitcoin Investment. Has the Institutionalization of Bitcoin Arrived?
Brookfield Infrastructure Launches $13.5 Billion Hostile Takeover of Inter Pipeline. Will They Be Successful?
Fuel Cell Truck Startup Hyzon Motors to go Public Through SPAC Decarbonization Plus Acquisition. Is the Market Tired of EV SPACs Yet?
Monday Feb 08, 2021
Monday Feb 08, 2021
Short Seller Hindenburg Research Launches Scathing Attack on Newly Public Clover Health. What Does the Market Think of the Accusations?
Jeff Bezos Retires as Amazon’s CEO, Passing the Torch to Andy Jassy. Was Bezos the Greatest CEO of All Time?
Payments Firm Payoneer to Go Public Through SPAC FTAC Olympus Acquisition. Did the Market Like the Deal?
Monday Feb 01, 2021
Monday Feb 01, 2021
Online Brokers Cut Off Retail Trading as Record Volumes Cause Liquidity Crunch. Are These Firms at Risk of Going Under?
Noted Short Seller Andrew Left Swears Off Shorting, Transitions to Long-Only Investing. Will Activist Short Selling Go Extinct?
Electric Vehicle Company Faraday Future to Go Public Through SPAC Property Solutions Acquisition. Is the Market Still Hot for EV Deals?
Monday Jan 25, 2021
Monday Jan 25, 2021
“Cable Cowboy” John Malone Debuts Liberty’s $500 Million SPAC. Does this Legitimize the Asset Class?
Battleground Stock: Retail Speculators Create Massive Short Squeeze in Gamestop Shares. Who is on the Other Side?
EV Charging Company EVgo Unveils Going-Public Transaction Through Blank Check Company. Did the Market Like this EV Deal?
Monday Jan 18, 2021
Monday Jan 18, 2021
Online Lender Affirm Stock Nearly Doubles in Initial Public Offering. Is There a Bubble in IPOs?
SPAC ArcLight Shares Skyrocket on Merger with Electric Vehicle Company Proterra. Is the Market Still Hot for EV Deals?
Arbitrageurs Win Big as Cisco Ups Bid for Acacia by 64.3% to $115.00. Is this the End of the M&A Drama?
Thursday Jan 14, 2021
Thursday Jan 14, 2021
In today’s podcast, we welcome special guest Rob Wiesenthal, Founder and CEO of Blade, a global urban air mobility platform that recently announced a business combination with SPAC Experience Investment Corp. On this episode Rob discusses:
-The transition from senior roles and experience at large corporations such as TripAdvisor, Starz, Warner Music and Sony to entrepreneurship
-How the idea for Blade came about and how it evolved from an idea to a business
-The SPAC deal process
-Blade’s key growth initiatives