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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 Oct 25, 2021
Monday Oct 25, 2021
On today’s podcast we welcome special guest, Sarcos CEO Ben Wolff. Sarcos Technology and Robotics Corporation is a leader in the development of robots that augment humans to enhance productivity and safety.
On the show, Ben discusses:
- Why Time Magazine named the Sarcos Guardian exoskeleton one of the “Best Inventions of 2020”
- Their “Robot as a Service” business model
- How robotics are going to change the future of work
- Key insights from the recent going-public process and advice for CEOs considering taking their company public
- And more
Monday Oct 18, 2021
Monday Oct 18, 2021
Today’s podcast features special guest, ServiceMax CEO Neil Barua. ServiceMax is a leader in asset-centric field service management software.
On the podcast, Neil discusses:
-Private equity firm Silver Lake’s role in the evolution of ServiceMax
-Why the company’s SaaS business model may be attractive for investors
-Details regarding its $1.4 billion merger with SPAC Pathfinder Acquisition
-Key opportunities in its future growth plan
-And more
Tuesday Oct 12, 2021
Tuesday Oct 12, 2021
On today’s podcast we welcome special guest AdTheorent CEO Jim Lawson. AdTheorent is a programmatic digital advertising leader using advanced machine learning technology and solutions to deliver real-world value for advertisers and marketers.
On the show, Jim discusses:
- His journey from practicing law to becoming an entrepreneur and CEO
- How AdTheorent’s machine learning advertising technology platform works
- Why the two most prevalent ad targeting methods, cookie-based retargeting and segment-based audiences, are less effective
- Insights into the merger with MCAP Acquisition Corporation
- And more
Monday Oct 04, 2021
Monday Oct 04, 2021
On today’s podcast we welcome special guest, Energy Vault Co-Founder and CEO Robert Piconi. Energy Vault creates gravity-based, grid-scale energy storage solutions with its proprietary technology.
On the show, Rob discusses:
-The initial idea behind the founding of Energy Vault
-How Energy Vault’s energy storage systems work
-Insights into the company’s recent going public transaction
-How Energy Vault differs from the competition
-And more
Friday Oct 01, 2021
Friday Oct 01, 2021
On today’s podcast we have a discussion between Julian and three market experts, SPACGuru (G), SPACInsider (Kristi) and SPACWarrants (Jeff), for an in-depth discussion on the state of the blank check market:
- What to make of high redemption rates and low float meme stock short squeezes?
- How are IPO terms evolving?
- What will be the future of PSTH and the SPARC structure?
- Lawsuits, the SEC and the future of SPACs
- And more
Monday Sep 27, 2021
Monday Sep 27, 2021
On today’s podcast we welcome special guests, Altus Power Co-CEOs
Gregg Felton and Lars Norell. Altus Power is a market-leading clean electrification company focused on solar power.
On the show, Gregg and Lars discuss:
-The major skills and resources gained in law and investment banking that gave them the confidence to start Altus
-The company’s current portfolio assets and growth pipeline
-The macro thesis behind clean electrification
-Why CBRE holdings was an ideal merger partner in going public
-And more
Friday Sep 24, 2021
Friday Sep 24, 2021
On today’s podcast we welcome special guest, IronNet’s co-CEO Bill Welch. IronNet is an innovative leader transforming cybersecurity through Collective Defense.
On the show, Bill discusses:
- How cyber threats have evolved over the past 20 years
- What CTOs and executives should be concerned about regarding their company’s network security
- What he learned from their recent going-public process
- Key drivers of IronNet’s forecast 78% revenue CAGR
- And more
Monday Sep 13, 2021
Monday Sep 13, 2021
On today’s podcast we welcome the Co-Founder and CEO of Embark Trucks, Alex Rodrigues. Embark is a leading developer of autonomous software technology for the trucking industry.
On the show, Alex discusses:
-What it was like to drop out of university to become a Thiel Fellow
-Embark’s self-driving technology and their value proposition to customers
-Insights into the $4.55 billion merger with Northern Genesis Acquisition II
-How they get investors comfortable with a pre-revenue stage company
-And more
Friday Sep 10, 2021
Friday Sep 10, 2021
On today’s podcast we welcome special guest John Carrington. John is the CEO of Stem, the market leader in AI-driven clean energy storage systems.
On the show, John discusses:
- How Stem’s business has evolved in the 8 years since he joined
- The competitive landscape and what makes Stem the market leader
- Insights into the recent going-public process
- ESG, AI and the company’s growth opportunities
- And more
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
On today’s podcast we welcome special guest, Vacasa CEO Matt Roberts. Vacasa is the leading vacation rental management platform in North America and it just announced a $3.75 billion going public transaction.
On the show, Matt discusses:
- Vacasa’s business model and how it differs from Airbnb
- Its value proposition and why customers would choose Vacasa
- Insights into Vacasa’s merger with TPG Pace Solutions
- The investment case for the stock
- And more