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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 Aug 30, 2021
Monday Aug 30, 2021
On today’s podcast we welcome special guests Victoria Grace, Founder and CEO of Queen’s Gambit, and Youssef Salem, CFO of Swvl. Queen’s Gambit is a sustainability-focused SPAC that announced a $1.13 billion merger with Swvl, a Dubai-based provider of transformative mass transit and shared mobility solutions.
On the show, Victoria and Youssef discuss:
- The founding of Queen’s Gambit and whether Victoria is a fan of the Netflix series or chess
- How Swvl differentiates itself from Uber / Careem or other competitors in the marketplace
- Some of the key drivers that investors should be aware of for Swvl
- And more
Friday Aug 27, 2021
Friday Aug 27, 2021
On today’s podcast we welcome special guests Sean Harper, Co-founder and CEO of Kin, and Matt Higgins, Chairman and CEO of Omnichannel Acquisition. Kin Insurance is an insurance technology company that makes home insurance easy and affordable. It recently announced a $1 billion merger with Omnichannel Acquisition.
On the show, Sean and Matt discuss:
- The thesis behind the founding of Kin
- Kin’s value proposition, competitors, and why DTC is a fundamentally better insurance model
- How the merger between Kin and Omnichannel came together
- Why investors should consider Kin stock
- And more
Monday Aug 23, 2021
Monday Aug 23, 2021
On today’s show, we welcome special guest Peter Chapman, CEO of IonQ. IonQ is a leader in quantum computing and just announced that it is going public in a deal worth $1.4 billion.
On the podcast, Peter discusses:
- Starting out in MIT’s artificial intelligence lab at 16 and why he pursued technology
- The basics of quantum computing
- How IonQ is different from other quantum computing competitors
- Some of the risks that quantum computing presents
- The company’s strategy behind going public through a merger with dMY Technology Group III and its growth plans
- And more
Friday Aug 20, 2021
Friday Aug 20, 2021
On today’s podcast, we welcome special guest Will Marshall, CEO of Planet Labs. Planet Labs is a leading provider of daily data and insights about the Earth and is currently going public at a $2.25 billion enterprise value.
On the show, Will discusses:
- His background at NASA and some important missions they accomplished
- How Planet plans to become the “Bloomberg Terminal for Earth data”
- Planet’s business model and competitive advantages in the marketplace
- What made dMY Technology the right merger partner
- And more
Monday Aug 16, 2021
Monday Aug 16, 2021
On today’s podcast, we welcome special guest Eric Stonestrom, CEO of Airspan Networks. Airspan is a newly-public company that provides software and hardware for 5G network solutions.
On the podcast, Eric discusses:
- What is so great about 5G technology for society
- Airspan’s product suite and how they expect to take market share from legacy network providers
- Who are their customers and competitors in the marketplace
- The future of network technology
- And more
Friday Aug 13, 2021
Friday Aug 13, 2021
On today’s podcast, we welcome special guests Scott McNeill and Jim Mutrie, Co-CEOs of Switchback II. The company recently announced a $2.3 billion business combination with Bird, a leader in shared short range environmentally friendly electric transportation.
On the show, Scott and Jim discuss:
- Their background in oil & gas and subsequent pivot to an energy transition focus
- The thesis behind Switchback series of SPACs and lessons learned from the ChargePoint deal
- Why Bird was an ideal merger candidate for Switchback II
- What differentiates Bird in the highly competitive micromobilty sector
- And more
Monday Aug 09, 2021
Monday Aug 09, 2021
On today’s podcast, we welcome special guest Chieh Huang, CEO of Boxed, an e-commerce grocery shopping platform selling bulk consumables to households and businesses. Boxed recently announced a going-public transaction at a $640 million enterprise value.
On the podcast, Chieh discusses:
- Why he left the partner track at a white-shoe law firm to pursue entrepreneurship
- How Boxed evolved since its founding in a garage 8 years ago
- How Boxed competes with Walmart, Amazon and Costco
- Key insights into its going-public transaction with SPAC Seven Oaks Acquisition
- Growth opportunities and how Boxed plans on getting to $1 billion of revenue
- And more
Friday Aug 06, 2021
Friday Aug 06, 2021
On today’s podcast, we welcome special guest Adam O’Brien, Founder and CEO of Bitcoin Well. Bitcoin Well offers convenient, secure and reliable ways to buy and sell bitcoin through a trusted Bitcoin ATM network and suite of web-based transaction services. It trades on the TSX-Venture exchange under the symbol BTCW.
On the podcast, Adam discusses:
- What initially got him into bitcoin and why he founded a startup focused on it
- His thoughts on the state of the cryptocurrency market
- Bitcoin Well’s business model
- The company’s recent going-public transaction and its consolidation strategy
- And more
Tuesday Aug 03, 2021
Tuesday Aug 03, 2021
On today’s podcast, we welcome special guests Galen Smith, CEO of Redbox, and Jay Burnham, Director of Seaport Global. Redbox, America's destination for affordable new-release movies and entertainment, recently announced a merger with Seaport Global at a $693 million enterprise value.
On the podcast, Galen and Jay discuss:
- How Redbox has evolved since 2009, including an Apollo-led leveraged buyout
- The investment thesis for the company as it goes public once again
- Redbox’s planned digital transformation
- Key drivers of the company’s growth forecast
- And more
Monday Jul 26, 2021
Monday Jul 26, 2021
On today’s podcast, we welcome special guest, Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management. Tuttle Capital Management is an industry leader in offering thematic and actively managed ETFs.
On the show, Matthew discusses:
- His outlook on the current market environment and asset allocation
- How to play pre-deal SPACs and deSPACs
- Trend following, FOMO and tail risk strategies
- His top investment pick for the next decade
- And more