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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 Jul 19, 2021
Monday Jul 19, 2021
On today’s podcast, we welcome special guests Craig Hurlbert, CEO of Local Bounti, and Ed Forst, Chairman of Leo Holdings. Local Bounti is a leader in controlled environment agriculture and is transforming the production and delivery of local, fresh and sustainably-grown leafy greens produce across the U.S. The company recently announced a merger with SPAC Leo Holdings III at a $760 million enterprise value.
On the podcast Craig and Ed discuss:
- The thesis behind the founding of Local Bounti
- Why Controlled Environment Agriculture is the future of farming
- A look at the company’s competitors, customers and unit economics
- What Leo Holdings found appealing about Local Bounti as a merger partner
- And more
Friday Jul 16, 2021
Friday Jul 16, 2021
On today’s podcast, we welcome special guest Justin Mirro, the President of Kensington Capital Partners and CEO of their SPAC, Kensington Capital Acquisition II. On the podcast, Justin discusses:
- His career that ranged from test driver to engineer to investment banker and now an investor, advisor and SPAC sponsor focused on the automotive space
- The underlying thesis behind the Kensington Capital Acquisition series of SPACs
- Key insights into Kensington’s SPAC merger with Wallbox at a $1.5 billion valuation
- A discussion of Wallbox’s business model, customers and competitors
- And more
Tuesday Jul 06, 2021
Tuesday Jul 06, 2021
On today’s podcast, we welcome special guests Jared Kaplan, CEO of OppFi, and Kyle Cerminara, President of FG New America. OppFi, a leading financial technology platform that serves the everyday consumer, recently announced a merger with SPAC FG New America Acquisition Corp in a deal that valued the fintech company at $800 million.
On the podcast, Jared and Kyle discuss:
- The need that OppFi fills in the market and what sets it apart from traditional financial services companies
- How OppFi utilizes artificial intelligence for its financial products
- The thesis behind FG New America and why they chose OppFi as a merger partner
- What sets OppFi apart from other fintechs in the market
- And more
Monday Jun 28, 2021
Monday Jun 28, 2021
On today’s podcast, we welcome special guests Neal Menashe, CEO of Super Group and Eric Grubman, Chairman of Sports Entertainment Acquisition. Super Group operates global online sports betting and gaming businesses including Betway and Spin. Sports Entertainment Acquisition is merging with Super Group in a deal that values the firm at $4.64 billion.
On the podcast, Neal and Eric discuss:
- The importance of Super Group’s expansion into the emerging U.S. online sports betting and gaming market
- Why the sports and gaming industry may offer attractive opportunities for investors
- Insights into Super Group’s merger with SPAC Sports Entertainment Acquisition
- Key growth initiatives of the newly-public company
- How Super Group differentiates itself from competitors including Rush Street and DraftKings
- And more
Monday Jun 21, 2021
Monday Jun 21, 2021
On today’s podcast we welcome special guest Joe Tonnos, Principal at Meteora Capital. Meteora is an affiliate of Glazer Capital, which is a New York-based investment management firm specializing in investment strategies such as arbitrage and SPACs.
On today’s show, Joe discusses:
- What got him into SPAC investing
- An insider’s view of what goes into being a SPAC sponsor
- His experience with the Haymaker series of SPACs
- Meteora’s approach to thinking about SPAC investing, including IPOs, working with sponsors and participating in PIPE financings
- And more
Friday Jun 18, 2021
Friday Jun 18, 2021
On today’s podcast, we welcome special guests Sumant Sinha, Founder of ReNew Power, and Bob Mancini, CEO of RMG. ReNew Power, India’s leading pure-play renewable energy producer, recently announced a merger with SPAC RMG Acquisition II that valued the company at $8 billion.
On the show, Sumant and Bob discuss:
- The thesis behind the founding of Renew Power 10 years ago and how the company became one of the largest renewable energy producers in the world
- Why the Indian power market is attractive for investors
- Key insights into why RMG chose ReNew Power as its merger partner
- The company’s future growth initiatives
- Why investors should pay attention to the stock
- And more
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
On today’s podcast, we welcome Taboola founder and CEO, Adam Singolda. Taboola is a global leader in powering recommendations for the open web. It recently announced a merger with SPAC ION Acquisition Corp 1 in a $2.6 billion deal.
On the podcast, Adam discusses:
-What he learned working in the elite-intelligence unit of the Israeli army
-The thesis behind the founding of Taboola
-How he nearly had to shut down the company three times due to running out of funding prior to finding success
-Key insights into the merger with SPAC ION Acquisition Corp 1
-And more
Monday Jun 14, 2021
Monday Jun 14, 2021
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
Thursday Jun 10, 2021
Thursday Jun 10, 2021
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
Friday Jun 04, 2021
Friday Jun 04, 2021
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