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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 May 11, 2026
Monday May 11, 2026
On today’s show we welcome special guest, Einride CEO Roozbeh Charli. Einride is a technology company driving the transition to electric and autonomous freight operations for some of the world's largest shippers. On the show we discuss:
- How his background in investment banking, finance, and M&A helps shape the way he leads a deep-tech transportation company
- Why the freight industry is ready for a technology-led reinvention
- Technological challenges and why Einride can succeed where others have failed
- The one thing that investors should understand about the future of freight
- And more!
Tuesday Apr 21, 2026
Tuesday Apr 21, 2026
On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss:
- The current conflict in Iran and its effect on inflation
- Persistent government deficit spending and the implications for bond investors
- What asset class he is worried about
- Which segment of the market provides the most attractive mispricing
- And more!
Wednesday Apr 08, 2026
Wednesday Apr 08, 2026
On today’s show we welcome special guest, Fifth Era Partners Co-Founder and CEO Matthew Le Merle. Fifth Era Partners is a specialized asset manager providing access to exponential technologies that are transforming our world. On the show we discuss:
- Whether he expects a new crypto bull market and what will drive it
- Which area of AI is overhyped and which is underappreciated that isn’t consensus yet
- His top investment theme for the next 5 years
- And more!
Monday Feb 23, 2026
Monday Feb 23, 2026
On today’s show we welcome special guest, Victory Capital’s Chairman and CEO David Brown. Victory Capital is diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions.
On the show, we discuss:
- The “multi-boutique” model and the competitive advantage it provides
- The firm’s approach to mergers and acquisitions
- Where the biggest opportunities for growth are in the investment management industry
- His advice for the next generation of business leaders
- And more!
Monday Feb 09, 2026
Monday Feb 09, 2026
On today’s show we welcome special guest, Reflexivity Co-founder and President, Giuseppe Sette. Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.
On the show we discuss:
- The best use of AI in the investment process
- Whether AI will replace or enhance human portfolio managers
- If there’s a place for discretionary macro investing in an AI-driven world
- What the next level investment research stack will look like for analysts
- And more!
Monday Dec 15, 2025
Monday Dec 15, 2025
On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss:
- How they find best of breed hedge fund managers
- Why portable alpha makes sense for investors
- What he views as the best opportunity in the equity market
- Why he continues to be bullish on gold
- And more!
Monday Jul 21, 2025
Monday Jul 21, 2025
On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss:
- Their “bitcoin moment” and what initially got them interested in crypto
- ReserveOne’s digital asset investment strategy
- How ReserveOne differentiates itself from other crypto treasury companies
- Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly
- And more!
Friday Jul 26, 2024
Friday Jul 26, 2024
On today’s show we welcome special guest, Meteora Capital Founder and CIO Vik Mittal, his second time on the podcast. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.
On the show, we discuss:
- What has happened in the SPAC market over the past 24 months
- Meteora’s approach to investing in the SPAC market
- A look into Canna-Global Acquisition (CNGL)
- What he thinks is next for the SPAC market
- And more
Sunday Dec 17, 2023
Sunday Dec 17, 2023
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
- How real estate plays a role in investment portfolios
- Which segments of the real estate market are most favourable, and which investors should avoid
- The biggest risk facing real estate investors currently
- His real estate “top pick”
- And more!
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
- How Christopher went from getting his PhD in a medical field to founding several tech startups
- A deep dive into what artificial intelligence is and what it can accomplish
- Some use cases for industrial generative AI
- How the company offers faster, cheaper, and more accurate generative AI
- And more