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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
Wednesday May 27, 2026
Wednesday May 27, 2026
On today’s show we welcome special guest, Hedgineer Founder Michael Watson. Hedgineer is a technology company focused on applying AI, data science, and risk-management software to hedge funds and asset managers. On the show, we discuss:
- How he made the leap from working at Citadel to founding his own startup
- How hedge funds are implementing AI
- Where AI is most impactful within investment firms
- How the future of AI in investing will play out
- And more!
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!
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!
Wednesday Mar 11, 2026
Wednesday Mar 11, 2026
On today’s show we welcome special guest, dMY Squared Technology Group Chairman Harry You. dMY Squared Technology Group is a SPAC that recently announced a merger with Horizon Quantum, a developer of advanced software development tools for quantum computers. On the show we discuss:
- His lessons learned from working at Morgan Stanley, Oracle, and Broadcom, while working with tech luminaries Larry Ellison and Hock Tan
- What characteristics he looks for in technology investments
- Why he is bullish on quantum computing
- His advice for long-term investors trying to navigate today’s technology landscape
- 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 Jan 12, 2026
Monday Jan 12, 2026
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:
- Some of the hardest challenges he encountered building a marketplace startup
- The opportunity for investors in pre-IPO shares
- Why companies are staying private longer and private company liquidity
- His #1 piece of advice for entrepreneurs
- And more!
Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss:
- The compelling opportunity for early stage investing in Africa and India
- How venture capital differs in emerging markets
- What she looks for when investing in a startup
- 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!
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