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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
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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!
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