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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 Apr 12, 2021
Monday Apr 12, 2021
On today’s podcast, we welcome special guests from Origin Materials, Co-Founder and Co-CEO John Bissell and Co-CEO Rich Riley. Origin Materials is the world’s leading carbon negative materials company and recently merged with Artius Acquisition Inc, trading on the NASDAQ under the symbol AACQ.
On the podcast, John and Rich discuss:
- The founding of Origin and how its core technology works
- How to build, grow and raise capital for a start-up when revenue is 15 years out
- What goes into a $1 billion+ capital project and how to de-risk it
- Key details regarding their merger with SPAC Artius Acquisition that valued the company at $1 billion
- The case for Origin Materials stock
- And more
Friday Apr 09, 2021
Friday Apr 09, 2021
On today’s podcast, we welcome special guest Carl Daikeler, CEO and Co-founder of Beachbody, a worldwide leader in health and fitness, with a 22-year track record of creating innovative content and powerful brands. Beachbody recently announced a merger with SPAC Forest Road Acquisition and Myx Fitness in a $2.9 billion deal.
On the podcast, Carl discusses:
-The founding of Beachbody and how its grown and evolved over the past 22 years
-How its product suite transitioned from DVDs to streaming
-Insights and details into Beachbody’s $2.9 billion merger with SPAC Forest Road Acquisition and Myx Fitness
-Key growth initiatives and outlook on the company’s international expansion
-Why investors should consider Beachbody’s stock
-And more
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
On today’s podcast, we welcome special guest Ben Kohn, CEO of Playboy, one of the largest and most recognizable lifestyle brands in the world. Playboy recently went public through a merger with SPAC Mountain Crest Acquisition and currently trades under the symbol PLBY.
On today’s podcast, Ben discusses:
- How Playboy transformed from a magazine company to a licensing and branded-product focused consumer lifestyle platform
- The company’s approach to the nascent NFT market
- Key insights into the merger with SPAC Mountain Crest Acquisition
- M&A opportunities and the company’s acquisition strategy
- Playboy’s growth opportunities and why investors should consider PLBY stock
- And more
Monday Apr 05, 2021
Monday Apr 05, 2021
On today’s podcast, we welcome special guest Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors and ARIS Consulting, a $19 billion registered investment advisor. Alex helps manage the RPAR Risk Parity ETF, which seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.
On today’s podcast, Alex discusses:
-His journey in finance, moving from a successful career at Merrill Lynch to starting his own firm
-The basics of risk parity
-Why he launched a risk parity ETF
-Keys to success in the ETF business
-His top investment pick
-And more
Thursday Apr 01, 2021
Thursday Apr 01, 2021
On today’s podcast, we welcome special guest Louis Summe, CEO and Co-Founder of LiveVox, a leading cloud-based provider of customer service and digital engagement tools. LiveVox recently announced a merger with SPAC Crescent Acquisition in an $840 million deal.
On today’s podcast, Louis discusses:
- What it’s like to be owned by private equity and the transition to a public company
- The future of work from home
- LiveVox’s unit economics and future growth plans
- Key insights into the SPAC merger process
- And More
Monday Mar 29, 2021
Monday Mar 29, 2021
On today’s podcast, we welcome special guests Paul Vendrinsky, portfolio manager at SIA Wealth Management, and Chris Fryer, associate portfolio manager at SIA Wealth Management. SIA is a Canadian independent investment management firm that helps investors grow and safeguard their wealth over the long-term through financial technology.
On the podcast, Paul and Chris discuss:
- How they got their start in the investment business
- Details on the SIACharts platform and why investors use it
- SIA’s True Tactical process and risk management
- Why investors should consider incorporating relative strength analysis into their investment process
- And more
Friday Mar 26, 2021
Friday Mar 26, 2021
On today’s podcast, we welcome special guest Tyler Page, CEO of Cipher Mining, a newly formed U.S.-based Bitcoin mining operation. Cipher Mining recently announced a business combination with SPAC Good Works Acquisition in a $2 billion deal.
On today’s podcast, Tyler discusses:
-What initially attracted him to bitcoin and his outlook for the asset class
-The basics of the crypto mining business
-Potential ESG concerns for mining and how Cipher is mitigating this
-Key insights into the merger with SPAC Good Works Acquisition
-Why investors should take a look at Cipher Mining stock
-And more
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
On today’s podcast, we welcome special guest Pat Roney, CEO and Founding Partner of Vintage Wine Estates, one of the fastest growing wine producers in the U.S. Vintage Wine Estates recently announced a business combination with Canadian SPAC Bespoke Capital Acquisition Corp in a deal that values the business at an enterprise value of US$690 million.
On the podcast, Pat discusses:
- What attracted him to the wine business and why he believes it will continue to grow
- The economics of selling wine and the importance of various price points in a product suite
- The outlook for M&A at the company
- Background on the company’s merger with Canadian SPAC Bespoke Capital Acquisition Corp
- His personal favorite bottle of wine
- And more
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
On today’s podcast, we welcome special guest Robert Blake, CEO of Achronix, the only independent supplier of high-performance FPGAs used in high-growth applications including AI, cloud computing, 5G and autonomous vehicles. Achronix recently announced a merger with SPAC ACE Convergence Acquisition at a $2.1 billion equity valuation.
On the podcast, Robert discusses:
-Why he spent his career in the semiconductor industry
-How Achronix differs from semiconductor companies such as Arm, AMD, Nvidia, Altera and Xilinx
-How they are capitalizing on the growth of 5G, cloud and artificial intelligence
-Key insights into their recently announced merger with SPAC ACE Convergence
-And more
Monday Mar 15, 2021
Monday Mar 15, 2021
On today’s podcast, we welcome special guest Ajay Kochhar CEO and Co-Founder at Li-Cycle, North America’s largest lithium-ion battery resource recycling company. Li-Cycle recently announced a merger with SPAC Peridot Acquisition at a $1.1 billion enterprise value.
On the podcast, Ajay discusses:
-How he co-founded the company and grew the business to where it is today
-Li-Cycle’s technological advantage and high recovery rate
-The background behind Li-Cycle’s merger with SPAC Peridot Acquisition
-His advice for entrepreneurs and CEOs considering merging with a SPAC
-Key growth initiatives at Li-Cycle
-Why investors would consider Li-Cycle stock
-And more