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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
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Tesla Discloses $1.5 Billion Bitcoin Investment. Has the Institutionalization of Bitcoin Arrived?
Brookfield Infrastructure Launches $13.5 Billion Hostile Takeover of Inter Pipeline. Will They Be Successful?
Fuel Cell Truck Startup Hyzon Motors to go Public Through SPAC Decarbonization Plus Acquisition. Is the Market Tired of EV SPACs Yet?
Monday Feb 08, 2021
Monday Feb 08, 2021
Short Seller Hindenburg Research Launches Scathing Attack on Newly Public Clover Health. What Does the Market Think of the Accusations?
Jeff Bezos Retires as Amazon’s CEO, Passing the Torch to Andy Jassy. Was Bezos the Greatest CEO of All Time?
Payments Firm Payoneer to Go Public Through SPAC FTAC Olympus Acquisition. Did the Market Like the Deal?
Monday Feb 01, 2021
Monday Feb 01, 2021
Online Brokers Cut Off Retail Trading as Record Volumes Cause Liquidity Crunch. Are These Firms at Risk of Going Under?
Noted Short Seller Andrew Left Swears Off Shorting, Transitions to Long-Only Investing. Will Activist Short Selling Go Extinct?
Electric Vehicle Company Faraday Future to Go Public Through SPAC Property Solutions Acquisition. Is the Market Still Hot for EV Deals?
Monday Jan 25, 2021
Monday Jan 25, 2021
“Cable Cowboy” John Malone Debuts Liberty’s $500 Million SPAC. Does this Legitimize the Asset Class?
Battleground Stock: Retail Speculators Create Massive Short Squeeze in Gamestop Shares. Who is on the Other Side?
EV Charging Company EVgo Unveils Going-Public Transaction Through Blank Check Company. Did the Market Like this EV Deal?
Monday Jan 18, 2021
Monday Jan 18, 2021
Online Lender Affirm Stock Nearly Doubles in Initial Public Offering. Is There a Bubble in IPOs?
SPAC ArcLight Shares Skyrocket on Merger with Electric Vehicle Company Proterra. Is the Market Still Hot for EV Deals?
Arbitrageurs Win Big as Cisco Ups Bid for Acacia by 64.3% to $115.00. Is this the End of the M&A Drama?
Thursday Jan 14, 2021
Thursday Jan 14, 2021
In today’s podcast, we welcome special guest Rob Wiesenthal, Founder and CEO of Blade, a global urban air mobility platform that recently announced a business combination with SPAC Experience Investment Corp. On this episode Rob discusses:
-The transition from senior roles and experience at large corporations such as TripAdvisor, Starz, Warner Music and Sony to entrepreneurship
-How the idea for Blade came about and how it evolved from an idea to a business
-The SPAC deal process
-Blade’s key growth initiatives
Monday Jan 11, 2021
Monday Jan 11, 2021
Softbank’s Blank Check SVF Investment Corp Completes $525 Million IPO. What Are They Going to Acquire?
Fintech Company SoFi to Go Public Through Social Capital’s SPAC. What Does the Market Think of This Deal?
Target Snubs Buyer as Acacia Walks from Cisco Deal. Why Did its Stock Trade up so Much?
Monday Jan 04, 2021
Monday Jan 04, 2021
In this week’s podcast, we welcome special guest Avinash Rugoobur. He is the President of electric vehicle company Arrival, which recently announced a business combination with SPAC CIIG Merger at a $5.4 billion enterprise value. In today’s episode we discuss:
-The process of going public through a SPAC
-Arrival’s future growth opportunities in the market
-What differentiates Arrival from its competitors
-The investment case for Arrival
Monday Dec 28, 2020
Monday Dec 28, 2020
In today’s episode, we welcome special guests Robert Di Iorio, VP and Portfolio Manager, and Jeffrey Lynn, Associate Advisor, from Di Iorio Wealth Management of RBC Securities. We talk about:
-their background in investing and how he landed a position at RBC
-how technology is changing their roles as advisors and their main value-add as wealth managers
-aspects of growth investing that resonates most with their clients and common investor mistakes
-their view on Tesla stock and their best investment opportunities for the next 10 years
Monday Dec 21, 2020
Monday Dec 21, 2020
In this week’s podcast we welcome special guest Rob Van Wielingen. Rob is the President of Viewpoint Investment Partners and manages Viewpoint’s flagship global multi-asset strategy on behalf of institutions, family offices, and UHNW families across Canada and the United States.
We discuss:
-How Viewpoint was created out of a family office
-Asset allocation within a family office and the advantages a family office has over institutional investors
-Risk parity as an investment strategy
-Startup investing