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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 Oct 05, 2020
Monday Oct 05, 2020
Facebook Co-Founder Takes Asana Public With Direct Listing While Secretive U.S. Data Analytics Firm Palantir Lists Stock, Skipping a Traditional IPO. Why Did They Choose Direct Listings?
Direct-to-Consumer Startup HIMS to Go Public Through a Blank Check Reverse Merger. Should Investors be Buying?
Playboy Returning to Public Markets Through SPAC Deal. What Does the Market Think of This Transaction?
Monday Sep 28, 2020
Monday Sep 28, 2020
SPAC Switchback Energy to Acquire EV Charging Network ChargePoint in $2.4 Billion Transaction. Have we Reached Peak of the Market for EV SPACs?
Berkshire Bites on $600 Million Preferred Financing for E.W. Scripps Acquisition of ION Media. How was this Investment Structured?
Blank Check Gores Holdings IV to Combine with United Wholesale Mortgage in Largest SPAC Deal of All Time. What Does the Market Think?
Friday Sep 25, 2020
Friday Sep 25, 2020
Join our discussion with the CIO of Bluesky Equities, Kevin Brent, CFA where we talk about venture capital and asset allocation in addition to:
Kevin's early stages in his investment career
Investing opportunities in the age of COVID
His top investment themes and ideas
Monday Sep 21, 2020
Monday Sep 21, 2020
The SPAC Master Returns as Chamath Strikes Deal for Opendoor. What Does the Market Think of this Blank Check Deal?
Snowflake Shares Surge in Biggest Tech IPO of the Year. Does its Valuation Make Sense?
President Trump Bans TikTok as it Works on its Sale to Oracle. How is this Going to Play Out?
Monday Sep 14, 2020
Monday Sep 14, 2020
Warren Buffett’s Berkshire Hathaway Subscribes to IPO of Loss-Making Cloud Data Company Snowflake. Have They Given up on Value Investing?
LVMH Launches Risky Gambit in a Bid to Reprice Tiffany Deal. Will it Work?
Tesla’s Stock Tumbles as its Snubbed for S&P 500 Index Inclusion. What Happened?
Tuesday Sep 08, 2020
Tuesday Sep 08, 2020
Altice Announces Unsolicited Offer for Cogeco. Will they Go Hostile?
EV Battery Maker QuantumScape to Go Public Through SPAC Kensington Capital. What Does the Market Think?
Nord Gold Boosts Hostile Offer for Cardinal Resources by 36% as Bidding War Heats Up. What’s the End Game?
Monday Aug 31, 2020
Monday Aug 31, 2020
Apple and Tesla Announce Stock Splits and Watch their Shares Soar. Is this Rational or a Speculative Fervor?
3D Printing Startup Desktop Metal Announces Combination with SPAC Trine Acquisition. What Makes this Deal Interesting?
Peter Thiel-Backed Tech Company Palantir Files for IPO. Should Investors be Buying?
Thursday Aug 27, 2020
Thursday Aug 27, 2020
Former House Speaker Paul Ryan to Launch Blank Check IPO. Are we at Peak SPAC?
Apple’s Market Cap Ripens to $2 Trillion. Is the Valuation Justified or is the Stock Market in a Bubble?
The Creator of Fortnite Sues Apple and Google in App Store Dust-Up. What’s the Issue Behind the Lawsuit?
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Billion-Dollar Software Company MicroStrategy Announces $250 Million Investment in Bitcoin. Will Institutional Investors Follow?
Airbnb Restarts IPO Plans, Could be on the Market by Year End. Will it Pursue a SPAC?
Barry Diller’s IAC Makes $1 Billion Bet on Casino Giant MGM. What’s the Thesis Behind the Investment?
Monday Aug 10, 2020
Monday Aug 10, 2020
SPAC Activity Off the Charts with Record IPOs and Constant Deals. Is it a Speculative Fervor or is this the New Normal?
Clock is Ticking for Microsoft’s Acquisition of TikTok. Will they Seal the Deal?
M&A is Back With Nearly $50 Billion of Mergers Announced this Week. Is the Pandemic-Led Deal Drought Over?