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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 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
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss:
- Dynamics driving the momentum in the IPO market
- Trends in digital asset capital formation and crypto treasury companies
- The evolution of digital assets within the capital markets
- What investors can expect for the back half of the year
- 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!
Monday Jul 07, 2025
Monday Jul 07, 2025
On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss:
- What is a crypto treasury company and how do they create value long term?
- Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF?
- How are SPACs and RTOs involved in this dynamic?
- How has the regulatory environment changed in the U.S. around digital assets?
- And more!
Tuesday Jul 01, 2025
Tuesday Jul 01, 2025
On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:
- Core tenets of their approach to crypto investing
- Trend following and yield farming in crypto
- Their approach to risk management
- His top emerging trends in the digital asset space to have on your radar
- And more!
Wednesday Apr 02, 2025
Wednesday Apr 02, 2025
On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss:
- Why investors should consider an allocation to private credit
- What explains the significant market share growth of private credit in financing buyouts
- MSDL’s defensive approach to lending, with a focus on first lien loans
- His thoughts on the current market environment for private credit loans
- And more
Thursday Dec 05, 2024
Thursday Dec 05, 2024
On today’s show we welcome special guest, American Gold Exchange President, Dana Samuelson. American Gold Exchange is a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct sales. On the show, we discuss:
- Why investors should own gold as an investment
- If Trump’s election effects the bull case for gold
- Whether investors should prefer gold over bitcoin
- Risks and reward of owning physical gold
- And more
Monday Nov 18, 2024
Monday Nov 18, 2024
On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss:
- The path from private equity ownership to the public markets
- The macro bull case for the nuclear industry
- Mirion’s approach to mergers and acquisitions
- His learnings as a long-tenured CEO
- And more
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
On today’s show, listen to Julian and Mike have a live discussion on the State of the Markets: Navigating Q4 and Beyond.
On the show, we discuss:
- The opportunities within global equities, including the sector we are most bullish on
- Why investors should stay away from fixed income and which investments allocators should use for yield
- The outlook for mergers and acquisitions along with a potential positive catalyst
- Why gold is a must own asset and may outperform bitcoin
- And more
A point of disclosure, Accelerate funds may have long or short positions in the securities discussed in this episode.
Thursday Oct 10, 2024
Thursday Oct 10, 2024
On today’s show we welcome special guest, the co-CIO of Cambrian Asset Management, Martin Green. Cambrian is a quantitative investment firm for digital assets. On the show, we discuss:
- Cambrian’s approach to crypto investing and how it is differentiated
- Navigating crypto’s volatility and macro events including the FTX bankruptcy
- Keys to success and staying power in the digital asset space
- And more