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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 Jul 19, 2022
Tuesday Jul 19, 2022
On today’s show we welcome special guest, Rubicon Technologies Founder, Chairman and CEO Nate Morris. Rubicon is a software platform that provides smart waste and recycling solutions for businesses and governments worldwide.
On the podcast, Nate discusses:
- How he launched Rubicon with maxed-out credit cards and a $10,000 line of credit
- Opportunities in the fragmented $2.1 trillion global waste and recycling industry
- Key lessons learned in building a $1.7 billion software company from scratch
- Advice for future entrepreneurs
- And more
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
On today’s podcast we welcome special guest, Westrock Coffee CEO and Co-Founder, Scott Ford. Westrock Coffee is a leading integrated coffee, tea, flavors, extracts, and ingredients solutions provider.
On the show, Scott discusses:
How he went from asset management to the coffee industry
Where the idea for Westrock Coffee came from and what problem he was looking to solve
Key skills and knowledge from his experience in finance utilized as a company founder
Trends in the coffee industry
And more
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
On today’s podcast we welcome special guest, Covey founder and CEO Brooker Belcourt. Covey is an analyst-owned community created to find and reward the next top money managers.
On the show, Brooker discusses:
His experience as an analyst at Coatue Management and some lessons learned
Key insights from working at Citadel and how multi-manager hedge funds differ
A deep dive into the Covey platform and how it can generate alpha for investors
His best investment idea over the next 10 years
And more
Monday Jun 27, 2022
Monday Jun 27, 2022
On today’s podcast we welcome special guest, ESGEN CEO Andrejka Bernatova. ESGEN runs a $280 million SPAC focused on accelerating the shift towards a low-carbon sustainable future.
On the show, Andrejka discusses:
-How she went from coming to the US at the age of 15 alone, with no knowledge of English, carrying $100 in her pocket to later getting a job on Wall Street
-How investment banking experience helped her as a CFO
-Her thesis behind the shift to a low-carbon future
-What is in store for the oil and gas sector
-And more
Monday Jun 20, 2022
Monday Jun 20, 2022
On today’s show we welcome Sky Technologies Executive Chairman Rani Kohen. Sky’s mission is to make homes and buildings become safe-advanced and smart as the standard.
On the show, Rani discusses:
The disruptive idea behind making light fixtures safe and easy
How they go about getting market adoption
Key insights and learnings behind their February 2022 initial public offering
Main risks for investors and how they are trying to mitigate these
And more
Monday Jun 13, 2022
Monday Jun 13, 2022
On today’s podcast we welcome special guest, Meteora Capital Founder and CIO Vik Mittal. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.
On the show, Vik discusses:
-His path into the hedge fund world
-The Twitter deal and his thoughts on merger arbitrage
-What appeals to him about SPAC investing
-Advice for those looking to break into the hedge fund industry
-And more
Monday Jun 06, 2022
Monday Jun 06, 2022
On today’s show we welcome veteran investor Jason Ader. Jason is the Co-Founder and CEO of SpringOwl Asset Management, an investment firm with a focus on the Real Estate, Gaming and Lodging sectors. In addition, Jason is the CEO and Chairman of SPAC 26 Capital Acquisition Corp.
On the show, Jason discusses:
- His path to Wall Street, including the clever idea that led to his lucky break
- How he excelled as a top-ranked sell-side analyst at Bear Stearns
- The unique aspects of the Real Estate and Gaming sectors that make them attractive for investment
- Shareholder activism and turnarounds
- Advice for those starting out on Wall Street or those considering a career in investment management
- And more
Monday May 30, 2022
Monday May 30, 2022
On today’s show we talk about visual effects and movies with DNEG Chairman and CEO Namit Malhotra. DNEG is a high-growth, technology-enabled visual effects and animation company executing ground-breaking, award-winning work for the world’s largest content creators.
On the show, Namit discusses:
How he got involved in the movie business
The barriers to entry for blockbuster movies effects companies
How DNEG won 7 Oscars for visual effects in movies
DNEG as the only pure-play publicly-traded visual effects and animation company
And more
Tuesday May 24, 2022
Tuesday May 24, 2022
On today’s show we chat about beauty industry investing with Waldencast CEO Michel Brousset. Waldencast is building a global best-in-class beauty and wellness operating platform by creating, nurturing, and scaling conscious, purpose-driven brands.
On the show, Michel discusses:
-Key investment characteristics of the beauty industry including its recession-resistant nature
-Their thesis behind the acquisitions of Milk Makeup and Obagi
-The importance of ESG considerations for beauty brand consumers
-How social media and eCommerce transformed the industry
-And more
Friday May 20, 2022
Friday May 20, 2022
On today’s special episode of the podcast, we welcome the SpacGuru, Jeff from SpacWarrants and Jeremy Tarica of Forest Road talking about the state of the market.
The discussion touches on:
-Current economic and market conditions
-Expected liquidations and the effect on SPAC warrants
-Sector rotation and what we expect from mergers
-The future of the SPAC asset class
-And more