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
#244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss:
How Christopher went from getting his PhD in a medical field to founding several tech startups
A deep dive into what artificial intelligence is and what it can accomplish
Some use cases for industrial generative AI
How the company offers faster, cheaper, and more accurate generative AI
#243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz
August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss:
Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency
His entrepreneurial journey and where he got the idea to start the company
Why their customers use ATMs instead of online exchanges to buy bitcoin
Bitcoin Depot’s growth initiatives, including their approach to M&A
What he believes is in store for the future of bitcoin
#242 - 2022 Dealmaker of the Year, Danny Rice
February 27, 2023 - On today’s show we welcome special guest and the 2022 Dealmaker of the Year, Danny Rice. Danny was the CEO of Rice Acquisition 1, which merged with Archaea Energy in a $1.15 billion deal and then subsequently sold to BP for $4.1 billion. Danny is now the CEO of Rice Acquisition 2, which recently announced a $1.5 billion merger with NET Power, a clean energy technology company.
On the show, Danny discusses:
Key lessons learned from the Archaea Energy SPAC merger and subsequent sale to BP
A primer on NET Power’s innovative clean energy technology
The case for U.S. shale gas powering reliable, clean and low-cost power
What inspires him as an entrepreneur and business leader
#241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil Bak
January 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF
Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses:
Characteristics of ETFs that make them a great tool for investors
Some major innovations in ETFs over the past 15 years
The bull case for residential real estate
What is happening in the private REIT space
The major risk investors face in private REITs
#240: Reimagining Earth Through Investing with TPB’s CEO David Friedberg
On today’s show we welcome special guest, David Friedberg, Founder and CEO of The Production Board. Dave is an entrepreneur, business leader and investor who founded The Climate Corporation, which was sold to Monsanto for $1.1 billion. He now leads The Production Board, a holding company of businesses established to solve the most fundamental problems.
On the show, Dave discusses:
- His early experiences in investment banking, Google, and what it was like working with Larry Page
- The founding, growth and sale of his first venture, the Climate Corporation
- High potential investment themes that he is focused on
- Insight into one of his latest deals: Lavoro, Brazil’s largest agricultural inputs retailer
- And more
#239: The Space Exploration Business with Intuitive Machines CEO Steve Altemus
On today’s podcast we welcome special guest, Intuitive Machines CEO Steve Altemus. Intuitive Machines is a diversified space exploration, infrastructure, and services company.
On the show, Steve discusses:
-Some of his main learning experiences at NASA and what inspired him to leave to launch a startup-The current state of the space race-The potential for long-term lunar infrastructure and commerce-What he thinks is in store for space exploration over the next 50 years-And more
Very informative investing podcast
Julian and guests are a joy to listen to. When listening to these podcasts you always learn about something new and informative about the markets. They really know there stuff. Must listen to new and experienced investors!
Unfortunate Change of Format
The podcast used to be a terrific show reporting on the latest merger and acquisition news, which made it unique. Now it has shifted to be just another interview show, with a series of mostly SPAC CEO’s pitching their firms. Please return to the previous format!
Must listen commuting podcast
Julian and Mike bring great topics and awesome guests to the table each time they hit the airwaves. They make understanding complex alternative investment strategies easy to understand. They also bring to light why having an allocation to such assets is a must in most properly balanced portfolios; thus reducing volatility and improving returns in the long run. Great job gentlemen. Keep the content coming!