Afleveringen
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March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:
His fortuitous path to short selling as a professionSino Forest and the short that put him on the mapThe thesis behind his bearish view on Fairfax FinancialHis approach to risk managementAnd more -
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss:
How real estate plays a role in investment portfoliosWhich segments of the real estate market are most favourable, and which investors should avoidThe biggest risk facing real estate investors currentlyHis real estate “top pick”And more! -
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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 startupsA deep dive into what artificial intelligence is and what it can accomplishSome use cases for industrial generative AIHow the company offers faster, cheaper, and more accurate generative AIAnd more -
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 cryptocurrencyHis entrepreneurial journey and where he got the idea to start the companyWhy their customers use ATMs instead of online exchanges to buy bitcoinBitcoin Depot’s growth initiatives, including their approach to M&AWhat he believes is in store for the future of bitcoin -
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 BPA primer on NET Power’s innovative clean energy technologyThe case for U.S. shale gas powering reliable, clean and low-cost powerWhat inspires him as an entrepreneur and business leaderAnd more -
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 investorsSome major innovations in ETFs over the past 15 yearsThe bull case for residential real estateWhat is happening in the private REIT spaceThe major risk investors face in private REITsAnd more -
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
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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
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On today’s podcast we welcome special guest, AvePoint CEO TJ Jiang. AvePoint is the largest data management solutions provider for the Microsoft cloud.
On the show, TJ discusses:
His journey from new immigrant, to Wall Street, to successful entrepreneur taking his company publicHow he made it through the adversity when founding the companyLessons learned from taking his company publicHis thoughts on the current recessionary economic environmentAnd more -
On today’s show we welcome special guests, Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek. Newsight Imaging develops high-quality image sensors that can be integrated into industries such as robotics, automotive, mobile and many others. Vision Sensing Acquisition is a SPAC that is set to merge with Newsight.
On the show, Eli and George discuss:-A teach-in on vision sensors and chips-Growth opportunities in semiconductors-Market conditions and whether there’s a recession-Their top productivity hacks-And more
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On today’s show we welcome special guest, Social Leverage Founder Howard Lindzon. Social Leverage is a venture capital firm that specializes in early-stage and seed-stage investments in the Software, Consumer, and Fintech industries.
On the show, Howard discusses:
How he initially got into investing and what is appealing about early-stage investingKey lessons learned from his hits and misses within startups, angel investing and venture capitalWhat he thinks is in store for NFTs, crypto and web3 in the futureHis thoughts on the current market environmentAnd more -
On today’s show we welcome special guest, Trinity Capital President Kyle Brown. Trinity Capital is a provider of venture debt financing, a smart financing option for high-growth venture capital-backed startups.
On the show, Kyle discusses:
-A primer on business development companies-The basics of venture loans and equipment leases-How venture debt fits into an investment portfolio-And more
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On today’s show, we welcome special guest Dragonfly Energy CEO Denis Phares. Dragonfly Energy is a leader in energy storage and producer of deep cycle lithium-ion storage batteries.
On the show, Denis discusses:
Advantages of lithium-ion products over lead-acid batteriesThe outlook for lithium carbonate pricesKey aspects of the business that investors should considerHis favourite productivity hackAnd more
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On today’s show we welcome special guest, Delphia's Andrew Peek. Delphia runs an algorithmic investing strategy powered by machine learning.
On the show, Andrew discusses:
-Predicting fundamental data using AI to drive investment alpha-Which fundamentals their algorithm trades on-How humans can incorporate machine learning into their investment process-What he finds most compelling about capital markets-And more
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On today’s show we welcome special guest, Grove Collaborative CEO Stu Landesberg. Grove Collaborative is a leading sustainable consumer products company.
On the podcast, Stu discusses:-How he made the jump from the buy side to entrepreneurship-The opportunity he sees in environmentally friendly home and personal care products-Struggles and successes building a new venture from scratch-His favorite productivity hack-And more
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On today’s show we welcome special guest Near CEO Anil Mathews. Near is a global SaaS leader in privacy-led data intelligence on people, places and products.
On the show, Anil discusses:
Whether entrepreneurs are born or madeCharacteristics that make enterprise software attractive for entrepreneursNear’s datasets and why they’re usefulThe #1 most important attribute for an entrepreneur to haveAnd more
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On today’s show we welcome special guest, Moolec Science founder and CEO Gastón Paladini. Moolec is a science-based food ingredient company that is going public through a merger with SPAC LightJump Acquisition.
On the show, Gastón discusses:
What is molecular farming and how did it originateHow they produce meat molecules with plantsWhy meat alternatives are necessaryHis biggest challenge as an entrepreneurAnd more
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On today’s show we welcome special guests, Alliance Entertainment’s Chairman Bruce Ogilvie and CEO Jeff Walker. Alliance Entertainment is a distributor and wholesaler of the world’s largest in stock selection of music, movies, video games, electronics, arcades, and collectibles.
On the show, Bruce and Jeff discuss:
Insights, challenges and opportunities in the distribution business
The company’s roll-up strategy
How Alliance competes and grows in an era of streaming
Their thoughts on the current macro environment
And more
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On today’s podcast we welcome special guest, ClimateRock CEO Per Regnarsson. ClimateRock is a special purpose acquisition company that plans to acquire strategic renewable assets and enabling technologies with large decarbonization potential and strong financial history and prospects.
On the show, Per discusses:
What specific types of opportunities the SPAC is looking atHis thoughts on the current market environmentThe outlook for sustainable investingKey segments of the sustainability sector that investors should have on their radarAnd more
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On today’s show we welcome special guest, Getaround Founder and CEO, Sam Zaid. Getaround is the world’s leading fully digital and global carsharing marketplace.
On the show, Sam discusses:
His entrepreneurial journey from Ottawa to San FranciscoThe main benefits of carsharing for both hosts and guestsWhat it’s like being a Softbank portfolio companyHis favourite productivity hackAnd more
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