April 11, 2022 - On today’s podcast we welcome special guest, Satellogic CEO Emiliano Kargieman. Satellogic is a leader in high-resolution satellite data collection. (more…)
April 4, 2022 - On today’s show we welcome the team from Andretti Acquisition: Michael Andretti, Bill Sandbrook and Matt Brown. Andretti Acquisition is a special purpose acquisition company focused on the automotive industry. (more…)
March 31, 2022 - In last month's Merger Monitor, Will Russia Affect M&A?, I asked, "Is this rise in yields , and accompanying perception of increased deal risks, justified?". Since then, $83.6 billion of North American mergers were announced, with 16 in the U.S. and 6 in…
March 30, 2022 - Negative sentiment in the SPAC market has been pervasive. Three factors have driven this negative sentiment: 1. Geopolitical conflict and rising interest rates causing volatility in equities and fixed income, leading to a skittish IPO market. 2. Continuous jawboning from the SEC on increased SPAC…
March 28, 2022 - On today’s podcast we welcome special guest, Allego CEO Mathieu Bonnet. Allego owns a pan-European electric vehicle charging network. (more…)
March 21, 2022 - On today’s podcast we welcome special guests, Eve co-CEOs, Jerry DeMuro and Andre Stein. Eve is a recent corporate carve-out from Brazilian multinational aerospace manufacturer Embraer and a leader in the development of next-generation Urban Air Mobility. (more…)
March 14, 2022 - On today’s show we welcome special guest, ElectraMeccanica Vehicles CEO Kevin Pavlov. ElectraMeccanica is a Canadian designer and manufacturer of electric vehicles. The company’s flagship vehicle is the single-seat electric vehicle called the SOLO. On the podcast, Kevin discusses: The story…
March 16, 2022 - The "classic" 60/40 portfolio, a strategy in which an investor holds 60% of their portfolio in stocks and 40% in bonds, has been viewed as a diversified and balanced allocation for decades. Its success is not surprising. Prior to this year, the…
Want to learn about the investment strategies and techniques used by hedge fund managers to beat the market? Download Reminiscences of a Hedge Fund Operator by investor, Julian Klymochko