Today’s podcast features special guest, ServiceMax CEO Neil Barua. ServiceMax is a leader in asset-centric field service management software. On the podcast, Neil discusses: -Private equity firm Silver Lake’s role in the evolution of ServiceMax -Why the company’s SaaS business model may be attractive for investors -Details regarding its $1.4 billion merger with SPAC Pathfinder Acquisition -Key opportunities in its future growth plan -And more

Absolute Return Podcast

#180: Leadership Chat: ServiceMax CEO Neil Barua

On today’s podcast we welcome special guest AdTheorent CEO Jim Lawson. AdTheorent is a programmatic digital advertising leader using advanced machine learning technology and solutions to deliver real-world value for advertisers and marketers.   On the show, Jim discusses: - His journey from practicing law to becoming an entrepreneur and CEO - How AdTheorent’s machine learning advertising technology platform works - Why the two most prevalent ad targeting methods, cookie-based retargeting and segment-based audiences, are less effective - Insights into the merger with MCAP Acquisition Corporation - And more

#179: Leadership Chat: AdTheorent CEO Jim Lawson

On today’s podcast we welcome special guest, Energy Vault Co-Founder and CEO Robert Piconi. Energy Vault creates gravity-based, grid-scale energy storage solutions with its proprietary technology.   On the show, Rob discusses: -The initial idea behind the founding of Energy Vault -How Energy Vault’s energy storage systems work -Insights into the company’s recent going public transaction -How Energy Vault differs from the competition -And more

#178: Leadership Chat: Energy Vault CEO Robert Piconi

On today’s podcast we have a discussion between Julian and three market experts, SPACGuru (G), SPACInsider (Kristi) and SPACWarrants (Jeff), for an in-depth discussion on the state of the blank check market: - What to make of high redemption rates and low float meme stock short squeezes? - How are IPO terms evolving? - What will be the future of PSTH and the SPARC structure? - Lawsuits, the SEC and the future of SPACs - And more

#177: State of the Markets 3 with SPACGuru, SPACInsider and SPACWarrants

On today’s podcast we welcome special guests, Altus Power Co-CEOs  Gregg Felton and Lars Norell. Altus Power is a market-leading clean electrification company focused on solar power.   On the show, Gregg and Lars discuss: -The major skills and resources gained in law and investment banking that gave them the confidence to start Altus -The company’s current portfolio assets and growth pipeline -The macro thesis behind clean electrification -Why CBRE holdings was an ideal merger partner in going public -And more

#176: Leadership Chat: Altus Power Co-CEOs Gregg Felton and Lars Norell

September 24, 2021 - On today’s podcast we welcome special guest, IronNet’s co-CEO Bill Welch. IronNet is an innovative leader transforming cybersecurity through Collective Defense.   On the show, Bill discusses: - How cyber threats have evolved over the past 20 years - What CTOs and executives should be concerned about regarding their company’s network security - What he learned from their recent going-public process - Key drivers of IronNet’s forecast 78% revenue CAGR - And more

#175: Leadership Chat: IronNet co-CEO Bill Welch

On today’s podcast we welcome special guest, BBQGuys CEO Russ Wheeler. BBQGuys is a leading specialty e-commerce platform for higher-end BBQ grills, grilling accessories and outdoor living products for both homeowners and professional builders.   On the show, Russ discusses: -How the business evolved from a single brick-and-mortar store back in 1998 -BBQGuys’ competitive advantage and omnichannel strategy -How the legendary football family, the Mannings, are involved in the company -Key growth initiatives to drive a forecast 26% revenue CAGR -And more

#174: Leadership Chat: BBQGuys CEO Russ Wheeler

On today’s podcast we welcome the Co-Founder and CEO of Embark Trucks, Alex Rodrigues. Embark is a leading developer of autonomous software technology for the trucking industry.   On the show, Alex discusses: -What it was like to drop out of university to become a Thiel Fellow -Embark’s self-driving technology and their value proposition to customers -Insights into the $4.55 billion merger with Northern Genesis Acquisition II -How they get investors comfortable with a pre-revenue stage company -And more

#173: Alex Rodrigues, CEO of Embark Trucks

On today’s podcast we welcome special guest John Carrington. John is the CEO of Stem, the market leader in AI-driven clean energy storage systems.   On the show, John discusses: - How Stem’s business has evolved in the 8 years since he joined - The competitive landscape and what makes Stem the market leader - Insights into the recent going-public process - ESG, AI and the company’s growth opportunities - And more

#172: Leadership Chat: Stem CEO John Carrington

On today’s podcast we welcome special guest, Vacasa CEO Matt Roberts. Vacasa is the leading vacation rental management platform in North America and it just announced a $3.75 billion going public transaction.   On the show, Matt discusses: - Vacasa’s business model and how it differs from Airbnb - Its value proposition and why customers would choose Vacasa - Insights into Vacasa’s merger with TPG Pace Solutions - The investment case for the stock - And more

#171: Leadership Chat: Vacasa CEO Matt Roberts

On today’s podcast we welcome special guests Victoria Grace, Founder and CEO of Queen’s Gambit, and Youssef Salem, CFO of Swvl. Queen’s Gambit is a sustainability-focused SPAC that announced a $1.13 billion merger with Swvl, a Dubai-based provider of transformative mass transit and shared mobility solutions.   On the show, Victoria and Youssef discuss: - The founding of Queen’s Gambit and whether Victoria is a fan of the Netflix series or chess - How Swvl differentiates itself from Uber / Careem or other competitors in the marketplace - Some of the key drivers that investors should be aware of for Swvl - And more

#170: Leadership Chat: Victoria Grace, CEO of Queen’s Gambit, and Youssef Salem, CFO of Swvl

On today’s podcast we welcome special guests Sean Harper, Co-founder and CEO of Kin, and Matt Higgins, Chairman and CEO of Omnichannel Acquisition. Kin Insurance is an insurance technology company that makes home insurance easy and affordable. It recently announced a $1 billion merger with Omnichannel Acquisition.   On the show, Sean and Matt discuss: - The thesis behind the founding of Kin - Kin’s value proposition, competitors, and why DTC is a fundamentally better insurance model - How the merger between Kin and Omnichannel came together - Why investors should consider Kin stock - And more

#169: Leadership Chat: Kin CEO Sean Harper and Omnichannel Acquisition CEO Matt Higgins

 On today’s show, we welcome special guest Peter Chapman, CEO of IonQ. IonQ is a leader in quantum computing and just announced that it is going public in a deal worth $1.4 billion.    On the podcast, Peter discusses: - Starting out in MIT’s artificial intelligence lab at 16 and why he pursued technology - The basics of quantum computing - How IonQ is different from other quantum computing competitors - Some of the risks that quantum computing presents - The company’s strategy behind going public through a merger with dMY Technology Group III and its growth plans - And more

#168: Leadership Chat: IonQ CEO Peter Chapman

On today’s podcast, we welcome special guest Will Marshall, CEO of Planet Labs. Planet Labs is a leading provider of daily data and insights about the Earth and is currently going public at a $2.25 billion enterprise value.   On the show, Will discusses: - His background at NASA and some important missions they accomplished - How Planet plans to become the “Bloomberg Terminal for Earth data” - Planet’s business model and competitive advantages in the marketplace - What made dMY Technology the right merger partner - And more

#167: Leadership Chat: Planet Labs CEO Will Marshall

On today’s podcast, we welcome special guest Eric Stonestrom, CEO of Airspan Networks. Airspan is a newly-public company that provides software and hardware for 5G network solutions.   On the podcast, Eric discusses: - What is so great about 5G technology for society - Airspan’s product suite and how they expect to take market share from legacy network providers - Who are their customers and competitors in the marketplace - The future of network technology - And more

#166: Leadership Chat: Eric Stonestrom, CEO of Airspan Networks

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

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Absolute Return Podcast

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