Marketopolis

Marketopolis

By Matt JoanouBusinessInvesting
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Marketopolis episodes

  • The Missing Layer in Enterprise AI - Gajen Kandiah, CEO of Rackspace Technology ($RXT)

    Gajen Kandiah became CEO of Rackspace Technology less than a year ago, after 16+years at Cognizant and Hitachi Vantara. In this episode, Gajen explains why he believes every regulated enterprise in the world will eventually need to take AI from pilot to production, and why Rackspace is positioned to be the operator that makes that happen. He breaks down what "silicon to outcomes" actually means, why their Palantir partnership is central to the strategy, what "Fanatical Support" has to do with AI delivery, and how he's navigating one of the most rapidly shifting technology landscapes any CEO has had to operate in. This is a long-form conversation built for investors who want to understand the business.

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    $RXT


    🎧 This episode was recorded on Aug 7, 2026

    Reach Out Email: [email protected]


    Disclaimers: The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. This podcast may include paid endorsements or sponsorships.

    49 min
  • Vince ($VNCE) CEO Brendan Hoffman on Coming Back and Building a Brand Platform

    Brendan Hoffman left Vince ($VNCE) in 2020. Five years later, he's back as CEO, leading a company that looks different from the one he left, and partnered with Authentic Brands Group. He talks about what's stayed the same and what's changed since he returned, why the ABG partnership makes sense for Vince, and what non-financial KPIs he's watching as the brand pushes into handbags, home, and other new categories.


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    đź”— Follow Marketopolis

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    LinkedIn – https://www.linkedin.com/showcase/marketopolis/

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    $VNCE


    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/

    🎧 This episode was recorded on Jun 29, 2026

    Reach Out Email: [email protected]


    Disclaimers: The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. This podcast may include paid endorsements or sponsorships.

    34 min
  • Pursuit ($PRSU) CEO David Barry: From Ski Instructor to Public Company CEO

    David Barry, President & CEO of Pursuit Attractions and Hospitality (NYSE: PRSU), an attractions and hospitality company with 17 iconic destinations across the US, Canada, Iceland, and Costa Rica that has 4x in size over the past decade.


    David joined Pursuit in 2015 with no formal business education, having worked his way up from ski instructor to heli ski operations to PE-backed CEO – teaching himself finance from Fortune magazines he pulled from a colleague's trash. He breaks down the leadership philosophy, capital allocation strategy, and investor communication approach behind Pursuit's transformation from a buried conglomerate subsidiary to a standalone public company.


    đź”— Follow Marketopolis

    Main Site - https://www.marketopolis.com/

    LinkedIn – https://www.linkedin.com/showcase/marketopolis

    Twitter/X – https://x.com/marketopolis_


    🎧 Marketopolis

     ◼️ Listen on Spotify → https://open.spotify.com/show/2zg0uDhKwzX3Eznw0wkbpT

     ◼️ Apple Podcasts → https://podcasts.apple.com/us/podcast/marketopolis/id1844863398?ls=1

    $PRSU


    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/

    🎧 This episode was recorded on May 28, 2026


    Reach Out 

    Email: [email protected]


    Disclaimers:The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. 

    This podcast may include paid endorsements or sponsorships.

    44 min
  • Inside Ethos ($LIFE): How Peter Colis Rebuilt Life Insurance From 10 Weeks to 10 Minutes

    Peter Colis is the co-founder and CEO of Ethos Technologies (Nasdaq: $LIFE), the vertically integrated platform reinventing life insurance from underwriting to distribution. What started as a Stanford Business School project in 2016 is now one of the largest underwriters in the United States, with more than 600,000 policies issued and over 15,000 agents selling Ethos products in the last year.


    In this episode of Marketopolis, guest host Katie Perry, author of Ticker Shock, sits down to unpack how Ethos rebuilt an industry that had been stuck in the dark ages. They cover the 10 minute purchase process that replaced the traditional 10 week journey, the data moat behind algorithmic underwriting, and the three-sided platform serving policyholders, agents, and carriers. Peter also shares what it's been like since going public, the story behind the $LIFE ticker, and the message he wants retail investors to take away.


    đź”— Follow Marketopolis

    Main Site - https://www.marketopolis.com/

    LinkedIn – https://www.linkedin.com/showcase/marketopolis

    Twitter/X – https://x.com/marketopolis_

    $LIFE


    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/

    🎧 This episode was recorded on May 28, 2026

    Reach Out Email: [email protected]

    Disclaimers:

    The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. This podcast may include paid endorsements or sponsorships.

    28 min
  • eToro Co-Founder & CEO Yoni Assia: The IPO Story, the AI Rebuild, and the Future of Retail Investing

    Yoni Assia co-founded eToro nearly 20 years ago with a simple thesis: open the markets for everyone. The platform now has 40 million registered users, $20B in assets, and a target of $1 trillion AUM.


    He covers the IPO that almost didn't happen (Liberation Day tariffs that caused a volatility spike), how eToro went from 25% to 95% AI-written code in under a year, and why he thinks the $120 trillion generational wealth transfer is a defining opportunity in capital markets.


    Also in this episode: what banks don't tell founders going public, Yoni’s framework for staying ahead through every technology shift, and why retail investors are gaining access to tools once reserved for Wall Street firms.


    đź”— Follow Marketopolis

    Main Site - https://www.marketopolis.com/

    LinkedIn – https://www.linkedin.com/showcase/marketopolis

    Twitter/X – https://x.com/marketopolis_


    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/


    🎧 This episode was recorded on May 28, 2026

    Reach Out

    Email: [email protected]


    Disclaimers: The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. This podcast may include paid endorsements or sponsorships.

    46 min
  • Sweetgreen's ($SG) Big Bet: Wraps, Robots & a Generational Brand

    Sweetgreen co-founder and CEO, Jonathan Neman gets candid about nearly two decades of building one of America's most recognizable food brands and what it really takes to run a turnaround as a founder-led public company. Jonathan breaks down the transformation plan: new menu items, the Infinite Kitchen automation rollout, and why execution on the fundamentals is the only focus right now. He also opens up on what investors misunderstand about Sweetgreen's TAM, why optimization kills innovation, and the message he'd send to shareholders today.


    đź”— Follow Marketopolis

    Main Site – https://www.marketopolis.com/

    LinkedIn – https://www.linkedin.com/showcase/marketopolis

    Twitter/X – https://x.com/marketopolis_


    📚Chapters

    0:00 – Intro

    1:16 – Georgetown origin story

    3:06 – Building a supply chain from scratch

    4:26 – People, culture, and the head coach

    5:24 – Tech evolution: digital ordering to the Infinite Kitchen

    7:20 – Growth mode to turnaround

    8:45 – Wraps: Biggest category expansion & custom tortilla

    12:43 – Why Jonathan is still running the company

    15:89 – Hard truth about being a public company CEO

    25:47 – What investors misunderstand about Sweetgreen

    31:41 – All the answers are in the restaurant

    36:17 – Companies inspiring the playbook

    42:12 – What he'd tell shareholders right now

    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/

    🎧 This episode was recorded on May 11, 2026

    Reach Out Email: [email protected]


    Disclaimers: The content shared on this podcast is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Farsight Group Holdings, Inc, Marketopolis, the hosts and the guests are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Farsight Group Holdings Inc or its affiliates. This podcast may include paid endorsements or sponsorships.

    45 min
  • FuboTV Co-Founder & CEO David Gandler: The Reality of Becoming a Public Company CEO

    What really happens when a founder takes a company public?


    FuboTV co-founder & CEO David Gandler shares the realities of running a public company, navigating FuboTV’s merger with Disney’s Hulu + Live TV, surviving the pandemic, and building one of the biggest names in live sports streaming.


    From startup risk-taking to shifting founder-control in public markets, this is a candid conversation on media, streaming, leadership, and resilience.


    In This Episode:

    • FuboTV's journey from a 2015 startup through a pandemic IPO to landing inside Disney's portfolio

    • Hulu + Live TV business combination and what it means to operate under Disney's majority ownership

    • Retail investors, social media and the CEO communication shift: "it's a show me story, not a tell me story"

    • The $300M revenue target, free cash flow, and the long game

    For more go to https://www.marketopolis.com

    đź’ˇ Sponsors / Partners

    Presented by Einride

    Visit https://www.einride.tech/

    🎧 This episode was recorded on May  4, 2026

    Reach Out 

    Email: [email protected]


    34 min
  • Celsius ($CELH) CEO John Fieldly on Brand Strategy, Better-for-You Energy Shift, and Growth Outlook

    John Fieldly, Chairman & CEO of Celsius Holdings ($CELH), breaks down Celsius’ transformation from a turnaround story into a multi-brand energy platform. Fieldly discusses the company’s 2025 financials, portfolio strategy across Celsius, Alani Nu, and Rockstar, and why the “better-for-you” movement continues to reshape the energy category. He also shares how Celsius is thinking about retail execution, international expansion, capital allocation, and building iconic consumer brands.

    Highlights Include:

    • Turnaround story: From micro-cap restructuring to a $2.5B revenue energy brand portfolio

    • Portfolio strategy: How Celsius, Alani Nu, and Rockstar expand shelf space, pricing, and retail execution

    • Better-for-you energy: Early positioning around zero sugar, functionality, and wellness

    • Growth opportunities: International expansion, retail distribution, and new consumption occasions

    39 min
  • Nextdoor ($NXDR) Co-Founder & CEO, Nirav Tolia on Turnaround Strategy, AI, and the “Neighborhood Graph”

    Nirav Tolia, Co-Founder & CEO of Nextdoor ($NXDR) shares why he returned to the CEO role, how the landscape has shifted in the post-COVID and AI era, and how Nextdoor is using AI to improve efficiency, product quality, and local advertising outcomes. Tolia breaks down Nextdoor’s core advantage – its neighborhood graph of 100M+ verified users, and addresses a key misconception: that Nextdoor’s potential is capped rather than under-executed.

    Highlights Include:

    • Founder comeback: Why Tolia returned as CEO after the stock’s 90% drawdown and his conviction in Nextdoor’s long-term potential

    • AI as the operating layer: How AI is being used to drive efficiency, enhance the neighbor experience, and improve advertising performance for local businesses

    • The “neighborhood graph” advantage: A network of 100M+ verified users tied to real locations creates unique targeting, discovery, and marketplace opportunities for local services

    • Execution vs. perception: Why the biggest misunderstanding around Nextdoor isn’t the market opportunity, but its past execution, and how leadership is focused on changing that


    53 min
  • CleanSpark ($CLSK) CEO & Chairman, Matt Schultz on Building a “Token Factory” Through Energy, Bitcoin Mining, and AI

    Matt Schultz, CEO & Chairman of CleanSpark ($CLSK), sits down to trace his journey building CleanSpark into a leading U.S. Bitcoin mining company, and now an energy platform expanding into AI/HPC data centers. Schultz shares the story of going public via reverse merger, explains CleanSpark’s “monetize megawatts” strategy across Bitcoin and AI compute, and addresses common retail misconceptions around long-term execution and shareholder alignment.

    Highlights Include:

    • From gasification to Bitcoin to AI: CleanSpark’s evolution has always been rooted in monetizing energy infrastructure

    • 2022 Bitcoin sale: Reinvesting at the peak into infrastructure while peers levered up created long-term advantage

    • Bitcoin + AI: A complementary model balancing grid flexibility with durable, long-term compute contracts

    • Long-term execution: Scalable data center strategy and disciplined contracts drive sustainable growth


    52 min

About Marketopolis

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Marketopolis is where retail investors, business professionals, and aspiring leaders get a front-row seat to candid conversations with the execs running today's public companies.