Will Ulrich, Co-CEO, Presidio Petroleum — No Drilling Required: A soon-to-be public oil and gas company takes a unique approach to value creation

 Heavy hitters like Larry Fink and Paul Atkins have said that tokenization is the future, but acquiring and managing tokenized assets can be a tall order for the average retail investor. Today's company is working to change that, with a unique strategy that provides value far beyond market exposure. Marco Santori is the Chief Executive Officer of Solmate, which trades under the symbol SLMT. Solmate is an institutional infrastructure company accelerating Solana’s growth, and giving investors exposure to Solana's native token, SOL. Marco is a treasury company pioneer, launching the very first Altcoin treasury on Nasdaq, and he was a partner at Pantera Capital where he helped to structure some of the industry's best performing treasuries. Marco was also the Chief Legal Officer at Kraken, one of the world's largest digital asset exchanges, served as the President of Blockchain.com, and he was a partner at the law firm Cooley, where he led the firm's global fintech team. Today, Marco joins us to explain how Solmate's infrastructure flywheel creates value, what makes Solana unique among blockchains, and how the emergence of digitized capital markets will impact the world of finance.Highlights:Blockchain basics (2:22)What is Solana? (4:27)What sets Solmate apart (7:28)Infrastructure flywheel (11:08)Digital capital markets (13:31)Why the UAE? (15:42)Institutional readiness and blockchains (19:30)How will blockchains change finance? (21:17)Innovations in the works (24:53)Solmate's investment thesis (27:19) Links: Marco LinkedInSolmate LinkedInSolmate WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected]

The African American community has long been an under-appreciated and underserved segment in retail. One clothing retailer is tailoring their offerings to meet their specific needs, which has led to incredible brand loyalty, and huge profits.Ken Seipel has served as Citi Trends CEO since November of 2024, and became the chairman of the Board of directors in April of 2025. Ken has extensive retail leadership experience, including serving as the CEO of West Marine from 2019 to 2021, and CEO of Gabriel Brothers from 2013 to 2017.Ken joins us to talk about his storied career in retail, how Citi Trends is leveraging AI to make smarter decisions, and why he feels so confident in their future growth.Highlights:Ken's retail journey (2:05)Turnaround experience (3:53)The Scale of Citi Trends (5:03)Off-price retail (6:35)Serving the African American community (7:21)Three-Tiered Product Strategy (10:08)The Citi Trends Turnaround (12:38)Leveraging AI (14:29)What's driving their recent success? (16:21)Gross Margin Expansion (19:35)Expansion Strategy (21:44)Focus for 2026 (24:46) Links:Ken Seipel LinkedInCiti Trends LinkedInCiti Trends WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected]

For most companies in the oil industry, drilling new wells is a major part of their business strategy. Today, we're highlighting a firm that's taking a very different tack. Will Ulrich has served as co-CEO of Presidio Petroleum alongside his partner Chris Hammack, since founding the company in 2017. Presidio's mission is to generate the oil industry's best return on capital by delivering the industry's lowest operating expenses, highest profitability and best emissions profile — all without doing any drilling. Today, Will shares Presidio's unique approach to value creation, their upcoming plan to go public via business combination, and the reasons why they're optimistic for the future. Highlights:Founding Presidio (1:57)Going Public (4:45)The end of the 'Capital Intensive Shale Era' (7:06)Institutional Backing (8:58)Dividend (10:46)Private Equity (13:58)Reducing Operating Costs (17:21)Field Incentive Plan (20:55)Stable Well Production (22:30)Hedging (23:42)CapEx (25:43)Acquisition Strategy (27:23)5-year Outlook (29:17)Links: Will Ulrich LinkedInPresidio LinkedInPresidio WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

For thousands of years, people in Eastern Europe have been drinking Kefir, a fermented dairy drink. Now, people around the world are waking up to its incredible health benefits, and for one US company, that presents a tremendous opportunity.Julie Smolyansky is the CEO of Lifeway Foods. When she took over Lifeway in 2002 at just 27 years old, she became the youngest female CEO of a publicly traded company. Since then, Julie has propelled the business forward with innovative product development and marketing, bringing Kefir into the US mainstream.Today, Julie joins us to recount the history of the company since it was founded by her father, an immigrant from the former Soviet Union, back in 1986, and discusses the different market forces working in tandem to drive their recent success.Highlights:History of Kefir (2:19)History of Lifeway (6:52)Behind Lifeway's recent success (9:44)Approach to Social Media and Marketing (13:43)GLP-1s (15:23)International Distribution (16:41)Goals for 2026 (20:19)The Lifeway Team (21:35)Brand Authenticity (23:02)What investors miss about Lifeway (24:37)Links:Julie Smolyansky LinkedInLifeway LinkedInLifeway WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

When a once-successful business falls on hard times, it can sometimes be hard for them to diagnose and fix the problem from within. Today's guest has built a career out of helping these businesses turn things around, and he's doing it again with one of America's premiere fitness brands.Mark Goldston is the Executive Chairman of The Beachbody Company, which trades under the symbol BODI. Mark is one of the world's most respected turnaround executives, and has spent his career reviving some of the best known brands in the world, including Revlon, Reebok, and LA Gear to name a few. He is also a prolific inventor with 135 US and foreign patents to his name. Today, Mark walks us through the history of The Beachbody Company, the issues he identified within the business, and how he and his team are working to right the ship.  Highlights:Mark's Career (1:40)Symptoms of a struggling business (6:34)The Beachbody Company turnaround (10:12)Navigating a difficult retail environment (17:16)Brand Awareness (21:58)How GLP-1's are impacting the business (26:46)What are investors missing about Beachbody? (29:50) Links:Mark Goldston LinkedInThe Beachbody Company LinkedInThe Beachbody Company WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

After serving as CEO of ICR for nearly 30 years, Tom's role within the company is changing. Today, Tom sits down for a chat with his successor — the new CEO of ICR, Anton Nicholas.  After joining ICR in 2012, Anton eventually came to run ICR's consumer practice, and was subsequently tasked with managing the entire communications division. He has over 25 years of communications and advisory experience, having served in several senior positions at leading US and International public relations firms.  Anton joins us to discuss what sets ICR apart in the world of strategic communications, and how he aims to build on that legacy of excellence as he leads the company into the future.  Highlights:What sets ICR apart? (1:55)StratComs (5:18)Why ICR services are critical for management (6:34)ICR Capital (9:09) Services for Private Companies (12:04)Building Culture (14:48)Case Studies (16:47)Getting to know Anton (19:23)The benefit of ICR's network (20:35)ICR's 3-5 year outlook (23:34) Links:Anton Nicholas LinkedInICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Weight Watchers became one of the most trusted brands in weight-loss by emphasizing the importance of human connection. Now, medications like GLP-1's have completely changed the weight loss landscape, and Weight Watchers has adapted their platform and product offerings to meet the moment. Tara Comonte became the President and CEO of Weight Watchers in February of 2025 after serving as a director since June of 2023. Tara has over two decades of executive leadership experience across corporate and digital strategy, technology, operations, and finance. That includes serving as CEO of Tomorrow Life Sciences, CFO of Shake Shack, Chief Financial and Business Affairs Officer at Getty Images, and CFO of McCann World Group, the world's largest marketing communications business. Today, Tara takes us through a whirlwind year for Weight Watchers, and discusses her plans for reinvigorating the brand through innovation, while maintaining their emphasis on personal connections.Highlights:History of Weight Watchers (2:15)Brand Positioning (6:50)Pharmaceutical Company Collaborations (10:03)Rebranding Weight Watchers (11:38)Product Innovations (13:25)Brand Partnerships (15:39)Marketing Strategy (17:50)Weight Watchers' B2B Strategy (20:48)Using AI and Maintaining Human Connection (22:34)Outlook for 2026 (24:35)Links:Tara Comonte LinkedInWeight Watchers LinkedInWeight Watchers WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Alex and Mike Faherty built a clothing brand inspired by their origins as surfer kids on the Jersey shore, and their later years living in Manhattan. And even as the company has grown, they've always tried to stay true to that original vision, and the values that have made them a beloved brand for so many. Alex Faherty is the co-founder and CEO of Faherty Brand, a family-owned lifestyle apparel company. Since its founding in 2013, he and his twin-brother have built a nine-figure omnichannel business, with nearly 80 stores, a large e-commerce presence, and a robust wholesale business with partners like Nordstrom, Bloomingdale's, and numerous specialty stores across the country. Alex joins us to discuss the origins of Faherty, their plans for international expansion, and how they plan on growing while remaining authentic to who they are. Highlights:Faherty origins (1:46)Alex's PE Background (5:06)What is Faherty Brand? (7:21)Faherty Customers (8:51)Fashion Innovation (10:16)Embracing Wholesale (12:06)Faherty's Retail Strategy (14:01)Authenticity (16:35)Sustainability (18:34)Technology and AI (20:49)New Product Offerings (22:23)Competitive Landscape (24:58)10-year Vision for Faherty (26:34)Links:Alex Faherty LinkedInFaherty Brand LinkedInFaherty Brand WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Everyone is clamouring to integrate AI into their businesses and personal lives, but our guest today is concerned that some AI companies aren't taking the necessary steps to protect personal data. Thankfully a privacy-centric option does exist, through Telegram, and today's company is helping to build it.Brittany Kaiser is the CEO of AlphaTON Capital (ATON), the world's leading technology public company scaling the Telegram super-app, with an addressable market of a billion plus monthly active users. Brittany is a globally recognized expert at the intersection of digital assets, public policy, and the capital markets. She's spent her career guiding companies and governments through technological and legislative changes. Brittany joins us today to walk us through her incredible career, demystify the Telegram ecosystem, and explain AlphaTON’s myriad strategies for value creation.  Highlights:Brittany's career (2:26)The Telegram Ecosystem (4:23)What is TON? (9:21)AlphaTON's Growth Strategy (13:44)A Treasury and More (19:38)Brittany's Approach to Risk Management (20:38)Evolution of Privacy Centric AI (23:40)The AlphaTON Management Team (27:56)Links:Brittany's LinkedInAlphaTON LinkedInAlphaTON WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Anyone working in the food service industry knows the importance of operating efficiently, providing a quality product, and always prioritizing customer experience. Today's company, with its impressive roster of brands, has solutions to help with all of that.Tim Fitzgerald is the CEO of the Middleby Corporation, which trades on NASDAQ under the symbol MIDD. Middleby is a worldwide manufacturer of solutions for the commercial kitchen, as well as residential, indoor, and outdoor appliances, and systems for industrial processing, packaging, and baking.Tim was named CEO in 2019. Before that, he served as Chief financial Officer, a position he held since 2003. Since joining Middleby over 25 years ago, Tim has been heavily involved in company-wide strategic decisions and has led acquisition and business development activities, which has led to their portfolio of roughly 120 brands.Today, Tim walks us through the impressive breadth of Middleby's offerings, their strategy for long-term value creation, and their ongoing commitment to innovation. Highlights:Middleby's Evolution (2:15)Spinning off Food processing (6:02)Share Buybacks (10:09)The Middleby Advantage (12:12)Commitment to Innovation (14:01)Sustainability in Kitchens (16:52)Middleby's go-to-market strategy (19:04)Food Service Trends (21:29)Opportunities on the Horizon (23:39)Links:Tim FitzGerald LinkedInMiddleby LinkedInMiddleby WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].