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PODCAST

Smart Money Circle

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for

business investing

All Episodes

00:20:29

Timeless Lessons From Someone Who Worked At Goldman...

Smart Money Circle ·

2024/08/22

Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business. Guest: Howard Chan, Founder and CEO of Kurv Investment Management Website: https://www.kurvinvest.com/ Bio: Howard is an experienced leader in the investment management industry with wide-ranging expertise across asset classes and vehicles. He most recently worked with large asset managers to develop strategic business and investment strategies. Previously, he built and scaled a $5.5

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00:16:20

Learn Timeless Lessons From Greg Beischer, President...

Smart Money Circle ·

2024/08/20

Greg Beischer President and CEO of Alaska Energy Metals Corporation Ticker: AEMC on TSXWebsite: https://alaskaenergymetals.com/ Bio: Mr. Beischer is a seasoned explorationist with a solid track record of success, now leading the team at Alaska Energy Metals Corporation. As a founder of predecessor company Millrock Resources, he led the team that built a successful “Project Generator” company that attracted in excess of US$50 million in capital from major mining companies, junior explorers, and

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00:39:17

Democratizing Markets Through Innovation - Tzero.com...

Smart Money Circle ·

2024/08/15

Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice Website: Tzero.com Bio: David Goone is the CEO of tZERO, a financial technology company that democratizes access to capital markets by establishing innovative, transparent, and efficient marketplaces. tZERO works with companies and entrepreneurs to provide unique solutions for primary capital raises and secondary trading. Prior to joining tZERO, Goone was the Chief Strategy Officer of Intercontinental

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00:24:29

$GDEV Chief Corporate Development Officer, Roman...

Smart Money Circle ·

2024/08/13

Stock Symbol: $GDEVWebsite: https://www.gdev.inc/Meet GDEV GDEV has comprehensive expertise in product development and marketing, ability to create popular in-house IPs and to build robust presence on the most accessible platforms, such as mobile and PC (web browsers and social networks). Our games portfolio is diversified across geography, platforms and number of titles.$480M FY2022 revenue400M+ installs worldwide800+ 2023 headcountThanks to our hit games like Hero Wars, Pixel Gun 3D, Island

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00:28:14

Know Your Edge – Bill Gebhardt Founder of 10Dynamics,...

Smart Money Circle ·

2024/08/06

Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUMFirm 10 Dynamics Limited www.10dynamics.com Current AUM: $110 million Founder William (Bill) Gebhardt Founder & Executive Director Bio: William (Bill) Gebhardt is the founder of 10Dynamics and developer of TAD – a technology they developed for systematic trading across multiple markets. TAD is the culmination of nearly 30 years of investment experience in a broad range of markets combined with a

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00:48:04

Trend Following Legend & Former Turtle Trader Jerry...

Smart Money Circle ·

2024/08/01

Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard ThingBio: Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida. Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncorrelated returns across more than 400 global futures and securities instruments. He founded Chesapeake in February 1988. Chesapeake is a subadvisor

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00:24:07

Rethink Hedging With Matt & Mike Thompson...

Smart Money Circle ·

2024/05/28

Rethink Hedging With Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, and combined with over $300M. ETFs $MSVX, $MSTB, $MSTQ Website: LHAfunds.com Bio: Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt and Mike are experts at identifying and mitigating market risk through volatility-driven tactical asset allocation, and even co-developed a VIX

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00:17:41

$5.5B Firm - Markets Don’t Wait & Long-Term Investing...

Smart Money Circle ·

2024/05/21

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, AtFort Pitt Capital Group With $5.5B AUM Website: https://www.fortpittcapital.com/ Dan Eye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and formulates

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00:17:21

Does Trend Following Work For Stocks? Cole Wilcox,...

Smart Money Circle ·

2024/05/14

Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX Ticker: LONGX Website: http://www.longboardfunds.com Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP Bio: Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund manager specializing in alternative investment strategies with 20 years of investment performance. Dedicated to building better alternative

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00:35:37

FMP's Mission: Make Financial Data Available For All...

Smart Money Circle ·

2024/05/09

Financial Modeling Prep Join FMP here: https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan Website: https://site.financialmodelingprep.com/ Mission: Make Financial Data Available For All BIOs: Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC capital market then EDF trading. Later on he earned his PhD in financial modeling from Concordia University, then right after he founded Financial

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00:20:08

This Company Wants To Reverse Aging. Frank O'Donnell...

Smart Money Circle ·

2024/05/07

Website: https://telomirpharma.com/ Ticker: $TELO Forward-Looking Statements Disclaimer This communication may contain "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements potentially include statements concerning expected future events, future financial performance, business strategies, plans,

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00:19:35

Without Adversity There’s No Success. With Dr. Howard...

Smart Money Circle ·

2024/05/06

Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA Website: https://coyatherapeutics.com/ Bio: Chief Executive Officer and Chairman of the Board Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman and CEO. He has over 18 years of entrepreneurial and industry experience working at the interplay of science and business. His experience offers him

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00:16:06

Think Differently - Sal M. Capizzi EVP at Dunham &...

Smart Money Circle ·

2024/04/30

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.com Bio:Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic

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00:27:31

How To Bucket Plan Your Money & Avoid Freak Out Risk...

Smart Money Circle ·

2024/04/15

How To Bucket Plan Your Money & Avoid Freak OutRisk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately $3.2B Websites: https://www.jlsmithgroup.com/ https://c2penterprises.com/ Get The Book

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00:42:58

How To Create Value And Why Pressure Is A Privilege...

Smart Money Circle ·

2024/04/11

Ted Karkus CEO & Chairman Of The Board OfProPhase Labs $PRPH Ticker: PRPH Website: https://www.prophaselabs.com/ Bio: Ted Karkus Chairman & CEO of ProPhase Labs Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the

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00:13:30

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at...

Smart Money Circle ·

2024/03/19

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUMWebsite: https://www.iconomi.com Learn more here: https://www.iconomi.com/private https://www.iconomi.com/digital-asset-management-platform Bio: Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure,

en

00:34:06

Democratizing Alternatives - Alan Snyder Founder &...

Smart Money Circle ·

2024/03/08

“If it’s gonna be, it’s up to me.” Alan SnyderDemocratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Website: https://www.asharex.com/ Bio: Alan Snyder Founder and CEO Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life

en

00:15:04

How To Avoid Spectacular Failures With LeddarTech CEO...

Smart Money Circle ·

2024/03/07

How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC Frantz Saintellemy, CEO of LeddarTech Website: https://leddartech.com/ Nasdaq: LDTC Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications

en

138 results

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