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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

00:16:48

Motley Fool’s, Chief Investment Strategist, Bill...

Smart Money Circle ·

2025/03/05

Motley Fool’s, Chief Investment Strategist, Bill Mann Shares $2B Of Timeless Lessons From The Market TrenchesBill Mann, Chief Investment Strategist, Motley Fool Asset Management ($2B AUM)Websitehttps://fooletfs.com/BioBill Mann Chief Investment Strategist• Industry experience: 26 years• Education:B.A., International Relations from American UniversityIf you’ve been following The Motley Fool, LLC for a while, you’ve probably encountered Bill and his Foolish takes on the market—he’s the former co-host

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00:15:51

This CEO Is Helping People Hear Better - Meet Brent...

Smart Money Circle ·

2025/03/04

This CEO Is Helping People Hear Better - Meet Brent Lucas CEO Envoy Medical $COCHGuest:Brent Lucas CEO Envoy MedicalTicker: COCHWebsite: https://www.envoymedical.com/Bio:Mr. Lucas, CEO of Envoy Medical since November 2015, has nearly two decades of direct experience with implanted medical devices specific to the hearing industry. Rising from an intern to CEO and Board Member, he has held various roles within the organization including General Counsel and Business Development Manager gaining deep

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00:38:25

From LTCM Collapse to $2B Success: Victor Haghani’s...

Smart Money Circle ·

2025/03/04

From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth and Dynamic Index Investing® Website: www.ElmWealth.comTicker: $ELMBioBio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his

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00:18:02

How This Biotech CEO Takes Smart Risks. Meet Joe...

Smart Money Circle ·

2025/02/28

How This Biotech CEO Takes Smart RisksName: Joe PayneTitle: President & CEOWebsite: ArcturusRx.comTicker: $ARCTBio: Joseph E. Payne, is the President and Chief Executive Officer of Arcturus Therapeutics. He serves on Arcturus’s Board since March 2013. He brings with him an exceptional track record of ushering novel therapeutics to the clinic including targeted RNA medicines utilizing lipid-mediated delivery technologies. Joseph’s background includes over 20 years of successful drug discovery

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00:15:57

Breaking Glass Ceilings, From Wharton to Wall St, How...

Smart Money Circle ·

2025/02/27

Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIAGuestSevasti Balafas, Founder/CEO of GoalVest AdvisoryWebsite https://www.goalvestadvisory.comAUM $630MBioSevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients. As a fee-only, SEC-registered investment advisor, they build innovative and institutional-caliber portfolios

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00:33:16

This Tungsten CEO Tells You Why It’s Better To Be...

Smart Money Circle ·

2025/02/26

This Tungsten CEO Tells You Why It’s Better To Be Lucky Than Smart. Lewis Black, CEO of AlmontyGuest:Lewis Black, Director, President, and Chief Executive Officer of Almonty Industries (Ticker: OTCMKTS: ALMTF)Website:https://almonty.com/Bio:Lewis Black was born in London and educated in traditional British private schools. He earned a BA in management and technology from Manchester University and took a job at a global insurance company upon graduation. He found the industry stifling and left after

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00:43:38

This CEO Is Fighting Kidney Disease. Dr. Shalahbh...

Smart Money Circle ·

2025/02/24

This CEO Is Fighting Kidney Disease. Dr. Shalahbh Gupta Founder & CEO Unicycivs Therapeutics $UNCYGuestShalabh Gupta, MD, founder and CEO of Unicycive Therapeutics (UNCY). Website: https://unicycive.com/ Bio:Shalabh Gupta, MD, is the founder of Unicycive and has served as Chief Executive Officer, President, and director since August 2016. Previously, Dr. Gupta served in various other roles, including founder and Chief Executive Officer of Biocycive Inc.; a commercial strategy role at Genentech,

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00:14:35

This $135M Money Manager Shares Timeless Lessons And...

Smart Money Circle ·

2025/02/21

This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall StreetFull Name: Jon KnottsTitle: Chief Investment Officer, Expressive WealthAUM: $130MWebsite: https://expressivewealth.com/Bio: With over three decades of experience in investment, Jon’s career is marked by roles as a stockbroker, financial product creator, and stock research developer. His expertise in quantitative, fundamental, and technical analysis was honed at esteemed firms like Benzinga, Zacks

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00:22:39

Give Value, Be As Useful As Possible, & Other...

Smart Money Circle ·

2025/02/20

Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money ManagerGuest: Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer’s largest, most sophisticated clients, and is accountable for Mercer’s “innovation agenda”,

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00:25:42

This Academy & Emmy Award Winning CEO Wants You To...

Smart Money Circle ·

2025/02/20

This Academy & Emmy Award Winning CEO Wants You To Age Better. Robert Fried CEO ChromaDex - $CDXCGuest:Robert Fried CEO ChromaDex - $CDXCWebsite:https://www.chromadex.com/Ticker: $CDXCBio:Robert Fried is the CEO of ChromaDex and Founder of Tru Niagen as well as an Academy Award® and Emmy® Award winning motion picture producer. Before his combined 7 years in the health industry, he held senior roles at entertainment companies Savoy Pictures (CEO), Columbia Pictures (Executive Vice President), and

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00:17:49

No Risk, No Reward. How This Semiconductor CEO Uses...

Smart Money Circle ·

2025/02/18

No Risk, No Reward. How This Semiconductor CEO Uses $MRAM Memory To Improve The World. Everspin Tech CEO $MRAMGuest:Sanjeev Aggarwal, President & CEO Everspin Technology (Ticker: $MRAM)Website:https://www.everspin.com/Ticker: MRAMBIO: Sanjeev Aggarwal, Ph.D., President and Chief Executive Officer. With over 25 years of expertise in the non-volatile memory and semiconductor industry, Sanjeev has been instrumental in shaping Everspin since its inception in 2008 through various leadership

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00:22:30

Give Value, Be As Useful As Possible, & Other...

Smart Money Circle ·

2025/02/17

Guest:Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer’s largest, most sophisticated clients, and is accountable for Mercer’s “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm

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00:16:57

How This $2B Money Manager Looks At Holistic Investing…

Smart Money Circle ·

2025/02/14

How This $2B Money Manager Looks At Holistic Investing… Guest:Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M.Company:InvstWebsite: https://invst.comBio:Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have

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00:23:54

How This Drone CEO Looks At His Business - Meet Allan...

Smart Money Circle ·

2025/02/12

How This Drone CEO Looks At His Business - Meet Allan Evans, CEO, Unusual Machines Ticker: $UMACGuest Allan Evans, CEO, Unusual MachinesCompanyUnusual Machines, (NYSE: UMAC)https://www.unusualmachines.com/about-us/Bio:Allan Evans is the Chief Executive Officer of the Company. Further, Mr. Evans was appointed as a director of the Company in November 2023. Previously, he was the Chief Operating Officer of Red Cat from January 2021 to November 2023 and was the Chief Executive Officer of Fat Shark. He

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00:18:03

How This $850M Money Manager Reframes Failure:...

Smart Money Circle ·

2025/02/11

GuestPaul Carroll Avion Wealth $850 Million AUMWebsite:https://www.avionwealth.com/Paul’s bio:Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales.Paul leads a team of wealth managers in building and

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00:19:31

Aterian Inc. CEO Explains How To Take Smart Risks &...

Smart Money Circle ·

2025/02/10

Aterian Inc CEO Explains How To Take Smart Risks & A Lot More Timeless Advice…Ticker $ATERWebsitehttps://www.aterian.io/BioChief Executive OfficerArturo “Arty” Rodriguez has served as Aterian’s Chief Executive Officer since June 2024. Mr. Rodriguez served as the Company’s Co-Chief Executive Officer from July 2023 to June 2024. He also served as the Company’s CFO from March 2021 to June 2024. From September 2017 to March 2021, Mr. Rodriguez was Senior Vice President of Finance at Aterian.Prior to

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00:35:57

This +30-Year Money Manager Tells You How To Use The...

Smart Money Circle ·

2025/02/07

Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience.Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. He began his investment career in 1992 after graduating from Butler University with a B.A. in Economics. During

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00:21:50

Kartoon Studios' CEO & CFO Share Their 2025 Outlook...

Smart Money Circle ·

2025/01/30

Guest:Kartoon Studios' CEO & CFO Share Their 2025 Outlook $TOON Website: www.kartoonstudios.com Ticker: $TOON Press Release https://www.kartoonstudios.com/news/press-releases/detail/1253/kartoon-studios-executives-to-unveil-2025-dynamic-growth Andy's Bio Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree

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00:22:04

#1 Real Estate Agent In NYC Is Now The CEO of A $100M...

Smart Money Circle ·

2025/01/29

Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate Guest: Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M Best Advice: Think Big ABOUT IIAN BRACHA: Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead of market trends. Ilan has appeared on numerous TV networks such as CNBC, has been quoted widely in the media, including The New York Times, The Wall

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00:30:54

This $2B Money Manager Shares Timeless Lessons & How...

Smart Money Circle ·

2025/01/20

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16

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137 results

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