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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

00:23:41

This Custom Car CEO Shares the Future of Luxury...

Smart Money Circle ·

2025/01/14

Guest: Scott Wallace CEO and Co-Founder of ECD Automotive DesignWebsite: https://ecdautodesign.com/ Ticker: (Nasdaq) $ECDA Bio: Scott Wallace, ECD Co-Founder and CEO, brings extensive experience from roles as a sales & marketing director at Greene King P.L.C. and Dale Street Capital in the UK. Notable achievements include a 200% increase in share value and leading a successful £227 million business acquisition in private equity. With insights from owning a marketing agency, Mr. Wallace

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00:12:14

This CEO Is Using Biology To Make The World Better –...

Smart Money Circle ·

2025/01/06

This CEO Is Using Biology To Make The World Better – Dr. Jennifer Holmgren, CEO, LanzaTech $LNZAName: Dr. Jennifer Holmgren Title: Chair and CEO of LanzaTech Global, Inc. Ticker: LNZA Website: https://lanzatech.com/ Bio: Dr. Jennifer Holmgren is CEO of LanzaTech. Under her guidance, LanzaTech is developing a variety of platform chemicals and fuels, including the world’s first alternative jet fuel derived from industrial waste gases. Given her integral role in the development of this

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00:31:25

Winner’s Get Back Up. This 3rd Generation CEO Creates...

Smart Money Circle ·

2024/12/30

Winner’s Get Back Up: How This 3rd Generation CEO Is Creating Value From Sorbent Minerals & Cats – Meet Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri $ODC Guest: Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri..$ODC Chairman of the Board, President, & Chief Executive Officer Oil-Dri Ticker: $ODC Website: https://www.oildri.com/ Daniel S. Jaffee Chairman of the Board, President, & Chief Executive Officer

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00:11:21

Meet Chris Loeffler: Caliber's CEO Shares Timeless...

Smart Money Circle ·

2024/12/20

Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWD BIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took

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00:30:48

This CEO Worked With Ray Dalio & Wants To Improve...

Smart Money Circle ·

2024/12/18

This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success" Guest: Mark Bertolini CEO Oscar Health OSCR Website: https://www.hioscar.com/ Ticker: $OSCR Bio: Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all. Mark is former Co-Chief Executive Officer

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00:20:31

This CEO is working on a drug to slow Alzheimer's –...

Smart Money Circle ·

2024/12/16

Guest Name: Cuong Do Title: President & CEO Website: https://bioviepharma.com/ Ticker: BIVI Bio: Cuong Do President & Chief Executive Officer Cuong Do, MBA, is the President and Chief Executive Officer of BioVie Inc., a clinical-stage company developing innovative drug therapies for the treatment of neurological and neurodegenerative disorders and advanced liver disease. Do is a highly experienced life sciences executive, who has served in various leadership roles at multiple global

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00:23:36

Meet the Man Who Shaped Your Childhood: Multi-Emmy...

Smart Money Circle ·

2024/12/12

Guest: Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon StudiosWebsite: www.kartoonstudios.com Ticker: TOON 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 in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor. During his five years with

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00:23:09

$8 Billion Money Manager Shares Timeless Advice:...

Smart Money Circle ·

2024/12/10

Website:https://www.balentine.com/ Bio: Robert Balentine Chairman Partner Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro

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00:44:38

Driving Toward a Sustainable Future Steven Rossi...

Smart Money Circle ·

2024/12/09

Driving Toward a Sustainable Future: Steven Rossi Shares Worksport’s Mission Website: https://worksport.com/ Bio Steven Rossi has been developing companies in the automotive industry. Mr. Rossi brings the ability to create a vision, mastermind innovative products and lead his team in the execution of the ensuing strategy. This was clearly demonstrated when his previous company in the auto parts and recycling business was acquired. While he has unquestioned experience and knowledge in the

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00:35:16

Peak Performance Expert - Lynn Teachworth Reveals the...

Smart Money Circle ·

2024/12/07

Lynn Teachworth Mental &Physical Performance Therapist Trunamics.com Website: https://www.trunamics.com/ Lynn’s Bio: More About Lynn BS, LMT, GIFT, KMI, Adv CBP, CAFS Lynn has been a licensed massage therapist for over 25 years. His clients include over 2000 professional athletes in the PGA, LPGA, NBA, NFL, MLB as well as many other sports including professional wake boarding and water skiing. He is also a 2018 inductee into the World Massage Federations Hall of Fame. Lynn specializes in

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00:37:12

Meet Dr. Phillip Frost: Billionaire CEO & The...

Smart Money Circle ·

2024/12/06

Guest:Meet Dr. Phillip Frost: Billionaire CEO and the Healthcare Pioneer Behind OPKO Health $OPK Website: https://www.opko.com/ Ticker: $OPK His Wikipedia page: https://en.wikipedia.org/wiki/Phillip_Frost Bio: Dr. Frost has been the CEO and Chairman of OPKO since March 2007. Previously, Dr. Frost served at Teva Pharmaceutical industries, Limited (“TEVA”) as both Chairman of the Board and Vice Chairman. Dr. Frost served as Chairman of the Board of Directors and CEO of IVAX Corporation from

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00:28:07

This $200M Money Manager Explains: From Fiat to...

Smart Money Circle ·

2024/12/05

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5

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00:27:36

Women’s Health Hero: How Femesys CEO Is Transforming...

Smart Money Circle ·

2024/12/04

Kathy Lee Sepsick Founder & CEO of Femasys – FEMY Name: Kathy Lee-Sepsick Founder and CEO of Femasys Title: Founder & CEO of Femasys Website: https://www.femasys.com/ Ticker: NASDAQ: $FEMY Bio: Kathy Lee-Sepsick founded Femasys in February 2004. Ms. Lee-Sepsick has served as a senior executive in the medical technologies industry for nearly three decades, compiling a successful track record in growing emerging companies and corporate operating divisions. She holds over 100 patents

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00:14:50

Pioneering AI and Robotics: Exclusive Interview with...

Smart Money Circle ·

2024/12/03

Guest: Benjamin G. Wolff President & CEO of Palladyne AI – Ticker $PDYN Website: https://www.palladyneai.com/ Bio: Benjamin G. Wolff has served as our President & Chief Executive Officer since February 2024 and has served as a member of our board of Directors since September 2021. Mr. Wolff has held various leadership roles at the Company throughout the years, including as prior President and Chief Executive Officer and Chairman of our Board of Directors. Most recently, Mr. Wolff served

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00:29:45

This Real Estate Investor Bought & Sold over $2.1...

Smart Money Circle ·

2024/12/02

Guest: Lane Kawaoka Owner The Wealth Elevator Website: https://thewealthelevator.com/ Bio: Lane owns 10,000+ rental units and leads the “Hui Deal Pipeline Club” which has acquired over $2.1B+ of real estate, by syndicating $200 million+ of private equity since 2016. He has returned over $45 million dollars to his investors in distributions. Lane uses his Engineering degree to reverse-engineer wealth building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator. 200

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00:26:17

Demystifying Sustainable Investing With Peter Krull,...

Smart Money Circle ·

2024/11/19

Description:Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com Here’s more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity

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00:28:58

Timeless Lessons From A Money Manager That Helps Tech...

Smart Money Circle ·

2024/11/13

Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money Guest name: Eric Franklin Title: Managing Principal, Co-Founder Website: www.prosperowealth.com AUM: $60M Bio: Eric is the Managing Principal and Owner of Prospero Wealth, a financial planning and wealth management firm dedicated to inspiring tech professionals to live larger and more impactful lives. Prospero Wealth is the only advisory practice to focus on this large and affluent population by providing a highly

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00:18:41

Risk Can Be An Opportunity. $TRX Gold CEO Explains...

Smart Money Circle ·

2024/11/12

Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database BusinessGuest: Stephen Mullowney, Chief Executive Officer, Director, TRX Gold Corporation Website: https://trxgold.com/ Bio: Stephen Mullowney was appointed CEO of TRX Gold in December 2020. He is a former Partner and Managing Director at PricewaterhouseCoopers LLP (PwC), where he led PwC Canada’s Deals Mining Group for more than ten years. Mr. Mullowney has an extensive mining background, working with

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00:22:53

How The Top 1% Protect Their Assets With Offshore...

Smart Money Circle ·

2024/11/06

Asset Protection Attorney Blake Harris Shares How The Top 1% Protect Their Assets With Offshore Trusts Website: https://blakeharrislaw.com/ Bio: Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide. An accomplished author and international speaker, Blake has

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00:33:20

This Sustainable Food CEO Wants To Help You Eat...

Smart Money Circle ·

2024/10/22

This Sustainable Food CEO Wants To Help You Eat Better. Meet John Keeler Founder & CEO Of Blue Star Foods, $BSFCCompany: Blue Star Foods Ticker: $BSFC Website: https://bluestarfoods.com/ John’s Bio: John Keeler Founder & CEO Founded BSFC in 1995; successfully built sales over the past 26 years to $20+ million annually and is recognized as a leader and innovator in the measurable ESG enterprise model within the seafood industry. BS in Economics from Rutgers University; attended Harvard

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137 results

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