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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

00:21:44

This Company Wants To Help Feed The World. Meet Mayo...

Smart Money Circle ·

2025/11/09

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.GuestMayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), CompanyBrazil Potash CorpWebsitehttps://brazilpotash.com/Ticker: GROBioMayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company’s mission to strengthen domestic fertilizer production and advance global food security.Prior to this,

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00:30:20

This $3 Billion Firm Loves Investing In Deep Value....

Smart Money Circle ·

2025/11/07

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua BaroneTitle: Principal Wealth ManagerCompany name: Savvy Wealth Website: Experience Wealth Management, Redefined. | SavvyAUM: Savvy Advisors manages over $3 billion in assets under managementBio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of

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00:13:16

This Founder & CEO Is Building A Schwab For Private...

Smart Money Circle ·

2025/11/05

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.comRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475

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00:22:01

This $200M Money Manager Combines Financial Planning...

Smart Money Circle ·

2025/11/04

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and

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00:33:40

Mission Driven - How To Make Better Decisions - From...

Smart Money Circle ·

2025/10/21

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team TwoGuest:Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO* Managing Director, Insight Partners* Author of National Bestseller Mission Driven (distilled nicely in this article)All of Mike’s profits from his book sales go to a 501(c)(3) he founded, The 1162 Foundation, which pays off mortgages for Gold Star families – he’s paid off 12 widows’ mortgages

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00:12:27

This Money Manager Shares Timeless For Business...

Smart Money Circle ·

2025/10/07

Brian A. LeeVice President of SalesBL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/About Brian LeeBrian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country

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00:22:25

Use Your Investor Voice To Make A Big Impact – Meet...

Smart Money Circle ·

2025/10/06

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin HullTitle: Founder, CIO AUM: $530MWebsite: www.niaimpactcapital.com Bio:Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia’s Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, and Nia’s Equity Forward Portfolio, leading company analysis, portfolio design, and criteria setting.Kristin

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00:22:18

Transforming Diagnostics & Saving Lives – Exclusive...

Smart Money Circle ·

2025/10/01

Full name: Thierry L. BernardTitle: Chief Executive OfficerWebsite: https://www.qiagen.com/usTicker: $QGENBiography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare.He was named Chief Executive Officer in March 2020 after serving in this role on an interim basis and became a member of the Managing Board in 2021.Previously, Mr. Bernard held roles of

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00:15:52

Former Marine Turned Financial Advisor – Shares...

Smart Money Circle ·

2025/09/29

Guest:Edward (a.k.a. Scooter) F. Thomas IIITitle: Financial AdvisorAUM: ~$250MWebsite: https://savantwealth.com/employee/scooter-thomas/Bio:As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance

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00:42:35

Warby Parker Co-Founder Neil Blumenthal Shares...

Smart Money Circle ·

2025/09/24

Guest:Neil Blumenthal Co-founder and Co-CEO of Warby ParkerWebsite:https://www.warbyparker.com/Ticker: $WRBYBio:Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, Give a Pair program. Neil has been named a Young Global Leader by the World Economic Forum, Entrepreneur of the Year by Ernst & Young, and one of the 100

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00:31:36

This $35 Billion Firm Helps Investors Stay...

Smart Money Circle ·

2025/09/18

GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsitehttps://mai.capital/BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in several

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00:21:41

Investing Is A Marathon, Not A Sprint. Meet Mark...

Smart Money Circle ·

2025/09/16

Guest:Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc.Website:https://www.marathon-forthelongrun.com/Bio:-Runner since 1969-BS in 1975-Middle school teacher 1976-1980-Married since 1983-MBA in 1987-Passed CPA exam in 1988-Episcopalian since 1989-Father since 1989-Founded Marathon in 1995-Certified Financial Planner (CFP) since 1997-Chartered Financial Consultant (ChFC) since 1997-CFP Ambassador since 2010-Named a Five-Star Wealth Manager by Atlanta magazine last

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00:20:48

This CEO Shared Timeless Advice From Building A $10B...

Smart Money Circle ·

2025/09/15

Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEOAUM: GraniteShares AUM ~ $10 Billion AUMCompany name:GraniteSharesWebsite: https://graniteshares.comBio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and grow capital in inflationary and volatile markets — exactly where smart money wants an edge.Before

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00:24:13

All That Glitters Are Gold ETFs? Meet The $2.5B Money...

Smart Money Circle ·

2025/09/08

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUMAUM: $2.5BCompany: Merk InvestmentsWebsite: https://www.merkinvestments.com/Tickers: OUNZ / ASABio:Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A. and M.Sc. from Brown University, Axel brings a wealth of knowledge and expertise to the financial

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00:19:33

Interested In Leverage & Thematic ETFs? This $2B Firm...

Smart Money Circle ·

2025/09/04

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeSharesCompany: Leverage Shares ETPsWebsite: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio:Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-based income ETPs on single stocks, indices, and commodities. He has been instrumental in bringing some of the most popular products to the London Stock

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00:15:29

This $1B Firm Specializes In Alternative Investments...

Smart Money Circle ·

2025/09/02

Alan StraussSenior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assetsWebsitehttps://www.crystalfunds.com/BioAlan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami.Crystal has over $1bn of AUM on its

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00:11:59

This $3B Money Management Firm Shares Timeless...

Smart Money Circle ·

2025/08/29

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing GuestDaria Victorov – Financial Advisor and Partner atAbacus Wealth Partners with approximately $3B in AUMWebsite: https://abacuswealth.com/ BioDaria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in

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00:14:00

This $850M Money Manager Does Wealth Management for...

Smart Money Circle ·

2025/08/20

Name: Tom HulickTitle: CEO – Strategy Asset ManagersAUM: $850MWebsite: https://strategyassetmanagers.com/Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has worked for 25 years as a senior wealth advisor and investment manager for some of the largest financial and investment firms in the world.He is an active

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00:32:13

Want Better Backups? BLZE CEO on Big Data,...

Smart Money Circle ·

2025/08/18

GuestGleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE]Websitehttps://www.backblaze.com/About Gleb BudmanGleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze with a rare mix of long-term vision, transparency, and scrappiness. Turning a bootstrapped startup into a global cloud platform. Before Backblaze, Gleb led

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00:10:12

Inside Aurora Mobile: Chris Lo, CEO of Aurora Mobile,...

Smart Money Circle ·

2025/08/15

Name: Chris LoTitle: Founder & CEOWebsite: https://ir.jiguang.cnCompany Name: Aurora MobileTicker: JGBio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.

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134 results

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