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PODCAST

WTR Small-Cap Spotlight

Water Tower Research

WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio

business investing

All Episodes

8:40

First Phosphate (FRSPF): European Participation in...

WTR Small-Cap Spotlight ·

2026/04/24

Send us Fan Mail John Passalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR’s Dmitry Silversteyn to break down the strategic significance of the €170M loan guarantee from a European government entity and its impact on advancing the company’s flagship Canadian project.

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82:01

CIRCULAR ECONOMY: Investing in SAF, CCUS and...

WTR Small-Cap Spotlight ·

2026/04/23

Send us Fan Mail This WTR Symposium Series podcast is the first of a three-part symposium exploring investment opportunities emerging from industrial decarbonization and the circular resource economy. The first episode focuses on sustainable aviation fuel (SAF). Our keynote speaker from Kline + Company, and senior leadership from Abundia Global Impact Group (AGIG), Bioleum Corp (Comstock) (LODE), Montana Renewables (Calumet) (CLMT), and XCF Global (SAFX) join the Water Tower Research team inc...

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8:41

Trump's Psychedelic Medicine Executive Order: What It...

WTR Small-Cap Spotlight ·

2026/04/22

Send us Fan Mail Water Tower Research's healthcare equity analyst Robert Sassoon breaks down President Trump's executive order on therapeutic psychedelics, examining the five key mechanisms it puts in place — from accelerated FDA review vouchers and right-to-try expansion to federal funding and ibogaine pathway clearance. Sassoon explains what the order gets right, where it falls short (namely on reimbursement and rescheduling), and which companies — including Compass Pathways, Dephinium Ther...

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10:13

Perion Networks (PERI): Algo Trading for Ads —...

WTR Small-Cap Spotlight ·

2026/04/22

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Tal Jacobson, CEO of Perion Network (NASDAQ: PERI), joins host Tim Gerdeman and WTR's James Kisner to discuss how the repositioned, AI-native Perion is tackling fragmentation in the trillion-dollar digital ad market. Jacobson walks through Perion One — a platform that sits above ad-buying platforms like Google, YouTube, Meta, and TikTok rather than replacing them — and Outmax, the company's AI agent that applies algorith...

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24:49

Algorhythm Holdings (RIME): SemiCab’s AI Platform...

WTR Small-Cap Spotlight ·

2026/04/15

Send us Fan Mail On this episode of the WTR Small-Cap Spotlight, Gary Atkinson, CEO of Algorhythm Holdings (NASDAQ: RIME), joins host Tim Gerdeman and WTR’s James Kisner. The discussion centers on SemiCab, the company’s AI-driven collaborative optimization platform built to reduce empty truck miles and improve freight network efficiency by turning one-off shipments into continuous, multi-stop flows. Atkinson highlights accelerating managed-services traction with major consumer brands in India...

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3:48

Inside the WTR Insights Conference: Connecting...

WTR Small-Cap Spotlight ·

2026/04/08

Send us Fan Mail In this special edition of the WTR Small‑Cap Spotlight Flashcast, Water Tower Research CEO and Co‑Founder Shawn Severson previews the WTR Insights Virtual Conference, April 14–15. The two‑day event features 24 small‑ and micro‑cap companies across ALL WTR research sectors. These companies represent more than $5.5B in combined market cap and will give investors direct access to C-Suite management through fireside chats, one‑on‑one and small group meetings. Severson expla...

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13:21

Staying in the AI Flow: Insights from ~400 Public and...

WTR Small-Cap Spotlight ·

2026/04/01

Send us Fan Mail On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s suite of AI research products. Kisner walks through key themes from the newest AI Flow Newsletter, describing what he calls a “whiplash” month — from viral bear‑case essays and a 4,000‑person layoff explicitly citing AI, to OpenAI’s re...

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11:56

Unmasking the Treatment Landscape for Obstructive...

WTR Small-Cap Spotlight ·

2026/03/30

Send us Fan Mail Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation explores the shift away from CPAP amid high non‑adherence rates toward emerging alternatives, including neurostimulation, pharmacotherapy, and oral appliances. Sassoon also highlights the valuation gap between incumbents such as ResMed ...

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23:59

- 1‑800‑FLOWERS.COM (FLWS): Inside the Strategic...

WTR Small-Cap Spotlight ·

2026/03/25

Send us Fan Mail In this episode, 1‑800‑Flowers.com CFO James Langrock and SVP of Investor Relations Andy Milevoj join Water Tower Research Managing Director Doug Lane and host Tim Gerdeman for a deep dive into the company’s multi‑year transformation under new CEO Adolfo Villagomez. The discussion explores the leadership overhaul, the shift from a brand‑led to a functional organizational structure, and renewed priorities around marketing efficiency, customer retention, and technology moderniz...

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33:56

Medicus Pharma (MDCX): De‑Risking Drug Development to...

WTR Small-Cap Spotlight ·

2026/03/18

Send a text In this episode of WTR Healthcare Happenings, Dr. Raza Bokhari, Executive Chairman and CEO of Medicus Pharma (NASDAQ: MDCX), joins Tim Gerdeman and Robert Sassoon to walk through the company’s strategy and market focus. Dr. Bokhari explains how Medicus Pharma acquires mid‑stage drug assets with existing data, reducing development risk and positioning the company for potential partnerships with larger pharmaceutical players. The conversation highlights Medicus Pharma’s two lead pro...

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24:27

Anixa Biosciences (ANIX): CEO Dr. Amit Kumar on Why...

WTR Small-Cap Spotlight ·

2026/03/12

Send a text In this episode of the Small-Cap Spotlight, we welcome back Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences (NASDAQ: ANIX) who explains why 2026 is shaping up to be a pivotal year for the company. Building on the momentum of 2025, Dr. Kumar walks us through key developments across Anixa’ clinical pipeline and strategic direction. He outlines the company’s plans as its breast cancer vaccine progresses into Phase 2 following strong Phase 1 results. At the same time, he emphasi...

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19:14

High Level Takeaways from 2026 the PDAC mining...

WTR Small-Cap Spotlight ·

2026/03/12

Send a text Dmitry Silversteyn, WTR’s Chemicals & Materials Analyst, and Tim Gerdeman discuss the key themes emerging from the 2026 PDAC conference and the growing attention the critical elements mining and processing industry is receiving from investors and governments seeking to reduce reliance on China‑controlled supply chains.

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15:56

Super League Enterprises (SLE): Level Up — Bridging...

WTR Small-Cap Spotlight ·

2026/03/11

Send a text On this week’s episode of the WTR Small-Cap Spotlight, Matt Edelman, CEO and Chairman of Super League Enterprise (NASDAQ: SLE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and James Kisner, Technology Analyst at Water Tower Research. Super League helps brands reach gaming audiences through scalable ad products and interactive experiences inside platforms like Roblox, Fortnite, and Minecraft, and applies play-driven behavior...

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22:13

Global Oil Shock: Supply Risk, Strategic Reserves,...

WTR Small-Cap Spotlight ·

2026/03/10

Send a text In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East. With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team exa...

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15:12

Crude Under Fire

WTR Small-Cap Spotlight ·

2026/03/09

Send a text In this episode of the Small‑Cap Spotlight podcast, Jeff Robertson, WTR Natural Resources Analyst, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to break down how small‑ and mid‑cap producers are navigating the latest oil spike and rising uncertainty. Jeff explains how companies are maintaining stable production plans, prioritizing cash returns, and accelerating deleveraging despite the volatility.

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30:17

Omniscient Neurotechnology: Scaling up Clinical...

WTR Small-Cap Spotlight ·

2026/03/06

Send a text In this episode of the WTR Healthcare Happenings, Adam Fraser, COO of Omniscient Neurotechnology—a privately held, Australian‑based but U.S.-focused company pioneering AI‑driven brain mapping—joins Water Tower Research Co‑Founder Tim Gerdeman and Healthcare Analyst Robert Sassoon for a deep dive into the future of clinical connectomics. The discussion explores how Omniscient’s flagship platform, Quicktome, uses advanced AI to transform complex brain data into intuitive, Google‑Map...

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12:27

Potential Impact of the Iran Conflict on Chemical...

WTR Small-Cap Spotlight ·

2026/03/05

Send a text Join Dmitry Silversteyn, Managing Director – Chemicals & Materials Technology Analyst, and Tim Gerdeman, WTR Vice Chair, Co‑Founder, and Chief Marketing Officer, as they discuss the potential impact of the Middle East conflict on the chemicals and materials industry over the short to medium term.

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31:43

Bassett Furniture (BSET): Built to Last Through...

WTR Small-Cap Spotlight ·

2026/03/04

Send a text Bassett Furniture (NASDAQ: BSET) Chairman & CEO Rob Spilman and CFO Mike Daniel join host Tim Gerdeman of Water Tower Research to discuss the company’s evolution into a leader in customized home furnishings. They discuss Bassett’s restructuring mindset, fast domestic manufacturing, product innovation across upholstery and case goods, and growth opportunities as independent furniture retailers consolidate.

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10:34

Energy Roundup with WTR Energy Strategist Richard Tullis

WTR Small-Cap Spotlight ·

2026/03/03

Send a text In this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he builds his monthly price outlook.

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18:11

Brazil Potash (GRO): Logistics-Driven Cost Advantage...

WTR Small-Cap Spotlight ·

2026/03/02

Send a text Water Tower Research Co-founder Tim Gerdeman and Managing Director Dmitry Silversteyn were joined by Mayo Schmidt, Executive Chairman of Brazil Potash Corp. to discuss the strategic importance, development progress, and logistics-driven cost advantages of the Autazes Potash Project as Brazil seeks greater fertilizer self-sufficiency.

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243 results

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