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Smart Money Circle

by Adam Sarhan

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 educational/informational purposes only. No specific investment advice is given.

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Episodes

  1. $3 Billion Money Manager Never Interrupt Compounding – Isaac Wakszol CEO Activest Wealth Management

    Guest Isaac Wakszol is the CEO of Activest Wealth Management Company Activest Wealth Management Website https://activestwm.com/ Assets 3B AUA 1.7B AUM Isaac’s Bio Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance…

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  2. Is Lidar The Future Of Autonomous Driving? Meet Matt Fisch CEO AEYE $LIDR

    This CEO Is Using Lidar To help Autonomous Driving- Meet Matt Fisch CEO AEYE $LIDR Matt Fisch Chairman & Chief Executive Officer, AEye, Inc. $LIDR Matt Fisch is Chief Executive Officer of AEye, Inc. (NASDAQ: LIDR), a global leader in adaptive, high-performance lidar solutions for automotive,...

  3. VC Investments In A Publicly Traded Fund? Meet Dr. Naj – CEO C1 Fund - $CFND

    VC Investments In A Publicly Traded Fund - Meet Dr. Naj – CEO C1 Fund - $CFND Guest Dr. Najamul Kidwai, Co-Founder, President, and Chief Executive Officer C1fund --CFND Najam Kidwai - Company C1 Fund (NYSE: CFND) www.c1fund.com Guest Bio Dr. Kidwai is a seasoned entrepreneur, investor, and…

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  4. This CEO Is Disrupting Competitive Gaming, Advertising, & Game Development – Meet Andrew Paradise $FIRY

    Guest Andrew Paradise - Founder & CEO – FIRY Company FIRY Inc. (NYSE:FIRY) Website: http://www.firy.com Andrew's Bio Andrew Paradise, FIRY’s Chief Executive Officer and Founder, is the inventor of real-money skill-based gaming and founded Skillz in 2012. Under his leadership, Skillz became the...

  5. This CEO is Fighting Parkinson’s And Other Neuro-Degenerative Diseases – Meet Gain Therapeutics GANX CEO

    This CEO is Fighting Parkinson’s And Other Neuro-Degenerative Diseases – Meet Gain Therapeutics GANX CEO Guest: Gene Mack, CEO, Gain Therapeutics Guest’s Bio: Gene Mack serves as Chief Executive Officer and President of Gain Therapeutics. He joined the Company in April 2024 and brings 25 years of...

  6. Underwater Drones? The Future Of Underwater Robotics. Meet John Gibson, CEO, Nauticus Robotics

    Underwater Drones? The Future Of Underwater Robotics.Meet John Gibson, CEO, Nauticus Robotics Guest John Gibson, President & CEO Nauticus Robotics, Inc.$KITT Company Nauticus Robotics, Inc Websitehttps://nauticusrobotics.com/ Nasdaq: KITT Company Bio

  7. Learn How This $3B Firm Serves Both Individual and Institutional Investors - Meet Cory Krebs

    Guest Cory S. Krebs, CFA CooksonPeirce President and Chief Executive Officer Company CooksonPeirce Website https://cooksonpeirce.com/ AUM Over $3B AUM About Cory Cory S. Krebs, CFA President and Chief Executive Officer As president and chief executive officer for CooksonPeirce, Cory Krebs is…

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  8. This Biotech CEO Is Creating A Cure For Type 1 Diabetes -Meet The CEO Of Eledon Pharma - $ELDN

    Guest Full Name: Dr. David-Alexandre (“DA”) C. Gros, MD CEO DA’s Bio: Dr. Gros has served as Chief Executive Officer and a member of the Board of Directors of Eledon Pharmaceuticals, Inc. since September 2020. He joined Eledon Pharmaceuticals from Imbria Pharmaceuticals Inc., where he served as...

  9. This CEO Is Helping Netflix & Other Streaming Platforms Stream Videos Faster & Better.

    This CEO Is Helping Netflix & Paramount + Stream Videos Faster & Better. Meet Mr. Sharon Carmel, CEO of Beamr $BMR Guest: Mr. Sharon Carmel, CEO of Beamr $BMR Guest Bio: Mr. Carmel is founder and CEO of Beamr. He is a serial entrepreneur with a proven track record in the video and software space....

  10. This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN

    This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN Guest Adam Rogers, MD, Chair, President & Chief Executive Officer at NervGen Adam’s BIO: Adam H. Rogers, MD, is the President and Chief Executive Officer of NervGen Pharma and has served as Chairman of the…

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  11. This CEO Is Using Tech To Improve Healthcare & Is Bending The Curve Of Disease. Omada Health $OMDA

    Bio: Sean Duffy is the Co-founder and CEO of Omada Health, a between-visit care provider that addresses cardiometabolic conditions like diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues. He has dedicated his professional life to bridging technology, design, and...

  12. This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas CEO Mountain MNTN

    This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas Mountain- MNTN * Mark Douglas | MNTN President & CEO * Mountain * https://mountain.com/ * NYSE: MNTN Bio: https://mountain.com/about/ About Mark Mark oversees the direction of MNTN with his 20 years of product...

  13. This CEO Is Helping Your Brain Function Better- Meet David Stamler, M.D., CEO Alterity Therapeutics $ATHE

    David Stamler, M.D., Chief Executive Officer AlterityTherapeutics Alterity Therapeutics (NASDAQ: ATHE & ASX: ATH) www.alteritytx.com David Stamler, M.D., Chief Executive Officer David Stamler, M.D. is Chief Executive Officer and a Managing Director, and previously served as Alterity's Chief…

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  14. This CEO Is Advancing Neuroscience By Treating Pain & Epilepsy – Meet Dave Rosa, CEO, NeuroOne $NMTC

    This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Guest: Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Dave's Bio Dave Rosa is an entrepreneur with three decades of experience in the medical device industry...

  15. A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP

    A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP Guest Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc. Scot's Bio Co-founder and largest shareholder of Wrap Technologies, Scot Cohen has led the company's strategy and financing since…

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  16. This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS

    This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS Guest Dakota Semler, Chief Executive Officer Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet services provider, and manufacturer of Class 5 through...

  17. The eBay, Amazon, Paypal, Square, Of Latin America – Meet Leandro Cuccioli at Mercado Libre $MELI

    The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI Guest Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado Libre Company Mercado Libre ($MELI) Website...

  18. This ~$1B Multi-Family Office Is Big In Crypto – Meet Jake Claver Chairman Digital Ascension Group

    This Multi-Family Office Manages ~$1B Mainly in Crypto – Meet Jake Claver Chairman Digital Ascension Group Jake Claver, CEO, Digital Ascension Group Website: www.digitalfamilyoffice.io AUM = $1 Billion Jake’s Bio: Jake Claver is CEO and Principal of Digital Ascension Group, founder of Digital...

  19. This Biotech CEO Is Helping Fight Asthma. Meet Barry Quart CEO Connect Biopharma $CNTB

    Guest: Barry Quart, CEO and Director Company: Connect Biopharma, NASDAQ:CNTB Website: https://www.connectbiopharma.com/ Connect Biopharma Bio: Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego…

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  20. Your Retirement Sketchbook: This $10B CEO Shares Timeless Advice On How To Think In Decades

    Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice Guest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS Website: https://www.bmt.com/ $9.7 B AUM $83B AUA Jamie’s Book Your Retirement Sketchbook...

  21. This CEO Helps People Invest Like Institutions – Meet Joe Barrato Founder & CEO Arrow Funds

    Guest Joseph Barrato Founder & CEO of Arrow Investment Advisors Website https://arrowfunds.com/ Bio Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors...

  22. This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0

    This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0 Guest Frank Holmes CEO & CIO of US Global Investors With Many ETFS ~$2B AUM CEO and Chief Investment Officer of U.S. Global Investors (GROW, JETS, HIVE, SEAS, and more) Executive Chairman of HIVE Digital…

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  23. This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM

    This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM Guest Todd Usen, Chief Executive Officer Adagio Medical Company: Adagio Medical Ticker: ADGM Website: https://adagiomedical.com/ Bio: Adagio Medical is a medical device company focused on developing and...

  24. This $1B Money Manager Is Funding The American Dream. Meet Damien Dwin Founder/CEO Lafayette Square

    This Money Manager Is Helping Companies Grow & Financing The American Dream. Guest: Damien Dwin Founder & CEO Lafayette Square $1.1B AUM Company Name: Lafayette Square Website: www.lafayettesquare.com Damien’s Bio: Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square®, a...

  25. This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership.

    This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership. Guest Max Kulyk CEO and Founder Chicory Wealth with ~$860M in AUM Company Chicory Wealth Website https://chicorywealth.com/ Max Bio My main interest is in people – getting to know them, listening to them, and helping…

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  26. This $2.4B Money Management Firm Starts With A Comprehensive Plan

    This $2.4B Money Management Firm Shares Timeless Advice Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM - 2.4 Billion Company Bio Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California,...

  27. How This $18B Money Management Firm Focuses On Process Over Outcome... Modera Wealth

    Guest Sarah DerGarabedian, Director of Investment Strategy, Principal at Modera Wealth Company: Modera Wealth Website: www.moderawealth.com AUM ~$18B Sarah’s Bio: Sarah specializes in investment strategy at Modera, where she oversees the firm’s research team and investment initiatives. She…

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  28. This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts. CEO Rocket Dollar

    This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts. Guest: Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar Company: Rocket Dollar (parent company retired.com) Assets Under Custody ~ $12B Website: https://rocketdollar.com/ Henry's Bio: Henry is CEO...

  29. This Investment Bank Takes Frontier Companies Public and Helps Them Grow

    This Investment Bank Takes Frontier Companies Public and Helps Them Grow Guest Daniel G. Cohen, Executive Chairman Cohen & Company $COHN Company Cohen & Company, https://cohenandcompany.com/, COHN Daniel’s Bio Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades…

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  30. This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients.

    This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630M Bio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated…

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  31. This CEO IS Transforming Women’s Health & Family Building Solutions. Pete Anevski, CEO, Progyny PGNY

    Guest Pete Anevski, CEO, Progyny PGNY Company: Progyny Website progyny.com Ticker: $PGNY Pete’s Bio Pete Anevski is the Chief Executive Officer at Progyny, where he leads the company’s strategic vision and growth as it transforms the family building and women’s health benefits industry. With...

  32. This Money Manager Will Do ~$1B Of Transactions This Year and Shares How You Create Defensible Alpha

    Guest Scott Stevens, Founder and CEO Grays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year. Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital. Scott Stevens is the Founder...

  33. This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria.

    This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria. Meet Dr. Deborah Birx (Armata Pharmaceuticals -ARMP) Guest CEO Full Name: Dr. Deborah Birx CEO, Armata Pharmaceuticals Company Name: Armata Pharmaceuticals, Inc. Website: http://www.armatapharma.com/...

  34. This Biotech CEO Created The RedTail Platform To Fight Cancer. Meet Eric Poma CEO of Calidi Bio $CLDI

    This Biotech CEO Created The RedTail Platform To Fight Cancer. Guest: Eric Poma CEO of Calidi Bio CLDI Company Name: Calidi Biotherapeutics Website: https://www.calidibio.com/ Ticker: NYSE: CLDI Eric's Bio: Eric Poma, Ph.D. has served as Chief Executive Officer and board director of Calidi since...

  35. This CEO Is Revolutionizing Aviation Fuel With Waste & Other Cutting Edge Methods - Chris Cooper, Chief Executive Officer XCF Global $SAFX

    This CEO Is Revolutionizing Aviation Fuel With Waste & Other Cutting Edge Methods Guest Chris Cooper, Chief Executive Officer XCF Global $SAFX Company XCF.Global About XCF Global XCF Global is one of the only publicly traded U.S. companies focused primarily on sustainable aviation fuel (SAF)…

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  36. This CEO Is Disrupting The Insurance Industry With Tech & AI.

    This CEO Is Disrupting The Insurance Industry With Tech & AI. “Never confuse effort for success” Guest Tim Johnson (Founder & CEO) Company Health In Tech, Inc. (Nasdaq: HIT) Website https://healthintech.com/ Tim’s Bio Tim Johnson is the founder and CEO of Health In Tech. He has spent his entire...

  37. This Bank CEO Shares How The Best Banks Grow – Meet James Reuter CEO First Interstate Bank $FIBK

    Guest James (Jim) Reuter, President and Chief Executive Officer First interstate Bank FIBK Company Name First Interstate BancSystem, Inc. Website http://www.fibk.com Ticker $FIBK Company Bio https://fibk.com/overview/default.aspx Jim’s Bio James A. Reuter has been President and Chief Executive...

  38. This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta $NEOV

    This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta NEOV Guest Ardes Johnson CEO NeoVolta $NEOV About NeoVolta - Solar Battery Backup for Home | NeoVolta Solar Energy Storage NeoVolta Inc. (NASDAQ: NEOV) is a U.S.-based energy technology company delivering...

  39. This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX

    This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX Guest Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences Anixa Biosciences, www.Anixa.com, NASDAQ:ANIX Company Info Anixa Biosciences NASDAQ:ANIX https://www.Anixa.com/ Amit's…

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  40. This CEO Is Helping Prevent Wildfires - Meet Wes Bolsen, CEO Citro Tech- $CITR

    Guest Wes Bolsen, CEO Citro Tech- $CITR Mr. Bolsen brings over two decades of experience building and leading high-growth companies across emerging technologies and wildfire protection. He co-founded and led LaderaTech as a board member and CEO, scaling it into the world’s leading wildfire...

  41. This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO, Sangoma Tech $SANG

    Some Timeless Advice From Charles You need learn how to operate at the speed of the market, not your speed or the speed of the company. In your 20s and 30s you LEARN In the 40s-60’s you EARN 60-100 you RETURN This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO,...

  42. This CEO Is Disrupting The Online Brokerage Business. Meet Anthony Denier, Webull Group US CEO $BULL

    This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULL Ticker: NASDAQ: BULL Website: https://www.webull.com/ About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are...

  43. Designing A Connected Fleet: How Karooooo's ($KARO) Billionaire CEO Connects People in One Intelligent Platform

    Guest Zak Calisto CEO and Founder Karooooo’s (KARO) Company Info Karooooo Ltd. Ticker: $KARO Website https://karooooo.com/ Zak's Bio Mr. Calisto is Karooooo’s (KARO) Chief Executive Officer and has been a member of our board of directors since May 2018. He has been the Chief Executive Officer of...

  44. This CEO Is Disrupting Recycling. He Absorbs Heat & Reflects Light. Dustin Olson CEO Pure Cycle Tech

    Guest Dustin Olson, CEO PureCycle Technologies ($PCT) Company PureCycle Technologies (Ticker $PCT) Website https://www.purecycle.com/ Dustin’s Bio Dustin Olson is the Chief Executive Officer at PureCycle Technologies. Olson leads all global operations including manufacturing, commercial, and...

  45. This Fintech CEO Is A Pioneer In Helping People Buy Now & Pay Later

    This Fintech CEO Is A Pioneer In Helping People Buy Now & Pay Later Guest Charlie Youakim CEO Executive Chairman Sezzle Company Sezzle (NASDAQ: SEZL) Website https://sezzle.com/ Sezzle Bio: Sezzle is a fintech company empowering the next generation to shop smarter and build financial confidence....

  46. This CEO Shares The Importance of Staying Super Focused. Meet Steve Harshbarger, CEO Sono-Tek $SOTK

    This CEO Shares The Importance of Staying Super Focused. Meet Steve Harshbarger, CEO Sono-Tek $SOTK Guest Steve Harshbarger, CEO & President Sono-Tek $SOTK Bio Mr. Harshbarger has over 30 years of experience in ultrasonic coating equipment for the electronics, medical device and advanced energy...

  47. This Bank Is 150 Years Old & This CEO Puts People First. Meet Jim Donnelly, CEO Wayne Bank

    This CEO Is Building World Class Bank By Putting People First. Guest & Bio Jim Donnelly, President & Chief Executive Officer of Norwood Financial & Wayne Bank Jim's Bio Mr. Donnelly became President, Chief Executive Officer, and Director of the Company in 2022. Mr. Donnelly joined the Company…

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  48. This Biotech CEO Is Helping Prevent Surgical Infections –Meet The CEO Of PolyPid $PYPD

    This Biotech CEO Is Helping Prevent Surgical Infections – Meet Dikla Czaczkes Akselbrad, CEO PolyPid $PYPD Guest Dikla Czaczkes Akselbrad, CEO PolyPid Company PolyPid https://www.polypid.com/ Ticker: $PYPD Dikla’s Bio Ms. Dikla Czaczkes Akselbrad serves as the Chief Executive Officer of PolyPid...

  49. This Biotech CEO Is Using AI To Help Accelerate Antibody Discovery…

    Guest: Martin Brenner, Ph.D., Chief Executive Officer and Chief Scientific Officer at iBio Company: iBio, Inc. (NASDAQ:IBIO) Website: https://ibioinc.com/ Martin’s Bio: Dr. Brenner has a strong history of success heading drug discovery and development teams at several of the world’s leading...

  50. This Family Office CEO Invests In Private & Public Companies & Runs A Blank Check Company - $SZZL

    Guest Steve Salis Founder, Entrepreneur, Investor, Executive Websites https://salis.com/ https://catalogue.co/ https://22realestateholdings.com/ https://sizzlespac.com/home/default.aspx Bio Steve Salis has always had an inherent ability to make the everyday exceptional. His early entrepreneurial...

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ABOUT THIS SHOW

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 educational/informational purposes only. No specific investment advice is given.

HOSTED BY

Adam Sarhan

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Smart Money Circle have?

Smart Money Circle currently has 362 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Smart Money Circle about?

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...

How often does Smart Money Circle release new episodes?

Smart Money Circle publishes regularly with 362 episodes available. Check the episode list for the typical release schedule.

Where can I listen to Smart Money Circle?

You can listen to Smart Money Circle on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Smart Money Circle?

Smart Money Circle is created and hosted by Adam Sarhan.
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