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Smart Money Circle — 362 episodes · page 1 of 4

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1

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

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

3

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

4

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

5

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

6

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

7

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

8

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

9

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

10

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

11

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

12

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

13

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

14

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

15

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

16

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

17

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

18

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

19

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

20

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

21

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

22

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

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

24

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

25

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

26

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

27

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

28

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

29

This Investment Bank Takes Frontier Companies Public and Helps Them Grow

30

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

31

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

32

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

33

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

34

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

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

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

46

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

47

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

48

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

49

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

50

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

51

Timeless Lessons From Ryan King, EVP, Capital Markets and Strategy at Equinox Gold. $EQX

52

This CEO Is Creating Value With Intellectual Property & Crypto. Meet Justin Stiefel CEO IP Strategy

53

This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman CEO of Eco Wave Power $WAVE

54

This CEO Is Disrupting The Way People Buy Real Estate With AI. Meet Mike Logozzo CEO - reAlpha $AIRE

55

This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTS

56

This CEO is Revolutionizing Ovarian Cancer Treatment: Meet Dr. Stacy Lindborg CEO Of IMUNON - $IMNN

57

This CEO Is Building Stablecoin Infrastructure for the Future – Meet Darren Wang Founder OwlTing - $OWLS

58

This $1.8B Firm Invests In Growth Companies - Meet Larry Cheng From Volition Capital

59

This CEO Built A $30B Money Management Firm

60

This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX

61

Inside a $4B Fixed Income Powerhouse – Meet David Kang CEO of Ducenta Squared

62

This CIO Uses Derivatives As An Asset Class To Help Manage BlackRock’s ~$250B SMA Platform

63

This CEO Built A Business Mastering Distressed Debt For Long-Term Wins... Meet Ross Dove CEO $HGBL

64

This CEO Wants To Save Lives, Is Fighting ALS, & Wants Your Brain To Be Healthier

65

This Biotech CEO Is Creating Advanced & Personalized Therapies To Fight Cancer.

66

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years Investing

67

This CEO Is Building A Podcast Empire - Meet Kit Gray Co-Founder & President Of Podcast One -$PODC

68

This CEO Is A Pioneer In Using AI In Retail – Meet William Alessi Founder & CEO Of Alpha Modus $AMOD

69

This Stock Is Using Crypto To Disrupt Traditional Finance – Meet Parker White COO & CIO DefiDevCorp $DFDV

70

This CEO is Disrupting The Music Business - Meet Robert Ellin Chairman & CEO of LiveOne $LVO

71

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF

72

The Future of Autonomous Delivery. Meet Arrive AI - They Are Disrupting The Delivery Business. $ARAI

73

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business

74

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC

75

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors

76

US United - This CEO Wants to Unite The Country & Created Unity Day

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This CEO is Disrupting Payments By Building A Loyal Community – Lavell J. Malloy II - CEO Brag House

78

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell

79

This CEO Solving A Quantum Problem = Quantum Security

80

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)

81

This $6B Firm Uses Alternative Investments To Build Concentrated and Diversified Portfolios

82

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.

83

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered

84

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch

85

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM

86

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two

87

This Money Manager Shares Timeless For Business Owners & Other Like-Minded Folks

88

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital

89

Transforming Diagnostics & Saving Lives – Exclusive Interview with QIAGEN CEO

90

Former Marine Turned Financial Advisor – Shares Timeless Advice – Meet Scooter Thomas III

91

Warby Parker Co-Founder Neil Blumenthal Shares Timeless Advice & Wants To Help People See Better...

92

This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control

93

Investing Is A Marathon, Not A Sprint. Meet Mark DiGiovanni Founder Marathon Financial Strategies

94

This CEO Shared Timeless Advice From Building A $10B ETF Firm... Meet Will Rhind GraniteShares

95

All That Glitters Are Gold ETFs? Meet The $2.5B Money Manager That Invented A Few Gold ETFs

96

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

97

This $1B Firm Specializes In Alternative Investments - Should You?

98

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing

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This $850M Money Manager Does Wealth Management for Life. Meet Tom Hulick CEO Strategy Asset Managers

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Want Better Backups? BLZE CEO on Big Data, Disruption, & Growth at Backblaze