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 navigate changing market environments through diversification, tactical allocation, and alternative investments. With more than 25 years of experience spanning ETF innovation, quantitative modeling, mana...
May 15, 2026•30 min•Season 33Ep. 10
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 Technologies (NASDAQ: HIVE) Company Name: U.S. Global Investors Company Website: usfunds.com Frank Holmes Bio Frank Holmes is the CEO and chief investment officer of U.S. Global Investors (NASDAQ: GROW). Mr...
May 11, 2026•26 min•Season 33Ep. 9
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 commercializing products for the treatment of cardiac arrhythmias utilizing its novel, proprietary, catheter-based Ultra-Low Temperature Ablation (ULTA) technology. ULTA is designed to create large, durable l...
May 06, 2026•30 min•Season 33Ep. 8
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 private credit firm lending capital to growing middle market companies in working-class places. Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in...
May 05, 2026•33 min•Season 33Ep. 7
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 them balance their finances with the rest of their lives in a way that has meaning to them. I started in the financial industry in 2002 and opened Maggie Kulyk and Associates soon after. In 2018 this bu...
Apr 29, 2026•23 min•Season 33Ep. 6
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, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, value-oriented portfolio management, with a focus on acquiring shares of high-quality businesses at attrac...
Apr 27, 2026•13 min•Season 33Ep. 5
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 thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm’s clients. She is particularly passionate about the behavioral side of investing—understanding what ...
Apr 26, 2026•24 min•Season 33Ep. 4
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 and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was founder of venture capital backed roboadvisor...
Apr 21, 2026•20 min•Season 33Ep. 3
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 of experience building and leading institutions across investment banking, capital markets, asset management, and financial technology. He is the founder of Cohen & Company, the co-founder of ...
Apr 17, 2026•39 min•Season 33Ep. 2
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 to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial...
Apr 16, 2026•22 min•Season 33Ep. 1
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 decades of experience building and scaling operations at leading healthcare and technology companies, Pete is driving Progyny’s aim to deliver equitable, high-quality care for women and families. Under Pete’...
Apr 14, 2026•18 min•Season 32Ep. 10
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 and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million of private credit loans over the last 12 months using next gen data science and AI in its loan scree...
Apr 08, 2026•23 min•Season 32Ep. 9
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/ Ticker: $ARMP (NYSE American) Dr. Deborah Birx Bio: Deborah L. Birx, M.D., was appointed Chief Executive Officer on July 10, 2023. Prior to joining Armata, Dr. Birx served as a member of Innoviva's Boa...
Apr 07, 2026•28 min•Season 32Ep. 8
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 April 2025 and brings more than 30 years of experience in the biopharmaceutical industry, with a strong record of capital fundraising, big pharma collaboration agreements, and clinical program developmen...
Apr 06, 2026•14 min•Season 32Ep. 7
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), which can reduce greenhouse gas emissions by up to 80% compared to traditional jet fuel while remaining fully compatible with existing aircraft engines. We produce scalable, waste based SAF that is sour...
Apr 04, 2026•26 min•Season 32Ep. 6
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 career in the insurance industry, beginning on the property and casualty side at a small regional insurer before moving to larger firms including Liberty Mutual and AIG. He later transitioned to t...
Apr 02, 2026•25 min•Season 32Ep. 5
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 Officer of the Company and First Interstate Bank as well as a member of the Board of Directors since November 2024. Mr. Reuter leads with expertise drawn from more than 37 years in the banking industry. Pr...
Apr 01, 2026•25 min•Season 32Ep. 4
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 scalable energy storage solutions for resilient residential and commercial power infrastructure. Founded in 2018, NeoVolta designs, develops, and manufactures advanced battery systems that enable efficient...
Mar 30, 2026•24 min•Season 32Ep. 3
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 Bio: AMIT KUMAR, PH.D. Chairman & Chief Executive Officer Dr. Kumar has been an investor, founder, director and CEO of several technology enterprises, both public and private. As CEO, he took CombiMatr...
Mar 27, 2026•27 min•Season 32Ep. 2
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 prevention and protection technology company before successfully selling the business to Perimeter Solutions. He subsequently joined Perimeter’s leadership team during its growth and $2 billion public listing....
Mar 26, 2026•17 min•Season 32Ep. 1
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, Sangoma Technologies Guest Charles Salameh, CEO, Sangoma Technologies Ticker $SANG:Nasdaq $STC:TSX (Toronto Stock Exchange) Bio Charles Salameh is a seasoned technology executive with more than three decade...
Mar 24, 2026•26 min•Season 31Ep. 10
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 empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost t...
Mar 17, 2026•19 min•Season 31Ep. 9
Guest Zak Calisto CEO and Founder Karooooo’s (KARO) Company Info Karooooo Ltd. Ticker: $KARO Website https://karooooo.com/ Zak's Bio Mr. Calisto is Karooooo’s (KARO) Chief Executive Officer and has been a member of our board of directors since May 2018. He has been the Chief Executive Officer of the Group since its founding in 2001. Before founding the Company, Mr. Calisto was a Member of Vehicle Tracking Services, a company specializing in the distribution of telematics services, from 1994 thro...
Mar 16, 2026•10 min•Season 31Ep. 8
Guest Dustin Olson, CEO PureCycle Technologies ($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 financing activities. He works to create a business environment that embraces collaboration to create high functioning teams. His breadth of experience creates a unique cross-functional and cross-cultural pe...
Mar 15, 2026•23 min•Season 31Ep. 7
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. Its all-in-one app combines point-of-sale financing with tools that help users manage spending responsibly. Sezzle connects millions of consumers with a global network of merchants through a transpar...
Mar 10, 2026•22 min•Season 31Ep. 6
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 industries. He joined Sono-Tek in 1993 and was appointed President of the Company in 2012, elected a Director in 2013, and in August 2020, he assumed the Chief Operating Officer position as well. As P...
Mar 09, 2026•16 min•Season 31Ep. 5
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 with over 30 years of banking experience, most recently with Bangor Savings Bank where he served as its Executive Vice President and Chief Commercial Officer. Mr. Donnelly brings substantial exp...
Mar 06, 2026•24 min•Season 31Ep. 4
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 after serving as the company’s EVP and CFO since 2017, leading the company’s initial public offering on the Nasdaq Global Market in June 2020. Dikla brings more than 20 years of experience leading life sc...
Feb 27, 2026•25 min•Season 31Ep. 3
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 pharmaceutical companies, including AstraZeneca, Eli Lilly and Company, Pfizer Inc., and Merck Research Laboratories. Most recently, Dr. Brenner served as the CSO at Pfenex Inc., which, using its patented Pfē...
Feb 25, 2026•16 min•Season 31Ep. 2
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 spirit led him to drop out of college to “get a head start on his life”. His intuitive knowledge on how to develop, build and invest in dynamic brands that deeply connect with consumers led him to co-fou...
Feb 24, 2026•36 min•Season 31Ep. 1
