From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth and Dynamic Index Investing® Website: www.ElmWealth.com Ticker: $ELM Bio Bio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including...
Mar 04, 2025•38 min•Season 21Ep. 10
How This Biotech CEO Takes Smart Risks Name: Joe Payne Title: President & CEO Website: ArcturusRx.com Ticker: $ARCT Bio: Joseph E. Payne, is the President and Chief Executive Officer of Arcturus Therapeutics. He serves on Arcturus’s Board since March 2013. He brings with him an exceptional track record of ushering novel therapeutics to the clinic including targeted RNA medicines utilizing lipid-mediated delivery technologies. Joseph’s background includes over 20 years of successful drug disc...
Feb 28, 2025•18 min•Season 21Ep. 9
Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA Guest Sevasti Balafas, Founder/CEO of GoalVest Advisory Website https://www.goalvestadvisory.com AUM $630M Bio Sevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients. As a fee-only, SEC-registered investment advisor, they build innovative and institutional-caliber po...
Feb 27, 2025•16 min•Season 21Ep. 8
This Tungsten CEO Tells You Why It’s Better To Be Lucky Than Smart. Lewis Black, CEO of Almonty Guest: Lewis Black, Director, President, and Chief Executive Officer of Almonty Industries (Ticker: OTCMKTS: ALMTF) Website: https://almonty.com/ Bio: Lewis Black was born in London and educated in traditional British private schools. He earned a BA in management and technology from Manchester University and took a job at a global insurance company upon graduation. He found the industry stifling and l...
Feb 26, 2025•33 min•Season 21Ep. 7
This CEO Is Fighting Kidney Disease. Dr. Shalabh Gupta Founder & CEO Unicycive Therapeutics $UNCYGuestShalabh Gupta, MD, founder and CEO of Unicycive Therapeutics (UNCY). Website: https://unicycive.com/ Bio:Shalabh Gupta, MD, is the founder of Unicycive and has served as Chief Executive Officer, President, and director since August 2016. Previously, Dr. Gupta served in various other roles, including founder and Chief Executive Officer of Biocycive Inc.; a commercial strategy role at Genentec...
Feb 24, 2025•44 min•Season 21Ep. 6
This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall Street Full Name: Jon Knotts Title: Chief Investment Officer, Expressive Wealth AUM: $130M Website: https://expressivewealth.com/ Bio: With over three decades of experience in investment, Jon’s career is marked by roles as a stockbroker, financial product creator, and stock research developer. His expertise in quantitative, fundamental, and technical analysis was honed at esteemed firms like Benzinga, Za...
Feb 21, 2025•15 min•Season 21Ep. 5
Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money Manager Guest: Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer $600B AUM Assets Under Management $17T AUA Assets Under Advisory Bio Rich Nuzum, CFA Rich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer’s largest, most sophisticated clients, and is accountable for Mercer’s “innovation agenda”...
Feb 20, 2025•23 min•Season 21Ep. 2
This Academy & Emmy Award Winning CEO Wants You To Age Better. Robert Fried CEO ChromaDex - $CDXC Guest:Robert Fried CEO ChromaDex - $CDXC Website: https://www.chromadex.com/ Ticker: $CDXC Bio: Robert Fried is the CEO of ChromaDex and Founder of Tru Niagen as well as an Academy Award® and Emmy® Award winning motion picture producer. Before his combined 7 years in the health industry, he held senior roles at entertainment companies Savoy Pictures (CEO), Columbia Pictures (Executive Vice Presi...
Feb 20, 2025•26 min•Season 21Ep. 4
No Risk, No Reward. How This Semiconductor CEO Uses $MRAM Memory To Improve The World. Everspin Tech CEO $MRAM Guest: Sanjeev Aggarwal, President & CEO Everspin Technology (Ticker: $MRAM) Website: https://www.everspin.com/ Ticker: MRAM BIO: Sanjeev Aggarwal, Ph.D., President and Chief Executive Officer. With over 25 years of expertise in the non-volatile memory and semiconductor industry, Sanjeev has been instrumental in shaping Everspin since its inception in 2008 through various leadership...
Feb 18, 2025•18 min•Season 21Ep. 3
How This $2B Money Manager Looks At Holistic Investing… Guest: Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M. Company: Invst Website: https://invst.com Bio: Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CM...
Feb 14, 2025•17 min•Season 21Ep. 2
How This Drone CEO Looks At His Business - Meet Allan Evans, CEO, Unusual Machines Ticker: $UMACGuest Allan Evans, CEO, Unusual Machines Company Unusual Machines, (NYSE: UMAC) https://www.unusualmachines.com/about-us/ Bio: Allan Evans is the Chief Executive Officer of the Company. Further, Mr. Evans was appointed as a director of the Company in November 2023. Previously, he was the Chief Operating Officer of Red Cat from January 2021 to November 2023 and was the Chief Executive Officer of Fat Sh...
Feb 12, 2025•24 min•Season 21Ep. 1
Guest Paul Carroll Avion Wealth $850 Million AUM Website: https://www.avionwealth.com/ Paul’s bio: Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales. Paul leads a team of wealth managers in building ...
Feb 11, 2025•18 min•Season 20Ep. 10
Aterian Inc CEO Explains How To Take Smart Risks & A Lot More Timeless Advice… Ticker $ATER Website https://www.aterian.io/ Bio Chief Executive Officer Arturo “Arty” Rodriguez has served as Aterian’s Chief Executive Officer since June 2024. Mr. Rodriguez served as the Company’s Co-Chief Executive Officer from July 2023 to June 2024. He also served as the Company’s CFO from March 2021 to June 2024. From September 2017 to March 2021, Mr. Rodriguez was Senior Vice President of Finance at Ateria...
Feb 10, 2025•20 min•Season 20Ep. 9
Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience. Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. He began his investment career in 1992 after graduating from Butler University with a B.A. in Economics. During hi...
Feb 07, 2025•36 min•Season 20Ep. 8
Guest: Kartoon Studios' CEO & CFO Share Their 2025 Outlook $TOON Website: www.kartoonstudios.com Ticker: $TOON Press Release https://www.kartoonstudios.com/news/press-releases/detail/1253/kartoon-studios-executives-to-unveil-2025-dynamic-growth Andy's Bio Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philoso...
Jan 30, 2025•22 min•Season 20Ep. 7
Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate Guest: Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M Best Advice: Think Big ABOUT IIAN BRACHA: Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead of market trends. Ilan has appeared on numerous TV networks such as CNBC, has been quoted widely in the media, including The New York Times, The Wall...
Jan 29, 2025•22 min•Season 20Ep. 6
This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 ye...
Jan 20, 2025•31 min•Season 20Ep. 5
Guest: Scott Wallace CEO and Co-Founder of ECD Automotive Design Website: https://ecdautodesign.com/ Ticker: (Nasdaq) $ECDA Bio: Scott Wallace, ECD Co-Founder and CEO, brings extensive experience from roles as a sales & marketing director at Greene King P.L.C. and Dale Street Capital in the UK. Notable achievements include a 200% increase in share value and leading a successful £227 million business acquisition in private equity. With insights from owning a marketing agency, Mr. Wallace play...
Jan 14, 2025•24 min•Season 20Ep. 4
This CEO Is Using Biology To Make The World Better – Dr. Jennifer Holmgren, CEO, LanzaTech $LNZA Name: Dr. Jennifer Holmgren Title: Chair and CEO of LanzaTech Global, Inc. Ticker: LNZA Website: https://lanzatech.com/ Bio: Dr. Jennifer Holmgren is CEO of LanzaTech. Under her guidance, LanzaTech is developing a variety of platform chemicals and fuels, including the world’s first alternative jet fuel derived from industrial waste gases. Given her integral role in the development of this alternative...
Jan 06, 2025•12 min•Season 20Ep. 3
Winner’s Get Back Up: How This 3rd Generation CEO Is Creating Value From Sorbent Minerals & Cats – Meet Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri $ODC Guest: Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri..$ODC Chairman of the Board, President, & Chief Executive Officer Oil-Dri Ticker: $ODC Website: https://www.oildri.com/ Daniel S. Jaffee Chairman of the Board, President, & Chief Executive Officer Oil-Dri...
Dec 30, 2024•31 min•Season 20Ep. 2
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWD Guest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWD BIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took...
Dec 20, 2024•11 min•Season 20Ep. 1
This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success" Guest: Mark Bertolini CEO Oscar Health OSCR Website: https://www.hioscar.com/ Ticker: $OSCR Bio: Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all. Mark is former Co-Chief Executive Officer of ...
Dec 18, 2024•31 min•Season 19Ep. 10
Guest Name: Cuong Do Title: President & CEO Website: https://bioviepharma.com/ Ticker: BIVI Bio: Cuong Do President & Chief Executive Officer Cuong Do, MBA, is the President and Chief Executive Officer of BioVie Inc., a clinical-stage company developing innovative drug therapies for the treatment of neurological and neurodegenerative disorders and advanced liver disease. Do is a highly experienced life sciences executive, who has served in various leadership roles at multiple global ent...
Dec 16, 2024•21 min•Season 19Ep. 9
Guest : Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios Website: www.kartoonstudios.com Ticker: TOON Bio: Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor. During his five years with Hanna-Barb...
Dec 12, 2024•24 min•Season 19Ep. 8
Website: https://www.balentine.com/ Bio: Robert Balentine Chairman Partner Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro ...
Dec 10, 2024•23 min•Season 19Ep. 7
Driving Toward a Sustainable Future: Steven Rossi Shares Worksport’s Mission Website : https://worksport.com/ Bio Steven Rossi has been developing companies in the automotive industry. Mr. Rossi brings the ability to create a vision, mastermind innovative products and lead his team in the execution of the ensuing strategy. This was clearly demonstrated when his previous company in the auto parts and recycling business was acquired. While he has unquestioned experience and knowledge in the automo...
Dec 09, 2024•45 min•Season 19Ep. 6
Lynn Teachworth Mental &Physical Performance Therapist Trunamics.com Website: https://www.trunamics.com/ Lynn’s Bio: More About Lynn BS, LMT, GIFT, KMI, Adv CBP, CAFS Lynn has been a licensed massage therapist for over 25 years. His clients include over 2000 professional athletes in the PGA, LPGA, NBA, NFL, MLB as well as many other sports including professional wake boarding and water skiing. He is also a 2018 inductee into the World Massage Federations Hall of Fame. Lynn specializes in pai...
Dec 07, 2024•35 min•Season 19Ep. 5
Guest: Meet Dr. Phillip Frost: Billionaire CEO and the Healthcare Pioneer Behind OPKO Health $OPK Website: https://www.opko.com/ Ticker: $OPK His Wikipedia page: https://en.wikipedia.org/wiki/Phillip_Frost Bio: Dr. Frost has been the CEO and Chairman of OPKO since March 2007. Previously, Dr. Frost served at Teva Pharmaceutical industries, Limited (“TEVA”) as both Chairman of the Board and Vice Chairman. Dr. Frost served as Chairman of the Board of Directors and CEO of IVAX Corporation from 1987 ...
Dec 06, 2024•37 min•Season 19Ep. 4
Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5...
Dec 05, 2024•28 min•Season 19Ep. 3
Kathy Lee Sepsick Founder & CEO of Femasys – FEMY Name: Kathy Lee-Sepsick Founder and CEO of Femasys Title: Founder & CEO of Femasys Website: https://www.femasys.com/ Ticker: NASDAQ: $FEMY Bio: Kathy Lee-Sepsick founded Femasys in February 2004. Ms. Lee-Sepsick has served as a senior executive in the medical technologies industry for nearly three decades, compiling a successful track record in growing emerging companies and corporate operating divisions. She holds over 100 patents global...
Dec 04, 2024•28 min•Season 19Ep. 2
