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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Guest: Heath Fountain CEO of Colony Bankcorp Website: https://colony.bank/ Ticker: CBAN Bio: T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors and Executive Committee. Under his leadership, Colony Bank has achieved the number one deposit market share among community banks in Georgia. The ban...
Serguei Melnik, President of Nutriband, details the company's journey and its groundbreaking transdermal patch technology, particularly the Avers system designed to prevent the abuse of potent painkillers like fentanyl. He explains the significant market potential and regulatory interest in their solutions. Melnik also provides candid insights into the challenges of market manipulation faced by public biotech companies and shares timeless advice on risk management, leadership, and balancing professional ambition with personal well-being, emphasizing the value of time, trust, and happiness.
Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs...
Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful aerospace patents, he is at the vanguard of the Advanced Air Mobility movement and holds a Bachelor ...
Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. Previously, Aaron served as CEO of several companies, including Trend, and held key leadership roles with or...
Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned: Follow Craig on X: http://x.com/craigbrockie Probiotic Yogurt Maker: (Your affiliate link or) https://amazon.com/ultimate Dr. Berg's "Fix Your Gu...
What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out Guest: Jay Jackson Chairman & Chief Executive Officer, Abacus Global Management Ticker: $ABL Website: https://abacusgm.com/ Bio Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative assets, and portfolio management, with a passion for innovation and growth. Jackson is committed to a...
About The SMC Show We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn More Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons Website: https://cardonecapital.com/ Guest Grant Cardone CEO Cardone Capital Cardone Training Technologies Bio GRANT CARDONE PRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTOR CEO of Cardone Capital and Cardone Training Techn...
Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning need...
Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitam...
This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the s...
This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exc...
The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pr...
This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest: Ed Cofrancesco, Chief Executive Officer of International Assets Advisor With $5.5B AUM Website: https://www.iaac.com/ Bio: For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting serv...
This CEO Manages $1B & Owns 9 Restaurants By Empowering People David Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1B And founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website: https://davidsteele.xyz/ About David My primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning. I am also the co-founder...
Guest: Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M) Website: https://palumbowm.com/ Bio: Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assi...
This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value. Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B Bio: In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CN...
This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM Website: https://www.ballastrock.com/ Bio: Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operationa...
This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Ticker: HSCS Website: https://heartsciences.com/ Bio: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Since March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company sin...
This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI Guest: Kim Fields, CEO & President ATI Ticker: $ATI Website: https://www.atimaterials.com/ Bio: Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for the global aerospace and defense markets, and critical applications in like markets. Prior to becoming CEO in 2024, Kim served as Chief Ope...
This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGC Guest: Michael Benstock CEO Chairman Of The Board at Superior Group of Companies Inc Ticker: $SGC Website: www.SuperiorGroupofCompanies.com Bio: Michael Benstock is chairperson of the Board of Directors. He has served in this capacity since February 28, 2023. Mr. Benstock has served as a Director of the Company since 1985. He also is t...
Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUM Guest: Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUM Website: https://www.paragoncapitalco.com/ Brian’s Bio: With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as important as...
Guest: Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV) Website: https://www.serverobotics.com/ Bio: Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates, Dr. Kashani was the co-founder and Chief Technology Officer at Neurio Technology, Inc., a smart home technology company acquired by Generac Power Sys...
When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRAR Guest: Lyron Bentovim Title: President and CEO at The Glimpse Group Ticker: $VRAR Website: https://theglimpsegroup.com/ Bio: Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investmen...
Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B Firm Website: https://www.mcadamsgroupllc.com/ Bio: David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income. David is an Investment Adviser Representative and licensed...
This CEO Is Growing His Company Rapidly By Protecting & Painting Metal – Meet Tom Ferguson CEO $AZZ Guest: Tom Ferguson President & CEO AZZ Inc. Ticker: $AZZ Website: www.azz.com Bio: Thomas “Tom” E. Ferguson has served as the President and Chief Executive Officer of AZZ Inc. (NYSE: AZZ) since November 2013. AZZ Inc. is the largest independent hot-dip galvanizing and coil coating company in North America, holding #1 positions in both markets. The company delivers sustainable, high-perfor...
Tim Smith, the Founder & CEO of Aurora Private Wealth. $3.4B in AUM The Financial Dad https://www.youtube.com/watch?v=JbQMUujNA5Q Aurora Private Wealth Website: https://www.aurorapw.com/ Bio: Tim started his financial services career in 1985 with an independent financial planning firm in northern New Jersey. While the firm was fee-and-commission oriented in its business model, he moved primarily fee-based in 1988 to manage client portfolios. In 1995, he went on his own by starting an RIA fir...
This $4.5B VC Helped Build Capital One. Meet Frank Rotman Co-Founder & CIO QED InvestorsGuestFrank Rotman is the Advisor for GME ETH and Founding Partner and Chief Investment Officer at QED Investors, a fintech VC firm managing $4.3 billion in assets. Frank is a seven-time Forbes Midas List honoree as “One of the World’s Best VC Investors,” and played a key role in shaping Capital One’s business model. https://x.com/fintechjunkiehttps://www.gmeethereum.com/https://www.qedinvestors.com/...
Motley Fool’s, Chief Investment Strategist, Bill Mann Shares $2B Of Timeless Lessons From The Market Trenches Bill Mann, Chief Investment Strategist, Motley Fool Asset Management ($2B AUM) Website https://fooletfs.com/ Bio Bill Mann Chief Investment Strategist • Industry experience: 26 years • Education:B.A., International Relations from American University If you’ve been following The Motley Fool, LLC for a while, you’ve probably encountered Bill and his Foolish takes on the market—he’s the for...
This CEO Is Helping People Hear Better - Meet Brent Lucas CEO Envoy Medical $COCH Guest: Brent Lucas CEO Envoy Medical Ticker: COCH Website: https://www.envoymedical.com/ Bio: Mr. Lucas, CEO of Envoy Medical since November 2015, has nearly two decades of direct experience with implanted medical devices specific to the hearing industry. Rising from an intern to CEO and Board Member, he has held various roles within the organization including General Counsel and Business Development Manager gainin...
