Smart Money Circle - podcast cover

Smart Money Circle

Adam Sarhansmartmoneycircle.com
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

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

Guest Ryan King serves as Executive Vice President, Capital Markets and Strategy at Equinox Gold. Company Name and Symbol: Equinox Gold Corp. (NYSE: EQX, TSX: EQX) Website: https://www.equinoxgold.com/ Ryan’s Bio: Ryan King serves as Executive Vice President, Capital Markets and Strategy at Equinox Gold, where he plays a key role in the company's strategic initiatives and capital market activities. He has been instrumental in leading the strategic merger with Calibre Mining, which has positioned...

Feb 20, 202627 minSeason 30Ep. 10

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

Guest Name: Justin Stiefel, Chairman & Chief Executive Officer, IP Strategy Company IP Strategy Website: https://ipstrategy.co/ Ticker: $IPST Justin's Bio: Justin is the CEO of IP Strategy and a seasoned attorney and engineer with extensive leadership experience across both business and government. Before that, he served as Chief of Staff in the United States Senate, bringing a strong background in regulation, policy, and operations. Company Name & Bio: IP Strategy's Bio: (Nasdaq: IPST) ...

Feb 20, 202626 minSeason 30Ep. 9

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

This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman Founder & CEO of Eco Wave Power $WAVE Guest: Inna Braverman, Founder & CEO of Eco Wave Power (NASDAQ: WAVE) Company: Eco Wave Power (NASDAQ: WAVE) Website https://www.ecowavepower.com/ Inna’s Bio Inna Braverman founded Eco Wave Power at the age of 24, pioneering innovative wave energy technology. Under her leadership, the company installed the first grid-connected wave energy array in Israel, has secured a significant ...

Feb 19, 202617 minSeason 30Ep. 8

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

Guest Mike Logozzo is the Chief Executive Officer of reAlpha Tech Corp. Ticker: $AIRE Website https://www.realpha.com/mortgage Company Bio About reAlpha reAlpha Tech Corp. (Nasdaq: AIRE) is an AI-driven real estate technology company redefining how Americans buy homes. Headquartered in Dublin, Ohio, reAlpha is building an end-to-end, commission-free platform that integrates real estate brokerage, mortgage and title services into one seamless experience. By combining proprietary AI capabilities w...

Feb 18, 202616 minSeason 30Ep. 7

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

This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTS Guest Raphi Levy, CFO, Alpha Tau Company Alpha Tau Ticker: $DRTS Website https://www.alphatau.com Raphi's Bio Raphi Levy has served as our Chief Financial Officer since 2019. Prior to joining us, Mr. Levy served in the Investment Banking Division at Goldman Sachs from 2006 until 2019 in New York and Tel Aviv, most recently serving as Executive Director in charge of healthcare banking in Israel. Mr. Levy has...

Feb 17, 202615 minSeason 30Ep. 6

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

Guest Full Name: Dr. R. Stacy Lindborg, PhD Guest Title: President, Chief Executive Officer, and Board Director Company: IMUNON Ticker: IMNN Website: https://imunon.com/ Guest Bio: Stacy R. Lindborg, PhD, was appointed President and Chief Executive Officer of IMUNON in May 2024. Dr. Lindborg has served on IMUNON’s Board of Directors since June 2021. She has nearly 30 years of experience in the pharmaceutical and biotech industries, with a particular focus on R&D, regulatory affairs, executiv...

Feb 13, 202623 minSeason 30Ep. 5

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

Guest Darren Wang, Founder & Chairman at OwlTing Group Company: OwlTing Group Ticker: OWLS Website: https://www.owlting.com/portal/?lang=en Bio With a background in cryptography with prior experience at tech companies in Silicon Valley, Darren founded OwlTing in 2010 to leverage blockchain technology to connect the world and drive industry transformation; today, OwlTing’s core focus is building compliant stablecoin infrastructure for the future through OwlPay, advancing global payment and se...

Feb 12, 202612 minSeason 30Ep. 4

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

Guest: Larry Cheng is the Co-Founder and Managing Partner of Volition Capital Website: https://www.volitioncapital.com/. AUM: Volition Capital has $1.8 Billion AUM on their 5th Fund Larry’s Bio Larry Cheng is the Co-Founder and Managing Partner of Volition Capital, a growth equity firm focused on supporting founders building capital-efficient technology businesses. With over 25 years of investing experience, Larry has led investments in dozens of companies across Internet, e-commerce, software, ...

Feb 12, 202613 min

This CEO Built A $30B Money Management Firm

This CEO Built A $30B Money Management Firm Guest STAN GREGOR Chairman & CEO Website: https://summitfinancial.com/ AUM $26-27B in assets SUMMIT FINANCIAL CEO Stan Gregor is the CEO of Summit Financial LLC. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning, and public finance. He has also be...

Feb 11, 202614 minSeason 30Ep. 2

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

This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX Guest Information Name: Jolie Kahn Title: CEO Company Information Company Name: AVAX One Technology Ltd. Ticker: (NASDAQ: AVX) Website: https://avax-one.com/ Jolie’s Bio: Jolie Kahn has an extensive background in cryptocurrency, corporate finance and corporate and securities law. She has been the proprietor of Jolie Kahn, Esq. since 2002 and has a deep depth of involvement in ...

Feb 10, 202620 minSeason 30Ep. 1

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

Guest: David Kang is Chairman and CEO of Ducenta Squared With Approximately $4B AUM Website: https://www.ducentasquared.com/ AUM: $4B AUM Bio: David Kang is Chairman and CEO and is a member of the Executive Committee, leading and driving the strategic vision of the firm globally. He leads business development with the President and leads strategic initiatives with the Senior Advisors. He is Managing Partner of RSMD Investco LLC, the primary shareholder of Ducenta Squared Asset Management and is ...

Feb 09, 202626 minSeason 29Ep. 10

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

Guest Eric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock’s approximately $250B SMA platform Bio Eric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA’s investment strategies and is responsible for the commercialization of the v...

Feb 06, 202633 minSeason 29Ep. 9

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

Guest - Ross Dove CEO Heritage Global - $HGBL Company Heritage Global Inc. Website https://hginc.com/ NASDAQ: HGBL Bio Ross Dove is the Chief Executive Officer of Heritage Global Inc. (“HG”) and was appointed by the Board as a Class I director in May 2015. He began his career over forty years ago, joining his father and grandfather at a small proud family auction house in San Francisco. During his tenure, he pioneered countless advances and industry firsts, as the firm he joined eventually climb...

Feb 05, 202629 minSeason 29Ep. 8

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

This CEO Wants To Save Lives, Is Fighting ALS, & Wants Your Brain To Be Healthier Guest Rob Etherington, CEO and President of Clene Inc. Clene Inc. https://clene.com Ticker: CLNN Bio Mr. Etherington is the CEO of Clene, Inc (NASDAQ: CLNN). Clene is a platform company leading the way in drug nanotherapeutics, with multiple Phase 2 and one Phase 3 registration study presently underway in the field of neurodegenerative disease (ALS, Multiple Sclerosis, Parkinson’s). Rob has privately raised ove...

Feb 03, 202635 minSeason 29Ep. 7

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

This Biotech CEO Is Creating Advanced & Personalized Therapies To Fight Cancer. Full Name: Thomas Jensen Title: Chief Executive Officer, Allarity Therapeutics Ticker: $ALLR Website: https://www.allarity.com/ Bio: Thomas Jensen is the Chief Executive Officer of Allarity Therapeutics (NASDAQ: ALLR), a clinical-stage biopharmaceutical company advancing personalized cancer therapies. He was appointed CEO in December 2023 after nearly a decade as Chief Technology Officer, during which he helped p...

Jan 27, 202614 minSeason 29Ep. 6

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

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years Investing Guest David Sobelman CEO Generation Income Properties $GIPR Name: David Sobelman Title: Founder and CEO Website: www.gipreit.com Ticker: $GIPR Bio: David serves as Chairman of our Board of Directors, Chief Executive Officer and President. In 2003, he began his real estate career from the bottom, as an entry-level analyst at Grubb & Ellis in Washington, DC, now Newmark. Since then, he has serv...

Jan 23, 202624 minSeason 29Ep. 6

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

Guest - Kit Gray Co-Founder & President Of PodcastoneWebsite ir.podcastone.com Ticker: $PODCBiography Kit Gray is the co-founder and President of Podcastone and one of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of individuals that are experts in all aspects of podcasting from technology, advertising sales, marke...

Jan 21, 202626 minSeason 29Ep. 4

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

Guest William (Bill) Alessi, Founder, Chief Executive Officer, and Director Alpha Modus Website https://alphamodus.com/ Ticker: $AMOD Bio William (Bill) Alessi Founder, Chief Executive Officer, and Director Mr. Alessi serves as Alpha Modus’ Chief Executive Officer. In 2014, Mr. Alessi formed Alpha Modus and became its initial seed investor and Founder. From 2000 through present, Mr. Alessi has taken the role as an entrepreneurial investor, focusing on real estate, small cap equities and technolo...

Jan 21, 202633 minSeason 29Ep. 3

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

This Stock Is Using Crypto To Disrupt Traditional Finance Guest Parker White, CFA, COO, & CIO at DefiDevCorp. $DFDV Website https://defidevcorp.com/ Ticker DFDV Bio Parker White most recently spent 6 years at Kraken, holding a number of roles including Director of Engineering. Prior to Kraken, Parker White worked in TradFi for 5 years, conducting bond trading and portfolio management for regulated institutions ($2B RIA). After receiving his CFA, he entered the Crypto space in 2017, running a...

Jan 15, 202621 minSeason 29Ep. 2

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

This Show Is Sponsored By MarketTerminal.com A Wall Street Terminal For Everyone... Guest Robert Ellin Chairman & CEO of LiveOne (NASDAQ: "LVO") Ellin is the founder, CEO, and chairman of LiveOne, Inc., driving the company’s overall strategy and leading both the LiveOne and Slacker business units. Ellin developed the concept for LiveOne and founded the company in 2015, raising the initial capital and negotiating festival and distribution rights. He led the acquisition of Slacker Radio and to...

Jan 13, 202624 minSeason 29Ep. 1

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

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF Ticker: BIAF Website https://bioaffinitytech.com/ Maria Zannes, Chief Executive Officer, President, and Director, bioAffinity Technologies, Inc. (NASDAQ: BIAF) Bio Since founding bioAffinity Technologies in 2014, Ms. Zannes has built a team of award-winning scientists and executives who are advancing breakthrough diagnostics for lung cancer and other pulmonary diseases. The company’s first ...

Jan 12, 202620 minSeason 28Ep. 10

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

Guest: Dan O’Toole, Founder, Chairman, and Chief Executive Officer of Arrive AI Inc. Company: Arrive AI - The Future of Autonomous Delivery Website: https://www.arriveai.com Ticker: NASDAQ: ARAI About Arrive AI: Arrive AI (NASDAQ: ARAI) is a technology company that transforms last-mile logistics with its AI-powered Autonomous Last Mile (ALM) platform, designed to make deliveries smarter, safer, and more efficient. Founded in 2020 and headquartered in Fishers, Indiana, the company’s patented Arri...

Dec 18, 202521 minSeason 28Ep. 9

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

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business Name: Bill Harris Title: Founder, CEO Bill’s Book: https://a.co/d/aILiU0u Company Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individua...

Dec 15, 202533 minSeason 28Ep. 8

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

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC Description Guest Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC) Website: https://www.zspace.com/ Paul’s Bio Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO and director since December 2006. Prior to zSpace, he was CEO of Chancery Software Ltd. (sold to Pe...

Dec 11, 202516 minSeason 28Ep. 7

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

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors Guest Eric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 million Eric’s Book: https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304 Company name Econologics Financial Advisors Website www.econologicsfinancialadvisors.com Bio Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicate...

Dec 04, 202521 minSeason 28Ep. 6

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

Guest Adam Mizel Co-Founder & CEO US United Website https://www.us-united.org/ About US United US United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unit...

Dec 02, 202529 minSeason 28Ep. 5

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

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell Guest Michael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400B Assets Under Management = $500M Website: https://meketacapital.com/ Bio Michael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investments to RIAs and other advisors without the complexity of subscription documents, high investment mi...

Nov 27, 202538 minSeason 28Ep. 3

This CEO Solving A Quantum Problem = Quantum Security

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYA Guest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES) Website: https://www.sealsq.com/ Bio Carlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the e...

Nov 19, 202523 minSeason 28Ep. 2

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

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG) Guest John Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG). About John: John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scale...

Nov 17, 202527 minSeason 28Ep. 1
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