Adam Sarhan

Smart Money Circle

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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Autor

Adam Sarhan

Kategorie

Business

Podcast-Website

smartmoneycircle.com

Neueste Folge

20. Okt 2026

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This Family Office CEO Invests In Private & Public Companies & Runs A Blank Check Company - $SZZL 24.02.2026

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...

Timeless Lessons From Ryan King, EVP, Capital Markets and Strategy at Equinox Gold. $EQX 20.02.2026

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 activi...

This CEO Is Creating Value With Intellectual Property & Crypto. Meet Justin Stiefel CEO IP Strategy 20.02.2026

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 back...

This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman CEO of Eco Wave Power $WAVE 19.02.2026

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, th...

This CEO Is Disrupting The Way People Buy Real Estate With AI. Meet Mike Logozzo CEO - reAlpha $AIRE 18.02.2026

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,...

This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTS 17.02.2026

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 A...

This CEO is Revolutionizing Ovarian Cancer Treatment: Meet Dr. Stacy Lindborg CEO Of IMUNON - $IMNN 13.02.2026

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 pha...

This CEO Is Building Stablecoin Infrastructure for the Future – Meet Darren Wang Founder OwlTing - $OWLS 12.02.2026

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 buildin...

This $1.8B Firm Invests In Growth Companies - Meet Larry Cheng From Volition Capital 12.02.2026

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...

This CEO Built A $30B Money Management Firm 11.02.2026

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, invest...

This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX 10.02.2026

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...

Inside a $4B Fixed Income Powerhouse – Meet David Kang CEO of Ducenta Squared 09.02.2026

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 Managi...

This CIO Uses Derivatives As An Asset Class To Help Manage BlackRock’s ~$250B SMA Platform 06.02.2026

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 BlackRoc...

This CEO Built A Business Mastering Distressed Debt For Long-Term Wins... Meet Ross Dove CEO $HGBL 05.02.2026

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...

This CEO Wants To Save Lives, Is Fighting ALS, & Wants Your Brain To Be Healthier 03.02.2026

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 fie...

This Biotech CEO Is Creating Advanced & Personalized Therapies To Fight Cancer. 27.01.2026

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 appoin...

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years Investing 23.01.2026

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...

This CEO Is Building A Podcast Empire - Meet Kit Gray Co-Founder & President Of Podcast One -$PODC 21.01.2026

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...

This CEO Is A Pioneer In Using AI In Retail – Meet William Alessi Founder & CEO Of Alpha Modus $AMOD 21.01.2026

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 tak...

This Stock Is Using Crypto To Disrupt Traditional Finance – Meet Parker White COO & CIO DefiDevCorp $DFDV 15.01.2026

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 regul...

This CEO is Disrupting The Music Business - Meet Robert Ellin Chairman & CEO of LiveOne $LVO 13.01.2026

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 in...

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF 12.01.2026

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 a...

The Future of Autonomous Delivery. Meet Arrive AI - They Are Disrupting The Delivery Business. $ARAI 18.12.2025

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, an...

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business 15.12.2025

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 (SE...

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC 11.12.2025

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...

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