In The Harbor

Send us Fan Mail Joe Zidle built his career at the highest levels of macro strategy — Ned Davis Research, Merrill Lynch, Richard Bernstein Advisors, and nearly eight years as Chief Investment Strategist at Blackstone's Private Wealth Solutions business, working alongside and eventually succeeding the legendary Byron Wien. He started, unconventionally, in U.S. Army military intelligence. Now r...

Send us Fan Mail Paul Karger is the co-founder and managing partner of Twin Focus, a boutique multifamily office that has spent 20 years serving approximately 50 ultra-high-net-worth families across $12 billion in assets. Paul built the firm alongside his twin brother after early careers spanning institutional brokerage and investment banking, and today Twin Focus operates as a fully integrated fa...

Send us Fan Mail What happens when someone with zero tech background becomes one of the most in-demand AI speakers in the country? Susan Frew's path went from leading international teams at AT&T Wireless, to scaling a plumbing and heating company into an Inc 5000 business, to becoming a Google AI Certified speaker and author of Recoded. In this conversation, Susan shares the exact framewo...

Send us Fan Mail What does it actually take to grow a $20 billion independent RIA? Jordan Kienzle, Partner and Chair of the Investment Committee at Baker Street Advisors, pulls back the curtain on how fiduciary wealth management really works — and why most investors are quietly losing money to fees and taxes they don't even know they're paying. Jordan managed hundreds of millions for ret...

Send us Fan Mail What happens when a Princeton and Yale-trained scientist walks away from academia to pursue craft beer full time? In this episode of In The Harbor , Jason Johns and Mackey Daniel sit down with brewer and scientist Daniel Gadala-Maria of Kills Boro Brewing to explore one of the most fascinating career pivots we’ve covered on the show. Daniel shares how his background studying yeast...

Send us Fan Mail Bitcoin has gone from fringe experiment to institutional asset, but where does it actually fit in a portfolio? Jason Johns and Sean Ritchlin sit down with Alex Blume, Co-Founder and CEO of Two Prime, to discuss Bitcoin, crypto ETFs, portfolio construction, custody, institutional adoption, regulation, and risk-managed digital asset exposure. Alex shares how his time in the Peace Co...

Send us Fan Mail Spencer Jakab of The Wall Street Journal joins In The Harbor to break down AI mania, GameStop lessons, private credit risks, passive investing, and why smart investors keep getting fooled. Spencer writes the WSJ’s Markets A.M. newsletter and is the author of Heads I Win, Tails I Win and The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. In this...

Send us Fan Mail What does it take to walk away from Ralph Lauren and build a brand from scratch? Charlie Schaefer, founder of Greyson Clothiers, joins In The Harbor to share the story behind one of the fastest-growing names in golf and lifestyle apparel. From redefining golf style to building a brand worn by players like Justin Thomas and Jon Rahm, Charlie breaks down how Greyson carved out a uni...

Send us Fan Mail In today’s market, it feels like everything is happening at once. Geopolitical tension. Questions around private credit. Volatility in energy markets. Rising interest rates. Gold and silver surging. And yet… markets continue to hold up. In this episode of In The Harbor, we sit down with Rich Consul of Bankers Edge to break down what he calls the “Polycrisis” — a world where multip...

Send us Fan Mail What does it take to operate in some of the most remote places on earth — and build a premium brand around exploration? In this episode of In The Harbor, we sit down with Brent Centlivre of Lindblad Expeditions to explore the evolution of expedition travel and the business behind it. Brent is a senior leader at Lindblad Expeditions bringing deep expertise in the business of experi...

Send us Fan Mail In this episode of In The Harbor , Jason Johns and Scott Lindsay sit down with Lacey Shrum — attorney, former RIA CCO, and founder of SmartKX — to unpack one of the most overlooked drivers of RIA enterprise value: Billing. Revenue. Fee transparency. Most firms treat fee billing like “something that happens in the back room,” powered by Excel, muscle memory, and a lot of exceptions...

Send us Fan Mail John Buccigross joins Sean Ritchlin and Jason Johns for a full preview of Olympic Hockey at Milano Cortina 2026. With NHL stars returning to the Games, best-on-best is finally back on the Olympic stage. Can Team USA’s blue line and goaltending depth hold up against Canada’s firepower? Who are the X-factors?  From roster battles and injury storylines to medal favorites and dark hor...

Send us Fan Mail In this episode of In the Harbor , we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself. Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning...

Send us Fan Mail Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country.  Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes...

Send us Fan Mail Founder & CEO at Manning Ventures   Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals.     Patrick’s ca...

Send us Fan Mail Ashley Marks is a Co-Founder and Co-Managing Partner of Cordillera Investment Partners. She is responsible for directing Cordillera’s overarching investment strategy alongside her co-founders. She also serves as a director of Cordillera portfolio companies. Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was a senior member of Makena’s Rea...

Send us Fan Mail In this episode of In The Harbor , we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures. Chuck takes us through his remarkable rise on the trading floor—from starting as a runner, to becoming a clerk, and ultimately earning his place as a local trader. Together, we revisit the golden era of open-outcry pit trading: the chaos, the c...

Send us Fan Mail Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management...

Send us Fan Mail From growing up in Michigan to leading Ray Dalio’s research team at Bridgewater Associates, Bob Elliott has spent his career decoding how the global economy really works. Now, as Co-Founder & CIO of Unlimited Funds, he’s bringing hedge-fund intelligence to every investor.  Jason Johns and Mackey Daniel sit down with Bob to discuss his journey, how Unlimited replicates institut...

Send us Fan Mail Join Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape and be sure to check out their latest Credit Market Update at https://bankersedgeadvisory.com/credit-market-update-september-2025/ . Mr. Consul brings over twenty years of domestic and international secondary market expertise as a Senior Portfolio Manager and...

Send us Fan Mail In this special Q4 Roundtable episode of In The Harbor , the Rock Harbor team sits down to discuss some of today’s most dynamic topics shaping both business and everyday life. From the rise of AI and its impact on industries, to the latest in sports, to where the financial markets may be headed as we close out the year—this wide-ranging conversation brings unique perspectives to t...

Send us Fan Mail  This week, Jason Johns is joined by Paul Zimmermann, Vice President and Partner-Owner at Matick Automotive Group of Michigan. Together, they explore the unique trends shaping the auto industry in Metro Detroit compared to other markets, and how the lessons learned in one business can often apply across industries. Paul shares insights from his leadership journey, the evolving aut...

Send us Fan Mail In this episode of In The Harbor , we sit down with Lee Moffie , former professional hockey player and founder of State & Liberty Clothing Company . What started as a simple frustration with ill-fitting dress shirts turned into a thriving brand that has redefined men’s professional apparel. Lee shares the story behind launching State & Liberty, the challenges of building a...

Send us Fan Mail Private real estate debt is one of the most compelling opportunities in today's market — and most investors have never had access to it. Until now. In this episode of In The Harbor, Jason Johns sits down with Andrew Fentress, co-founder and Managing Partner of ACRES Capital, to break down why private credit is replacing traditional bank lending, where the real opportunity is...

Send us Fan Mail Join Jason Johns and Sean Ritchlin as they're guided through the world of magic and puzzles by David Kwong. With his expertise in enigmas and illusions, David delights and challenges audiences around the world with his intellectual brand of magic. A veteran “cruciverbalist” (crossword puzzle constructor), Kwong routinely creates puzzles for the New York Times, Los Angeles Tim...