In The Harbor

Send us Fan Mail After selling his company, Terry Olson got bored, so he set out to create the vodka he wanted to drink. That became Zim's Vodka, a premium Polish potato vodka. Terry walks us through the ground game of the spirits business: shelf space, distribution, and competing with the biggest brands in the world. He explains why he built Zim's as a premium product and why he has nev...

Send us Fan Mail Who really inherits in the Great Wealth Transfer? Kiplinger contributor Jacob Schroeder says it looks less like a flood and more like a river with levees — and that most families will see far less than the headlines suggest. Jacob is Editor in Chief of Fidūcia Press, Founder & Editor of The Advisor Content Collective, and a Contributing Writer at Kiplinger. He joins Jason John...

Send us Fan Mail Paul Zimmermann of Matick Auto Group is back on In The Harbor to talk about what's changed in the year since his last visit: winning Chevy Dealer of the Year for the 11th time in 12 years, the new state-of-the-art car wash opening in Southfield, and how the EV market has corrected now that the federal tax credit has expired. Jason and Paul dig into what it actually takes to c...

Send us Fan Mail Jay Feely has built three careers — NFL kicker, CBS broadcaster, and now Republican nominee in Arizona's 1st Congressional District, one of the most competitive House races in the country — all rooted in faith and a lifelong heart for service. Jay joins Jason and Sean for a wide-ranging conversation that goes well beyond politics: his heart for service that started at Mott Ch...

Send us Fan Mail Josh Venable spent two decades in public policy, capping his career as chief of staff at the U.S. Department of Education, before co-founding reCap, a company that converts yard debris into biochar through a patented pyrolysis process. In this episode, Josh joins host Jason Johns to break down how reCap works, why the company chose to partner directly with county governments inste...

Send us Fan Mail Rich Consul from Banker's Edge Advisory joins Jason for his third visit to In The Harbor, and this episode runs through his signature "Weekend Five" tour of the markets. They cover the Canadian dollar's historic slide, why gas prices still have room before they'd actually hurt consumers, and why Rich sees the current melt-up in the S&P 500 as still hav...

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...