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.
Author
Adam Sarhan
Category
Podcast website
Latest episode
Jul 1, 2026
Where to listen?
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Episodes
Smart Money Circle: Adam Sarhan Interviewed Scott St. Clair From Investor's Business Daily 10.08.2022 42:24
Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD). Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010. In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994. In 2008, he became a fou...
SMC: Adam Sarhan Interviewed OptionsAI.com Co-Founder CC Lagator For Timeless Advice 07.07.2022 53:32
This is an excellent interview with CC Lagator, Co-Founder of OptionsAI.com. CC shares what life was like as a former options market maker, tells you how the "smart money" trades options and how indvidual investors can trade options like the pros. CC also shares timeless life, business, and overall winning advice with the audience. Visit: OptionsAI.com to learn more.
SMC: Adam Sarhan Interviewed Anders Gustafsson, CEO, of Zebra Technologies $ZBRA 30.06.2022 23:32
Anders Gustafsson, CEO Zebra Technologies. $ZBRA shared timeless business, life, and leadership advice in this SmartMoneyCircle.com Episode! Find out Anders 4 R's, get timeless leadership advice, learn how he handles adversity and so much more. Bio Anders Gustafsson became chief executive officer and a director of Zebra Technologies on September 4, 2007. Prior to joi...
Timeless Advice From The CEO of Babylon Inc. ($BBLN) 21.06.2022 30:30
Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable...
SMC: Adam Sarhan Interviewed Ben Kohn CEO of Playboy For Timeless Life & Leadership Advice 25.05.2022 26:16
Ben Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show About Ben Kohn: Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders. Kohn joined Playboy as Chief Executive Officer in January 20...
Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55B AUM 05.05.2022 22:44
Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience.
SMC: Adam Sarhan Interviewed Karen McClintock About The Power Of Compounding. ~$4B AUM 03.05.2022 25:13
The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM). Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth...
SMC: Adam Sarhan Interviewed David Grumhaus President & CIO Duff & Phelps Investment Mgmt Co ~$12B 27.04.2022 23:10
David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management. Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and direct...
SmartMoneyCircle: Adam Sarhan Interviewed David Mazza Head Of R&D & New Product At Direxion 25B AUM 26.04.2022 22:56
SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Mana...
Smart Money Circle: Adam Sarhan Interviews Sharon Price John–President & CEO Build-A-Bear Workshop® 12.04.2022 42:44
Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from.
Rusty Wiley is President and CEO at Datasite - a tech firm specializing in M&A. 09.02.2022 31:52
Rusty Wiley is President and Chief Executive Officer at Datasite. Upon joining the company in 2014, Rusty led the successful transformation of the company from a collection of financial communications and print-related businesses into a leading, global M&A SaaS technology company. In March 2020, the company re-branded to Datasite. This achievement was the culmination of a journey to streamline...
Smart Money Circle: Rob LoCascio, Founder and CEO, of LivePerson ($LPSN) 03.02.2022 43:29
Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today. As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endless...
Timeless Lessons From A Founder Who Sold His Startup For Almost $1 Billion 19.01.2022 43:08
Zain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures , his family office that boasts a diverse portfolio of real estate investments. He is also currently a partner at Blue Field Capital . Zain’s success as both a found...
SMC: Weiss Multi-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & PM 11.01.2022 14:02
SMC: Weiss Muti-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & Portfolio Manager. Weiss was founded in 1978 by Wall Street vet, George Weiss, and they’re known for being a pioneer in the market-neutral space. Edward joined the firm in 2005 after working as a quant analyst at Anchor Point Asset Management (global macro fund)and before that as a research an...
Smart Money Circle: How To Invest In Section 8 Housing With, CEO, Tom Cruz, Who Owns Over 500 Units 16.12.2021 19:08
Tom Cruz is the CEO of Section 8 Housing Formula and owns over 500 units. In this interview, Tom shares his story and gives you a blueprint to invest in Section 8 housing. He also tells you what to look for, what to look out for, and how to manage risk. Here is the link to watch on YouTube: https://youtu.be/w9LuYtLH8Gg
The Future Of Cashless Payments - With Nayax CEO & Chairman Yair Nechmad 27.10.2021 17:09
The Future Of Cashless Payments - With Nayax CEO & Chairman Yair Nechmad. Nayax.com Yair Nechmad Is The Chairman and CEO of Nayax--- is an award winning, cashless payment and management solution for retailers. We provide a complete solution for every aspect of your business. It is Nayax’s guiding principle to simplify doing business with our customers. We make it easy to install our array of d...
Leo Melamed Talks To Adam Sarhan About His Notable Life & His New Book: Man of the Futures 29.09.2021 58:42
Smart Money Circle Interview: Leo Melamed Talks About His Books, Answers Questions, And Discusses His Latest Book: Man of the Futures: The Story of Leo Melamed and the Birth of Modern Finance. In case you do not know, Leo Melamed is the man who literally created stock market, interest rate, and currency futures! Leo's story is absolutely amazing and he shares some of it w...
$PERI CEO - Learn How Digital Advertising Has Changed The World With Perion CEO Doron Gerstel 22.09.2021 22:51
Doron Gerstel joined Perion as CEO in April 2017. Serving as CEO for the last 20 years, he has established an outstanding ability to drive growth in hi-tech companies and competitive markets. In his previous role as CEO of Panaya, Doron led a turnaround to an increase in annual revenue and the company’s acquisition by Infosys. He has also held CEO positions at Nolio, Syneron and Zend Technologies....
How To Diversify Your Portfolio With Preferred Stocks. Today's Guest Jay Hatfield ~$1 Billion In AUM 24.06.2021 29:16
My guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. This is Jay's second time on the show and he shares his current market outlook, how to properly diversify a portfolio, and how to find undervalued preferred stocks. Jay's Bio: Mr. Hatfield has almost three decades of experience in th...
Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM 21.06.2021 24:00
Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007. Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years. Sean is a 1989 graduate of John Brow...
Ryan Detrick, CMT, Chief Market Strategist at LPL Financial ~ $1 Trillion in AUM 11.05.2021 37:33
My guest today is Ryan Detrick, CMT, Chief Market Strategist at LPL Financial With Approximately $1Trillion in assets under management (AUM). LPL has around 18,000 financial advisors and Ryan shares a ton of great timeless information on the show.
Bob Fehrmann, Fehrmann $11 Billion in AUM, Investing In Growth Stocks Since The 1970's 27.04.2021 53:30
Robert (BOB) Fehrmann has been investing in growth stocks since the early 1970's. At one point, Bob managed $11 Billion for institutional investors and shares timeless lessons he's learned along the way. Date: 4.27.21
Smart Money Circle Interview With Ed Butowsky Managing Partner At Chapwood Investments with $450M AUM 13.04.2021 31:05
Ed Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of hi...
Timeless Advice From Sean Feeney, CEO, At USA Technology - Ticker $USAT 16.03.2021 37:21
This is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney.
Lance Roberts Tells You The Number 1 Thing To Do To Generate Consistent Returns On Wall Street - $1B AUM 16.12.2020 43:59
My guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management. Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appea...
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