Learn Timeless Lessons From The Smart Money

Guests

1. CEO's Of Publicly Traded Companies

2. Large Money Managers

(We Interviewed Over $400 Billion In Assets Under Management)


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Mission = Help People To Make Smarter Decisions

 

By Sharing Timeless & Actionable Life Lessons From The “Smart Money”

Guests Of The Smart Money Circle Show

(Click Listen Here To See Each Person’s Name, Title, Firm, & AUM)


Season 1

1. $500 million money manager – Listen Here
2. $1.5 billion money manager – Part I Listen Here
3. $1.5 billion money manager – Part II Listen Here
4. $2 billion money manager – Part I Listen Here
5. $2 billion money manager – Part II Listen Here
6. $750 million money manager – Listen Here
7. $350 million money manager – Listen Here
8. $450 million money manager – Listen Here
9. $140 billion money manager – Listen Here
10. $400 million money manager – Listen Here

Season 2

1. $450 million money manager – Listen Here
2. $1.6 billion money manager – Listen Here
3. $900 million money manager – Listen Here
4. $400 million money manager – Listen Here
5. $550 million money manager – Listen Here
6. $210 million money manager – Listen Here
7. $500 million money manager – Listen Here
8. $250 million money manager – Listen Here
9. $650 million money manager – Listen Here
10. $1.5 billion money manager – Listen Here

Season 3

1. $2.7 billion money manager – Listen Here
2. $250 million money manager – Listen Here
3. $320 million ETF strategist & money manager Listen Here
4. $1 billion money manager Listen here
5. $5.5 billion money manager Listen Here
6. $800 million money manager Listen Here
7. $4 billion money manager Listen Here
8. $5.5 billion money manager Listen Here
9. $4.3 billion money manager Listen Here
10. $4.1 billion money manager Listen Here

Season 4

1. $2 billion money manager Listen Here
2. $HDGE ETF Portfolio Manager Listen Here
3. $32 billion money manager Listen Here
4. $100 million money manager Listen Here
5. Nasdaq Dorsey Wright Listen Here
6. Jim Roppel >$100+ million CANSLIM hedge fund manager & CEO GrowthStockMentor.com Listen Here
7. $100 million money manager Listen Here
8. $2.5 billion money manager Listen Here
9. $5 billion money manager Listen Here
10. $215 million money manager Listen Here

Season 5

1. $25 billion money manager Listen Here
2. $400 million money manager Listen Here
3. $100 million money manager Listen Here
4. $900 million money manager Listen Here
5. $20 billion money manager Listen Here
6. $1.7 billion money manager Listen Here
7. $400 million money manager Listen Here
8. A Living Legend – Mr. Leo Melamed, Chairman Emeritus, At The CME Group Listen Here
9. $8.1 billion money manager Listen Here
10. $1.1 billion money manager Listen Here

Season 6

1. $4B Money Manager – Jim O’Shaughnessy’s Four Investing Horsemen & Much More – Listen Here
2. $475 Million Private Equity Commercial & Industrial Real-Estate Money Manager Listen Here
3. $1 Billion Money Manager Tells You The #1 Thing To Do In Order To Generate Consistent Income On Wall Street Listen Here
4. Leo Melamed Talks To Adam Sarhan About His Notable Life & His New Book: Man of the Futures – Listen Here
5. $NYAX – The Future Of Cashless Payments With The Chairman & CEO of Nayax.com – Listen Here
6. How To Invest In Section 8 Housing With, CEO, Tom Cruz, Who Owns Over 500 Units – Listen Here
7. $4 Billion Multi-Strategy Firm – Listen Here
8. ~$1Billion – Timeless Lessons From A Founder Who Sold His Startup For Almost $1 Billion – Listen Here
9. $LPSN CEO- Rob LoCascio, Founder and CEO, of Live Person Listen Here
10. Rusty Wiley is President and CEO at Datasite – A Tech Firm Specializing in M&A – Listen Here

Season 7

1. $BBW CEO – Build-A-Bear Workshop® President & CEO Sharon Price John Listen Here
2. $25 Billion – David Mazza, Managing Director, Head of Product R&D, at Direxion with ~$25 Billion in AUM. Listen here
3. $12 Billion Money Manager – David Grumhaus President & CIO Duff & Phelps Investment Mgmt Co ~$12B Listen Here
4. $4 Billion Money Manager – Karen McClintock About The Power Of Compounding. ~$4B AUM Listen Here
5. $55 Billion Money Manager – Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55B AUM Listen Here
6. $PLBY CEO – Playboy Inc. CEO (A.K.A. $PLBY Group) CEO Ben Kohn Shared Timeless Life, Investing, & Business Advice Listen Here
7. $BBLN CEO – Babylon Inc. Founder & CEO Shared Timeless Business, Life, and Leadership Advice Listen Here
8. $ZBRA CEO – Zebra Technologies CEO Shared Timeless Business, Life, and Leadership Advice Listen Here
9. OptionsAI.com Co-Founder Shared Timeless Lessons On Winning, Life, Leadership, & The Business Of Being A Market Maker Listen Here
10. Scott St. Clair From Investor’s Business Daily Shared Timeless Lessons About Investing (25+ Years) Plus What He Learned From William (Bill) O’Neil Listen Here

Season 8

1. $SGH CEO – SGH Corp, CEO, Mark Adams, Shared Timeless Business, Life, and Leadership Advice – Listen Here
2. Legendary Market Wizard and Mercury Digital Assets Founder/CEO, Anthony “Tony” Saliba, Part I Listen Here
3. Brian Feroldi, Author, Why The Stock Market Goes Up Shared Timeless Lessons, Mistakes, and His Criteria For Evaluating A Business Listen Here
4. $400M Money Manager – David Peters Founder & CEO. $400M AUM Financial Planning, Asset Mgmt, & CPA Firm. Listen Here
5. $15.1 Billion Firm – Jonathan DeYoe, Sr VP at EP Wealth Advisors w $15.1B AUM & Mindful Money Founder. Listen Here
6. Steven Orr (Money.net) Shared Timeless Lessons He’s Learned Since He Began Trading In The Early 1990’s Listen Here
7. $CTLP CEO – Cantaloupe CEO Ravi Venkatesan Shared Timeless Advice With The Audience Listen Here
8. $AVPT CEO – Dr. TJ Jiang CEO and Co-Founder AvePoint Listen Here
9. $CISO CEO – David Jemmett, CEO, Cerberus Sentinel Listen Here
10. $500 Million Firm – Align Your Faith & Investments- Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM Listen Here

Season 9

1. $1.5 Billion Money Manager – Dan Ahrens – MD & Portfolio Manager at Advisor Shares with $1.5B AUM Listen Here
2. $300 Million Money Manager – Ken Van Leeuwen – Founder & CEO Of Van Leeuwen & Co With $300M AUM Listen Here
3. $550 Million Money Manager – Max Wasserman – Value Investor – Co-Founder Miramar Capital with $550M AUM Listen Here
4. $AAMC CEO – Jason Kopcak – CEO Altisource AM. Jason shared some timeless lessons, mistakes, and gave great leadership/life advice with the audience! Listen Here
5. $DAVE Jason Wilk, Founder & CEO, Dave.com . A Fintech company solving a big problem for the average consumer. Listen here
6. $3.8 Billion Money Manager – Stephen Lee, Logan Capital Management, $3.8 Billion AUM. Listen Here
7. $BEEM Desmond Wheatley President, CEO, and Chairman Of The Board of Beam GlobalListen here
8. VanEck $68B AUM – Digital Asset Hedge Fund Manager – Pranav Kanade, Portfolio Manager, VanEck Digital Assets Alpha Strategy Listen Here
9. Fader Of Mass Consensus With Market Wizard Jason Shapiro – Listen Here
10. $25 Billion Firm, Blake Moore CEO Of Touchstone Investments, Harvard Law Graduate, & Former NFL Player Shares Timeless Advice Listen Here

Season 10

1. Control Your Mind. Adam Sarhan asked Scott Schmaren, NeuroPerformanceologist, for Timeless Advice. Listen Here
2. $KSCP CEO – How AI Can Help Fight Crime: Adam Sarhan Interviewed William Santana Li, CEO, of Knightscope $KSCP Listen Here
3. $LSPD CEO – JP Chauvet, CEO, Lightspeed (NYSE: LSPD) Shared Timeless Advice. Listen Here
4. $WBX CEO & Co-Founder – Enric Asunción Shared Timeless Advice With The Audience Listen Here
5. $CTLP CEO Cantaloupe CEO Ravi Venkatesan Shared His Vision & Growth Plan With The Audience Listen Here
6. $BBW CEO & CFO Discussed Their Vision and Their Grow Plan For Build-A-Bear In 2023 & Beyond Listen Here
7. Timeless Lessons From One Of The Fastest Growing Fintech Social Media Company – Wolf Financial Listen Here
8. $1.4 Billion Money Manager & ETF Strategist Shared Timeless Advice With The Audience Listen Here
9. $500 Million Firm – Timeless Advice From Thomas Samuelson, CFA, CMT, CIO, Of Vineyard Global Advisors Over $500M AUM Listen Here
10. $FFIC CEO – Risk Must Be Managed, Not Avoided. John Buran, CEO, Flushing Financial Listen Here

Season 11

1. $SLE, Super League, Chair & CEO – Ann Hand – The Power Of Relationships & Leading From Within – Listen Here
2. $MYPS, PlayStudios, Founder, Chairman, & CEO – Shares Timeless Advice About How He Monetizes Online Video Games – Listen Here
3. $CYN, Cyngn, CEO and Chairman Shared Timeless Advice With The Audience About How He Uses Autonomous Driving To Power Industrial Vehicles – Listen Here
4. $KNSL, Kinsale Capital, Founder & CEO,  Shared Timeless Lessons On How He Built One Of The Fastest Growing Insurance Stocks In The Market Listen Here
5. $RICK, Timeless Advice From RCI Hospitality Holdings Chairman & CEO Listen here
6. $TGLR, $1.2 Billion Money Manager – Successful Investing Lessons For Women From Nancy Tengler. Her ETF is $TGLR – Listen Here
7. $COCP Co-CEO & CFO Cocrystal Pharma- Trying To Find Solutions For Viral Diseases (The Flu, Covid-19, etc) – Listen here
8. $280 Million Money Manager Shares Timeless Advice For Women & Investing – Listen Here
9. $GNPX – Genprex Chairman, President, & CEO For Timeless Advice – Listen Here
10. $DC – Dakota Gold CEO & Director Shared Timeless Advice With The SMC Audience – Listen Here

Season 12

1. $PD, Pager Duty, Chief Financial Officer, Howard Wilson, Shared Timeless Advice With The Audience – Listen Here
2. $4.6 Billion Money Management Firm – Keith Larkin, Managing Director & Principal Shares Timeless Advice – Listen Here
3. It’s Impossible To Always Be Right! Tungsten CEO Lewis Black, CEO & Founder of Almonty Industries Shared Timeless Advice Listen Here
4. $PERI CEO Tal Jacobson, Perion, Shared Timeless Advice With The Audience… Listen Here
5. $250 million money manager. Learn how Daryn Dodson uses diversity to generate Alpha. Listen here
6. $500 million money manager, Chris Manske, West Point Graduate & Army Veteran, shared timeless lessons with the audience. Listen here
7. $HF >$500 million money manager, Christopher J. Day, Founder CEO Days Global Advisors – The Power Of Absolute Returns. Listen here
8. $FRNKX – The Business Behind The Stock – Brian Frank, President Of Frank Funds & PM of the Frank Value Fund Listen here
9. $100 Million Firm – Distressed Investing With George Shultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM Listen Here
10. $14 Billion Money Manager – Speaks About Alternative Investing – Kurt Nye, MAI Capital – $14B AUM – Listen Here

Season 13

1. How A $4 billion Dividend Manager Invests His Money – Chris O’Keefe, Portfolio Manager, Logan Capital Listen here
2. $VRRM, Craig Conti, CFO, At Verra Mobility ($VRRM) Shared Timeless Advice on The SMC Show Listen here
3. $3 Billion Money Manager, Dryden Pence, “God and Nature Are Long. To Make Profits, Take Profits.” Listen Here
4. $EQTIX – How A $4 Billion Firm Uses Options to Generate Income – Listen Here
5. $MCF – Failure Is Not An Option – James Hill, CEO, MCFEnergy.com – Listen Here
6.$BTBT Bit Digital CEO, Sam Tabar, Shared Timeless Advice About A.I., Bitcoin Mining, Business, & Life Listen Here
7. $MIR CEO Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies. Listen Here
8. $CALX Calix CEO  -Michael Weening Smart Money Circle Interview – Success Is About People. Listen Here
9. 
$LTAFX CEO – The Power Of Compounding & Be Patient With Your Capital – Gregory Sachs, Founder SCG. Listen here
10. $3 Billion Firm – Get Invested – Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors Listen here

Season 14
1. $POLA – Polar Power CEO – Common Sense Is Not Always A Reality – Listen Here
2. $4B Firm – Rex Shares CEO Scott Acheychek – Finding Pockets In The Market   Listen Here
3. $VEGN ETF & Beyond Investing – CEO Claire Smith Shared Timeless Lessons Listen Here
4. $VWI ETF CEO & Co-Founder- Yang Tang Shared Timeless Advice
Listen here
5.
$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently Listen here
6. $FHTX  – Foghorn Therapeutics CEO Tells Us How He’s Using Biology To Fight Cancer Listen Here
7. $PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases Listen Here
8. $17 Billion Firm – How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial – A $17B Firm – Listen Here
9. $LDTC CEO – How To Avoid Spectacular Failures With LeddarTech CEO Frantz Saintellemy -Ticker $LDTC Listen here
10. Democratizing Alternatives With Alan Snyder Founder & CEO of aShareX.com –Listen Here

Season 15

1. $150 Million Firm – Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM  Listen here
2. How To Create Value And Why Pressure Is A Privilege With Ted Karkus CEO ProPhase Labs – $PRPH Listen Here
3. $3.2 Billion Firm – How To Bucket Plan Your Money & Avoid Freak Out Risk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately $3.2BListen Here
4. $5 Billion Money Manager – Think Differently – Sal M. Capizzi EVP at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Listen Here
5. $COYA Chairman/CEO – Without Adversity There’s No Success. With Dr. Howard Berman CEO and Chairman of Coya Therapeutics  $COYA – Listen Here
6. $TELO Co-Founder: This Company Wants To Reverse Aging. Frank O’Donnell MD Co-Founder Telomir Pharmaceuticals $TELO  Listen here
7. FMP’s Mission: Make Financial Data Available For All – With FMP Founder and Current CEO Listen Here
8. $LONGX – Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management – $LONGX – Listen Here
9. $5.5 Billion Firm – Markets Don’t Wait & Long-Term Investing With Dan Eye, Partner/CIO at Fort Pitt Capital – $5.5B AUM –Listen Here
10.$300M Money Managers – Rethink Hedging With Matt & Mike Thompson Co-Portfolio Managers At Little Harbor Advisors Listen Here

Season 16

1. Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing Listen Here
2. $100M Firm – Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM  Listen Here
3. $GDEV Chief Corporate Development Officer, Roman Safiyulin, Shares Timeless Advice On The SMC Show Listen Here
4. $TZROP Democratizing Markets Through Innovation – Tzero.com CEO David Goone Shares Timeless Advice  Listen Here
5. TSX: $AEMC Learn Timeless Lessons From Greg Beischer, President and CEO, of Alaska Energy Metals Corporation Listen Here
6. $KQQQ – Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business Listen Here
7. $20 Billion Firm – Learn Timeless Advice From Matt Radgowski, CEO at Halo Investing, Which Has Transacted Over $20B… Listen Here
8. $ICU CEO Is Fighting Inflammation – Sea Star Medical $ICU CEO, Eric Schlorff, Shares Timeless Advice  Listen Here
9. $17 Billion Firm – Long Term Thinking With Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM Listen Here
10. $IVDA-  Never Stop Learning With IoT Pioneer David  Ly Founder-CEO Iveda – $IVDA Listen Here

Season 17
1. $LUCY – How This CEO Is Revolutionizing The Smart Eyewear Market…Innovative Eyewear CEO & Founder – $LUCY – Listen Here
2. $SCNI – This CEO Is Using Alpaca DNA To Fight Inflammation & A Lot More! Scinai Immunotherapeutics $SCNI – Listen Here
3. $ENVB – This Biotech CEO Is Using Neuroplastogenic Small-Molecule Therapeutics To Create Next Generation Mental Health.
Dr. Joseph Tucker – CEO Enveric $ENVB – Listen Here
4. $ENSC – This CEO Is Using Clever Chemistry To Disrupt The Prescription Drug Market. Ensysce Biosciences $ENSC – Listen Here
5. $CALM on CSE: This CEO Is Using A.I. & Psychedelics To Improve Mental Health…Listen Here
6. $ASTI – This CEO Is Creating Solar Energy In Outer Space – Paul Warly CEO Ascent Solar $ASTI – Listen Here
7. $MBIO -This CEO is Using LSD To Fight Depression, PMS, & Other Mental Health Conditions – CSE: $MBIO Listen Here
8. $LPTH –
How This CEO Creates & Captures Value Sam Rubin President and CEO LightPath Technologies $LPTH Listen Here
9. $GAME – Dallas Cowboys Owner Jerry Jones Invested In GameSquare. The CEO Explains The Future Of Sports $GAME Listen Here
10. $VERU – Forget Ozempic & Wegovy. The Biggest Opportunity In Weight Loss Today. Lose Weight, Not Muscle $VERU Listen Here

Season 18
1. $URG – This Bold CEO is Helping Power The Nuclear Industry – John Cash, CEO, Ur-Energy Inc. Ticker $URG Listen Here
2. $MMA – Conor McGregor Invested in this MMA Stock. Meet Nick Langton Founder & CEO Alta Global Ticker $MMA Listen Here
3. $OCGN – This CEO Wants To Beat Blindness -Ocugen, CEO & Co-Founder Shares Timeless Advice – $OCGN Listen Here
4. $CVM – This Biotech CEO Has a Unique Approach To Fight Cancer. Cel-Sci Corp CEO – $CVM
Listen Here
5. $BSFC – This Sustainable Food CEO Wants To Help You Eat Better. John Keeler Founder/CEO Blue Star Foods $BSFC Listen Here
6. How The Top 1% Protect Their Assets With Offshore Trusts – Attorney Blake Harris Shares How Listen Here
7. $TRX – Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database Business Listen Here
8. Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money  Listen Here
9. $200M AUM – Demystifying Sustainable Investing With Peter Krull, A $200M Money Manager Listen Here
10. $2.1B – This Investor Bought & Sold over $2.1 Billion In  Real Estate  Listen Here

Season 19
1. $PDYN Pioneering AI and Robotics: Exclusive Interview with Palladyne’s CEO $PDYN  Listen Here
2. $FEMY Women’s Health Hero: How Femesys CEO Is Transforming Women’s Health $FEMY Listen Here
3. $200M Money Manager Shares Why He Believes Fiat Currency Is Dead – Listen Here
4. Billionaire CEO – $OPK – Meet Dr. Phillip Frost: Billionaire CEO and The Healthcare Pioneer Behind OPKO Health – $OPK – Listen Here
5. Peak Performance Expert 
Lynn Teachworth Reveals the Power of Energy, Alignment, and Movement Listen Here
6. $WKSP -Driving Toward a Sustainable Future Steven Rossi Shares Worksport’s Mission Listen Here
7. $8 Billion Money Manager Shares Timeless Advice: Robert Balentine’s Journey in Wealth Management – Listen Here
8. $TOON –Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios – Listen Here
9. $BIVI
This CEO is working on a drug to slow Alzheimer’s – Meet Cuong Do, CEO, Bioviepharm – $BIVIListen here
10. $OSCR This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR- Listen Here

Season 20

1. $CWD – Meet Chris Loeffler: Caliber’s CEO Shares Timeless Lessons For Investing In Real Estate. $CWD Listen Here

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