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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. Jim O’Shaughnessy’s Four Investing Horsemen & Much More – $4 Billion money manager 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. 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. 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. David Mazza, Managing Director, Head of Product R&D, at Direxion with ~$25 Billion in AUM. Listen here
3. David Grumhaus President & CIO Duff & Phelps Investment Mgmt Co ~$12B Listen Here
4. Karen McClintock About The Power Of Compounding. ~$4B AUM Listen Here
5. 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. David Peters Founder & CEO. $400M AUM Financial Planning, Asset Mgmt, & CPA Firm. Listen Here
5. 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. Align Your Faith & Investments- Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM Listen Here

Season 9

1. Dan Ahrens – MD & Portfolio Manager at Advisor Shares with $1.5B AUM Listen Here
2. Ken Van Leeuwen – Founder & CEO Of Van Leeuwen & Co With $300M AUM Listen Here
3. 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. 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. CEO of A $25B, 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. 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. Distressed Investing With George Shultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM Listen Here
10. $14B Money Managers 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. $3B 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. Get Invested – $3B Firm – 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. How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial – A $17B Firm – Listen Here

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Adam Sarhan, #1 Best Selling Author, Investor, and Forbes Contributor, interviews large money managers (all over $100 million) for timeless and actionable advice you can use to get ahead. Listen to the #SmartMoneyCircle.com Show for free or become a member and dive deeper.

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