Podcast
Smart Money Circle
Hosted by Adam Sarhan · EN
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.
56episodes
Episodes
Newest firstAll episodes
This CEO Is Using Tech To Improve Healthcare & Is Bending The Curve Of Disease. Omada Health $OMDA
1w ago00:14:05Tap to summarizeBio: Sean Duffy is the Co-founder and CEO of Omada Health, a between-visit care provider that addresses cardiometabolic conditions like diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues. He has dedicated his professional life to bridging technology, design, and care delivery to transform care experiences for patients. As a former MD/MBA candidate at Harvard, he also holds a BS in neuroscience from Columbia University. He has written extensively about digital health and the future of healthcare in The New England Journal of Medicine, The Wall Street Journal, Forbes, and TechCrunch, among other publications. Prior to Omada, Sean worked at both Google and IDEO.Company: Omada Health (Nasdaq: OMDA) is reverse engineering the way healthcare is delivered in America, putting the space between doctor visits–where health is won or lost–at the center of care. Today's healthcare system poorly serves chronic conditions that require ongoing support outside of the exam room, like obesity, diabetes, hypertension, cholesterol, and musculoskeletal conditions. Omada’s virtual-first model combines human-led care teams, connected devices, and AI-enabled technology to deliver personalized care at scale, including support for GLP-1 therapy. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems. Learn more at omadahealth.com.
Transcribe →This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas CEO Mountain MNTN
2w ago00:24:55Tap to summarizeThis CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas Mountain- MNTN* Mark Douglas | MNTN President & CEO* Mountain* https://mountain.com/* NYSE: MNTNBio: https://mountain.com/about/About MarkMark oversees the direction of MNTN with his 20 years of product development experience gained through repeated success in helping fast-growth companies transition into emerging markets. He started at Oracle. Shortly after, Mark founded a series of successful startups resulting in IPOs and acquisitions. He was the VP of Technology at eHarmony where he built personality-matching technology. More recently, Mark built new technology for Rubicon Project as the VP of Engineering.About MNTN: MNTN (NYSE: MNTN) is the Hardest Working Software in Television™, bringing unrivaled performance and simplicity to Connected TV advertising. Our self-serve technology makes running TV ads as easy as search and social and helps brands drive measurable conversions, revenue, site visits, and more. MNTN was named one of Fast Company’s Most Innovative Companies and Next Big Things in Tech, and was recently featured on the cover of INC’s Best in Business Issue. For more information, please visit https://mntn.com/.
Transcribe →This CEO Is Helping Your Brain Function Better- Meet David Stamler, M.D., CEO Alterity Therapeutics $ATHE
2w ago00:21:16Tap to summarizeDavid Stamler, M.D., Chief Executive Officer AlterityTherapeuticsAlterity Therapeutics (NASDAQ: ATHE & ASX: ATH)www.alteritytx.com David Stamler, M.D., Chief Executive OfficerDavid Stamler, M.D. is Chief Executive Officer and a Managing Director, and previously served as Alterity's Chief Medical Officer and Senior Vice President, Clinical Development. Dr Stamler has extensive drug development expertise spanning early-stage research through late-stage clinical trials, with three FDA drug approvals in neurology.Prior to joining Alterity, Dr. Stamler served as the Vice President, Clinical Development and Therapeutic Head for Movement Disorders at Teva Pharmaceutical Industries after Teva acquired Auspex Pharmaceuticals where he was Chief Medical Officer.Prior to Auspex, he served as Senior Vice President and Chief Medical Officer at XenoPort, Inc., and Head of Drug Development at Prestwick Pharmaceuticals, Inc. Before Prestwick, Dr. Stamler worked at Fujisawa Pharmaceutical Co. and its subsidiaries in various leadership roles, including Vice President, Research and Development, Medical Sciences at Fujisawa Healthcare, Inc., and as Vice President, Clinical Research Center at Fujisawa Research Institute of America. Dr. Stamler began his career at Abbott Laboratories where he served in various positions including Director of Clinical Research, Pharmaceutical Products for the International Division.Dr. Stamler received an M.D. from the University of Chicago—The Pritzker School of Medicine and a B.A. in Biology from the University of Chicago.
Transcribe →This CEO Is Advancing Neuroscience By Treating Pain & Epilepsy – Meet Dave Rosa, CEO, NeuroOne $NMTC
3w ago00:19:14Tap to summarizeThis CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTCGuest: Dave Rosa, CEO, NeuroOne Medical Technologies $NMTCDave's BioDave Rosa is an entrepreneur with three decades of experience in the medical device industry spanning a variety of technologies and products. In addition to CEO roles with early-stage medical device companies, Mr. Rosa’s background also includes senior roles with C.R. Bard Inc., Boston Scientific Inc., and St. Jude Medical, where his responsibilities included marketing, product development and business development. He has been named as an inventor on multiple medical device patents, serves on seven corporate boards, and has raised $200M in the capital markets. Mr. Rosa holds an MBA from Duquesne University and a BS in Commerce and Engineering from Drexel University.Mr. Rosa currently serves as the President and CEO of NeuroOne (Nasdaq: NMTC), a medical technology company that develops high-definition, minimally invasive diagnostic and therapeutic devices based on its unique thin film electrode technology. NeuroOne, Nasdaq: NMTCWebsitehttps://nmtc1.comCompany Bio NeuroOne Medical Technologies Corporation is a medical technology company focused on improving surgical care options and outcomes for patients suffering from neurological disorders. NeuroOne markets a minimally invasive and high-definition/high-precision electrode technology platform with four FDA-cleared product families: Evo(R) Cortical Electrodes, Evo(R) sEEG Electrodes, OneRF(R) Ablation System (for brain), and OneRF(R) Trigeminal Nerve Ablation System. These solutions offer the potential to reduce the number of hospitalizations and surgical procedures, lower costs, and improve patient outcomes by offering combination diagnostic and therapeutic functions. The Company is engaged in research and development for drug delivery and spinal cord stimulation programs.
Transcribe →A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP
3w ago00:26:30Tap to summarizeA Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAPGuestScot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc.Scot's BioCo-founder and largest shareholder of Wrap Technologies, Scot Cohen has led the company's strategy and financing since its 2016 founding. He brings 30+ years in asset management and capital markets, having co-founded Iroquois Capital, a New York hedge fund managing approximately $300M.Wrap Technologies, Inc.Website: wrap.com Ticker: Nasdaq: WRAPCompany BioWrap Technologies is a global public-safety technology company building non-lethal response solutions for law enforcement, security, and defense. The company is rapidly expanding into drone-based public safety, having launched DFR-X, the first U.S. commercially available non-lethal Drone First Responder interdiction system, alongside its MERLIN-Interdictor and MERLIN-1 counter-drone (C-UAS) payloads, which can deploy non-lethal force from the air and entangle hostile drones mid-flight.
Transcribe →This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS
4w ago00:22:26Tap to summarizeThis CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOSGuest Dakota Semler, Chief Executive Officer Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet services provider, and manufacturer of Class 5 through Class 8 battery-electric vehicles. Xos’ mission is to decarbonize commercial transportation with the most durable trucking technology available. Dakota has been in the transportation and trucking industry for more than a decade and grew up working on his family’s fleet business. He came up with the idea for Xos to solve the exact challenge he faced as a fleet operator: to create a cost-effective, durable, and reliable electric vehicle that achieves the same, or better, performance benchmarks of an existing diesel vehicle—without compromising the air we breathe. Since 2018, Xos has deployed hundreds of its 100% battery-electric vehicles with leading fleets within parcel delivery, cash-in-transit, beverage distribution, and linen and textile services. Dakota was named in the Forbes 30 Under 30 in Manufacturing & Industry In 2019. Company informationXos, Inc.www.xostrucks.com.Ticker: NASDAQ: XOSCompany Bio: Xos, Inc. (NASDAQ: XOS) is a leading technology company and fleet services provider specializing in battery-electric fleet solutions and mobile energy storage infrastructure. The Company's mobile and stationary energy storage systems are purpose-built for the demanding requirements of commercial and municipal fleet operations. They deliver reliable, cost-effective charging without costly utility upgrades or grid improvements, supported by proprietary fleet management software and fully electric commercial vehicles for seamless operations.Founded in 2016 by Dakota Semler and Giordano Sordoni, Xos was built on a simple premise: the transition from diesel to electric should be as seamless as possible for fleet operators. The Company's integrated portfolio is anchored by its energy storage platform, complemented by fully electric commercial vehicles and powertrain technology for OEM partners, offering fleet operators a comprehensive path to zero-emission operations.Xos has served commercial and municipal operators since 2018 and is trusted by industry leaders including Waymo, Caltrans, FedEx ISPs, UPS, Loomis, and Cintas, among others. Headquartered in Los Angeles, California, with production operations in Byrdstown, Tennessee, the Company went public in August 2021 and trades on NASDAQ under the ticker symbol XOS. For more information, visit www.xostrucks.com.
Transcribe →The eBay, Amazon, Paypal, Square, Of Latin America – Meet Leandro Cuccioli at Mercado Libre $MELI
May 2800:35:45Tap to summarizeThe eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELIGuestLeandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado LibreCompanyMercado Libre ($MELI)Websitehttp://investor.mercadolibre.com/BioLeandro Cuccioli has been Senior Vice President of Corporate Development, Strategy, Sustainability, and Investor Relations at Mercado Libre since July 2024. He has extensive experience in the private sector, having worked in private equity funds investing in the energy, retail, gas, and financial services sectors, with tenures at the UK's sovereign wealth fund and Capital Group, one of the world's largest asset managers. In addition to Latin America, he has professional experience in China, India, and Africa.Between 2016 and 2020, he served in the Argentine government, initially as Public Policy Coordinator in the Cabinet Office of the Chief of Ministers. He then became Deputy Minister of Finance (2017–2018) and later led Argentina's Federal Administration of Public Revenues (AFIP) as Minister of Revenue, overseeing the country's tax collection agency. He holds a degree in Industrial Engineering from the Buenos Aires Institute of Technology (ITBA) and an MBA from the Stanford Graduate School of Business.About Mercado Libre ($MELI)Founded in 1999, MercadoLibre, Inc (NASDAQ: MELI) is the leading company in e-commerce and financial technology in Latin America, with operations in 18 countries. It offers a complete ecosystem of solutions for individuals and businesses to buy, sell, advertise, obtain credit and insurance, collect, send money, save, and pay for goods and services both online and offline. Mercado Libre looks to facilitate access to commerce and financial services in Latin America, a market that offers great opportunities and high growth potential. It uses world-class technology to create intuitive solutions tailored to the local culture to transform the lives of millions of people in the region. More information at http://investor.mercadolibre.com/
Transcribe →This ~$1B Multi-Family Office Is Big In Crypto – Meet Jake Claver Chairman Digital Ascension Group
May 2100:32:38Tap to summarizeThis Multi-Family Office Manages ~$1B Mainly in Crypto – Meet Jake Claver Chairman Digital Ascension GroupJake Claver, CEO, Digital Ascension GroupWebsite: www.digitalfamilyoffice.ioAUM = $1 Billion Jake’s Bio:Jake Claver is CEO and Principal of Digital Ascension Group, founder of Digital Wealth Partners, a digital-asset-focused RIA, and leader of Syndicately, an SPV platform for sophisticated investors. A recognized expert in blockchain and Web3 adoption, he advises family offices and high-net-worth clients through a multi-family office model that integrates planning, governance and next-generation investment strategies. Jake is a frequent industry speaker, has been featured in Bloomberg and MarketWatch, and is co-author of the bestselling book Wealth in Numbers. His focus is helping investors build durable, multi-generational wealth in the digital economy.Awards & Recognition:• Member of the Forbes Finance Council• Speaker at the Digital Fusion Summit 2025
Transcribe →This Biotech CEO Is Helping Fight Asthma. Meet Barry Quart CEO Connect Biopharma $CNTB
May 2000:16:28Tap to summarizeGuest: Barry Quart, CEO and DirectorCompany: Connect Biopharma, NASDAQ:CNTBWebsite: https://www.connectbiopharma.com/Connect Biopharma Bio:Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego, California, the Company is advancing rademikibart, a next-generation, potentially best-in-class antibody designed to target IL-4Rα. The Company is currently conducting global clinical studies of rademikibart for the treatment of acute exacerbations of asthma and COPD, areas with significant unmet need. Connect has granted an exclusive license to Simcere Pharmaceutical Co., Ltd., for rademikibart in Greater China. Under the exclusive license and collaboration agreement, Connect is eligible to receive remaining milestone payments up to an aggregate amount of approximately $110 million upon the achievement of certain development, regulatory and commercial milestones. Connect is also eligible to receive royalties at tiered percentage rates up to low double-digit percentages on net sales in Greater China.Barry Quart Bio:Dr. Barry Quart brings over 30 years of extensive experience serving in leadership positions in biotechnology and pharmaceutical companies and developing innovative pharmaceutical products. He has personally led several early-stage biotech companies through late-stage clinical development, regulatory strategy, highlighted by nine U.S. Food and Drug Administration (FDA) approved drugs.Dr. Quart was most recently CEO at Heron Therapeutics. He first served as CEO and Director starting 2012, transitioned to President and CEO in 2019 and was named Chair of the Board in October 2020. At Heron, Dr. Quart oversaw the development and approval of four drugs: two drugs for CINV (CINVANTI® and SUSTOL®) and two acute care drugs (ZYNRELEF® and APONVIE®). Prior to Heron, Dr. Quart co-founded Ardea Biosciences, Inc. in 2006 and served as its President and Chief Executive Officer and Director from its inception through its acquisition by AstraZeneca PLC in 2012. At Ardea, Dr. Quart invented and oversaw the development of a drug for gout (ZURAMPIC®), as well as the design and development of a series of MEK inhibitors for cancer that were licensed to Bayer AG. Dr. Quart currently serves on the Board of Directors of Kiniksa Pharmaceuticals. He is an inventor on 18 U.S. patents and an author on 75 publications and abstracts. Dr. Quart received his Pharm.D. from the University of California, San Francisco.
Transcribe →Your Retirement Sketchbook: This $10B CEO Shares Timeless Advice On How To Think In Decades
May 1800:22:19Tap to summarizeYour Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie’s Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie’s BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.
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