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.
52episodes
Episodes
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A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP
2d 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
1w 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
2w ago00:35:45Tap 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
3w ago00:32:38Tap 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
3w ago00:16:28Tap 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
3w ago00:22:19Tap 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.
Transcribe →This CEO Helps People Invest Like Institutions – Meet Joe Barrato Founder & CEO Arrow Funds
4w ago00:30:15Tap to summarizeGuest Joseph Barrato Founder & CEO of Arrow Investment AdvisorsWebsitehttps://arrowfunds.com/BioJoseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative investments.With more than 25 years of experience spanning ETF innovation, quantitative modeling, managed futures, and tactical portfolio construction, Joe has been involved in the development of several pioneering investment structures throughout his career. Prior to founding Arrow in 2006, he held leadership roles at Rydex Investments, where he worked on research, momentum modeling, and product development initiatives that contributed to some of the earliest innovations in smart beta, tactical allocation, and ETF portfolio design, including work associated with the Invesco S&P 500 Equal Weight ETF.Earlier in his career, Joe spent 12 years at the Federal Reserve Board of Governors, where he worked as both a financial analyst and senior financial examiner supporting economists, analyzing monetary data, and advising Federal Reserve officials on financial and operational matters.Under Joe’s leadership, Arrow became an early adopter of managed futures within the 40 Act structure and today manages one of the industry’s longest-running managed futures strategies in a mutual fund wrapper. Arrow has also helped develop innovative solutions across tactical balanced portfolios, global macro strategies, income-oriented ETFs, and Tactical Bitcoin strategies focused on managing volatility within digital assets.In addition to portfolio management and product development, Joe regularly publishes market commentary and portfolio research through Arrow Insights, focusing on portfolio construction, volatility, diversification, and evolving market structure. He is also actively involved in charitable and community outreach initiatives, including Dividend Angels and service-oriented programs supporting recovery and underserved communities in Baltimore.Joe’s investment philosophy centers on a belief that portfolio structure matters just as much as asset selection. His work has consistently focused on helping advisors incorporate non-correlated exposures, systematic disciplines, and dynamic allocation frameworks into modern portfolio construction.
Transcribe →This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0
4w ago00:25:37Tap to summarizeThis $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0GuestFrank Holmes CEO & CIO of US Global Investors With Many ETFS ~$2B AUM CEO and Chief Investment Officer of U.S. Global Investors (GROW, JETS, HIVE, SEAS, and more) Executive Chairman of HIVE Digital Technologies (NASDAQ: HIVE)Company Name: U.S. Global InvestorsCompany Website: usfunds.comFrank Holmes BioFrank Holmes is the CEO and chief investment officer of U.S. Global Investors (NASDAQ: GROW). Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer in 1999. He is the co-author of The Goldwatcher: Demystifying Gold Investing. Over 100,000 subscribers follow his weekly commentary in the award-winning Investor Alert newsletter, across social channels and in his Frank Talk blog, which is read in over 180 countries.Under his guidance, the company’s mutual funds have received recognition from Lipper and Morningstar over the years. In 2015, Mr. Holmes led the company into the exchange-traded fund (ETF) business with the launch of the U.S. Global Jets ETF (NYSE: JETS), which invests in the global airline sector. In 2017, the firm launched its second ETF, the U.S. Global GO GOLD and Precious Metal Miners ETF (NYSE: GOAU), focusing on gold royalty companies. In 2017, U.S. Global Investors made a strategic investment in HIVE Digital Technologies (TSX.V: HIVE, NASDAQ: HIVE). Mr. Holmes serves as Executive Chairman of HIVE, which is the first cryptocurrency mining company to go public, mining Bitcoin.Mr. Holmes is a much-sought-after keynote speaker at national and international investment conferences. He is a regular commentator on popular financial networks and has been profiled by Fortune as well as The Financial Times. U.S. Global Investors — ETFsU.S. Global Investors ETFs - Total Assets (ETFDb): ~2B AUMU.S. Global Jets ETF (JETS)AUM: $941.84MU.S. Global Go GOLD and Precious Metal Miners ETF (GOAU)AUM: $220.09MU.S. Global Technology and Aerospace & Defense ETF (WAR)AUM: $12.30MU.S. Global Sea to Sky Cargo ETF (SEA)AUM: $12.10M
Transcribe →This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM
May 600:30:09Tap to summarizeThis Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGMGuest Todd Usen, Chief Executive Officer Adagio MedicalCompany: Adagio MedicalTicker: ADGMWebsite: https://adagiomedical.com/Bio: Adagio Medical is a medical device company focused on developing and commercializing products for the treatment of cardiac arrhythmias utilizing its novel, proprietary, catheter-based Ultra-Low Temperature Ablation (ULTA) technology. ULTA is designed to create large, durable lesions extending through the depth of both diseased and healthy cardiac tissue. The Company is currently focused on the treatment of ventricular tachycardia (VT) with its purpose-built vCLAS™ catheter, which is CE Marked and is currently under evaluation in the FULCRUM-VT U.S. IDE Pivotal Study. FULCRUM-VT, which took only eleven months to fully enroll 209 patients, completed enrollment in October 2025 and FDA approval of vCLAS is expected by the end of 2026.
Transcribe →This $1B Money Manager Is Funding The American Dream. Meet Damien Dwin Founder/CEO Lafayette Square
May 500:32:55Tap to summarizeThis Money Manager Is Helping Companies Grow & Financing The American Dream.Guest: Damien Dwin Founder & CEO Lafayette Square$1.1B AUMCompany Name: Lafayette SquareWebsite: www.lafayettesquare.comDamien’s Bio:Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square®, a private credit firm lending capital to growing middle market companies in working-class places. Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in 2010 to October 2020. Damien began his career as a trader with Goldman Sachs, New York & London, there earning the Michael P. Mortara Award for Innovation. At Credit Suisse, he was the Co-Founder and Head of the North American Special Opportunities business until 2010. Damien also served on the Vice President Selection Committee and led the Fixed Income Division Credit Training Program. Damien serves on the non-profit boards of Lincoln Center for the Performing Arts, Studio Museum in Harlem, National Trust for Historic Preservation, Boys’ Club of New York, and Vera Institute of Justice. He is a Council Member of the Smithsonian National Museum of African American History and Culture.Damien received a B.S./B.A. from Georgetown University. Company bio: Lafayette Square® is a private credit firm lending capital to growing middle market companies in Working-Class places. The firm focuses on non-sponsored deals, significant managerial assistance, and a data-driven investment strategy. Lafayette Square's thesis holds that Working-Class people and places are overlooked by private credit creating an attractive investment opportunity subject to conservative underwriting, managerial assistance, and technology. Lafayette Square® aims to support 100,000 Working-Class jobs, invest 50% of capital in Working-Class places, and curate benefits for 50% of its portfolio by 2030. For more information, please visit www.lafayettesquare.com<http://www.lafayettesquare.com/>.
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