Best Adam Sarhan Podcasts (2025)

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This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG) 27:29

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1d ago27:29

27:29

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG) Guest John Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG). About John: John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied econ…

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This $6B Firm Uses Alternative Investments To Build Concentrated and Diversified Portfolios 18:23

9d ago18:23

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Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management Website www.vivaldicap.com AUM ~$6bn Bio Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and port…

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This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash. 21:44

10d ago21:44

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This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash. Guest Mayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), Company Brazil Potash Corp Website https://brazilpotash.com/ Ticker: GRO Bio Mayo Schmidt is the Executive Chairman at Brazil Potash, Corp. …

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This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered 30:20

12d ago30:20

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This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua Barone Title: Principal Wealth Manager Company name: Savvy Wealth Website: http://savvywealth.com/ AUM: Savvy Advisors manages over $3 billion in assets under management Bio: Josh Barone is a financial advisor based in Reno, Nevada, and j…

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This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch 13:16

14d ago13:16

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This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.co Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, ven…

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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM 22:01

15d ago22:01

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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Gle…

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Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two 33:40

29d ago33:40

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Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two Guest: Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO * Managing Director, Insight Partners * Author of National Bestseller Mission Driven (distilled nicely in this article) All of Mike’s prof…

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This Money Manager Shares Timeless For Business Owners & Other Like-Minded Folks 12:27

1M ago12:27

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Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital 22:25

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Transforming Diagnostics & Saving Lives – Exclusive Interview with QIAGEN CEO 22:18

2M ago22:18

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Full name: Thierry L. Bernard Title: Chief Executive Officer Website: https://www.qiagen.com/us Ticker: $QGEN Biography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare. He was named Chief Executiv…

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Former Marine Turned Financial Advisor – Shares Timeless Advice – Meet Scooter Thomas III 15:52

2M ago15:52

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Guest: Edward (a.k.a. Scooter) F. Thomas III Title: Financial Advisor AUM: ~$250M Website: https://savantwealth.com/employee/scooter-thomas/ Bio: As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, incl…

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Warby Parker Co-Founder Neil Blumenthal Shares Timeless Advice & Wants To Help People See Better... 42:35

2M ago42:35

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Guest: Neil Blumenthal Co-founder and Co-CEO of Warby Parker Website: https://www.warbyparker.com/ Ticker: $WRBY Bio: Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, …

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This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control 31:36

2M ago31:36

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GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsitehttps://mai.capital/ BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth manage…

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Investing Is A Marathon, Not A Sprint. Meet Mark DiGiovanni Founder Marathon Financial Strategies 21:41

2M ago21:41

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Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financi…

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This CEO Shared Timeless Advice From Building A $10B ETF Firm... Meet Will Rhind GraniteShares 20:48

2M ago20:48

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Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternativ…

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All That Glitters Are Gold ETFs? Meet The $2.5B Money Manager That Invented A Few Gold ETFs 24:13

2M ago24:13

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Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, wit…

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Interested In Leverage & Thematic ETFs? This $2B Firm Specializes In Both... 19:33

3M ago19:33

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Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeShares Company: Leverage Shares ETPs Website: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio: Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-base…

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This $1B Firm Specializes In Alternative Investments - Should You? 15:29

3M ago15:29

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Alan Strauss Senior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assets Website https://www.crystalfunds.com/ Bio Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He ea…

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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing 11:59

3M ago11:59

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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she rel…

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This $850M Money Manager Does Wealth Management for Life. Meet Tom Hulick CEO Strategy Asset Managers 14:00

3M ago14:00

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Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has w…

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Want Better Backups? BLZE CEO on Big Data, Disruption, & Growth at Backblaze 32:13

3M ago32:13

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Guest Gleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE] Website https://www.backblaze.com/ About Gleb Budman Gleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze wi…

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Inside Aurora Mobile: Chris Lo, CEO of Aurora Mobile, Talks Strategy & Innovation - $JG 10:12

3M ago10:12

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Name: Chris Lo Title: Founder & CEO Website: https://ir.jiguang.cn Company Name: Aurora Mobile Ticker: JG Bio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.…

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A Portfolio Manager’s Journey from Wall Street to Main Street: Investing Wisely for Real People 26:46

3M ago26:46

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Guest: Scott A. Goginsky, CFA ® Partner & Portfolio Manager Biondo Investment Advisors, LLC AUM: $1.1B Website: www.TheBiondoGroup.com Disclosure: Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results. Bio: Scott was drawn to the v…

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Draganfly's CEO on Disrupting the Drone Industry - $DPRO 26:28

3M ago26:28

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Guest Cameron Chell, Co-Founder CEO, Draganfly Inc. Website https://draganfly.com/ Ticker: DPRO Bio Cameron Chell CEO / PRESIDENT Cameron has been a technology entrepreneur for more than 30 years and has spent his career growing a diverse collection of high-potential ideas into revolutionary companies that have changed the way we experience the wor…

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Xtract One's CEO Is Disrupting The Security Industry With AI. 23:08

3M ago23:08

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Guest Peter Evans CEO & President Xtract One Technologies Ticker: TSX: XTRA Website https://xtractone.com/ Bio Peter Evans has over 25 years of experience leading organizations’ digital transformation and innovation activities for customers in high-growth technology businesses. At Xtract One, Peter is bolstering the physical security technology ind…

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Can Every Business Benefit from A Fractional CFO? Meet Seth Pinegar From The CFO Centre 18:02

4M ago18:02

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GuestSeth Pinegar, West Coast Regional Director, The CFO CentreWebsitehttps://www.cfocentre.com/us/BioSeth has 25+ years’ experience in helping companies successfully seed, develop, grow, finance, operate, strategize, execute, acquire, consolidate and/or enable investor exits – first with nearly a decade in TMT investment banking with JPMorgan and …

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A Parents Roadmap For Investing - From The Author & Host Of Money Confident Girls 21:42

4M ago21:42

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Guest Julina Ogilvie, CIMA®, CPWA®, CEPA® Partner | Wealth Advisor Principle Wealth Author & Host Money Confident Girls Book & Podcast Firm Website https://www.principlewealthpartners.com/ Firm AUM $2.5B Bio: Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession pl…

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Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest 27:24

5M ago27:24

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Title Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest Guest Dr. Sylvia Kwan, CFA®, CAIA® CEO & CIO Ellevest Website www.ellevest.com About Dr. Kwan Dr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of i…

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This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley 23:29

5M ago23:29

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This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economic…

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Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm 27:49

5M ago27:49

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Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value —…

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Bitcoin Depot COO $BTM Discusses Building Teams and Navigating the Crypto Boom 11:24

6M ago11:24

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Guest Name: Scott Buchanan, COO, of Bitcoin Depot $BTM Website: https://bitcoindepot.com/ Ticker: NASDAQ: BTM Bio: Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems a…

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This CEO Wants To Make Banking Easy – Meet Heath Fountain, CEO of Colony Bankcorp $CBAN 30:06

6M ago30:06

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Guest: Heath Fountain CEO of Colony Bankcorp Website: https://colony.bank/ Ticker: CBAN Bio: T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors…

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The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business $NTRB 22:17

6M ago22:17

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The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business Guest Serguei Melnik Founder & President Nutriband Ticker: NTRB Website: https://www.nutriband.com/ Bio: Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial frame…

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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yones on Risk, Reward, and Leveraged ETFs 1:00:19

6M ago1:00:19

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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institution…

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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) 30:29

6M ago30:29

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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acq…

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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE 33:27

6M ago33:27

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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including tec…

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This Scientologist & Best Selling Author Wants To Help You Look & Feel 10 Years Younger 37:54

6M ago37:54

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Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned:…

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What’s The Value Of Life? Jay Jackson CEO of Abacus Global Mgmt Wants To Help You Find Out $ABL 27:01

6M ago27:01

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What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out Guest: Jay Jackson Chairman & Chief Executive Officer, Abacus Global Management Ticker: $ABL Website: https://abacusgm.com/ Bio Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He …

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Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons 53:53

6M ago53:53

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About The SMC Show We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn More Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons Website: https://cardonecapital.com/ Guest Grant Cardone CEO Cardone Capital Cardon…

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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm 34:47

6M ago34:47

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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995.…

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Disrupting Children’s Health: Adam Gillman on Raising Healthier Kids 22:17

7M ago22:17

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Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading childre…

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This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier 35:54

7M ago35:54

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This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, p…

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This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above 27:29

7M ago27:29

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This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate…

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The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition 19:34

7M ago19:34

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The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director…

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This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… 39:32

7M ago39:32

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This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest: Ed Cofrancesco, Chief Executive Officer of International Assets Advisor With $5.5B AUM Website: https://www.iaac.com/ Bio: For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. D…

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This CEO Manages $1B & Owns 9 Restaurants By Empowering People 28:28

7M ago28:28

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This CEO Manages $1B & Owns 9 Restaurants By Empowering People David Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1B And founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website: https://davidsteele.xyz/ About David My primary role is as the co-founder and CEO of One We…

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How To Win The Game Of Money = Become Financially Independent & Make Work Optional 17:48

7M ago17:48

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Guest: Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M) Website: https://palumbowm.com/ Bio: Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insight…

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This Man Built A $20B Firm By Finding His Noble Cause & Thinking About Valuation, Not Value. Meet Jonathan Hirtle 41:52

7M ago41:52

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This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value. Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B Bio: In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Man…

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This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... 34:03

8M ago34:03

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This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM Website: https://www.ballastrock.com/ Bio: Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically int…

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This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS 30:55

8M ago30:55

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This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Ticker: HSCS Website: https://heartsciences.com/ Bio: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Since March 2022, Andrew Simpson has served as our President and…