
Timeless Advice From The Chief Investment Officer Of A $10 Billion Firm Meet Stuart Katz, Chief Investment Officer, Robertson Stephens (AUM: $9.5B) Bio Stuart Katz creates and leads the firm’s investment strategy...


business
Hosted by Adam Sarhan · business · 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.
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Contact path
Verified email
Booking probability
38%
Guest openness
Selective
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Signup to Generate a PitchThis 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.
Smart Money Circle is hosted by Adam Sarhan. The show has published 363 episodes to date.
Recent episodes include "The CIO Of A $10 Billion Firm Shares Timeless Advice - Stuart Katz, Robertson Stephens" (20 October 2026, 14 minutes), "$3 Billion Money Manager Never Interrupt Compounding, Isaac Wakszol CEO Activest Wealth Management" (16 October 2026, 18 minutes), and "Is Lidar The Future Of Autonomous Driving? Meet Matt Fisch CEO AEYE $LIDR" (15 October 2026, 15 minutes).
Smart Money Circle publishes roughly weekly, with episodes averaging 22 minutes across 363 episodes.
Booking probability for Smart Money Circle is 38%, and the host is rated Selective on guests. Smart Money Circle requires a Pod Score of 80 or higher. Smart Money Circle's contact route on record: verified email.
The strongest fits for Smart Money Circle are Investing & Wealth Management. Smart Money Circle has a business audience and around 79,000 subscribers on YouTube.
Adam Sarhan hosts Smart Money Circle, a business podcast with 363 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

Timeless Advice From The Chief Investment Officer Of A $10 Billion Firm Meet Stuart Katz, Chief Investment Officer, Robertson Stephens (AUM: $9.5B) Bio Stuart Katz creates and leads the firm’s investment strategy...

Episode #1
Guest Isaac Wakszol is the CEO of Activest Wealth Management Company Activest Wealth Management Website https://activestwm.com/ Assets 3B AUA 1.7B AUM Isaac’s Bio Before founding Activest, he represented a Swiss private...

This CEO Is Using Lidar To help Autonomous Driving- Meet Matt Fisch CEO AEYE $LIDR Matt Fisch Chairman & Chief Executive Officer, AEye, Inc. $LIDR Matt Fisch is Chief Executive Officer of AEye, Inc. (NASDAQ: LIDR), a...

VC Investments In A Publicly Traded Fund - Meet Dr. Naj – CEO C1 Fund - $CFND Guest Dr. Najamul Kidwai, Co-Founder, President, and Chief Executive Officer C1fund --CFND Najam Kidwai - Company C1 Fund (NYSE: CFND)...

Guest Andrew Paradise - Founder & CEO – FIRY Company FIRY Inc. (NYSE:FIRY) Website: http://www.firy.com Andrew's Bio Andrew Paradise, FIRY’s Chief Executive Officer and Founder, is the inventor of real-money skill-based...

This CEO is Fighting Parkinson’s And Other Neuro-Degenerative Diseases – Meet Gain Therapeutics GANX CEO Guest: Gene Mack, CEO, Gain Therapeutics Guest’s Bio: Gene Mack serves as Chief Executive Officer and President of...

Episode #6
Underwater Drones? The Future Of Underwater Robotics.Meet John Gibson, CEO, Nauticus Robotics Guest John Gibson, President & CEO Nauticus Robotics, Inc.$KITT Company Nauticus Robotics, Inc Website...

Episode #4
Guest Full Name: Dr. David-Alexandre (“DA”) C. Gros, MD CEO DA’s Bio: Dr. Gros has served as Chief Executive Officer and a member of the Board of Directors of Eledon Pharmaceuticals, Inc. since September 2020. He joined...

This CEO Is Helping Netflix & Paramount + Stream Videos Faster & Better. Meet Mr. Sharon Carmel, CEO of Beamr $BMR Guest: Mr. Sharon Carmel, CEO of Beamr $BMR Guest Bio: Mr. Carmel is founder and CEO of Beamr. He is a...

This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN Guest Adam Rogers, MD, Chair, President & Chief Executive Officer at NervGen Adam’s BIO: Adam H. Rogers, MD, is the President and Chief...

Smart Money Circle
Bio: 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...

Episode #6
This 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: MNTN Bio: https://mountain.com/about/...

David Stamler, M.D., Chief Executive Officer AlterityTherapeutics Alterity Therapeutics (NASDAQ: ATHE & ASX: ATH) www.alteritytx.com David Stamler, M.D., Chief Executive Officer David Stamler, M.D. is Chief Executive...

Episode #8
This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Guest: Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Dave's Bio Dave Rosa is an...

Episode #7
A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP Guest Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc. Scot's Bio Co-founder and largest shareholder of Wrap...

Episode #6
This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS Guest Dakota Semler, Chief Executive Officer Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based...

Episode #5
The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI Guest Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations...

Episode #4
This Multi-Family Office Manages ~$1B Mainly in Crypto – Meet Jake Claver Chairman Digital Ascension Group Jake Claver, CEO, Digital Ascension Group Website: www.digitalfamilyoffice.io AUM = $1 Billion Jake’s Bio: Jake...

Guest: Barry Quart, CEO and Director Company: Connect Biopharma, NASDAQ:CNTB Website: https://www.connectbiopharma.com/ Connect Biopharma Bio: Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to...

Episode #1
Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice Guest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS Website: https://www.bmt.com/...
Recent guests on Smart Money Circle. Study who booked and why before you pitch.
Vice President of Diversity, Equity & Inclusion, University of Glasgow Dental School
United States Transportation Secretary, Albert Schweitzer Center at Quinnipiac University
Chairman and Principal, Digital Ascension Group
doktor i sociologi, professor och föreläsare, tidigare AAPOR- och WAPOR-president, Yellowstone to Yukon Conservation Initiative
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