Smart Money Circle

Adam Sarhan
  • 4.9 (15)
  • INVESTING
  • UPDATED SEMIWEEKLY

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.

  1. 1D AGO

    This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta $NEOV

    This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta NEOV Guest Ardes Johnson CEO NeoVolta $NEOV About NeoVolta - Solar Battery Backup for Home | NeoVolta Solar Energy Storage NeoVolta Inc. (NASDAQ: NEOV) is a U.S.-based energy technology company delivering scalable energy storage solutions for resilient residential and commercial power infrastructure. Founded in 2018, NeoVolta designs, develops, and manufactures advanced battery systems that enable efficient energy management, grid independence, and reliable backup power. Its solutions help homeowners and businesses reduce utility costs, optimize renewable energy usage, and maintain critical operations during grid outages. With a strong focus on performance, safety, and long-term reliability, NeoVolta is well positioned to support the growing adoption of distributed energy resources and the transition to a more resilient, decentralized energy system. About Ardes Johnson, CEO Ardes Johnson is Chief Executive Officer and Director of NeoVolta, bringing nearly 30 years of executive experience in the energy sector. He previously served as President and General Manager of Meyer Burger Americas, where he led a successful transition to module sales, built a multi-gigawatt backlog, and rapidly scaled manufacturing operations. Earlier, he was Director of Americas Sales and Marketing for Tesla’s Energy Products division, where he helped launch partner channel programs for Powerwall and Powerpack and secured a major energy storage contract with Southern California Edison. His career also includes senior leadership roles at SolarWorld Americas and General Electric. Johnson holds an MBA from Southern Methodist University and a BS in Mechanical Engineering from Texas Tech University.

    24 min

  2. 4D AGO

    This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX

    This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX Guest Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences Anixa Biosciences, www.Anixa.com, NASDAQ:ANIX Company Info Anixa Biosciences NASDAQ:ANIX https://www.Anixa.com/ Amit's Bio: AMIT KUMAR, PH.D. Chairman & Chief Executive Officer Dr. Kumar has been an investor, founder, director and CEO of several technology enterprises, both public and private. As CEO, he took CombiMatrix Corporation public and ran it for a decade while listed on the NASDAQ Global Market. He has worked in venture capital with OAK Investment Partners, and has been an advisor to investment funds, venture capital firms, and Fortune 500 companies. He was on the Board of Directors of Acacia Research Corporation from 2002-2008. Dr. Kumar is currently Chairman and CEO of Anixa Biosciences and he sits on the Board of other public and private companies. He has served on the Board of the American Cancer Society since 2016. He received his AB in Chemistry from Occidental College. After graduate studies at Stanford University and Caltech, he received his Ph.D. from Caltech and followed that with a post-doctoral fellowship at Harvard. Company Bio: Anixa is a biotechnology company focused on the treatment and prevention of cancer. Anixa's therapeutics portfolio consists of a cancer immunotherapy program which uses a novel type of CAR-T, known as chimeric endocrine receptor T-cell (CER-T) technology. Anixa’s vaccine portfolio consists of technology focused on the immunization against specific “retired” proteins associated with breast cancer, specifically triple negative breast cancer (TNBC), and ovarian cancer. Further, Anixa is developing additional “retired tissue specific protein” vaccines to address many intractable cancers, including high incidence malignancies in lung, colon, and prostate. Retired proteins are proteins that are expressed at certain times in life and then are no longer expressed in healthy people. Anixa continually examines emerging technologies in complementary fields for further development and commercialization.

    27 min

  3. 5D AGO

    This CEO Is Helping Prevent Wildfires - Meet Wes Bolsen, CEO Citro Tech- $CITR

    Guest Wes Bolsen, CEO Citro Tech- $CITR Mr. Bolsen brings over two decades of experience building and leading high-growth companies across emerging technologies and wildfire protection. He co-founded and led LaderaTech as a board member and CEO, scaling it into the world’s leading wildfire prevention and protection technology company before successfully selling the business to Perimeter Solutions. He subsequently joined Perimeter’s leadership team during its growth and $2 billion public listing. Mr. Bolsen holds a Bachelor of Science in Electrical Engineering with a minor in Economics from Rose-Hulman Institute of Technology and an MBA from Stanford University’s Graduate School of Business. Company General Enterprise Ventures, Inc. (“CitroTech”) (NYSE American: CITR) Website www.citrotech.com. Company Bio About General Enterprise Ventures, Inc. / CitroTech General Enterprise Ventures, Inc. is the owner of the CitroTech family of innovative, environmentally safe fire prevention solutions for homes, wood products, and wildfire prevention and asset protection. CitroTech is the only long-term fire inhibitor recognized by the EPA Safer Choice program and tested to UL Greenguard Gold standards, providing effective and scientifically validated wildfire mitigation while safeguarding human and environmental health. The company’s growing patent portfolio, recurring-revenue model, and scalable approach support its long-term growth and market expansion.

    17 min

  4. MAR 24

    This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO, Sangoma Tech $SANG

    Some Timeless Advice From Charles You need learn how to operate at the speed of the market, not your speed or the speed of the company. In your 20s and 30s you LEARN In the 40s-60’s you EARN 60-100 you RETURN This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO, Sangoma Technologies Guest Charles Salameh, CEO, Sangoma Technologies Ticker $SANG:Nasdaq $STC:TSX (Toronto Stock Exchange) Bio Charles Salameh is a seasoned technology executive with more than three decades of international expertise, with a storied career spanning the Information Technology and Network industries. His notable contributions include pivotal roles in the global evolution of Infosys’ Strategic go-to-market programs, SVP of Hewlett Packard Services Americas business, and occupying various high-ranking positions at DXC, Nortel Networks, and Bell Canada. Equipped with an MBA from the University of Toronto and a civil engineering degree, Charles combines robust academic foundations with his broad career experiences. Beyond his professional and academic accolades, he dedicates himself to advising the industry and passionately advocates for the advancement of technology. Company Sangoma Technologies, Tickers - SANG:Nasdaq, STC:TSX (Toronto Stock Exchange) Website https://sangoma.com/ Bio Sangoma (TSX: STC; Nasdaq: SANG) is a leading business communications platform provider with solutions that include its award-winning UCaaS, CCaaS, CPaaS, and Trunking technologies. The enterprise-grade communications suite is developed in-house; available for cloud, hybrid, or on-premises setups. Additionally, Sangoma provides managed services for connectivity, network, and security. A trusted communications partner with over 40 years on the market, Sangoma has over 2.7 million UC seats across a diversified base of over 100,000 customers. Sangoma has been recognized for nine years running in the Gartner UCaaS Magic Quadrant. As the primary developer and sponsor of the open source Asterisk and FreePBX projects, Sangoma is determined to drive innovation in communication technology continuously. For more information, visit www.sangoma.com

    26 min

  5. MAR 17

    This CEO Is Disrupting The Online Brokerage Business. Meet Anthony Denier, Webull Group US CEO $BULL

    This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULL Ticker: NASDAQ: BULL Website: https://www.webull.com/ About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost trading across a wide range of assets, including securities, options, and futures, along with wealth management services. Anthony’s Bio: Anthony Denier is the Group President and U.S. CEO of Webull, where he is responsible for managing the company's regulated businesses across the globe, including all licensed broker-dealers. He is a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, Anthony joined the international equity trading team at Credit Suisse, which pioneered the newly emerging electronic trading DMA (direct market access) and algorithmic systems of the time. He then became Vice President of ING's equity trading desk in New York and most recently was the CEO of LXM Financial where he expanded the broker’s business into DMA customer trading and foreign broker chaperoning arrangements. Under Denier’s leadership, Webull has become one of the largest brokerages in the United States for customer numbers and trading volumes. As a go-to mobile brokerage app with over 25 million registered users, the company has expanded globally, added features based on customer feedback and won accolades from industry-leading publications and awards.

    19 min

  6. MAR 16

    Designing A Connected Fleet: How Karooooo's ($KARO) Billionaire CEO Connects People in One Intelligent Platform

    Guest Zak Calisto CEO and Founder Karooooo’s (KARO) Company Info Karooooo Ltd. Ticker: $KARO Website https://karooooo.com/ Zak's Bio Mr. Calisto is Karooooo’s (KARO) Chief Executive Officer and has been a member of our board of directors since May 2018. He has been the Chief Executive Officer of the Group since its founding in 2001. Before founding the Company, Mr. Calisto was a Member of Vehicle Tracking Services, a company specializing in the distribution of telematics services, from 1994 through 2001. Prior to that, Mr. Calisto was a Member of Cell Communications, a company specializing in the distribution of telecommunication services, from 1994 to 1996. Mr. Calisto also completed an accelerated training program at Standard Bank, Africa’s largest lender by assets, from 1986 through 1991. Mr. Calisto studied at the University of South Africa and University of the Witwatersrand. Company Bio Karooooo digitally transforms physical operations by simplifying decision making. Through its cloud platform, Karooooo empowers businesses to conquer operations including fleet maintenance, fuel management and asset utilization, workforce management, logistics, safety, compliance, risk and environmental impact. Karooooo’s differentiated insights and analytics simplify day-to-day operations and enable businesses to decrease costs, increase efficiency, improve safety and strengthen workforce and customer satisfaction. Karooooo operates through two business segments: Cartrack - Cartrack operates a smart mobility SaaS cloud that improves customer’s physical operations through real-time data analytics. Cartrack empowers systems integration, fleet management and administration, field worker management, video-based safety, risk mitigation and compliance, delivery management and reporting. Karooooo Logistics - Karooooo Logistics provides a software application that enables the management of last-mile delivery for our retail customers. By empowering drivers, automating processes, boosting efficiency and scaling operations, we enable customers to offer fast, efficient and affordable eCommerce delivery. Cartrack has a unique financial profile with ~20% subscription revenue growth and a ~30% operating profit margin. Cartrack is the primary driver of Karooooo’s financial performance. Karooooo is headquartered in Singapore and services more than 125,000 commercial customers and more than 2,600,000 active subscribers in more than 20 countries globally.

    10 min

  7. MAR 15

    This CEO Is Disrupting Recycling. He Absorbs Heat & Reflects Light. Dustin Olson CEO Pure Cycle Tech

    Guest Dustin Olson, CEO PureCycle Technologies ($PCT) Company PureCycle Technologies (Ticker $PCT) Website https://www.purecycle.com/ Dustin’s Bio Dustin Olson is the Chief Executive Officer at PureCycle Technologies. Olson leads all global operations including manufacturing, commercial, and financing activities. He works to create a business environment that embraces collaboration to create high functioning teams. His breadth of experience creates a unique cross-functional and cross-cultural perspective to draw alignment between different viewpoints. Olson spent more than 20 years developing a diverse career path across refining, olefins, specialty chemicals, and specialty polymers throughout the United States, The Netherlands, and China. Earlier in his career, Olson held senior leadership roles in manufacturing, commercial, and business support functions in refining, commodity chemicals, and specialty polymer business units across the world. Olson holds a Bachelor of Science in Chemical Engineering from the University of Missouri-Rolla, a Master of Chemical Engineering from the University of Houston, and a Master of Business Administration from Rice University. He strongly supports numerous educational endeavors as a Board Member for the Industrial Advisor Counsel at the University of Missouri-Rolla Department of Chemical Engineering (2009-12), the Rice University Jones School Alumni (2010-13), and the Steeleville High School Foundation (current). In 2021, Olson was honored by the Missouri University of Science and Technology as a new inductee to the Academy of Chemical Engineers. Company Bio We are PureCycle and we’re changing the game when it comes to plastic waste. You may not know what polypropylene (PP) plastic is, but you use it every day, and it mostly goes unrecycled, often ending up in our oceans and environment. Just look for the No. 5 recycling symbol. At PureCycle, we transform that plastic into a versatile, replenishable resource through our unprecedented purification process. We want to change how you view and use plastic. It can be a renewable resource that can be used multiple times. Plastic recycling has been around for decades, but traditional mechanical recycling methods have resulted in limited use applications and tend to have unpleasant odors, unreliable performance, and limited colors. PureCycle offers the only ground-breaking, patented process for recycling polypropylene that separates color, odor, and other contaminants from plastic waste to transform it into ultra-pure recycled resin. This process helps close the loop on plastic waste while making recycled plastics more accessible at scale.

    23 min

  8. MAR 10

    This Fintech CEO Is A Pioneer In Helping People Buy Now & Pay Later

    This Fintech CEO Is A Pioneer In Helping People Buy Now & Pay Later Guest Charlie Youakim CEO Executive Chairman Sezzle Company Sezzle (NASDAQ: SEZL) Website https://sezzle.com/ Sezzle Bio: Sezzle is a fintech company empowering the next generation to shop smarter and build financial confidence. Its all-in-one app combines point-of-sale financing with tools that help users manage spending responsibly. Sezzle connects millions of consumers with a global network of merchants through a transparent, easy-to-use platform. Charlie Bio: Charlie Youakim is a tech entrepreneur who has founded two companies, including Passport Parking and Sezzle. He currently serves as co-founder and CEO of Sezzle, a leading Buy Now, Pay Later platform focused on responsible spending and financial empowerment. Under his leadership, Sezzle has experienced rapid growth, completed two stock listings, and built key strategic partnerships, all while maintaining a strong commitment to transparent financial products and a purpose-driven culture.

    22 min
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About

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.

Information

  • Creator
    Adam Sarhan
  • Years Active
    2019 - 2026
  • Episodes
    325
  • Rating
    Clean
  • Copyright
    © Adam Sarhan
  • Show Website
    Smart Money Circle

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