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Pitch The PM

PitchThePM
NVIDIA
Microsoft
Pool Corp
Amazon
Google
Berkshire Hathaway
Pool Industry
Alphasense
FASTENAL
Meta
Capex
GPU
Zoom
Technology
Earnings Revisions
Disney
Insync Analytics
Eli Lilly
Jazz Pharmaceuticals
Clinical Trials

Pitch The PM is the professional investor’s podcast where host Doug Garber dives deep into high-conviction stock ideas using his Variant View Investment Checklist. It’s a real-time look at the research process, blending lessons from Buffett, Munger, and Lynch with modern AI tools. Join Doug, ex-Citadel top analyst and Millennium Sr PM, as he works through his Buffett-inspired 20-slot punch card. L... more

PublishesWeeklyEpisodes44Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Pitch The PM

Latest Episodes

Gil Luria and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an enterprise-wide ontology, unconventional usage of forward-deployed engineers in their SaaS model... more

She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee”

Kris Bennatti (@) CEO Hudson Labs (Toronto), a former forensic-accounting data scientist who built the first LLM for finan... more

"Our numbers are not even half of consensus. Treat the syndicate's number as an extremely optimistic bull case."

"We think we're already very optimistic—but consensus is even more optimistic."

"Launch is what makes 100% of the value of SpaceX."

"F... more

"Our data is powering the infrastructure of this massive new market."

"Building Data-as-a-Service is a very, very hard business."

"difficult problems have big rewards"

"You're making decisions on complete gut."

Braden Dennis is the true defini... more

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Recent Guests

Robert Connors
Author of Crude Chronicles and oil research expert
Former cell sider; research producer on Substack
Episode: EP.40: The Next Phase of the Oil Cycle: Why Refiners Win
Sean Emory
CIO, Avory & Co
Avory & Co
Episode: EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory
Jarrett Harris
Avid data point researcher in heavy machinery, founder of Iron Advisor Insights
Iron Advisor Insights
Episode: EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights
Sonu Chawla
Co-Portfolio Manager at Times Square
Times Square
Episode: EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla
Eric Moster
CEO of Portrait Research, former Citadel and Millennium PM
Portrait Research
Episode: EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster
Doug O'Laughlin
President of SemiAnalysis
SemiAnalysis
Episode: EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President
Chris Murphy
17 year veteran, long-only generalist investor, pre-IPO CBRS shareholder
Pre-IPO investor in CBRS
Episode: EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ
Doug Garber
Former Millennium Sr PM; ex-Citadel Surveyor; experienced equity investor who shares his process on Pitch The PM
Millennium Management; Citadel Surveyor
Episode: EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities
Michael Brown
CEO of Teamshares
Teamshares
Episode: EP028: Teamshares: The Next Programmatic Acquirer

Host

Doug Garber
Host of Pitch The PM

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#164
United Kingdom/Business/Investing
Apple Podcasts
#229
Canada/Business/Investing
Apple Podcasts
#48
Israel/Business/Investing
Apple Podcasts
#130
Israel/Business
Apple Podcasts
#178
South Africa/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

EP.40: The Next Phase of the Oil Cycle: Why Refiners Win
Q: Where are we in the productivity cycle for US shale?
We are in a phase where productivity growth peaked earlier and is now challenged by higher costs, but with potential for higher oil floors as marginal costs rise, especially if rigs and non-OPEC supply rebound; the next phase depends on new efficiencies and capex discipline.
EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights
Q: What companies or industries do you specifically focus on at Iron Advisors Insights?
Jarrett explains the focus on the core heavy machinery players across ag, construction, and transportation, including Caterpillar, Deere, Volvos, and the rental fleets, with a strong emphasis on field-level data from dealers and rental operations to triangulate market conditions.
EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster
Q: Who are your typical clients and how mature is Portrait Intelligence in the market?
Typical clients are generalist global funds; Intelligence is early-stage but building momentum with a handful of pilots, while the platform as a whole has around 100 firms and growing.
EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster
Q: What is the new roadmap now that you're the CEO with the product and the go-to-market strategy?
The roadmap emphasizes expanding adoption of the Core Portrait Research Platform while rolling out Portrait Intelligence, which grades and filters ideas against a defined investor framework, and progressively scaling GTM efforts.
EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla
Q: Why Times Square and why Mid-Cap? Why did you decide you could have been a PM anywhere?
She explains Times Square as a boutique, analyst-driven firm focused on quality mid-cap growth, combining experienced analysts with a disciplined process and a unique position in the mid-cap space.

Audience Metrics

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Frequently Asked Questions About Pitch The PM

What is Pitch The PM about and what kind of topics does it cover?

A candid, investor-focused show that centers on high-conviction stock ideas and investment processes. Across episodes, the discussions weave together macro themes, sector-specific theses (notably energy, technology hardware for AI, SPACs, and consumer equities), and practical frameworks for evaluating opportunities. The host frequently probes how research tools, process discipline, and real-time market dynamics shape portfolio construction, with guests ranging from portfolio managers and analysts to policy experts. A standout throughline is the blend of traditional fundamental analysis with modern tech-driven research, plus a willingness to explore geopolitical and macro scenarios that impact asset pricing and capital allocation. The format... more

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Pitch The PM launched a year ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Pitch The PM?

Recent guests on Pitch The PM include:

1. Robert Connors
2. Sean Emory
3. Jarrett Harris
4. Sonu Chawla
5. Eric Moster
6. Doug O'Laughlin
7. Chris Murphy
8. Doug Garber

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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