Pitch The PM
PitchThePMPitch 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
| Publishes | Weekly | Episodes | 39 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
“These [oil] cycles, and we can get into it, they move up in three waves. They go doubt, pullback, optimism, a pullback, and then parabolic euphoria.”
“The well count is starting to bottom out, and even as of the latest Texas Railroad Commission dat... more
Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the Variant View checklist , Sean goes deep on products, competitive positioni... more
Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the original HQ of Caterpillar ($CAT) and spends his days talking to heavy equipment dealers. He ... more
Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas in enterprise AI. Sonu explains why Snowflake sits at the center of the AI data ecosystem, h... more
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Apple Podcasts | #120 |  United Kingdom/Business/Investing |
Apple Podcasts | #107 |  Poland/Business/Investing |
Apple Podcasts | #138 |  Chile/Business/Investing |
Apple Podcasts | #203 |  Israel/Business/Investing |
Apple Podcasts | #213 |  United Arab Emirates/Business/Investing |
Talking Points
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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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How many listeners does Pitch The PM get?
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What are the audience demographics for Pitch The PM?
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How many subscribers and views does Pitch The PM have?
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Which podcasts are similar to Pitch The PM?
These podcasts share a similar audience with Pitch The PM:
1. Yet Another Value Podcast
2. Odds on Open
3. Value Investing with Legends
4. Value Hive Podcast
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of Pitch The PM are there?
Pitch The PM launched a year ago and published 39 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Pitch The PM?
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Where can I see ratings and reviews for Pitch The PM?
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View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Pitch The PM?
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What guests have appeared on Pitch The PM?
Recent guests on Pitch The PM include:
1. Robert Connors
2. Jarrett Harris
3. Sonu Chawla
4. Eric Moster
5. Doug O'Laughlin
6. Chris Murphy
7. Doug Garber
8. Michael Brown
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.