Rephonic
Artwork for Pitch The PM

Pitch The PM

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

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

PublishesWeeklyEpisodes35Foundeda year ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Pitch The PM

Latest Episodes

Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital Management.

We get into what it's like to stand in the Wall Street arena everyday after pr... more

In the new Pitch The PM series, The Wall Street Entrepreneur premier, Doug Garber speaks with former Citadel colleague, Eric Moster, CEO of Portrait Analytics and former portfolio manager at Millennium and Analyst at Surveyor Capital. Eric shares his... more

Priyal Maniar, Co-PM of TURF and Global Energy Analyst, dives deep into why T. Rowe - who manages $1.8 Trillion - is structurally bullish the oil cycle.The marginal cost of production is increasing and US shale geology has peaked meaning the next wel... more

In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the market reaction to Cerebras’ IPO. Doug O breaks down Cerebras’ wafer-scale chip architecture... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts
Value Investing with Legends
Value Investing with LegendsColumbia Business School
Business Breakdowns
Business BreakdownsColossus | Investing & Business Podcasts

Recent Guests

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
Rick Hendrix
CEO of Live Oak Acquisition Corp
Live Oak Acquisition Corp
Episode: EP028: Teamshares: The Next Programmatic Acquirer
Sean Emory
Founder of Avory & Co; manages foundational core equity strategies and ETF AVRY
Avory & Co
Episode: EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done
Mark Rogers
Former Citadel/SIGMIT advisor, founder of Hedy Creek Research
SIGMIT Advisors; Hedy Creek Research
Episode: EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins
Kevin Book
Special guest, energy policy expert
ClearView Energy Partners
Episode: EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners
Paul Sankey
Energy analyst and founder of Sankey Research
Sankey Research
Episode: EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance

Host

Doug Garber
Host of Pitch The PM

Chart Rankings

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

Apple Podcasts
#240
Germany/Business/Investing
Apple Podcasts
#179
Israel/Top Podcasts
Apple Podcasts
#8
Israel/Business/Investing
Apple Podcasts
#16
Israel/Business
Apple Podcasts
#46
Chile/Business/Investing
Apple Podcasts
#204
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle
Q: How has geopolitics (e.g., Venezuela, Iran, Middle East) affected your portfolio thinking for Turf?
Geopolitics have reinforced the focus on energy security, diversifying supply chains, and potential midstream opportunities; the team looks at production revival costs, potential pipeline investments, and the strategic importance of egress routes in a disrupted market.
EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle
Q: Where do you see the marginal barrel today, and what is the cost?
Shale remains the marginal price-setting barrel, with costs rising as more rigs are added, but Guiana and the Middle East also contribute to a broader cost picture; the key insight is that the wedge is moving and the economics favor low-cost assets with durable cash flow.
EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ
Q: What are the key revenue drivers and how do you model OpenAI, AWS, and Anthropic relationships in Cerebras' potential upside?
The model anchors OpenAI as a primary external customer, with AWS and Anthropic as major contributors via Trainium and related services; it stacks tranches, considers backlogs (RPO), renewal rates, and capex while accounting for the exclusivity and balance between external and internal use, projecting a multi-year ramp toward significant yearly revenue.
EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ
Q: Talk about your framework for evaluating and choosing pre-IPO securities for your personal portfolio.
Murphy explains a stage-gate approach focused on barriers to entry, competitive advantage, and durable demand drivers, with an emphasis on how speed and bottleneck removal create economic value, and how disaggregation of compute can unlock upside in CBRS and related ecosystems.
EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1)
Q: What are the key attributes they were looking for that made it a fit?
Prioritizing cultural fit, strong but loosely held opinions, and a curious, deep-dive approach to research that repeatedly proves itself over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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

Where can I find podcast stats for Pitch The PM?

Rephonic provides a wide range of podcast stats for Pitch The PM. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Pitch The PM and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Pitch The PM get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Pitch The PM, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Pitch The PM?

Rephonic provides comprehensive predictive audience data for Pitch The PM, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Pitch The PM have?

To see how many followers or subscribers Pitch The PM has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of Pitch The PM are there?

Pitch The PM launched a year ago and published 35 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Pitch The PM?

Rephonic pulls ratings and reviews for Pitch The PM from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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?

Rephonic provides full transcripts for episodes of Pitch The PM. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Pitch The PM?

Recent guests on Pitch The PM include:

1. Doug O'Laughlin
2. Chris Murphy
3. Doug Garber
4. Michael Brown
5. Rick Hendrix
6. Sean Emory
7. Mark Rogers
8. Kevin Book

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days