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Pitch The PM

PitchThePM

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

PublishesTwice monthlyEpisodes20Founded10 months ago
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BusinessInvesting

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Latest Episodes

In this episode, Doug sits down with Gil Luria, head of technology research at D.A. Davidson, for a wide-ranging and candid discussion on the current state of the AI arms race.Key Takeways:OpenAI has over-promised on the $1.4T of commitments to ORCL,... more

In this Alpha Sense sponsored webinar, we discuss how AI’s power demand is rewriting the energy equation.What started as a “data problem” has become an energy story — and few people have thought more deeply about that intersection than Arjun Murti, f... more

Doug Garber, former Citadel analyst and Millennium Senior PM, joins the Odds On Open podcast to unpack his experience inside two of the top multi-manager platforms. Up and comer, Ethan Kho, explores the culture inside these two leading alternative as... more

In this conversation, Doug sits down with Sinan Xin, managing partner at Amber Road, to discuss the “lost art” of international investing and dive deep on Nebius ($NBIS) — a misunderstood name in the global AI infrastructure ecosystem. Sinan has foll... more

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Pitch The PM launched 10 months ago and published 20 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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