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Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap
Microcap Investing
Microcap Stocks
Investment Strategies
Private Equity
Investment Philosophy
Planet Microcap Showcase
Due Diligence
Alula Composites
Investing Strategies
Nasdaq
Market Volatility
Ultra-High Molecular Weight Polyethylene
Artificial Intelligence
Value Investing
Canadian Microcaps
Microcap Market Trends
Information Arbitrage
European Markets
Corporate Governance
Sustainability

Educating the Next Generation of Investors in MicroCap Stocks

PublishesDailyEpisodes238Founded11 years ago
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InvestingBusiness

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Artwork for Planet MicroCap Podcast

Latest Episodes

In this episode of the Planet MicroCap Podcast, I spoke with Hugo Navarro - Founder and Editor of the Undervalued and Undercovered newsletter on Substack and fund advisor at PEQUITY U&U Global Opportunities - to dig into how a 19-year-old from Spain ... more

In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural r... more

YouTube

In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Las Vegas, I spoke with Dan Rasmussen, Founder and Manager Partner of Verdad Advisers, to dig into where we actually stand on the value and microcap cycle - and wh... more

YouTube

Paul Cerro, Founder of Cedar Grove Capital Management, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us microcapclub.com/join-now/

Planet Microcap hosts the highest quality m... more

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Recent Guests

Rick Rule
Founder and CEO of Rule Investment Media; co-founder of Battle Bank
Rule Investment Media; Battle Bank
Episode: The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media
Dan Rasmussen
Founder and Managing Partner, Verdad Advisers
Verdad Advisers
Episode: Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers
Whit Huguley
Investor and portfolio manager pitching Ascent Industries
River Oaks Capital
Episode: Whit Huguley Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2026
Jessica Greer
Owner and President of Willow Oak Asset Management
Willow Oak Asset Management
Episode: Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026
Katrina Santa Maria
CEO of MS. Howells & Co
MS. Howells & Co
Episode: Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026
Howard Punch
Portfolio manager at an independent investment firm focused on microcap and nanocap strategies.
Private independent investment firm
Episode: Howard Punch Pitches LSI Industries (LYTS) at Planet MicroCap Vegas 2026
Maj Soueidan
Founder of GeoInvesting and MS MicroCaps
GeoInvesting and MS MicroCaps
Episode: Evolution of Information Arbitrage with Maj Soueidan, Founder of GeoInvesting and MS MicroCaps
Sam Namiri
Partner and Portfolio Manager at Ridgewood Investments
Ridgewood Investments
Episode: Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments
Jean Philippe Tissot
Founder and Fund Manager at Arauca Capital
Arauca Capital
Episode: Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital

Host

Robert Kraft
Host of the Planet MicroCap Podcast

Reviews

4.8 out of 5 stars from 185 ratings
  • Focus on investment ideas

    Last one was boring

    Apple Podcasts
    2
    Sahur Tung Tung 11
    Australia5 months ago
  • Microcap Investing

    Nice niche microcap investing podcast with a value tilt. Enjoy the variety of investors interviewed.

    Apple Podcasts
    5
    D$$$Anders
    United States8 months ago
  • Great Content, Fix the Audio

    Great insights, but the audio quality holds it back. Once you get past the distortion early on, the conversations are genuinely engaging and worth sticking around for.

    Apple Podcasts
    4
    Milanvdh
    Netherlands9 months ago
  • Enjoyable

    Genuine knowledge about micro cap companies. Isn’t scared to ask tough questions either.

    Apple Podcasts
    5
    John John Smith Smith
    United States3 years ago
  • Terrific show

    Great show on microcap stocks. Host Bobby is genuine, knowledgeable and helps foster good discussions.

    Apple Podcasts
    5
    Afryan1
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many praise the thoughtful questions and deep-dive discussions that illuminate microcap opportunities.
Audio quality is a common point of complaint, with some episodes hindered by production issues.
Listeners appreciate the range of high-quality guests and practical investing frameworks.

Chart Rankings

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

Apple Podcasts
#103
Israel/Business/Investing
Apple Podcasts
#111
Sweden/Business/Investing
Apple Podcasts
#156
Norway/Business/Investing
Apple Podcasts
#204
Belgium/Business/Investing
Apple Podcasts
#208
New Zealand/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers
Q: How do you view private equity vs public markets in the current environment?
The unwinding of private equity allocations and capital overhangs may push capital back toward public markets and microcaps, while the overall environment rewards patient, non-consensus bets with clear asymmetric upside.
Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers
Q: Why is Japan the focal point for your microcap value work today?
Japan offers a large universe of below-book-value small and microcaps with portable catalysts like dividend increases and buybacks; the market structure supports a patient, bottom-up approach, and the lack of heavy analyst coverage creates mispricing opportunities.
Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers
Q: What is your thesis on why value and MicroCaps performed well from crisis periods onward?
Crisis periods create huge mispricings due to pessimism and liquidity shocks; illiquidity premiums rise, allowing deep value strategies to capture outsized gains when expectations reset, especially for MicroCap stocks with strong balance sheets and cash flow.
Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026
Q: What are your views on capital introduction and how should managers approach it at events like this?
Capital introduction is challenging; focus on building relationships through events, deliver a strong, concise pitch, and recognize that capital introductions from large firms often target their biggest clients, so diversify outreach to smaller investors and family offices.
Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026
Q: How does microcap scrutiny affect fund operations and what should managers do to stay compliant?
Regulatory scrutiny from FINRA and the SEC is intense in microcap markets; maintain thorough books and records, work with compliant clearing partners, and ensure policies limit risky trading and meet ongoing due diligence requirements.

Audience Metrics

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

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Frequently Asked Questions About Planet MicroCap Podcast

What is Planet MicroCap Podcast about and what kind of topics does it cover?

This program focuses on microcap investing strategies, emphasizing disciplined capital allocation, management quality, and contrarian theses. Episodes often feature insider perspectives, deep-dive case studies, and frameworks for evaluating overlooked micro- and small-cap opportunities, with recurring threads on catalysts, earnings quality, balance sheets, and AI-assisted research. Listeners can expect practical diligence tips, diverse viewpoints from seasoned practitioners, and actionable ideas across global microcap markets. A standout trait is the hosting approach: facilitative yet probing, inviting guests to unpack their processes and decision-making in clear, repeatable terms.

Noteworthy strengths include a rigorous emphasis on cash g... more

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Which podcasts are similar to Planet MicroCap Podcast?

These podcasts share a similar audience with Planet MicroCap Podcast:

1. Yet Another Value Podcast
2. Value Hive Podcast
3. The Acquirers Podcast
4. Value Investing with Legends
5. Excess Returns

How many episodes of Planet MicroCap Podcast are there?

Planet MicroCap Podcast launched 11 years ago and published 238 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 Planet MicroCap Podcast?

Recent guests on Planet MicroCap Podcast include:

1. Rick Rule
2. Dan Rasmussen
3. Whit Huguley
4. Jessica Greer
5. Katrina Santa Maria
6. Howard Punch
7. Maj Soueidan
8. Sam Namiri

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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