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Artwork for Smart Money Circle

Smart Money Circle

Adam Sarhan
Risk Management
Leadership
Mercado Libre
Sono-Tek
Webull
Equinox Gold
Stablecoin
Connect Biopharma
Artificial Intelligence
Progyny
Retirement Planning
Rocket Dollar
Bacteriophages
Karoo
Sezzle
Anixa Biosciences
Sangoma Technologies
Purecycle Technologies
Alpha Tau
Cancer Treatment

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under manageme... more

PublishesDailyEpisodes349Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Smart Money Circle

Latest Episodes

This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC

Guest:

Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC

Dave's Bio

Dave Rosa is an entrepreneur with three decad... more

A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP

Guest

Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc.

Scot's Bio

Co-founder and largest shareholder of Wrap Technologies, Scot Cohen h... more

This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS

Guest Dakota Semler, Chief Executive Officer

Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet servi... more

The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI

Guest

Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado Libre

Company

Mercado L... more

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Recent Guests

Dakota Semler
CEO of XOS Trucks
XOS Trucks
Episode: This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS
Leandro Cuccioli
SVP, Senior Vice President of Corporate Development at MercadoLibre
Mercado Libre
Episode: The eBay, Amazon, Paypal, Square, Of Latin America – Meet Leandro Cuccioli at Mercado Libre $MELI
Jake Claver
Chairman of Digital Ascension Group, crypto-focused multifamily office
Digital Ascension Group
Episode: This ~$1B Multi-Family Office Is Big In Crypto – Meet Jake Claver Chairman Digital Ascension Group
Barry Quart
CEO of Connect Biopharma
Connect Biopharma
Episode: This Biotech CEO Is Helping Fight Asthma. Meet Barry Quart CEO Connect Biopharma $CNTB
Jamie Hopkins
CEO at Bryn Mawr Trust Advisors and Chief Wealth Officer at WSFS, author of Your Retirement Sketchbook
Bryn Mawr Trust / WSFS
Episode: Your Retirement Sketchbook: This $10B CEO Shares Timeless Advice On How To Think In Decades
Joe Barrato
CEO of Arrow Investment Advisors
Arrow Funds
Episode: This CEO Helps People Invest Like Institutions – Meet Joe Barrato Founder & CEO Arrow Funds
Frank Holmes
CEO and CIO at US Global Investors
US Global Investors
Episode: This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0
Todd Usen
CEO of Adagio Medical
Adagio Medical
Episode: This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM
Damien Dwin
Founder/CEO of Lafayette Square
Lafayette Square
Episode: This $1B Money Manager Is Funding The American Dream. Meet Damien Dwin Founder/CEO Lafayette Square

Host

Adam Sarhan
Host of Smart Money Circle

Reviews

4.9 out of 5 stars from 22 ratings
  • Thank you!

    A very big Thank you!

    Apple Podcasts
    5
    adams991122
    United States2 years ago
  • Super informative!

    Adam and his guests are truly knowledgeable about money management and achieving financial freedom. Each episode is packed with great advice and empowering stories—highly recommend!

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Great show!

    Very valuable podcast with lots of free research and information.

    Apple Podcasts
    5
    Mariann!!
    United States5 years ago
  • Great Content!

    A wide range of interesting topics discussed with knowledgeable guests make this podcast both highly entertaining and informative!

    Apple Podcasts
    5
    Heather Bo
    United States5 years ago
  • Wealth of Info!

    Adams questions are spot on and the candid answers from the guests are priceless. Great show that has lessons to crossover any industry!

    Apple Podcasts
    5
    A. Boon
    United States6 years ago

Listeners Say

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

Listeners highlight high-quality guests and host questions that surface useful takeaways.
Reviews emphasize clarity, actionable research, and reliability of insights.
Subscribers praise actionable investing guidance and practical lessons from guests.

Chart Rankings

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

Apple Podcasts
#82
Hong Kong/Business/Investing
Apple Podcasts
#249
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

This CEO Built A $30B Money Management Firm
Q: How do you approach risk management and what mistakes do you see people making?
Risk is holistic, covering employees, partners, and cyber protections; the firm continually scans for best solutions, aligns investments with client risk tolerance, and emphasizes cyber security to protect client information.
This CEO Built A $30B Money Management Firm
Q: What is your business? Tell us your company story, investment strategy, and goals.
Summit is a 43-year-old firm built around a multifamily office service model; the focus is on high-end financial planning and deep client advocacy, with growth toward around $30 billion in AUM and a presence across many states, maintaining low turnover and a strong culture.
This CEO Built A $30B Money Management Firm
Q: Please tell us your story and how you got to where you are today.
Stan Gregor describes coming from a middle-class background, discovering a passion for trusted financial guidance, and joining Summit Financial with a belief in client-first service and a family culture, which over decades grew Summit toward the high-end multifamily office model.
A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP
Q: What are some timeless advice or things that you've learned along the way that you'd like to share with the audience?
surround yourself with great people, tell the truth, pursue growth with energy and alignment, and make decisions with courage and integrity.
This CEO is Revolutionizing Ovarian Cancer Treatment: Meet Dr. Stacy Lindborg CEO Of IMUNON - $IMNN
Q: Can you please tell us about your business, some of your competitive advantages, and everything you have going on?
Imunon is a clinical-stage biotech focused on oncology with a DNA-mediated immunotherapy platform, TherAPlas. Our lead asset, Imunon 001, targets ovarian cancer and other solid tumors. Our advantages include a phase 3 program with unprecedented data, a targeted, localized delivery approach for safety, and in-house manufacturing of active ingredients, which supports faster execution and scale.

Audience Metrics

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

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

Frequently Asked Questions About Smart Money Circle

What is Smart Money Circle about and what kind of topics does it cover?

The long-running show interviews high-caliber money managers and CEOs to surface timeless, actionable investing guidance. Across episodes, conversations tend to center on risk management, long-horizon wealth-building, fiduciary responsibility, and leadership lessons that scale from startups to large firms. Guests range from private-credit and hedge-fund veterans to ETF platform builders and healthcare/biotech leaders, with recurring themes around disciplined processes, transparent communication, and strategies that endure market cycles. A notable strength is the practical frameworks and real-world lessons guests share, often anchored by leadership culture, governance, and the mechanics of growing significant capital with integrity.

Listene... more

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How many listeners does Smart Money Circle get?

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How many subscribers and views does Smart Money Circle have?

To see how many followers or subscribers Smart Money Circle 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.

Which podcasts are similar to Smart Money Circle?

These podcasts share a similar audience with Smart Money Circle:

1. Schwab Market Update Audio
2. Investing Insights
3. Wall Street Breakfast
4. Thoughts on the Market
5. The Long View

How many episodes of Smart Money Circle are there?

Smart Money Circle launched 7 years ago and published 349 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 Smart Money Circle?

Recent guests on Smart Money Circle include:

1. Dakota Semler
2. Leandro Cuccioli
3. Jake Claver
4. Barry Quart
5. Jamie Hopkins
6. Joe Barrato
7. Frank Holmes
8. Todd Usen

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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