In The Harbor

Send us Fan Mail What does it take to walk away from Ralph Lauren and build a brand from scratch? Charlie Schaefer, founder of Greyson Clothiers, joins In The Harbor to share the story behind one of the fastest-growing names in golf and lifestyle apparel. From redefining golf style to building a brand worn by players like Justin Thomas and Jon Rahm, Charlie breaks down how Greyson carved out a unique space at the intersection of performance and luxury. We dive into: Why traditional golf appar...

Send us Fan Mail In today’s market, it feels like everything is happening at once. Geopolitical tension. Questions around private credit. Volatility in energy markets. Rising interest rates. Gold and silver surging. And yet… markets continue to hold up. In this episode of In The Harbor, we sit down with Rich Consul of Bankers Edge to break down what he calls the “Polycrisis” — a world where multiple macro forces are colliding at the same time. More importantly, we explore why markets aren’t...

Send us Fan Mail What does it take to operate in some of the most remote places on earth — and build a premium brand around exploration? In this episode of In The Harbor, we sit down with Brent Centlivre of Lindblad Expeditions to explore the evolution of expedition travel and the business behind it. Brent is a senior leader at Lindblad Expeditions bringing deep expertise in the business of experiential travel — from understanding evolving consumer demand to navigating capital intensity, fl...

Send us Fan Mail In this episode of In The Harbor, Jason Johns and Scott Lindsay sit down with Lacey Shrum — attorney, former RIA CCO, and founder of SmartKX — to unpack one of the most overlooked drivers of RIA enterprise value: Billing. Revenue. Fee transparency. Most firms treat fee billing like “something that happens in the back room,” powered by Excel, muscle memory, and a lot of exceptions. Lacey argues that’s not just inefficient — it can be a quiet drag on revenue, client experience,...

Send us Fan Mail John Buccigross joins Sean Ritchlin and Jason Johns for a full preview of Olympic Hockey at Milano Cortina 2026. With NHL stars returning to the Games, best-on-best is finally back on the Olympic stage. Can Team USA’s blue line and goaltending depth hold up against Canada’s firepower? Who are the X-factors? From roster battles and injury storylines to medal favorites and dark horses, this is your roadmap to Olympic hockey. Best on best returns at #MilanoCortina2026 ❄️🏒 ...

Send us Fan Mail In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself. Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on ...

Send us Fan Mail Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country. Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell. Her natural talent for elevating companies to the next level began in...

Send us Fan Mail Founder & CEO at Manning Ventures Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals. Patrick’s career essentially began as an Olympic rowing medalist, where he developed a ke...

Send us Fan Mail Ashley Marks is a Co-Founder and Co-Managing Partner of Cordillera Investment Partners. She is responsible for directing Cordillera’s overarching investment strategy alongside her co-founders. She also serves as a director of Cordillera portfolio companies. Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was a senior member of Makena’s Real Estate investment team and served as the Portfolio Manager responsible for a Makena Real Estat...

Send us Fan Mail In this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures. Chuck takes us through his remarkable rise on the trading floor—from starting as a runner, to becoming a clerk, and ultimately earning his place as a local trader. Together, we revisit the golden era of open-outcry pit trading: the chaos, the camaraderie, the competition, and the moments that shaped a generation of traders. Chuck shares fir...

Send us Fan Mail Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management and wealth management sectors. Her career began as a Financial Advisor at Morgan Stanley, where she gained ...

Send us Fan Mail From growing up in Michigan to leading Ray Dalio’s research team at Bridgewater Associates, Bob Elliott has spent his career decoding how the global economy really works. Now, as Co-Founder & CIO of Unlimited Funds, he’s bringing hedge-fund intelligence to every investor. Jason Johns and Mackey Daniel sit down with Bob to discuss his journey, how Unlimited replicates institutional strategies through ETFs and what he’s seeing in today’s markets. The conversation dive...

Send us Fan Mail Join Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape and be sure to check out their latest Credit Market Update at https://bankersedgeadvisory.com/credit-market-update-september-2025/. Mr. Consul brings over twenty years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist. Throughout his career he has served as a dedi...

Send us Fan Mail In this special Q4 Roundtable episode of In The Harbor, the Rock Harbor team sits down to discuss some of today’s most dynamic topics shaping both business and everyday life. From the rise of AI and its impact on industries, to the latest in sports, to where the financial markets may be headed as we close out the year—this wide-ranging conversation brings unique perspectives to the table. We also dive into how the definition of alternative investments is evolving, and what th...

Send us Fan Mail This week, Jason Johns is joined by Paul Zimmermann, Vice President and Partner-Owner at Matick Automotive Group of Michigan. Together, they explore the unique trends shaping the auto industry in Metro Detroit compared to other markets, and how the lessons learned in one business can often apply across industries. Paul shares insights from his leadership journey, the evolving automotive landscape, and why adaptability is key no matter what field you’re in. ⚓️ Find...

Send us Fan Mail In this episode of In The Harbor, we sit down with Lee Moffie, former professional hockey player and founder of State & Liberty Clothing Company. What started as a simple frustration with ill-fitting dress shirts turned into a thriving brand that has redefined men’s professional apparel. Lee shares the story behind launching State & Liberty, the challenges of building a retail footprint in today’s environment, and why he believes success doesn’t always mean becoming t...

Send us Fan Mail ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail Join Jason Johns and Sean Ritchlin as they're guided through the world of magic and puzzles by David Kwong. With his expertise in enigmas and illusions, David delights and challenges audiences around the world with his intellectual brand of magic. A veteran “cruciverbalist” (crossword puzzle constructor), Kwong routinely creates puzzles for the New York Times, Los Angeles Times, and Wall Street Journal. A TED Talk favorite, Kwong regularly speaks to companies, demonstrating...

Send us Fan Mail In this special episode of In The Harbor, Jason Johns and Scott Lindsay are joined by one of the most influential macroeconomists of our time—Dr. Nouriel Roubini. Known for his prescient views on global risks and financial crises, Dr. Roubini brings decades of policy, academic, and investment experience to the conversation. Together, they unpack today’s complex macro environment—touching on everything from debt sustainability and geopolitical instability to the transformative...

Send us Fan Mail In this episode of In The Harbor, we’re joined by Chandler Withington—former PGA pro, Ryder Cup host, founder of Archive 22, and host of The Inward Nine. From working under Bob Ford at Seminole to designing minimalist tributes to golf’s greatest venues, Chandler brings a unique lens to the game. We dive into: His journey from Merion and Hazeltine to entrepreneurshipThe upcoming 2025 U.S. Open at Oakmont—its history, mystique, and who might thriveThe power of relationships in ...