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Steven fell in love with trading at a very early age and shares some timeless lessons he's learned along the way with the SmartMoneyCircle audience.    Steven is the Chief Strategy Officer for Money.net. He has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services.  Steven has had the privilege to work in the US Government (White House, State Department, and Congress.) Also, he was in the professional sports industry (NBA, MLB, NFL, PGA) in tech and on-air.   Steven is an active professional trader who has traded every sector and financial instrument since the early 1990's! Including stocks, bonds, options, futures, currencies, and cryptocurrency. Mr. Orr serves on the board of American Blockchain and Cryptocurrency Association.  https://www.abcaonline.org/about  He is passionate about delivering financial news and likes to share it with other traders. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more.    Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.   David was the first-ever Chief Financial Officer at Compare.com – a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.   David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, as well as advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.  Website: www.davidpetersfinancial.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Brian Feroldi, Author, Of Why Does The Stock Market Go Up? shares timeless lessons with the audience about his bottoms up investment approach, some mistakes he has made, and the business criteria he looks for before making an investment.   Bio: Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college.  Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew.  Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool.  In 2022, Brian’s book Why Does The Stock Market Go Up? was published. The mission of the book is “to demystify the stock market.” It was written to explain how the stock market works in plain English.  Brian lives in New England with his wife and three kids. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
SMC: Adam Sarhan Interviewed Market Wizard Tony Saliba Part I.    Tony shares some great stories of how he got started in the business, some timeless lessons he's learned along the way, how he handles risk, and how he thinks about and makes every decision.     Tony Saliba (Industry Bio)   A globally renowned business leader and entrepreneur, Anthony Saliba is CEO and founder of Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider. He is also the Vice Chairman of The Board of Managers Matrix Executions, a U.S. broker-dealer.  His areas of expertise include workflow automation for derivatives agency activities, securities routing/execution, risk management, strategic planning, electronic trading, and derivatives education.   Saliba has been a pioneer in the trading industry for four decades, beginning his career in 1979 at the Chicago Board Options Exchange (CBOE), where he traded equity options as an independent market maker. Later he traded most CBOE products, currencies and the S&P 500 contracts on the Chicago Mercantile Exchange, along with the agricultural and interest rate products traded on the Chicago Board of Trade (CBOT). He spent three years on the Board of Directors at CBOE and also served for two years on the board of the Chicago Stock Exchange (CHX) before its acquisition in 2018. In 2019, he was an inaugural recipient of the U.S. Options Lifetime Contribution Award, selected by the U.S. options exchanges and the Options Industry Council (OIC).  Saliba was the only options trader to be featured in “Market Wizards” (1989), the seminal book by Jack Schwager, showcasing the world’s best professional traders. He has also authored numerous books himself, including: “Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management”(2017); “Options Workbook”(2001); “Option Strategies for Directionless Markets: Trading with Butterflies, Iron Butterflies, and Condors”(2008); and “Option Spread Strategies: Trading Up, Down, and Sideways Markets” (2009, with Karen E Johnson, and Joseph C Corona).  Saliba has founded several successful companies over the course of his career. These include: the International Trading Institute, which built and delivered the first options simulator and pioneered training for pro traders and market makers worldwide; LiquidPoint, a trading platform, broker and solution provider sold to ConvergEx for a mid-nine-figure sum; and Efficient Capital Management, a premier managed futures firm. He has invested in nearly 100 companies and continues to lend his expertise and experience to a variety of firms today.  In 2019, Saliba was recognized by the U.S. options exchanges and the OIC as one of the first recipients of the U.S. Options Lifetime Contribution Award.  Saliba lives in Chicago, Illinois, and holds a BS in Accounting from Indiana University - Bloomington.  Learn more here: https://mercurydigitalassets.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Mark Adams, President and CEO of SGH Corp ($SGH).    Mark brings extensive experience and expertise in leading technology companies with a clear vision and focus on execution. Whether at the helm of a major developer of LED light engine technology or the global leader of memory solutions, Mark’s management style is characterized by a team-first approach with an emphasis on results.   Since joining SGH in 2020, he has set into motion its transformation toward a holding company with continuous investment in the long-term success of its businesses.  Mark’s previous companies include Lumileds, Micron Technology, Lexar Media, Creative Labs and NCR Corporation.  He currently serves on the boards of Seagate Technology and Cadence Design Systems.  His alma maters include Boston College (BA, economics) and Harvard University (MBA).   Website: https://www.sghcorp.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD).   Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010.  In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994.  In 2008, he became a founding partner at Channel Islands Capital, managing a small hedge fund. His 25+ years of investing experience are complemented by his education, which includes a B.S. from University of La Verne and an M.B.A. from the University of California, Irvine. Learn more at Investors.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support
This is an excellent interview with CC Lagator, Co-Founder of OptionsAI.com. CC shares what life was like as a former options market maker, tells you how the "smart money" trades options and how indvidual investors can trade options like the pros. CC also shares timeless life, business, and overall winning advice with the audience. Visit: OptionsAI.com to learn more.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Anders Gustafsson, CEO Zebra Technologies. $ZBRA  shared timeless business, life, and leadership advice in this SmartMoneyCircle.com Episode!  Find out Anders 4 R's, get timeless leadership advice, learn how he handles adversity and so much more.     Bio Anders Gustafsson became chief executive officer and a director of Zebra Technologies on September 4, 2007. Prior to joining Zebra, Mr. Gustafsson served as CEO of Spirent Communications plc, a publicly traded telecommunications company. At Spirent, Mr. Gustafsson redirected that company's growth strategy, divested non-core operations, integrated historic acquisitions and streamlined the organization to realize significant cost savings. Prior to Spirent, he was senior executive vice president, global business operations, of Tellabs, Inc. While at Tellabs, Mr. Gustafsson also served as president, Tellabs International, as well as president, global sales, and vice president and general manager, Europe, Middle East and Africa. Earlier in his career, he held executive positions with Motorola and Network Equipment Technologies. Mr. Gustafsson holds a master’s degree in business administration from the Harvard Graduate School of Business and a master of science degree in electrical engineering from Chalmers University of Technology in Gothenburg, Sweden. He was a Fulbright Scholar and received numerous fellowships and scholarships for academic excellence. Zebra Technologies (NASDAQ: ZBRA) Website: https://www.zebra.com/us/en.html --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable health service in the hands of every person on earth. Dr Parsa was listed in The Times 100 people to watch. The Health Service Journal recognized him as one of ‘the 50 most influential people in UK healthcare.’ He was featured in the Maserati 100, a list that recognizes game-changing entrepreneurs. He’s a UK Cabinet Office Ambassador for Mutuals and has a PhD in Engineering Physics. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Ben Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show About Ben Kohn: Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders. Kohn joined Playboy as Chief Executive Officer in January 2018, after having served as interim CEO of Playboy from May 2016 to December 2017. Kohn has served on Playboy’s Board of Directors since March 2011. From 2004 to December 2018, Kohn served as a Managing Partner at the private equity firm Rizvi Traverse where he led the successful buyouts of major media and entertainment companies, including taking Playboy private in 2011. Prior to his time at Rizvi Traverse, Kohn was a Vice President at Angelo, Gordon & Co., where he focused on private equity and special situations. Kohn started his career at Cowen & Company in the Mergers and Acquisitions group. Mr. Kohn also serves on the Board of Directors for the performance rights organization, SESAC. He received his Bachelor of Science in Management BSM from Tulane University, and his Master of Business Administration from Columbia University. About PLBY Group. PLBY Group, Inc. (NASDAQ: PLBY) is a leading pleasure and leisure lifestyle company and owner of Playboy, one of the most recognizable and iconic brands in the world. Over the past few years, PLBY Group acquired Australian luxury lingerie brand, Honey Birdette, sexuall wellness chain, Lovers, and online intimates retailer, Yandy. Playboy ceased publication of the magazine in March 2020, and the Hefner family is no longer associated with Playboy in any way. Today’s reimagined Playboy has shifted to focus on consumer products and digital experiences and events. The company’s recent changes on the business side have really been focused on building out that full ecosystem of products and services, physical and digital, to give consumers a way to access and truly live a Playboy way of life. More specifically, the company is focused on two strategies: 1) Meeting robust consumer demand through the continued expansion of its direct-to-consumer business by further growing its owned and operated channels, realizing synergies between its brands and continuing the optimization of licensing; and 2) Continuing to advance its digital business through the full build-out of creator-led CENTERFOLD and its integration with its other platforms. About CENTERFOLD: Centerfold is Playboy’s new creator-led platform which launched in beta in late 2021. Centerfold’s potential to drive organic customer acquisition and serve as a massive top of funnel for Playboy products and services is more valuable than ever given the recent disruptive changes to iOS and privacy regulations. Playboy believes it will allow them to further target the marketing of its consumer products brands, its future NFT and blockchain initiatives, and its IRL and virtual events. As Centerfold continues to evolve, the company plans to integrate it with Playboy.com and drive all customers to one central location. In addition, Centerfold provides leverage for any future partnerships Playboy pursues through licensing, hospitality and other channels because it not only shows up to the table with an iconic global brand, but it also brings direct access to an engaged, targeted audience. For creators, there is immense value in being part of the Playboy ecosystem. Not only has Playboy envisioned a safe place for freedom of expression, inclusion and direct connections between fans and creators, it is also launching new avenues for its creators to generate additional revenue streams beyond core offerings including digital subscriptions, unlocks, and live hangouts. As creators, they have the additional opportunity to become affiliates by promoting Playboy products. The company already signed 40 of its top creators as part of a new affi --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM).   Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives.  Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.  Karen earned an MBA from the University of Southern California and a BA from San Diego State University. Karen holds the coveted CFA designation and is also a Certified Investment Counselor.  Karen lives in Pasadena, California where she is active with several charitable organizations including the Order of the Holy Sepulchre and the Order of Malta. She enjoys food, wine, travel and hiking. She takes to heart the guidance offered by John Muir, “Of all the paths you take in life, make sure a few of them are on dirt.” --- Support this podcast: https://anchor.fm/smartmoneycircle/support
David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management.    Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and directs strategic initiatives and resource planning. Mr. Grumhaus is also a Senior Portfolio Manager for the firm’s Energy Infrastructure strategies.   Mr. Grumhaus has over two decades of experience working in the investment management industry. Prior to joining Duff & Phelps in 2014, Mr. Grumhaus served as a Portfolio Manager and Director of Research for Copia Capital, an Energy and Utility focused hedge fund. He previously worked as an investment banker for Goldman, Sachs & Co. and William Blair & Company, LLC.  Mr. Grumhaus holds a BA in History, cum laude, from Princeton University and an MBA from Harvard Graduate School of Business Administration, where he was a George F. Baker scholar. In addition, he is a member of the Investment Committee at the Ann and Robert H. Lurie Children's Hospital of Chicago and serves as a board member of the Beyond Sports Foundation. Mr. Grumhaus served as an Alderman and finance chair for City of Lake Forest, IL from 2005 - 2011. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA).   Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the audience. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Rusty Wiley is President and Chief Executive Officer at Datasite. Upon joining the company in 2014, Rusty led the successful transformation of the company from a collection of financial communications and print-related businesses into a leading, global M&A SaaS technology company. In March 2020, the company re-branded to Datasite. This achievement was the culmination of a journey to streamline operations, upgrade go-to-market capabilities, and launch a market-leading platform backed by world-class product, sales and service teams. Under Rusty’s stewardship, in 2019 the company completed its most successful year yet with revenue growth exceeding 30%, profit margins reaching their highest levels and market share hitting a historical peak. Before joining Datasite, Rusty held a variety of executive roles across sales, consulting, and general management at IBM Corporation. Most recently, he was General Manager, Banking & Financial Markets for the technology company. Rusty holds an MBA from Duke University Fuqua School of Business, and a BS in Business Administration with a minor in Computer Science from East Carolina University. https://www.datasite.com/us/en.html --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today.    As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endlessly scanning websites for information.    In 2016, Rob again led the company to the forefront of conversational commerce by making it easy for consumers to connect with brands on messaging via platforms including SMS, WhatsApp, Apple BusinessChat, Facebook Messenger, and even brand apps and websites.    In 2018, Rob delivered on his vision for AI-powered conversations, opening the doors for brands to message at massive scale while still providing outstanding customer experiences. Now in 2020, Rob is a leading voice on reforming the future of work, helping cultivate innovative new systems that support the needs of Live Person's global staff, and challenging the reliance on physical office spaces.    As someone who has been on the entrepreneurial journey for over two decades, Rob's mission is to inspire and help others who are on that same path. Live Person has come a long way since its early years, having survived the dot-com crash and grown to become the leader in Conversational AI and automation solutions, currently serving over 18,000clients, with 1,200 employees worldwide.    Beyond his decades of work at Live Person, Rob's interests extend past his business and reflect his close ties to New York City and his journey as an entrepreneur and humanitarian. He is a founding member of EqualAI, which works with companies, policy makers, and experts to reduce bias in AI, and the NYC Entrepreneurs Council of the Partnership for New York City. In 2001, he started the Dream Big Foundation with its first program, FeedingNYC, which gives families in need a Thanksgiving dinner. To date, FeedingNYC has donated more than 85,000 meals. Its second program, the Dream Big Entrepreneurship Initiative, launched in 2014 to fund, mentor, coach, and empower local entrepreneurs in underserved communities.  Learn more on LivePerson.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Zain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures, his family office that boasts a diverse portfolio of real estate investments. He is also currently a partner at Blue Field Capital. Zain’s success as both a founder and investor has made him a leading authority in the realm of startups and venture capital. He has become a respected voice in real estate as well, and can be heard sharing his insights on his PropTech VC podcast. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
SMC: Weiss Muti-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & Portfolio Manager. Weiss was founded in 1978 by Wall Street vet, George Weiss, and they’re known for being a pioneer in the market-neutral space.   Edward joined the firm in 2005 after working as a quant analyst at Anchor Point Asset Management (global macro fund)and before that as a research and quant analyst w/ Citibank Global Asset Management. After spending his first 10 years at Weiss on their Macro strategy, he started structuring new products and is now the PM of their liquid alts mutual fund – their only retail fund offering – the Weiss Alternative Multi-Strategy Fund (WEISX). It’s a5-star retail offering of their flagship institutional strategy and has $232min assets. WEISS Mutual Funds (weissfunds.com) --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Comments (1)

ann

This is a great program. Sean has a fascinating story and I love his perspective on investing. Here is some more from him https://wineandcountrylife.com/a-vineyard-retirement-in-virginia/ and https://wineandcountrylife.com/4-questions-you-should-ask-your-investment-manager/ that were published in a beautiful Virginia magazine.

Sep 24th
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