# portfolio manager (audio feeds) — RSS Amplifier Recent posts from the 9 feeds in the RSS Amplifier directory that cover portfolio manager. Page: Feed: --- ## [S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management](https://planetmicrocap.podbean.com/e/s-curve-framework-for-identifying-early-growth-with-shawn-behnam-and-gabriel-etessami-garden-capital-management/) _2026-08-15 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Shawn Behnam and Gabriel Etessami, Co-Founders of Garden Capital Management, for their first-ever investing podcast appearance. We break down their S-curve framework for identifying technologies at the early stages of adoption, how they think about position sizing when the outcome is clear but the timing isn't, and why they run a… [Listen](https://mcdn.podbean.com/mf/web/adza9x435pheq84b/riverside_shawn_gab_robert_02_planet_microcap8w0zx.mp3) ## [Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225](https://artofboring.libsyn.com/memory-part-2-cyclicality-leveraged-efts-and-pricing-uncertainty-ep-225) _2026-08-12 · Art of Boring_ How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.225_Memory_Pt.3_-_AUDIO_V2.mp3?dest-id=651385) ## [Real Catalyst Or Good Story with Hugo Navarro, Founder & Editor of Undervalued and Undercovered Newsletter](https://planetmicrocap.podbean.com/e/real-catalyst-or-good-story-with-hugh-navarro-founder-editor-of-undervalued-and-undercovered-newsletter/) _2026-08-08 · Planet MicroCap Podcast | MicroCap Investing Strategies_ 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 built a six-figure research business and a fund advisory role by going where almost no one else was looking. We break down his process for finding… [Listen](https://mcdn.podbean.com/mf/web/ngicn38mnax3vjr2/riverside_hugo_robert_planet_microcap8uv6i.mp3) ## [You need a strong stomach for deep value investing](https://iono.fm/e/1704206) _2026-08-05 · Be a Better Investor_ Malungelo Zilimbola, founder and CEO of Mazi Asset Management, warns young investors against chasing stock tips and quick profits, arguing that today’s culture of speculation risks confusing investing with betting. [Listen](https://dl.iono.fm/epi/prov_216/epi_1704206_medium.m4a?p=rss) ## [Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224](https://artofboring.libsyn.com/memory-part-2-the-risks-from-china-technological-change-and-overcapacity-ep-224) _2026-08-05 · Art of Boring_ Memory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard questions. In the second part of this series, equity analyst Shan Rui Yeo examines the main risks to the memory thesis: rising competition from China's CXMT and YMTC, the technologies that could reduce AI's appetite for memory, and the wave of capacity investment that could eventually tip the… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.224_Memory_Pt.2_-_AUDIO_V3.mp3?dest-id=651385) ## [The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media](https://planetmicrocap.podbean.com/e/the-most-misread-commodity-setup-with-rick-rule-founder-ceo-of-rule-investment-media/) _2026-08-01 · Planet MicroCap Podcast | MicroCap Investing Strategies_ 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 resources, gold, and where Rick thinks the smart money is quietly moving next. A note worth flagging before you listen: when we recorded this, Rick… [Listen](https://mcdn.podbean.com/mf/web/rueihgqk9744rw4i/riverside_rick_rule_x_planet_mic_02_planet_microcapayu89.mp3) ## [Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223](https://artofboring.libsyn.com/memory-part-1-from-boom-bust-commodity-to-ai-bottleneck-ep-223) _2026-07-29 · Art of Boring_ One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an industry that destroyed wealth for four decades became disciplined after consolidating to three players in 2013. He then walks through what changed: AI inference has… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.223_Memory_Pt.1_-_AUDIO_V2..mp3?dest-id=651385) ## [Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers](https://planetmicrocap.podbean.com/e/private-equity-unwind-with-dan-rasmussen-founder-managing-partner-of-verdad-advisers/) _2026-07-25 · Planet MicroCap Podcast | MicroCap Investing Strategies_ 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 whether the last few years of pain are finally turning into opportunity. We break down why microcap deep value has lagged since the release of ChatGPT… [Listen](https://mcdn.podbean.com/mf/web/qzpks7cthnepndb9/riverside_dan_rasmussen_x_planet_planet_microcap75jx6.mp3) ## [Investing in the Build Canada Theme | EP 222](https://artofboring.libsyn.com/investing-in-the-build-canada-theme-ep-222) _2026-07-22 · Art of Boring_ Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change. Canadian small cap equity analyst Dominic Drzazga examines the Build Canada theme: what it actually means beyond the headlines, and what has shifted since the federal election. He walks through the legislative groundwork, from the Building Canada Act to a… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.222_-_AUDIO_V1.mp3?dest-id=651385) ## [Cybersecurity Investing: Why Today's Winners Can Quickly Become Obsolete](https://shows.acast.com/agi-silicon-valley-byte-size/episodes/cybersecurity-investing) _2026-07-22 · Silicon Valley Byte Size - The Allianz Technology Trust Podcast_ Cybersecurity has become one of the most critical areas of technology, but it is also one of the most challenging sectors for investors to navigate. In this episode of Silicon Valley Bite Size, Cherry Reynard sits down with Mike Seidenberg, lead manager of Allianz Technology Trust, to explore why success in cybersecurity can be surprisingly short-lived. Mike explains how constantly evolving cyber… [Listen](https://sphinx.acast.com/p/open/s/67b33526bce64a06018da618/e/6a6091f622500f7120930935/media.mp3) ## [Open-source Screen Sharing with Control (Sponsored)](https://crawlproof.com/a/F8LnQaF7iCHi) _2026-07-22 · **Sponsored**_ WebRTC screen sharing with simultaneous mouse & keyboard control; viewers join in browser. ## [Quarterly Update | Q2 2026 | EP 221](https://artofboring.libsyn.com/quarterly-update-q2-2026-ep-221) _2026-07-15 · Art of Boring_ Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.221_Q2_-_AUDIO_V1.mp3?dest-id=651385) ## [Tailwinds Forming for Health Care](https://soundcloud.com/clearbridge/tailwinds-forming-for-health) _2026-07-13 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement. [Listen](https://feeds.soundcloud.com/stream/2359689977-clearbridge-tailwinds-forming-for-health.mp3) ## [Space, The Next Frontier?](https://soundcloud.com/alger_investing/space-the-next-frontier) _2026-07-10 · Investing in Growth & Change_ Space, The Next Frontier? by Alger [Listen](https://feeds.soundcloud.com/stream/2358253826-alger_investing-space-the-next-frontier.mp3) ## [Eddie Perkin - Battling Biases and Building Better Investment Teams](https://valueinvestingwithlegends.libsyn.com/eddie-perkin-battling-biases-and-building-better-investment-teams) _2026-07-10 · Value Investing with Legends_ In this episode, Michael Mauboussin welcomes Eddie Perkin, former Chief Investment Officer at Eaton Vance and Goldman Sachs Asset Management, to discuss the principles behind better investment decision-making. Eddie shares how his early experiences shaped his investment philosophy before examining quality value investing, behavioral biases, and the importance of process over outcomes. The… [Listen](https://traffic.libsyn.com/secure/valueinvestingwithlegends/VIL_-_Eddie_Perkin_-_AUDIO_V1.mp3?dest-id=1207712) ## [Pender Podcast PM Series - Pender Credit Opportunities Fund - The Story So Far](https://penderfund.libsyn.com/pender-podcast-pm-series-pender-credit-opportunities-fund-the-story-so-far) _2026-07-09 · PenderFund_ Lessons and opportunities as the Fund approaches its three year anniversary As the Pender Credit Opportunities Fund approaches its three-year anniversary, Lead Portfolio Manager, Fixed Income Geoff Castle and Associate Portfolio Manager, Parul Garg join host Laura Baker to reflect on the fund's journey since launch. This episode breaks down how stressed and distressed credit works, how they find… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/penderfund/Pender_PCOF_July_2026_v3.mp3?dest-id=743428) ## [Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220](https://artofboring.libsyn.com/emerging-markets-different-hats-better-decisions-and-learning-faster-ep-220) _2026-07-09 · Art of Boring_ Investment teams increasingly build and rely on their own AI tools, but the payoff depends on how deliberately a team reinvests the time that AI frees up. Emerging markets portfolio manager Wen Quan Cheong walks through how his team puts believability-weighted decision making into daily practice, and where AI has genuinely enhanced the process. He closes with a tour of the emerging-market themes… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.220_-_AUDIO_V4.mp3?dest-id=651385) ## [Pender Podcast - World Cup Series - The Tournament Problem: Luck, Skill & Process](https://penderfund.libsyn.com/pender-podcast-world-cup-series-the-tournament-problem-luck-skill-process) _2026-07-07 · PenderFund_ When perceived advantages don't always equate to results. In the third episode of Pender's World Cup Series, Senior Equity Analyst Felix Narhi joins host Laura Baker to explore why being the favourite can become a liability and what underdog teams like Cabo Verde and Team Canada reveal about the structural advantages of playing with freedom, finding mispriced bets, and building a culture that… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/penderfund/World_Cup_Series_Podcast_-_Episode_3_-_Final_Audio_-_July_2026.mp3?dest-id=743428) ## [Global Equity: The Odyssey, the AI Trade, and Concentration Risk | EP 219](https://artofboring.libsyn.com/global-equity-the-odyssey-the-ai-trade-and-concentration-risk-ep-219) _2026-07-02 · Art of Boring_ AI portfolio construction in global equity markets (memory semiconductors, mega IPOs, and how to manage concentration risk) is the focus of this conversation with Mawer's global equity portfolio manager Paul Moroz. Drawing on Homer's Odyssey, he explains the discipline the team applies when navigating themes that are moving quickly: from trimming SK Hynix systematically as the position grew, to… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP219_-_AUDIO_V1.mp3?dest-id=651385) ## [Emerging Markets, AI and the Future of Sustainable Investing](https://soundcloud.com/clearbridge/emerging-markets-ai-and-the) _2026-06-29 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to… [Listen](https://feeds.soundcloud.com/stream/2349989660-clearbridge-emerging-markets-ai-and-the.mp3) ## [Paul Cerro Pitches LENSAR (LNSR) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/paul-cerro-pitches-lensar-lnsr-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ 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 https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/pxmb244ihj8pk7tn/Paul_Cerro_Pitches_LENSAR_LNSR_-_HD_1080p6xdjs.mp3) ## [Finnish Seedboxes — Up to 20Gbps (Sponsored)](https://crawlproof.com/a/IjOnqbmmxq8R) _2026-06-28 · **Sponsored**_ Private Finnish seedboxes with 1–20Gbps speeds, RAID storage and 14‑day refund ## [Kayser Pravia Pitches Mama’s Creations (MAMA) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/kayser-pravia-pitches-mama-s-creations-mama-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Kayser Pravia, founder of El Planeta Financiero, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and… [Listen](https://mcdn.podbean.com/mf/web/mseyh3v65zqn2puq/Kayser_Pravia_Pitches_Mama_s_Creations_MAMA_-_HD_1080p9swha.mp3) ## [Dylan Marrello Pitches Rave Restaurant Group (RAVE) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/dylan-marrello-pitches-rave-restaurant-group-rave-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Dylan Marrello, Founder of Marrello Capital Partners, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/viw6r445wr6tpwyi/Dylan_Marrello_Pitches_Rave_Restaurant_Group_RAVE_-_HD_1080p9tdi1.mp3) ## [Maj Soueidan Pitches SIFCO Industries (SIF) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/maj-soueidan-pitches-sifco-industries-sif-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Maj Soueidan, co-founder of GeoInvesting, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/px6kdpbmzprzqbgs/Maj_Soueidan_Pitches_SIFCO_Industries_SIF_-_HD_1080pbsn4o.mp3) ## [Whit Huguley Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/whit-huguley-pitches-ascent-industries-acnt-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Whit Huguley, founder of River Oaks Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/5gwg3cvdzhj5t73c/Whit_Huguley_Pitches_Ascent_Industries_ACNT_-_HD_1080p862mw.mp3) ## [Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/katrina-santa-maria-jessica-greer-emerging-fund-panel-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Katrina Santa Maria of M.S. Howells & Co. and Jessica Greer of Willow Oak Asset Management, present at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and… [Listen](https://mcdn.podbean.com/mf/web/gtezjgj7rkwfiyub/Katrina_Santa_Maria_Jessica_Greer_Emerging_Fund_Panel_-_HD_1080payjjm.mp3) ## [Rich Howe & Asif Suria & Colin King, Special Situations Panel at Planet MicroCap Las Vegas 2026](https://planetmicrocap.podbean.com/e/rich-howe-asif-suria-colin-king-special-situations-panel-at-planet-microcap-las-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Rich Howe of Stock Spin-off Investing, Asif Suria of Inside Arbitrage, and Colin King of Circle City Capital present at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors,… [Listen](https://mcdn.podbean.com/mf/web/xirc54k7pefpypr3/Rich_Howe_Asif_Suria_Coling_King_Special_Situations_Panel_-_HD_1080p7p4an.mp3) ## [Howard Punch Pitches LSI Industries (LYTS) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/howard-punch-pitches-lsi-industries-lyts-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Howard Punch, founder of Punch & Associates, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/u9u68caqwhj5nedu/Howard_Punch_Pitches_LSI_Industries_LYTS_-_HD_1080p750r3.mp3) ## [Sean Westropp Pitches SuperCom Ltd (SPCB) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/sean-westropp-pitches-supercom-ltd-spcb-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Sean Westropp, founder of Deep Sail Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/879zjrn8ej2xy8dn/Sean_Westropp_Pitches_SuperCom_Ltd_SPCB_-_HD_1080paw3x4.mp3) ## [Adam Wilk Pitches KITS Eyecare (KITS.TO) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/adam-wilk-pitches-kits-eyecare-kitsto-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Adam Wilk, Founder of Greystone Capital Partners, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and… [Listen](https://mcdn.podbean.com/mf/web/mdhkpt29e4cqegid/Adam_Wilk_Pitches_KITS_Eyecare_KITSTO_-_HD_1080p6kt3e.mp3) ## [Spencer Hackett Pitches Franchise Brands (FRAN.L) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/spencer-hackett-pitches-franchise-brands-franl-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Spencer Hackett, Portfolio Manager at Grandeur Peak Global Advisors, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to… [Listen](https://mcdn.podbean.com/mf/web/z9jnqvm8699x3zvw/Spencer_Hackett_Pitches_Franchise_Brands_FRANL_-_HD_1080p6nqfj.mp3) ## [One platform, from silicon to agent (Sponsored)](https://crawlproof.com/a/aVCNSYHcnIMK) _2026-06-28 · **Sponsored**_ Serverless inference plus Inference Router to optimize cost and latency at scale. ## [Avi Fisher Pitches Pro-Dex (PDEX) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/avi-fisher-pitches-pro-dex-pdex-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Avi Fisher, Founder of Long Cast Advisers, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/ub7xpz435q6krzz5/Avi_Fisher_Pitches_Pro-Dex_PDEX_-_HD_1080pbd1ma.mp3) ## [Artem Fokin Pitches Haypp Group (HAYPP.ST) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/artem-fokin-pitches-haypp-group-hayppst-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Artem Fokin, founder of Caro-Kann Capital, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/u4ga94yf97byzagm/Artem_Fokin_Pitches_Haypp_Group_HAYPPST_-_HD_1080p7tqir.mp3) ## [David Bastian Pitches Beasley Broadcast Group (BBGI) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/david-bastian-pitches-beasley-broadcast-group-bbgi-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ David Bastian, co-founder of Kingdom Capital Advisors, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect,… [Listen](https://mcdn.podbean.com/mf/web/5kkewy9gj8iih53s/David_Bastian_Pitches_Beasley_Broadcast_Group_BBGI_-_HD_1080p8b0fn.mp3) ## [Ryan Irvine Pitches Dynacor Group (DNG.TO) at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/ryan-irvine-pitches-dynacor-group-dngto-at-planet-microcap-vegas-2026/) _2026-06-28 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Ryan Irvine, Founder of KeyStone Financial, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/56p88ygeriknqvck/Ryan_Irvine_Pitches_Dynacor_Group_DNGTO_-_HD_1080p6nyxn.mp3) ## [Henry Lutes Shares about Quartr at Planet MicroCap Vegas 2026](https://planetmicrocap.podbean.com/e/henry-lutes-shares-about-quartr-at-planet-microcap-vegas-2026/) _2026-06-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Henry Lutes, Account Executive at Quartr, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/ygn9ie7ged6k46r9/Henry_Lutes_Shares_about_Quartr_-_HD_1080pbi4gp.mp3) ## [The Reality of AI by Sean Iddings](https://planetmicrocap.podbean.com/e/the-reality-of-ai-by-sean-iddings/) _2026-06-27 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Sean Iddings presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow. https://planetmicrocap.com This… [Listen](https://mcdn.podbean.com/mf/web/pvq7ukveu739ij7u/riverside_the_reality_of_ai_by_s_planet_microcap8qimx.mp3) ## [Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking](https://valueinvestingwithlegends.libsyn.com/django-davidson-the-capital-cycle-finding-opportunity-where-others-arent-looking) _2026-06-26 · Value Investing with Legends_ In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Django shares how his unconventional upbringing, experience covering banks during the Global Financial Crisis, and early exposure to Warren Buffett's letters shaped his investment philosophy. The… [Listen](https://traffic.libsyn.com/secure/valueinvestingwithlegends/VIL_-_Django_Davidson_-_AUDIO_V1.mp3?dest-id=1207712) ## [Pender Podcast: World Cup Series, The Curse of Possession Football](https://penderfund.libsyn.com/pender-podcast-world-cup-series-the-curse-of-possession-football) _2026-06-25 · PenderFund_ In the second episode of Pender's World Cup Series, Senior Equity Analyst Felix Narhi joins host Laura Baker to explore why copying a winning strategy is often the fastest path to failure and what Team Canada's secret weapon reveals about finding your own irreplicable edge in soccer, business, and investing. [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/penderfund/World_Cup_Podcast_-_Episode_2_-_Audio_-_June_2026.mp3?dest-id=743428) ## [The Ecology of Ergodicity by Jason Buck](https://planetmicrocap.podbean.com/e/the-ecology-of-ergodicity-by-jason-buck/) _2026-06-25 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Jason Buck, CIO at Mutiny Fund, presents at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ For more information about Mutiny Fund, please visit: https://mutinyfund.com/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors,… [Listen](https://mcdn.podbean.com/mf/web/utsipbrugcrnxxvk/riverside_the_ecology_of_ergodic_planet_microcap86t20.mp3) ## [Obsession by Ian Cassel](https://planetmicrocap.podbean.com/e/obsession-by-ian-cassel/) _2026-06-23 · Planet MicroCap Podcast | MicroCap Investing Strategies_ Ian Cassel gives the opening keynote at Planet MicroCap Las Vegas 2026 Powered by MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/ Planet Microcap hosts the highest quality microcap in-person events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.… [Listen](https://mcdn.podbean.com/mf/web/c8nmz94fq8urvwjc/riverside_obsession_by_ian_cassel_planet_microcap9w2c0.mp3) ## [Evolution of Information Arbitrage with Maj Soueidan, Founder of GeoInvesting and MS MicroCaps](https://planetmicrocap.podbean.com/e/evolution-of-information-arbitrage-with-maj-soueidan-founder-of-geoinvesting-and-ms-microcaps/) _2026-06-22 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan, founder of GeoInvesting and MS MicroCaps, to dig into what three decades of micro-cap investing actually teaches you - including the lessons that only come from painful round trips and hard resets. We break down his current stance on speaking with management and what that's revealed about hunting in the right universe, how… [Listen](https://mcdn.podbean.com/mf/web/33942f2z2c8cynem/riverside_planet_microcap_podcas_planet_microcap_1_9ax75.mp3) ## [Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218](https://artofboring.libsyn.com/looking-under-the-hood-canadian-equity-concentration-and-diversification-ep-218-0) _2026-06-18 · Art of Boring_ Canada's stock market has set repeated record highs in 2026, even as the domestic economy feels soft. Canadian equity portfolio manager Mark Rutherford explains the gap between the two, and why a large weight in financials can represent more diversification rather than less. He walks through how the team rotated within the sector as the banks re-rated, and the discipline behind trimming a gold… [Listen](https://traffic.libsyn.com/secure/artofboring/AOB_-_EP.218_-_AUDIO_V1..mp3?dest-id=651385) ## [Quantum Computing: does execution matter more than Innovation?](https://shows.acast.com/agi-silicon-valley-byte-size/episodes/quantum-computing-does-execution-matter-more-than-innovation) _2026-06-15 · Silicon Valley Byte Size - The Allianz Technology Trust Podcast_ Quantum computing is often described as the next frontier, a technology that could solve problems beyond the reach of today's computers. But how close are we to seeing real-world applications, and what does it mean for investors? In this episode of Silicon Valley Bite Size, Mike Seidenberg, lead manager of Allianz Technology Trust, explores the opportunities and challenges surrounding quantum… [Listen](https://sphinx.acast.com/p/open/s/67b33526bce64a06018da618/e/6a2feb86c3a72484cb19b2c3/media.mp3) ## [Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture](https://valueinvestingwithlegends.libsyn.com/jim-flynn-building-a-healthcare-investment-platform-across-public-private-and-venture) _2026-06-12 · Value Investing with Legends_ Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from studying biology and economics to leading one of the industry's most distinctive healthcare investment platforms. Jim explains how Deerfield evolved from a… [Listen](https://traffic.libsyn.com/secure/valueinvestingwithlegends/VIL_-_S11E13_Jim_Flynn_-_AUDIO_V2.mp3?dest-id=1207712) ## [Pender Podcast: World Cup Series, The Bias for Action](https://penderfund.libsyn.com/world-cup-series-the-bias-for-action) _2026-06-11 · PenderFund_ What soccer can teach us about investing. In the first episode of Pender's World Cup Series, Senior Equity Analyst, Felix Narhi joins host Associate Client Portfolio Manager, Laura Baker to explore what soccer's penalty kick paradox can teach investors about the bias for action and why, in markets and on the field, the hardest decision is often choosing to do nothing. [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/penderfund/Pender_-_FIFA_June_2026.mp3?dest-id=743428) ## [Midyear Outlook: What Wall of Worry?](https://soundcloud.com/clearbridge/midyear-outlook-what-wall-of) _2026-06-11 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed. [Listen](https://feeds.soundcloud.com/stream/2337363536-clearbridge-midyear-outlook-what-wall-of.mp3) ## [Balanced Portfolios: A Market Tug of War and the Discipline to Stay Neutral | EP 217](https://artofboring.libsyn.com/balanced-portfolios-a-market-tug-of-war-and-the-discipline-to-stay-neutral-ep-217) _2026-06-10 · Art of Boring_ In this episode, portfolio manager Steven Visscher covers how Mawer's balanced portfolios navigated 2025 and how they are positioned in 2026. With a war-driven energy shock on one side and an AI investment boom on the other, the market is pulling in two directions at once. Steven walks through what that means for asset mix, where the team is seeing signs of investor complacency, and why cracks in… [Listen](https://traffic.libsyn.com/secure/artofboring/AoB_-_EP.217_-_AUDIO_V1.mp3?dest-id=651385) ## [Pender Podcast: Multi-Manager Funds](https://penderfund.libsyn.com/pender-podcast-multi-manager-funds) _2026-06-04 · PenderFund_ Rethinking Diversification in a Correlated World Pender's CIO and Portfolio Manager, Greg Taylor spoke with Associate Client Portfolio Manager, Laura Baker to discuss how the Pender Alternative Multi-Strategy Income Fund and the newly launched Pender Alternative Multi-Strategy Growth Fund are built to diversify return drivers, not just holdings, in a market where equities and bonds increasingly… [Listen](https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/penderfund/Pender_-_Multi-Manager_Funds.mp3?dest-id=743428) ## [Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments](https://planetmicrocap.podbean.com/e/management-meetings-edge-with-sam-namiri-partner-and-portfolio-manager-at-ridgewood-investments/) _2026-06-03 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments, to dig into how his conference and management meeting process has evolved - and why he thinks 1x1 meetings with management teams are one of the most underrated research tools in micro-cap investing. We break down how he uses AI to screen companies before a conference,… [Listen](https://mcdn.podbean.com/mf/web/ngbaednt7w83ygx4/riverside_sam_namiri_x_planet_mi_planet_microcap9le6i.mp3) ## [Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital](https://planetmicrocap.podbean.com/e/compounding-without-ego-with-jean-philippe-tissot-founder-fund-manager-at-arauca-capital/) _2026-05-29 · Planet MicroCap Podcast | MicroCap Investing Strategies_ In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup. We break down how his tolerance for "hairiness" shifts depending on position size and company stage,… [Listen](https://mcdn.podbean.com/mf/web/bwwtvvu8ki4uc4uv/riverside_jean_robert_planet_microcapben8g.mp3)