portfolio manager: podcasts

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶The Board Member Trick with Tim Heitman, Full-time MicroCap InvestorPlanet MicroCap Podcast | MicroCap Investing Strategies1:16:07Notes
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2. 2▶S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital ManagementPlanet MicroCap Podcast | MicroCap Investing Strategies1:04:14Notes
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3. 3▶Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225Art of Boring11:56Notes
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4. 4▶Real Catalyst Or Good Story with Hugo Navarro, Founder & Editor of Undervalued and Undercovered NewsletterPlanet MicroCap Podcast | MicroCap Investing Strategies42:49Notes
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5. 5▶You need a strong stomach for deep value investingBe a Better Investor23:03Notes
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6. 6▶Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224Art of Boring18:19Notes
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7. 7▶The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment MediaPlanet MicroCap Podcast | MicroCap Investing Strategies49:43Notes
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8. 8▶Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223Art of Boring27:53Notes
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9. 9▶Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad AdvisersPlanet MicroCap Podcast | MicroCap Investing Strategies43:14Notes
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10. 10▶Investing in the Build Canada Theme | EP 222Art of Boring18:54Notes
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11. 11▶Cybersecurity Investing: Why Today's Winners Can Quickly Become ObsoleteSilicon Valley Byte Size - The Allianz Technology Trust Podcast10:45Notes
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12. 12▶Quarterly Update | Q2 2026 | EP 221Art of Boring23:36Notes
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13. 13▶Tailwinds Forming for Health CareAuthentically Active: The ClearBridge Podcast22:37Notes
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14. 14▶Space, The Next Frontier?Investing in Growth & Change22:01Notes
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15. 15▶Eddie Perkin - Battling Biases and Building Better Investment TeamsValue Investing with Legends56:25Notes
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16. 16▶Pender Podcast PM Series - Pender Credit Opportunities Fund - The Story So FarPenderFund41:23Notes
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17. 17▶Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220Art of Boring33:01Notes
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18. 18▶Pender Podcast - World Cup Series - The Tournament Problem: Luck, Skill & ProcessPenderFund22:30Notes
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19. 19▶Global Equity: The Odyssey, the AI Trade, and Concentration Risk | EP 219Art of Boring27:43Notes
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20. 20▶Emerging Markets, AI and the Future of Sustainable InvestingAuthentically Active: The ClearBridge Podcast26:18Notes
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21. 21▶Paul Cerro Pitches LENSAR (LNSR) at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies14:27Notes
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22. 22▶Kayser Pravia Pitches Mama’s Creations (MAMA) at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies10:59Notes
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23. 23▶Dylan Marrello Pitches Rave Restaurant Group (RAVE) at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies15:10Notes
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24. 24▶Maj Soueidan Pitches SIFCO Industries (SIF) at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies11:10Notes
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25. 25▶Whit Huguley Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies13:25Notes
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26. 26▶Katrina Santa Maria & Jessica Greer, Emerging Fund Panel at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies30:51Notes
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27. 27▶Rich Howe & Asif Suria & Colin King, Special Situations Panel at Planet MicroCap Las Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies27:33Notes
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28. 28▶Howard Punch Pitches LSI Industries (LYTS) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies15:26Notes
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29. 29▶Sean Westropp Pitches SuperCom Ltd (SPCB) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies14:02Notes
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30. 30▶Adam Wilk Pitches KITS Eyecare (KITS.TO) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies14:47Notes
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31. 31▶Spencer Hackett Pitches Franchise Brands (FRAN.L) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies11:35Notes
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32. 32▶Avi Fisher Pitches Pro-Dex (PDEX) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies15:31Notes
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33. 33▶Artem Fokin Pitches Haypp Group (HAYPP.ST) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies13:02Notes
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34. 34▶David Bastian Pitches Beasley Broadcast Group (BBGI) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies8:57Notes
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35. 35▶Ryan Irvine Pitches Dynacor Group (DNG.TO) at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies14:24Notes
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36. 36▶Henry Lutes Shares about Quartr at Planet MicroCap Vegas 2026Planet MicroCap Podcast | MicroCap Investing Strategies13:55Notes
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37. 37▶The Reality of AI by Sean IddingsPlanet MicroCap Podcast | MicroCap Investing Strategies14:58Notes
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38. 38▶Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't LookingValue Investing with Legends56:12Notes
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39. 39▶Pender Podcast: World Cup Series, The Curse of Possession FootballPenderFund22:07Notes
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40. 40▶The Ecology of Ergodicity by Jason BuckPlanet MicroCap Podcast | MicroCap Investing Strategies23:49Notes
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41. 41▶Obsession by Ian CasselPlanet MicroCap Podcast | MicroCap Investing Strategies15:17Notes
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42. 42▶Evolution of Information Arbitrage with Maj Soueidan, Founder of GeoInvesting and MS MicroCapsPlanet MicroCap Podcast | MicroCap Investing Strategies55:13Notes
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43. 43▶Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218Art of Boring17:26Notes
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44. 44▶Quantum Computing: does execution matter more than Innovation?Silicon Valley Byte Size - The Allianz Technology Trust Podcast10:34Notes
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45. 45▶Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and VentureValue Investing with Legends46:12Notes
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46. 46▶Pender Podcast: World Cup Series, The Bias for ActionPenderFund24:01Notes
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47. 47▶Midyear Outlook: What Wall of Worry?Authentically Active: The ClearBridge Podcast38:20Notes
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48. 48▶Balanced Portfolios: A Market Tug of War and the Discipline to Stay Neutral | EP 217Art of Boring19:48Notes
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49. 49▶Pender Podcast: Multi-Manager FundsPenderFund30:34Notes
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50. 50▶Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood InvestmentsPlanet MicroCap Podcast | MicroCap Investing Strategies38:57Notes
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