Pitch The PM
autor: PitchThePM
Najnowszy odcinek
EP. 58: 3rd Inning of the AI Revolution with Dan Ives, Tech Analyst…
EP. 58: 3rd Inning of the AI Revolution with Dan Ives, Tech Analyst…
O tym podcaście
Pitch The PM is the professional investor’s podcast where host Doug Garber dives deep into high-conviction stock ideas using his Variant View Investment Checklist.
It’s a real-time look at the research process, blending lessons from Buffett, Munger, and Lynch with modern AI tools. Join Doug, ex-Citadel top analyst and Millennium Sr PM, as he works through his Buffett-inspired 20-slot punch card. Learn, laugh, and sharpen your edge.
Odcinki
Najnowsze 20 z 57 odcinków
- EP. 58: 3rd Inning of the AI Revolution with Dan Ives, Tech Analyst, Yorkville Ives · 29 minGet early episode drops, episode feedback from HF's & LO's, & the PTPM Job Board on Substack: https://pitchthepm.substack.com/“I think Anthropic is at the centerpiece of it. I…
- EP. 57: Agentic Winners & Losers: A Tsunami Is Coming with Onnig Terzian, former Balyasny TMT PM · 1 godz. 6 minGet early episode drops, episode feedback from HF's & LO's, & the PTPM Job Board on Substack: https://pitchthepm.substack.com "I see a tsunami heading to that space. And it…
- EP. 56: “If you want to generate alpha, you can’t be sharing this information.” with Sagar Kadakia, CEO & Founder, Qualitate · 49 min · Odcinek 25Free Personalized AI Moderator Trial “If you want to generate alpha, you can’t be sharing all this information.” “That interviewer needs to think and feel and act like you do. It…
- EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · 57 min · Odcinek 55Carmen Li, CEO of Silicon Data and Compute Exchange, joins the show to explain how compute is becoming a brand-new asset class. A former energy options market maker at DRW who…
- EP. 54: Is The AI Boom Causing Machinery Scarcity? · 45 min · Odcinek 54My long time confidant, Jarrett Harris, Director of Research at IronAdvisor Insights joins the show to share his latest insights. He is quintessentially mid-western and was my go…
- EP. 53: Why is DKNG not Benefiting from the Prediction Markets Surge? Is it the VC Sydney Sweeney Effect on Customer Acquisition Cost (CAC)? · 51 min · Odcinek 53Prediction markets are surging, but DraftKings is moving in the opposite direction. Is the issue market share? Rising customer acquisition costs? Or simply a reset from last…
- EP.52 Why Point72 Wins–20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development · 37 min · Odcinek 39Chandler Bocklage spent nearly two decades working alongside Steve Cohen, managing a portfolio before leading Business Development at Point72. In this episode, we discuss what…
- DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimeSquare’s Consumer PM Ed Salib · 51 min · Sezon 1 Odcinek 36In 2001, Ed Salib walked into TimesSquare Capital Management as the firm's first intern. Twenty-five years later, he's co-PM of the TimesSquare Quality Mid Cap Growth ETF…
- EP.50: Why Stanley Drunkenmiller seeded Rich to build the next Bloomberg!l–with Rich Falk-Wallace, CEO & Co-Founder or Arcana · 54 min · Odcinek 50In 2019, Ken Griffin, Founder & CEO of Citadel, was looking for some of the best risk-takers on Wall Street. He landed on Rich Falk-Wallace, then a top analyst at Viking, who…
- EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital · 1 godz. 4 min · Odcinek 49Daniel Pilling, Co-PM of the Sands Capital Global Growth Fund, has spent nearly 20 years investing across long-only and long-short strategies, including time at Fidelity…
- EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant · 57 min · Odcinek 48Tom Hardin, formerly known as “Tipper X,” helped the FBI unravel one of the largest insider trading investigations in hedge fund history. The FBI flipped him, convinced him to…
- EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN) · 44 minMy former colleague and banking guru, James Abbott, is living his passion with the launch of Diligence Capital Management (DCM). DCM runs a concentrated, net-long financials…
- EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street · 35 minI met Tim Arthurs, the second week when I joined Millennium and knew he was an “A” player. He still has notes from every time he called me on a stock. He’s a process guy. And it…
- EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson · 57 min · Odcinek 45Gil Luria and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an enterprise-wide…
- EP. 44 - She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee” · 60 min · Odcinek 44She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee” Kris Bennatti (@) CEO Hudson Labs (Toronto), a…
- EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High · 1 godz. 6 min · Sezon 1 Odcinek 43"Our numbers are not even half of consensus. Treat the syndicate's number as an extremely optimistic bull case." "We think we're already very optimistic—but consensus is even…
- EP. 42: Building Data-as-a-Service using AI tokens–Making Decisions on Complete Gut! · 56 min"Our data is powering the infrastructure of this massive new market." "Building Data-as-a-Service is a very, very hard business." "difficult problems have big rewards" "You're…
- EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch · 1 godz. 1 min"When I see short interest go up into the right... I want to dig deeper." "We came in as a long at first... then we followed the evidence to get to the short side." "Magic has…
- EP.40: The Next Phase of the Oil Cycle: Why Refiners Win · 54 min“These [oil] cycles, and we can get into it, they move up in three waves. They go doubt, pullback, optimism, a pullback, and then parabolic euphoria.” “The well count is…
- EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory · 1 godz. 2 minSean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the…
