Shows / Pitch The PM
Pitch The PM
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.
Episodes
- Pitch The PM
EP. 57: Agentic Winners & Losers: A Tsunami Is Coming with Onnig Terzian, former Balyasny TMT PM
Get 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…
- Pitch The PM
EP. 56: “If you want to generate alpha, you can’t be sharing this information.” with Sagar Kadakia, CEO & Founder, Qualitate
Free 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…
- Pitch The PM
EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange
Carmen 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…
- Pitch The PM
EP. 54: Is The AI Boom Causing Machinery Scarcity?
My long time confidant, Jarrett Harris, Director of Research at IronAdvisor Insights joins the show to share his latest insights. He is quintessentially…
- Pitch The PM
EP. 53: Why is DKNG not Benefiting from the Prediction Markets Surge? Is it the VC Sydney Sweeney Effect on Customer Acquisition Cost (CAC)?
Prediction markets are surging, but DraftKings is moving in the opposite direction. Is the issue market share? Rising customer acquisition costs? Or simply a…
- Pitch The PM
EP.52 Why Point72 Wins–20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development
Chandler Bocklage spent nearly two decades working alongside Steve Cohen, managing a portfolio before leading Business Development at Point72. In this episode…
- Pitch The PM
DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimeSquare’s Consumer PM Ed Salib
In 2001, Ed Salib walked into TimesSquare Capital Management as the firm's first intern. Twenty-five years later, he's co-PM of the TimesSquare Quality Mid Cap…
- Pitch The PM
EP.50: Why Stanley Drunkenmiller seeded Rich to build the next Bloomberg!l–with Rich Falk-Wallace, CEO & Co-Founder or Arcana
In 2019, Ken Griffin, Founder & CEO of Citadel, was looking for some of the best risk-takers on Wall Street. He landed on Rich Falk-Wallace, then a top analyst…
- Pitch The PM
EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital
Daniel Pilling, Co-PM of the Sands Capital Global Growth Fund, has spent nearly 20 years investing across long-only and long-short strategies, including time…
- Pitch The PM
EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant
Tom Hardin, formerly known as “Tipper X,” helped the FBI unravel one of the largest insider trading investigations in hedge fund history. The FBI flipped him…
- Pitch The PM
EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN)
My former colleague and banking guru, James Abbott, is living his passion with the launch of Diligence Capital Management (DCM). DCM runs a concentrated…
- Pitch The PM
EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street
I 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…
- Pitch The PM
EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson
Gil Luria and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an…
- Pitch The PM
EP. 44 - She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee”
She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee” Kris Bennatti (@) CEO Hudson…
- Pitch The PM
EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High
"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…
- Pitch The PM
EP. 42: Building Data-as-a-Service using AI tokens–Making Decisions on Complete Gut!
"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…
- Pitch The PM
EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch
"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…
- Pitch The PM
EP.40: The Next Phase of the Oil Cycle: Why Refiners Win
“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…
- Pitch The PM
EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory
Sean 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…
- Pitch The PM
EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights
Jarrett Harris, from Iron Advisor Insights was my go to person for industrial channel checks when I was at Citadel and Millennium. He’s from Peoria, IL, the…
- Pitch The PM
EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM
Part 2 of the interview with Sonu Chawla, Co-Portfolio Manager at TimesSquare Capital Management, about one of her team's highest-conviction investment ideas…
- Pitch The PM
EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla
Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital…
- Pitch The PM
EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster
In the new Pitch The PM series, The Wall Street Entrepreneur premier, Doug Garber speaks with former Citadel colleague, Eric Moster, CEO of Portrait Analytics…
- Pitch The PM
EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle
Priyal Maniar, Co-PM of TURF and Global Energy Analyst, dives deep into why T. Rowe - who manages $1.8 Trillion - is structurally bullish the oil cycle.The…
- Pitch The PM
EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President
In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the…
- Pitch The PM
EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ
In this episode of Pitch The PM, Doug Garber speaks with Chris Murphy about his pre-IPO investment strategy and why $CBRS is his largest investment. Chris…
- Pitch The PM
EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1)
In this episode of Pitch The PM, Doug Garber sits down with Priyal Maniar, Global Energy Investor at T. Rowe Price | Investment Analyst and Portfolio Manager…
- Pitch The PM
EP030: Remove Macro From Your Stocks
In this episode, Doug Garber joins The Investment Memo to break down how hedge fund investors navigate macro volatility, manage risk inside low vol pod…
- Pitch The PM
EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities
Ep. 29: War & Markets | How a Former Sr. Millennium PM Invests in Equities In this episode, Doug joins Hyun Hong of The Investment Memo to break down how a…
- Pitch The PM
EP028: Teamshares: The Next Programmatic Acquirer
Teamshares: The Next Programmatic Acquirer. Coming Soon: $LOKV → $TMS Doug Garber chats with Michael Brown (Teamshares, TMS) and Rick Hendrix (Live Oak, LOKV)…
- Pitch The PM
EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done
In this episode of Pitch The PM, Doug Garber sits down with Sean Emory, founder of Avory & Co., an investment firm focused on high-conviction…
- Pitch The PM
EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins
$HSY: Historic Price/Cost Tailwinds as Historic Cocoa Price Spike Reverses 🍫📈Pitch The PM sat down with Mark Rogers (SIGMIT Advisors / Heddy Creek Research) to…
- Pitch The PM
EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners
Opening the Strait of Hormuz with Kevin Book of ClearView Energy Partners | Pitch The PMThe Strait of Hormuz is closed. Twenty million barrels of oil per day…
- Pitch The PM
EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance
Doug Garber sits down with Paul Sankey (Sankey Research) and Xavier Smith (AlphaSense) to break down what it would actually take to “unlock Venezuela” — and…
- Pitch The PM
EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds
Doug Garber sits down with Sean Kumar (Humbucker Capital) to break down why Disney may be a value trap in disguise. Despite Disney’s evergreen IP and brand…
- Pitch The PM
EP 022: The better oil equity bet is in Colombia not Venezuela
🎧 The better oil equity bet is in Colombia not Venezuela | with Venezuelan-American, Danny Pidert Hernández | Pitch The PMAfter the U.S. extracted Maduro…
- Pitch The PM
EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
Eli Lilly’s oral GLP-1 is going to change how the obesity market can scale. In this episode of Pitch the PM, Doug Garber speaks with Sriker Nadipuram, a…
- Pitch The PM
EP 020: Is Open AI in trouble?
In this episode, Doug sits down with Gil Luria, head of technology research at D.A. Davidson, for a wide-ranging and candid discussion on the current state of…
- Pitch The PM
EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets
In this Alpha Sense sponsored webinar, we discuss how AI’s power demand is rewriting the energy equation.What started as a “data problem” has become an energy…
- Pitch The PM
EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms
Doug Garber, former Citadel analyst and Millennium Senior PM, joins the Odds On Open podcast to unpack his experience inside two of the top multi-manager…
- Pitch The PM
EP.017: Time to take profits in NBIS or is it the next AWS?
In this conversation, Doug sits down with Sinan Xin, managing partner at Amber Road, to discuss the “lost art” of international investing and dive deep on…
- Pitch The PM
EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward
In this episode of Pitch the PM, Doug Garber sits down with Jeff Geygan, CEO of Rocky Mountain Chocolate Factory (RMCF), and Carrie Cass, the company’s CFO, to…
- Pitch The PM
EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate
Jonathan Kasen spent over a decade as a portfolio manager at Fidelity, analyzing industrial and energy companies through the lens of four key elements: organic…
- Pitch The PM
EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks
The AI Capex Super-Cycle is well underway. We dive deep with Doug O'Laughlin, the President of SemiAnalysis - the leading field level industry experts and…
- Pitch The PM
EP.012: Hydra Host: "The GPU Whisperer"
Welcome to Pitch The PM, where host Doug Garber is joined by Aaron Ginn, CEO and Co-founder at Hydra Host. — — — — In this episode, Doug Garber and Aaron Ginn…
- Pitch The PM
EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest
Welcome back to another episode of Pitch The PM. In this episode, Doug Garber flips roles and steps in as the analyst pitching Vestis Corporation (VSTS)—a…
- Pitch The PM
EP.010: Is $ZM the Next Stealth AI Winner?
This episode is a replay of a webinar recorded on May 15th, where Ed Moya interviews Doug Garber, founder of Pitch the PM and Westport Alpha. Doug walks…
- Pitch The PM
EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries
In this episode of Pitch the PM, Doug welcomes Mark Layton, CFO of Mammoth Energy Services (NASDAQ: TUSK), to explore one of his highest conviction investment…
- Pitch The PM
EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?
In this episode of Pitch The PM, host Doug Garber sits down with Adam Parker, founder of Trivariate Research, to discuss one of the market’s most buzzed-about…
- Pitch The PM
EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio
Welcome back to another episode of Pitch the PM. In this episode, Doug speaks with biotech expert, Sriker Nadipuram from Critical Value Asset Management, about…
- Pitch The PM
EP.006: NVDA: Understanding the Bear Case
Pitch The PM Live Doug Garber breaks down his thesis on the future of NVIDIA using his Variant View checklist. He draws on insights from his recent episode…
- Pitch The PM
EP.005: Inside The Process Of A Successful Portfolio Manager
A couple of weeks ago, Pitch The PM host Doug Garber had the opportunity to interview on the Searching Smarter Podcast at Selby Jennings. Selby Jennings is…
- Pitch The PM
EP.004: Nvidia ($NVDA): As Good as it Gets
Welcome to Pitch The PM where host Doug Garber is joined by Gil Luria, Head of Technology Research at D.A. Davidson for a deep-dive on NVDA. — — — — 📩…
- Pitch The PM
EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull
In addition to presenting high-conviction investment ideas, we also reverse engineer great investors’ theses to improve our process. Pool Corp. has a leading…
- Pitch The PM
EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
Hello and welcome back to Pitch The PM, where we debate high-conviction investment ideas with top PMs using our 10 Step Variant View Investment Checklist. — —…
- Pitch The PM
EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround
In the first episode of Pitch the PM, ex-Citadel Analyst & Millennium Senior Portfolio Manager, Doug Garber, grills, Analyst, Alex Nuta's BNED pitch. The…