TheBitCast

Pitch The PM

Autor: PitchThePM

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.

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  1. EP. 56: “If you want to generate alpha, you can’t be sharing this information.” with Sagar Kadakia, CEO & Founder, Qualitate – Pitch The PM
  2. EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange – Pitch The PM
  3. EP. 54: Is The AI Boom Causing Machinery Scarcity? – Pitch The PM
  4. EP. 53: Why is DKNG not Benefiting from the Prediction Markets Surge? Is it the VC Sydney Sweeney  Effect on Customer Acquisition Cost (CAC)? – Pitch The PM
  5. EP.52 Why Point72 Wins–20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development – Pitch The PM
  6. DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimeSquare’s Consumer PM Ed Salib – Pitch The PM
  7. EP.50: Why Stanley Drunkenmiller seeded Rich to build the next Bloomberg!l–with Rich Falk-Wallace, CEO & Co-Founder or Arcana – Pitch The PM
  8. EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital – Pitch The PM
  9. EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant – Pitch The PM
  10. EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN) – Pitch The PM
  11. EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street – Pitch The PM
  12. EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson – Pitch The PM
  13. EP. 44 - She Quit at 29 With No Code, No Co-Founder, No Funding – Now Hudson Labs Is Finance AI that has a “No Hallucination Guarantee” – Pitch The PM
  14. EP.43 - SpaceX ($SPCX) Irrational Exuberance? Space Winner or Street 50% Too High – Pitch The PM
  15. EP. 42: Building Data-as-a-Service using AI tokens–Making Decisions on Complete Gut! – Pitch The PM
  16. EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch – Pitch The PM
  17. EP.40: The Next Phase of the Oil Cycle: Why Refiners Win – Pitch The PM
  18. EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory – Pitch The PM
  19. EP038: AI's Next Surprise Inflection–Construction Rentals? With Jarrett Harris from Iron Advisor Insights – Pitch The PM
  20. EP037: SNOW: 1st Inning on AI Cloud Data Winner! With Sonu Chawla, PM of $TSCM – Pitch The PM
  21. EP036: TimesSquare ($TSCM): The Woman in the Arena with Co-PM Sonu Chawla – Pitch The PM
  22. EP035: "From Citadel & Millennium to Building AI for the Buy-Side" with Eric Moster – Pitch The PM
  23. EP 034: T. Rowe’s TURF, is Bullish the Canadian Oil Sands & The Oil Cycle – Pitch The PM
  24. EP033 - Cerebras (CBRS): Thematic Winner in AI Compute Shortage with SemiAnalysis’ President – Pitch The PM
  25. EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ – Pitch The PM
  26. EP:31 Getting into T. Rowe Price - The Right Investment Process (Part 1) – Pitch The PM
  27. EP030: Remove Macro From Your Stocks – Pitch The PM
  28. EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities – Pitch The PM
  29. EP029: War & Markets | How an Ex Hedge Fund PM invests in Equities – Pitch The PM
  30. EP028: Teamshares: The Next Programmatic Acquirer – Pitch The PM