Pitch The PM

EP 59. "The Only Risk Is Not Being Big Enough”. Meet JACK: Citadel's Top Stock Picker with Jack Woodruff, exCitadel Partner & CIO of Candlestick Capital

“I got an email from Ken Griffin, and he said, 'Don't you think you're a little big?'  And I said, 'The only risk is not being big enough.'“ "It's not the best idea at

EP. 58: 3rd Inning of the AI Revolution with Dan Ives, Tech Analyst, Yorkville Ives

Get 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

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 space. An

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 act like

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 maker at DR

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 mid-western and w

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 reset from l

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, we discuss

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 Growth ETF

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 at Viking,

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 at Fidelity,

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, convinced h

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, net-long financ

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 process guy.

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 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”

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 Labs (Toront

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 consensus is

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 rewards

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 side." "Ma

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 well count is