HeyJaredPitch 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.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital (opens the original)
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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, Millennium, and Balyasny. Today at Sands Capital, he takes a very different approach: concentrated, deep-dive investing in high-quality growth companies with the potential to compound for years. In this episode, Daniel breaks down why he believes the AI investment cycle is still incredibly early. We discuss $NVDIA, $TSMC, $ASML
EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant (opens the original)
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Tom Hardin, formerly known as “Tipper X,” helped the FBI unravel one of the largest insider trading investigations in hedge fund history. The FBI flipped him, convinced him to wear a wire that built more than 20 cases. The hero of the story was Tom’s wife, who stood by him the entire time, allowing him to survive the intense emotional weight. In this episode, Tom walks through how he crossed the line, how easy it was to rationalize small trades as harmless, and how a handful of decisions ultimat
EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN) (opens the original)
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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 financials strategy alongside a tighter-net long/short financials portfolio. James and his team bring more than 50 years of combined experience in financial services—and a deep understanding of how banks operate, where they underperform, and what it takes to improve them. In this episode, James explains why DCM became actively involved
EP.46 He Trained Bryce Young Before Anyone Knew the Name — Then Built the Fastest-Growing Independent Research Platform on Wall Street (opens the original)
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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. And it has led to his success. He founded Seaport Research Partners, which has become the fastest-growing independent equity research platform by attracting the top research analysts and empowering them with aligned incentives. Early in his career, he moonlighted as a QB coach for Heisman winner and #1 overall pick Bryce Young
EP.45 Palantir ($PLTR): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson (opens the original)
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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 ontology, unconventional usage of forward-deployed engineers in their SaaS model, and customer-aligned, outcome-based pricing. We debate $PLTR’s valuation, future growth trajectory, and AI-driven software budget crowd-out. “Retail investors figured it out first, bid it up all the way to $200. Institutional investors were always
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