Jota Jota Podcast | Joel Jota
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Chart positions today · Brazil
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About the show
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.
Latest episodes
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EP. 54: Is The AI Boom Causing Machinery Scarcity?
October 8, 2026 · 45 minMy 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 to source for learning about the on the ground pulse of the…
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EP. 53: Why is DKNG not Benefiting from the Prediction Markets Surge? Is it the VC Sydney Sweeney Effect on Customer Acquisition Cost (CAC)?
October 1, 2026 · 51 minPrediction 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 year’s growth expectations? In this episode, Bernie McTernan…
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EP.52 Why Point72 Wins–20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development
September 24, 2026 · 37 minChandler Bocklage spent nearly two decades working alongside Steve Cohen, managing a portfolio before leading Business Development at Point72. In this episode, we discuss what separates good investors from great ones, how Point72 develops…
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DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimeSquare’s Consumer PM Ed Salib
September 18, 2026 · 51 minIn 2001, Ed Salib walked into TimesSquare Capital Management as the firm's first intern. Twenty-five years later, he's co-PM of the TimesSquare Quality Mid Cap Growth ETF ($TSCM). So what does a 25-year fundamental investor do when one of…
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EP.50: Why Stanley Drunkenmiller seeded Rich to build the next Bloomberg!l–with Rich Falk-Wallace, CEO & Co-Founder or Arcana
September 10, 2026 · 54 minIn 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 went on to become a Portfolio Manager at Citadel’s Surveyor…
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EP.49: Why the AI Boom Is Still Early with Daniel Pilling from Sands Capital
September 2, 2026 · 1 hr 4 minDaniel 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…
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EP.48: Tipper X The Hedge Fund Analyst Who Became an FBI Informant
August 25, 2026 · 57 minTom 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…
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EP.47: Activist Investor Pushing for an Epic Turnaround at Eagle Bancorp ($EGBN)
August 20, 2026 · 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 strategy alongside a tighter-net long/short financials…