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Planet MicroCap Podcast | MicroCap Investing Strategies

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Latest episodes

AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management

October 18, 2026 · 54 min

In this episode of the Planet MicroCap Podcast, I spoke with Todd Wenning, President and CIO of KNA Capital Management, Publisher of Flyover Stocks, and Director of the Hanley Center for ESG Investing at the University of Dayton, for a…
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray

October 10, 2026 · 1 hr 2 min

In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Toronto, we brought back the Investors Roundtable with three voices deeply embedded in Canadian microcap markets - Mathieu Martin of the Rivemont…
Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital

October 3, 2026 · 49 min

In this episode of the Planet MicroCap Podcast, I spoke with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital, to dig into how two decades inside institutional investing shaped a concentrated, quality-focused approach he…
Four Pillars, One Framework with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital

September 26, 2026 · 1 hr 4 min

In this episode of the Planet MicroCap Podcast, I spoke with Sean Westropp, Founder and Portfolio Manager at Deep Sail Capital, to dig into his four pillars framework for finding exceptional growth companies - and why running both sides of…
The Independent Edge with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research

September 12, 2026 · 54 min

In this episode of the Planet MicroCap Podcast, I spoke with Jeremie Boyer, Co-Founder and Lead Research Analyst at Aurelion Research, for a conversation on what it looks like to build an independent research firm in your early twenties…

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2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin

September 5, 2026 · 1 hr 18 min

In this episode of the Planet MicroCap Podcast, we brought back the Investors Roundtable - our first since 2022 - with Maj Soueidan of GeoInvesting, Tim Heitman of Investing 501, and Mathieu Martin of the Rivemont MicroCap Fund. With the…
Physical Infrastructure Tech Thesis with Lucas Sacerdote, Founder and CIO of Valora Investment Group

August 29, 2026 · 46 min

In this episode of the Planet MicroCap Podcast, I spoke with Lucas Sacerdote, Founder and CIO of Valora Investment Group, for his first-ever podcast appearance. We break down his focus on real, tangible assets trading at steep discounts…
The Board Member Trick with Tim Heitman, Full-time MicroCap Investor

August 22, 2026 · 1 hr 16 min

In this episode of the Planet MicroCap Podcast, I spoke with Tim Heitman - full-time private investor, MicroCap Club member, and longtime Dallas Stars team photographer - for a wide-ranging conversation that started at the World Cup and…
S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management

August 15, 2026 · 1 hr 4 min

In this episode of the Planet MicroCap Podcast, I spoke with Shawn Behnam and Gabriel Etessami, Co-Founders of Garden Capital Management, for their first-ever investing podcast appearance. We break down their S-curve framework for…
Real Catalyst Or Good Story with Hugo Navarro, Founder & Editor of Undervalued and Undercovered Newsletter

August 8, 2026 · 43 min

In this episode of the Planet MicroCap Podcast, I spoke with Hugo Navarro - Founder and Editor of the Undervalued and Undercovered newsletter on Substack and fund advisor at PEQUITY U&U Global Opportunities - to dig into how a 19-year-old…
The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media

August 1, 2026 · 50 min

In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation…
Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers

July 25, 2026 · 43 min

In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Las Vegas, I spoke with Dan Rasmussen, Founder and Manager Partner of Verdad Advisers, to dig into where we actually stand on the value and microcap…