Best Heo Podcasts (2025)

Aron English, founder and portfolio manager of 22NW, returns to Masters of Conviction to discuss his latest high-conviction idea: Stoneridge (NYSE: SRI). Once an overlooked auto-supplier, Stoneridge is transforming into a vision-technology company through its MirrorEye system — a product poised for explosive growth. David and Aron break down the de…

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Nancy Newman (vocalist, composer) 29:35

Play Pause

3M ago29:35

29:35

By Ed Smith and Russ Naymark

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Markus Rutz (trumpeter, composer, bandleader) 34:53

4M ago34:53

34:53

By Ed Smith and Russ Naymark

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APEI at an Inflection Point: A Rare Triple Play Opportunity 57:53

4M ago57:53

57:53

Episode 8 features a detailed conversation with Angela Selden, CEO of American Public Education Inc. (NASDAQ: APEI). We discuss the growth drivers across all three of APEI’s institutions, from the strong demand for nurses to the operating leverage that comes with scale. The conversation concludes with why APEI may represent a rare market opportunit…

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John Proulx (pianist, singer, composer) and Maya Proulx (guitarist, singer, composer) 36:00

4M ago36:00

36:00

By Ed Smith and Russ Naymark

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Anaïs Reno (singer and composer) 28:55

4M ago28:55

28:55

By Ed Smith and Russ Naymark

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Joe Farnsworth (drummer, educator, band leader) 27:10

5M ago27:10

27:10

By Ed Smith and Russ Naymark

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Igmar Thomas (Part 2 of 2) (Trumpeter, Founder, President, Artistic Director, Musical Director, Maestro, Conductor, Educator, Composer, Arranger, Artist, Consultant) 17:06

6M ago17:06

17:06

By Ed Smith and Russ Naymark

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Michael Dease (trombonist, bandleader, educator, composer, producer) 24:20

6M ago24:20

24:20

By Ed Smith and Russ Naymark

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Todd Barkan (owner of Keystone Korner Baltimore, producer, NEA Jazz Master) 40:02

6M ago40:02

40:02

By Ed Smith and Russ Naymark

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Steve Smith (drummer, leader of Vital Information, composer, educator, former drummer with Journey and Jean-Luc Ponty) 35:05

7M ago35:05

35:05

By Ed Smith and Russ Naymark

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Jodi Proznick (three-time Juno-nominated bassist, composer, producer and educator) 34:02

7M ago34:02

34:02

By Ed Smith and Russ Naymark

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Igmar Thomas (Trumpeter, Founder, President, Artistic Director, Musical Director, Maestro, Conductor, Educator, Composer, Arranger, Artist, Consultant) (Part 1) 28:03

7M ago28:03

28:03

This is Part 1 of the interview with Igmar Thomas. Part 2 will be posted in the coming months.By Ed Smith and Russ Naymark

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Zhengtao Pan (composer, arranger, conductor, bandleader, pianist) 28:47

7M ago28:47

28:47

By Ed Smith and Russ Naymark

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Nursing the Future with APEI. A Thematic Story Wall Street Overlooks. 20:29

8M ago20:29

20:29

In this podcast, I lay out my investment case for American Public Education Inc. (APEI), focusing on the thematic trends driving its growth, along with the company's valuation and future growth potential.By David LaSalle

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Nanami Haruta (trombonist, bandleader, composer) 20:53

8M ago20:53

20:53

By Ed Smith and Russ Naymark

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Arturo O'Farrill (Grammy-winning pianist, composer, conductor, educator, bandleader) 29:44

8M ago29:44

29:44

By Ed Smith and Russ Naymark

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Ingrid Jensen (trumpeter, band leader, member of "Artemis", composer, educator) 43:39

8M ago43:39

43:39

By Ed Smith and Russ Naymark

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Jeremy Pelt (trumpeter, producer, educator, bandleader) 43:01

11M ago43:01

43:01

By Ed Smith and Russ Naymark

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Matthew Whitaker (pianist, organist, multi-instrumentalist, composer, nominee for NAACP Image Award) 36:00

11M ago36:00

36:00

By Ed Smith and Russ Naymark

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Avery Sharpe (bassist; composer; bandleader; educator; collaborator with McCoy Tyner, Art Blakey, Archie Shepp, and many others) 51:08

11M ago51:08

51:08

By Ed Smith and Russ Naymark

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Vincent Ingala (multi-instrumentalist, producer, songwriter, band leader) 34:06

11M ago34:06

34:06

By Ed Smith and Russ Naymark

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Warren Wolf (Vibraphonist, Pianist, Drummer, Bandleader, Composer, and Educator) 43:01

1y ago43:01

43:01

By Ed Smith and Russ Naymark

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John Fedchock (Grammy-nominated arranger, trombonist, bandleader, composer) 40:43

1y ago40:43

40:43

Listen to our great interview with John Fedchock (Grammy-nominated arranger, trombonist, bandleader, composer).By Ed Smith and Russ Naymark

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Louis Hayes (NEA Jazz Master, drummer, band leader, collaborator with John Coltrane, Oscar Peterson, Cannonball Adderley, Horace Silver, Freddie Hubbard, McCoy Tyner, Papa Jo Jones, and many others) 34:07

1y ago34:07

34:07

We had the pleasure and honor of speaking with legend Louis Hayes: NEA Jazz Master, drummer, band leader, collaborator with John Coltrane, Oscar Peterson, Cannonball Adderley, Horace Silver, Freddie Hubbard, McCoy Tyner, Papa Jo Jones, Joe Zawinul, and many others.By Ed Smith and Russ Naymark

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Jalen Baker (vibraphonist, bandleader, composer) 37:27

1y ago37:27

37:27

By Ed Smith and Russ Naymark

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Kelly Peterson (producer; wife of Oscar Peterson) 40:59

1y ago40:59

40:59

By Ed Smith and Russ Naymark

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George Coleman (NEA Jazz Master, former member of The Miles Davis Quintet, saxophonist with B.B. King, Ray Charles, Herbie Hancock, Max Roach, Jimmy Smith, and many others, leader on numerous albums) 42:06

1y ago42:06

42:06

Welcome to our in-depth interview with jazz legend George Coleman: NEA Jazz Master, former member of The Miles Davis Quintet, saxophonist with B.B. King, Ray Charles, Herbie Hancock, Max Roach, Jimmy Smith, and many others, and leader on numerous albums.By Ed Smith and Russ Naymark

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Jeff Coffin (Saxophonist, composer, and educator; three-time Grammy Award winner; member of Dave Matthews Band; former member of Bela Fleck and the Flecktones; 23+ solo projects) 50:07

1y ago50:07

50:07

Saxophonist, composer, and educator; three-time Grammy Award winner; member of Dave Matthews Band; former member of Bela Fleck and the Flecktones; 23+ solo projects.By Ed Smith and Russ Naymark

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Emmet Cohen 23:33

1y ago23:33

23:33

By Ed Smith and Russ Naymark

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Alexis Cole 39:37

1y ago39:37

39:37

By Ed Smith and Russ Naymark

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Andromeda Turre 35:41

1+ y ago35:41

35:41

By Ed Smith and Russ Naymark

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Cory Weeds (saxophonist and Cellar Music Group owner) 42:01

1+ y ago42:01

42:01

By Ed Smith and Russ Naymark

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Harry Schnipper (owner of Blues Alley jazz club and Executive Director of Blues Alley Jazz Society) 32:19

1+ y ago32:19

32:19

By Ed Smith and Russ Naymark

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Introduction to your co-hosts Ed Smith and Russ Naymark 12:24

1+ y ago12:24

12:24

By Ed Smith and Russ Naymark

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Ray Obiedo 28:52

1+ y ago28:52

28:52

By Ed Smith and Russ Naymark

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Jihee Heo 30:53

1+ y ago30:53

30:53

By Ed Smith and Russ Naymark

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From Turnaround to Blue Skies - Interview with Richard Heo, CEO of Gulf Island Fabrication 1:09:55

1+ y ago1:09:55

1:09:55

In Episode 6, I interview Richard Heo, CEO of Gulf Island Fabrication. In this all-encompassing conversation, we discuss the business in great detail; most importantly the process improvements which put the company on a steady path to generate sustainable cash flow, grow topline and leverage Gulf Island's fixed corporate cost structure.…

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Interview with David Watson - CEO of Argan Inc. 55:12

2y ago55:12

55:12

This is a wide-ranging and informative conversation with David Watson, CEO of Argan Inc. (AGX). In this interview, we discuss among other things, key business drivers of current and future growth, the competitive landscape within the business segments they operate as well as the company's capital allocation strategy.…

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Building Power Plants with Argan Inc. 9:19

3y ago9:19

9:19

Host, David LaSalle discusses Argan Inc., a portfolio name with compelling growth and value dynamics.By David LaSalle

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Classically Cheap and Underfollowed - UNTC 58:16

3+ y ago58:16

58:16

Michael Melby on Energy company - Unit Corporation (UNTC) In this Episode, Michael Melby of Gate City Capital Management discusses his investment thesis in energy company Unit Corp. (UNTC). We discuss the business drivers and cash flow assumptions on all three segments of UNTC's business in order to determine its intrinsic value.…

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Director Of Sales & Marketing Chase Buckner on the Perks of HighLevel: The ROI Online Podcast Ep.141 45:16

3+ y ago45:16

45:16

Running an agency has many hurdles, right? Luckily, there are many tools out there to help with that. In this episode of the ROI Online Podcast, we sat down with Chase Buckner, the Marketing and Sales Director of HighLevel, to learn how agencies and marketers can thrive with a simple all-in-one sales and marketing platform. Chase Buckner started in…

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Entrepreneur R.T. Custer on Mastermind Groups as a Marketing Effort: The ROI Online Podcast Ep.140 50:44

3+ y ago50:44

50:44

Are you constantly looking for new marketing strategies that elevate your business? A mastermind is a brilliant way to go about it. In this episode of the ROI Online Podcast, we sat down with CEO & entrepreneur R.T. Custer to learn how to develop a mastermind, how to maximize its impact, and how to use it to grow your business. R.T. is the Co-Found…

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A Detailed Discussion of a Burgeoning Young Industry - Part 1 with Aaron Edelheit - Industry Breakdown 1:31:15

4y ago1:31:15

1:31:15

In Part 1 of this two-piece interview, Aaron walks us through his journey into a relatively young investment space and why he believes it presents the single best investment opportunity he's ever seen. He discusses the key drivers, dynamics and nuances of the industry and sets the table for our Part II interview, which will cover his highest convic…

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SEO Expert Michał Suski on How to Take Your Content Strategy to The Next Level : The ROI Online Podcast Ep.139 54:45

4y ago54:45

54:45

How can you truly know you’re delivering the best and most relevant content? This is an often asked question by entrepreneurs and luckily we have something that can help you grow your business. In this episode of the ROI Online Podcast, SEO Specialist and co-founder of Surfer Michał Suski explains how to merge content strategy, creation, and optimi…

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Value and Growth in Construction - Sterling Construction (STRL) 42:24

4y ago42:24

42:24

Aron English on Sterling Construction (STRL) In this conversation with Portfolio Manager Aron English, we discuss his top pick, Sterling Construction (STRL). We dive into Sterling Construction's business model, Aron's cash flow and earnings assumptions as well as his investment premise.By D LaSalle / Aron English

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CEO Kate Bradley on Using AI to Write Better Content: The ROI Online Podcast Ep.138 49:13

4y ago49:13

49:13

Want to publish content on a regular basis without adding more work to your plate or more employees to your team? In today’s world, content is a necessity, but creating it regularly can be a headache. Luckily, it’s actually not that hard to create content people will love. In this episode of the ROI Online Podcast, CEO Kate Bradley Chernis explains…

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CEO Lenwood M. Ross on Building a Digital Culture: The ROI Online Podcast Ep.137 45:04

4+ y ago45:04

45:04

The digital age has made it easier for people to do just about anything, but that also means the purchasing journey is more difficult than ever before. An overload of high-quality content can slow down or derail a decision entirely if buyers cannot make sense of what they're seeing. In this episode of the ROI Online Podcast, CEO and founder Lenwood…