A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.
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Inside Arbitrage Podcasts
Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.
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Audio documentaries about risk takers.
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Profit from resource and precious metals investing as you learn from the best in the industry and discover quality mining investment opportunities with the Mining Stock Education podcast.
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Neil Patel and Eric Siu bring you daily ACTIONABLE digital marketing lessons that they've learned through years of being in the trenches. Whether you have a new website or you're an established business, you'll learn the latest SEO, content marketing, social media, email marketing, conversion optimization and general online marketing strategies that work today from people that actually practice marketing and operate business. Approaching 100M downloads with 2,500+ episodes, you're sure to fi ...
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Gabelli Funds welcomes you to Gabelli Radio, where you can meet our portfolio managers & analysts, hear highlights from industry conferences, gain market insights, and learn more about our investment approaches. http://www.gabelli.com Invest with us 1-800-GABELLI (800-422-3554)
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Educating the Next Generation of Investors in MicroCap Stocks
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Welcome to the AM/PM Podcast hosted by Kevin King! Where we explore opportunities in E-commerce, we dream big, and we discover what’s working right now. This is the podcast where money never sleeps! Join Kevin as he sits down with top experts and sellers to talk about all things E-commerce and entrepreneurship. The things discussed in this ‘must listen’ podcast you won’t find anywhere else. New episodes are released every Thursday. Subscribe today.
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Investing Matters is a brand new investing podcast brought to you in association with London South East. This podcast provides informative educational and entertaining content from the world of investing. We do not give advice, so please do your own research.
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#465 - Ghosts, Goblins, & $50 Million: The E-commerce Business of Halloween Costumes
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1:02:44
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1:02:44Unmask the secrets of a $50M costume empire. From million-dollar days to seasonal surges, discover what Halloween sellers can teach every Amazon entrepreneur. Fraser Smeaton, the mastermind behind a $50 million costume empire, joins us to unveil the fascinating world of seasonal business success. With Halloween just around the corner, Fraser spills…
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In this episode, Eric and Neil break down the evolution of SEO into GEO, AEO, and LLMO, and why marketers must adapt to shifting client demands. They explore how platforms like Reddit and YouTube now shape search visibility, highlight the risks of short-term SEO hacks, and share lessons from creators like MrBeast on growth, focus, and profitability…
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What to Do If Someone Copies Your Product?
20:34
20:34
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20:34In this episode #3042, Eric and Neil break down the competitive landscape and market positioning, the role of personalization in advertising, and hiring strategies that spotlight candidates with proven growth. They also touch on work-life balance, employee wellbeing, and close with insights into financial trends and major tech performance. TIME-STA…
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Why International MicroCaps Are a Target-Rich Universe with Ben Finser, Founder and Portfolio Manager at Fin Capital Management
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1:05:10
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1:05:10My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus…
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In this episode #3041, Eric and Neil discuss how to win big enterprise logos by focusing on relationships, networking, and long-term trust. They explain the role of RFPs, challenges in tracking leads, and why in-person interactions and events are key to building credibility and driving business growth. TIME-STAMPED SHOW NOTES (00:00) Winning Big En…
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Cusana’s Marshall-Lee on Founder-Led Companies
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39:22
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39:22Emerging markets have had one of the strongest years since 2017, with currency appreciation a key driver of returns. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, BI’s senior Asia equity strategist spoke with Robert Marshall-Lee, founding pa…
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Insider Tips and Veteran Insights from 30-year Junior Mining Stock Pro Michael Kosowan
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51:40In this episode of Mining Stock Education, host Bill Powers interviews mining sector veteran Michael Kosowan. Michael shares his journey from a family background in mining engineering in Northern Ontario to becoming a major investor in the mining sector. He offers valuable insights into the psychology of junior mining stock speculators and the impo…
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The AI Gold Rush: A Growth Investor’s Playbook for the Next Decade - with John Belton, CFA
43:41
43:41
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43:41The artificial intelligence revolution is fueling one of the largest infrastructure buildouts in modern history. With more than a trillion dollars already invested by the world’s biggest technology companies, and no signs of slowing, the AI economy is creating new winners across semiconductors, cloud computing, software, and beyond. Join John Belto…
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In this episode #3040, Eric and Neil discuss how businesses are using AI in marketing but struggling to see real revenue results, pointing out that most companies focus on flashy tools rather than KPI-driven outcomes. They stress the need to push AI experiments into production and spread AI fluency across organizations. The conversation also touche…
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Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36
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31:26
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31:26Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new style for today’s podcast – where they discuss four key st…
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“Junior Mining Opportunities Everywhere” with David Erfle & Brian Leni from the Beaver Creek Summit
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30:08
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30:08In this episode of Mining Stock Education, host Bill Powers is joined by junior mining investment pros Brian Leni and David Erfle at the Beaver Creek Precious Metals Summit. They discuss the recent performance of the GDX and GDXJ indices, the sentiment at the conference, and the abundance of opportunities in the junior mining stock market. The conv…
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#464 - Hooks, Affiliates, and UGC: TikTok Shop Tactics That Convert with Stephanie Tramicheck
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1:04:38
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1:04:38Discover why TikTok Shop and social commerce must be a core in your e-commerce strategy. Actionable tactics on affiliates, creators, and scaling beyond Amazon. Step into the vibrant world of TikTok Shop and social commerce with our distinguished guest, Stephanie Tramicheck. With an impressive track record that includes pioneering one of France's fi…
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Millionaire CEO’s PR Disaster, Elon’s Visionary Skills, and the $28B Pop Mart Lesson From China
19:38
19:38
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19:38In this episode #3039, Eric Siu and Neil Patel discuss a wide range of business lessons, from a viral US Open controversy to Elon Musk’s unique communication style and the rise of Pop Mart in China. They highlight Xiaomi’s customer development strategies, the importance of learning from both large and small competitors, and insights from the Chines…
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Thomas started as a losing bettor, and then learned to win. Eventually he won so much that a regulated sportsbooks stole several million dollars from him. He talks about CLV, harvesting bonuses, faking the NBA overnight market, parlays, SGPs, round robins, and VIP rewards. Follow Thomas on Twitter: https://x.com/t_stephens97 Subscribe to the Premiu…
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Agency Trends, Capitalism vs Socialism, and Gary Vee’s Blueprint for the Next Generation
25:58
25:58
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25:58In this episode #3038, Eric Siu and Neil Patel break down agency growth and revenue trends, highlighting the effectiveness of outbound marketing in driving results. They also compare capitalism and socialism, pointing to the strengths of capitalism, and close by discussing how different content formats can shape audience engagement. TIME-STAMPED SH…
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Happy Belly Food Group Inc. (CSE: HBFG | OTCQB: HBFGF): Consolidator of Emerging Food Brands
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43:14
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43:14My guest today is Sean Black, CEO of Happy Belly Food Group (CSE: HBFG | OTCQB: HBFGF). Happy Belly is a Canadian consolidator of emerging Quick Serve Restaurant (QSR) brands, with expansion plans into the U.S. The company started as Plantingco, a niche plant-based CPG business, but under Sean’s leadership pivoted to become food agnostic—focused on…
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How to Create Content for AI, Gymshark’s Sorority Play, and Rethinking Burnout
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22:13
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22:13In this episode #3067, Eric and Neil discuss how content creation is shifting from keyword-heavy tactics to covering topics in depth, especially with AI reshaping SEO. They highlight the value of platforms like Reddit and YouTube for engagement, the role of AI in strategy, and the importance of addressing burnout by focusing on motivation and small…
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AI Is Killing Junior Jobs, Here’s What’s Replacing Them
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20:29
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20:29In this episode #3036, Eric and Neil discuss how AI is reshaping the job market, with fewer junior roles available and a growing demand for senior talent. They highlight the importance of adapting through upskilling, while also stressing how education and personalized learning will play a key role in preparing future workers. TIME-STAMPED SHOW NOTE…
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Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35
32:24
32:24
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32:24Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two try continue with the new style for today’s podcast – where they discuss five ke…
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Proven Multi-Bagger Formula Revealed by Junior Mining Stock Expert Jeff Phillips
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37:54
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37:54In this episode of Mining Stock Education, host Bill Powers is joined by Jeff Phillips, a highly successful junior mining speculator and activist investor. Jeff shares his journey from entering the resource market in the 90s to his current role as a strategic consultant. He discusses the importance of understanding the speculative nature of junior …
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“These High-grade Copper Results Are Incredibly Rare” says Coppernico Metals CEO Ivan Bebek
21:59
21:59
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21:59Ivan Bebek, Chair and CEO of Coppernico Metals, discusses the latest high-grade copper hard-rock surface samples from the Nioc target on the company's flagship Sombrero project in Peru: "Is this the tip of the iceberg that you're seeing; kind of poke through that cover potentially? But what's most impressive is the grade. So the project's getting m…
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Deep Value in Europe, Shareholder Activism, Stag Hunts, and Value Traps with Iggy on Investing
46:34
46:34
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46:34My guest on the show today is Iggy, better known as Iggy on Investing, a deep value investor and blogger. In this episode, Iggy shares how the COVID-19 lockdown gave him the time to dive into investing, turning inspiration from Buffett and Graham into a disciplined deep value strategy focused on small, illiquid companies trading at substantial disc…
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Top Talent Left Zuck for Elon, Cloudflare’s Bold Bet, AI Pilots Keep Failing, and YouTube’s AI Advantage
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32:43
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32:43In this episode #3035, Eric Siu and Neil Patel discuss the AI talent shift from Meta to Elon Musk’s XAI, the challenges of adopting AI, and the tough truths of angel investing. They also explore YouTube’s Gemini AI updates and why managing talent with a focus on revenue and training matters more than ever. TIME-STAMPED SHOW NOTES (00:00) Elon Musk …
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CEO Sued, Anon Promos, & Learning from Success: Junior Mining Insights with Bill Powers & Brian Leni
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53:30
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53:30In this episode of Mining Stock Education, Bill Powers and Brian Leni host their monthly discussion on junior mining investing. The conversation covers a wide range of topics relevant to both new and experienced investors in the mining sector. Bill and Brian respond to a listener’s question about the value of learning from investment successes vers…
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#463 - Margins, Moats, & Purple Cows: How to Actually Profit on Amazon with Steven Selikoff
1:06:48
1:06:48
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1:06:48This FBA pioneer seller reveals how to win on Amazon: profit-first math, margins, real differentiation, smarter China sourcing, and IP + NNN protection. Plus, wild origin stories! What if understanding financial fundamentals could transform your Amazon selling journey from mediocrity to profitability? Join us as we uncover the entrepreneurial insig…
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$3.6M SaaS Founder Starts Selling Courses, The Video Formula That Made $500K
24:03
24:03
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24:03In this episode #3034, Eric Siu and Neil Patel discuss how to achieve virality by understanding algorithms, the rise of young entrepreneurs, and why focus is critical for business success. They also explore how to evaluate investment opportunities, avoid shiny object distractions, and the future of AI in driving social shopping. TIME-STAMPED SHOW N…
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From Surgeon to CEO: Lessons in Frameworks, Funding, and Founders with Nic Roberts-Huntley of Blueprint Finance
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26:11
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26:11What happens when you take the discipline of an Oxford-trained surgeon and apply it to crypto? You get Nic Roberts-Huntley, founder of Concrete and Glow, two of the fastest-growing DeFi protocols. In this episode, Nic and Charlie dive deep into the frameworks, philosophies, and practical decisions that turn ideas into billion-dollar realities. From…
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Easterly’s Holzer on Asymmetric Return Patterns
46:41
46:41
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46:41Defined-outcome and options-overlay ETFs take in roughly $3 billion a month, reflecting rising investor demand. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host James Seyffart, ETF analyst for Bloomberg Intelligence, spoke with Arnim Holzer, global macro strategis…
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5 Reasons to Invest in Aerospace and Defense
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6:31
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6:31LtCol Tony Bancroft, USMCR shares 5 reasons why the commercial aerospace and defense sector offers a compelling investment opportunity.
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Gold Mine PEA: $639M NPV, 84% IRR, 1.15yr Payback at only $2400 Gold explains Fury CEO Tim Clark
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18:43
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18:43"The Eau Claire PEA scenarios each demonstrate an exceptional internal rate of return and net present value," commented Tim Clark, CEO of Fury. "The results validate our belief that the market has significantly undervalued the project within Fury’s broader asset portfolio. With strong infrastructure in place, including access to hydro power and roa…
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AI for Agencies, Content From CEOs... What’s Actually Worth Doing?
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15:27
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15:27In this episode #3033, Eric Siu and Neil Patel share VC perspectives on how AI is reshaping automation, while stressing that strong relationships remain key in service-based industries. They also highlight why executives need to create content that speaks directly to their ideal audience and leverage personal experiences to build trust and engageme…
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A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34
30:06
30:06
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30:06Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two try out a bit of a different style for today’s podcast – where they discuss four…
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How We Maximize Conference ROI and the Truth About Google vs. ChatGPT
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16:09
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16:09In this episode #3032, Eric Siu and Neil share how they’re preparing for the HubSpot Inbound Conference, focusing on maximizing ROI through networking and building relationships, especially with platforms like LinkedIn. They also discuss the evolution of search, comparing ChatGPT’s rise to Google’s dominance, and how AI and deep research are reshap…
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Mastering Discovery Hole Investing with Geologist and Broker Steve Todoruk
30:06
30:06
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30:06In this episode of Mining Stock Education, host Bill Powers interviews Steve Todoruk, a seasoned exploration geologist and stockbroker with Sprott Global. Steve dives into his strategies for investing in junior mining companies, particularly focusing on discovery hole investing. Drawing on his extensive experience in geology and finance, Steve expl…
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#462 - Inside China’s Amazon Seller Schools: 4,000 Students & One Mission
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56:26
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56:26Many Amazon sellers from China excel at supply chain and operations, but struggle with branding and Western culture. This episode uncovers the hidden gap and how bridging East and West can change the game. Join us as we welcome Feng Xiaoxiao, a distinguished leader in the Chinese e-commerce community and a driving force behind 4,000 Amazon sellers …
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How ChatGPT's Search Algorithm Works, Is ChatGPT the New Distribution?, AI Recruiters vs. Humans, Does Traffic Even Matter Anymore?
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16:59
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16:59In this episode #3031, Eric Siu and Neil Patel break down ChatGPT’s ranking model, the value of fresh content, and how AI is changing marketing and hiring. They also stress linking traffic to revenue and the need to build AI skills to stay ahead. TIME-STAMPED SHOW NOTES (00:00) Understanding ChatGPT's Ranking Model (03:08) The Importance of Freshne…
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How to Rank SEO #1 Forever, ChatGPT Traffic Crash, and a Short Form Sales Hack
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15:38
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15:38In this episode #3030, Eric Siu and Neil Patel discuss how SEO strategies are evolving, stressing the need for quality content and an omnichannel approach. They break down traffic shifts from platforms like ChatGPT and Reddit, while also exploring effective content creation through YouTube and webinars to drive engagement and leads. TIME-STAMPED SH…
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How Piggybacking on Big Brands Drives Sales + Is Liquid Death’s Hype Killing Its Brand?
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20:38
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20:38In this episode #3029, Eric Siu and Neil Patel discuss how brands can leverage popular culture in marketing, drawing lessons from companies like Nintendo and Liquid Death. They highlight the risks of expanding product lines, the influence of investor pressure, and the ongoing challenge for businesses to stay relevant in competitive markets. TIME-ST…
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The M&A Environment and Gabelli Merger Arbitrage
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4:28
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4:28Portfolio Managers Willis Brucker, Ralph Rocco, and Paolo Vicinelli discuss the current landscape for M&A, our approach to Merger Arbitrage, and our literature on the subject. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email [email protected]. Connect with Gabelli Fu…
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Will Lower Rates Spark a Marketing Boom?, Hormozi’s $105.5M Funnel & Why Everyone Hates Course Sellers
34:25
34:25
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34:25In this episode #3028, Eric Siu and Neil Patel discuss how interest rates, advertising budgets, and private equity shape marketing strategies. They critique the course-selling industry and break down Alex Hormozi’s successful webinar, emphasizing the importance of smart positioning in today’s economy. TIME-STAMPED SHOW NOTES (00:39) Interest Rates …
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M&A Rumors Turn Into Reality – The Special Situations Report Episode #33
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28:01
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28:01Summary: On today’s podcast we will discuss an even higher bid for Dallas News, multiple rumored deals that came to fruition including the acquisitions of Tegna, Soho House, Guess and DayForce. Things heated up in the stock buybacks area as well with large buybacks announced by Pediatrix Medical Group, insurance company Old Republic, Sprouts Farmer…
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Expert Mine Valuation Tips with Pros Michael Sinden and Gordon Sobering of Costmine Intelligence
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43:40
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43:40In this episode of Mining Stock Education, host Brian Leni is joined by Michael Sinden, Managing Director, and Gordon Sobering, Director of Costing and Engineering at Costmine Intelligence. The discussion centers around mining cost analysis, project evaluation, and key factors affecting investment decisions in the resource sector. They delve into t…
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#461 - Counterfeits, Hijackers, & IP Nightmares: Protecting Your Brand on Amazon with Daren Garcia
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1:01:06
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1:01:06Counterfeits, hijackers & knockoffs are killing brands. In this episode, learn proven legal tactics and e-commerce strategies to protect your IP, defend your sales, and secure your Amazon business. Imagine a world where your brand’s value is constantly under threat from unauthorized sellers and counterfeiters. In an era where e-commerce is a compet…
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AI Is Changing the Workplace, Agency Reality Check, Cold Emails That Work, and Marketing’s New Price Tag
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22:40
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22:40In this episode #3027, Eric Siu and Neil Patel discuss the future of work and how technology is reshaping industries, from gaming in education to the evolving role of doctors. They also dive into SaaS valuations, the challenges agencies face in today’s market, rising marketing costs, and how AI disruption is influencing company performance. TIME-ST…
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Bringing Long-Term Value Investing to Spanish-Speaking Communities with Kayser Pravia, Founder of El Planeta Financiero
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42:03My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide. We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio…
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