Pitch The PM produced an episode featuring Daniel Pilling, PM and Semi/AI Analyst at Sands Capital discussing the AI cycle

Pitch The PM is the Professional Investor's Podcast that provides a deep-dive into a stock's investment case using the Variant View Investment Checklist. It is an open exploration of the research process in real time using high-conviction ideas from top PM’s and Analysts. Join the journey as Doug fills out his Buffett advised, 20-slot lifetime punch card. We learn and laugh together. The Variant View Investment Checklist is the process that combines: 1) A decade of experience managing $1 Billion at Citadel & Millennium, 2) Studying the great investors like Buffett, Munger, Lynch & Greenblatt, and 3) The latest AI tools to improve idea velocity, accuracy, and conviction. Pitch The PM is hosted by Doug Garber, a former Citadel Analyst and Millennium Sr PM. Doug was trained on the buy-side by a PM who worked directly for Steve Cohen prior to Citadel. Doug ranked as a top 5 analyst and alpha generator twice while at Citadel. He then built and led a multi-sector, multi-strategy team at Millennium.