Bobby Kraft: What I Learned From 1,000+ CEO Interviews

This week I chat with Bobby Kraft of SNN Wire and host of The Planet Micro Cap Podcast. Bobby is a titan in the micro-cap industry. He’s recorded over 130 podcast episodes and interviewed thousands of CEOs. The work he’s done to bring positive news and information to the micro cap community cannot be understated. A love for media and curiosity for investing created Bobby’s current endeavors. You can see his passion.

I’ve wanted to get Bobby on the show for a while. I’m stoked he agreed to do it.

We spend over an hour discussing Bobby’s background, what he looks for in an interview with a CEO, and how regular retail investors can gain an edge in interviewing company management. This was one of the most laid-back conversations I’ve had, and I enjoyed the heck out of it.
I’m excited for the future of SNN Network and its many new podcast shows.

Here’s the time-stamp for the conversation:

  • [0:00] Bobby’s Journey To SNN & Planet Micro Cap Podcast
  • [6:25] Having Fun in Argentina
  • [13:18] Bobby’s Mentors & Inspirations
  • [22:36] What Investors Want To Hear From CEOs
  • [27:56] The Power of Strategies & Conviction
  • [35:26] How To Spot Great Managers & Poor Managers
  • [45:17] Actions Speak Louder Than Words (Buybacks)
  • [54:33] Joke About Disclosures on Stocks
  • [63:07] SNN’s New Podcast Network
  • [67:03] What Does Bobby Do Off Camera?
  • [73:47] Closing Questions

If you want more information on Bobby Kraft or SNN, check out these links:

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.


Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.