Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…

Richard Adler was a co-founder and former Managing Director of EII Capital Management, an investment advisory firm for over 38 years managing REIT portfolios beginning in 1986. He has sat on the advisory board of Armada since its founding, and is a storied entrepreneur and business leader. Richard joins Phil to discuss REITs, investment, and reflec…

Cliff Asness is the founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Phil joins Cliff at his AQR office to chat about market concentration, value investing, and the market environment as a whole. Through the conversation, Cliff shares a wealth of knowledge and perspectives from his 30+ years of experience in the a…

Michael Antonelli is a market strategist at Baird Private Wealth Management and author of the "Bull and Baird" blog. In a world where there is no shortage of anxiety inducing doomsday narratives, Michael stands out by being a bullish optimist. Michael makes the case for communicating about the market using common language, using a data driven appro…

Jared Dillian, author and investment strategist, joins the Phil Bak podcast. He is the author of books such as No Worries: How to live a stress-free financial life, and Street Freak: A Memoir of Money and Madness. Jared and Phil discuss financial freedom, hard work, rules for success, and taking control over your financial outcomes.…

Mike Green, CFA, is the Portfolio Manager and Chief Strategist at Simplify Asset Management. Mike and Phil discuss the over-emphasis of indexing, passive investment, and low fee competition causing potential hazards in investing. This includes large cap companies receiving the bulk of capital, reduced reward for conducting fundamental analysis, and…

Phil Bak sits down with Rob Simone, managing director of Hedgeye Risk Management. Rob has over 15 years of corporate equity research within the REIT sector. Rob joins Phil today to discuss his famous short call on Medical Properties Trust.

Phil sits down with Randall Zisler to discuss real estate and REITs. Randall is the co-founder of Zisler Capital Associates and a highly respected academic with a number of works on real estate investing, economics, and finance. In his conversation with Phil, he shares a wealth of knowledge pertaining to real estate valuations, REITs, public vs pri…

In this reposted podcast, Phil sits down with Meb Faber and explains his mission and strategy in the real estate space. This conversation is the "why" behind what Phil does on the day to day, trying to create unique value within the real estate investment market. This episode is censored when Phil or Meb directly mention particular funds by name.…

Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.

Phil revisits his discussion with David Kotok (Cofounder, Cumberland Advisors) recorded in early 2020. David and Phil discuss entrepreneurship, surviving difficult market conditions, and the benefits of studying history and math. David reflects on his career and shares his experiences and insights from decades spent in the industry.…

Michael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter.

Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more.

Phil hosts Christopher Volk on to discuss his book, The Value Equation: A Business Guide to Wealth Creation, as well as other useful insights on real estate investing and finance.

Phil Bak hosts Axel Merk on the podcast to discuss issues within the banking system. Axel provides his insight on what went wrong, and what he thinks the proper regulatory response is for better banking outcomes.

In this episode of the Phil Bak podcast, Phil is getting asked the questions! Enjoy this replay from Grizzle's Twitter Spaces in which monetary policy, finance, and REITs were discussed.

Doomberg joins the podcast to share how they mastered the art of content generation, the five pillars of business, and the secret to their writing process.โดย Phil Bak, Doomberg

We're back! Dr. Preston Cherry joins the show to talk family, life transitions, personal finance & behavioral finance. Learn more about Dr. Cherry at www.drprestoncherry.com

Matt Hougan, CIO of Bitwise Investments, joins the podcast to explain Decentralized Finance (DeFi), decentralized exchanges, Ethereum, stablecoins, smart contracts, breakthrough protocols, Tether's risk and contagion, and how it all ties back to his potato peeler thesis.โดย Phil Bak, Matt Hougan

In this third part of a breathtaking conversation with Ben Hunt we discuss narratives: how they are formed, how they spread, how to identify them, and the impact they have on the world around us.โดย Phil Bak, Ben Hunt

This is the second part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into political utilities right before our eyes. Ben Hunt is Co-Founder at Second Foundation Partners & author at Epsilon Theory. (Replay from The ETF Experience)โดย Phil Bak, Ben Hunt

This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into political utilities right before our eyes. Ben Hunt is Co-Founder at Second Foundation Partners & author at Epsilon Theory. (Replay from The ETF Experience)โดย Phil Bak, Ben Hunt

Michael Ashton, Founder of Enduring Investments, joins the podcast to discuss all things inflation: how it is measured, how to analyze it, how to protect your portfolio from it, and how to profit off of it.โดย Phil Bak

Catherine Wood and Tom Staudt from Ark Invest join Phil to talk about the early days of Ark Invest and how they built their business. Cathie tells the story of her eureka moment when she had the idea for disrupting the asset management industry. Tom tells us how he met Cathie and ultimately got an offer letter filled with exclamation points!!! Cath…

Darren Schuringa, Founder and CEO of ASYMmetric ETFs, talks about battling his personal demons and persisting through an early career rise-and-fall to re-emerge wiser, healthier, happier, and with a new asset management firm.โดย Phil Bak, Darren Schuringa

Dan McCabe shares his story that began as CEO of a high frequency trading firm to starting product development shop Precidian, including an excruciating twelve year regulatory pause before launching non-transparent ETFs. This episode takes you through decades of innovation in the capital markets.โดย Phil Bak

Adam Butler, CIO of ReSolve Asset Management, tells stories of his career progression and how his investment approach evolved through the years, culminating in a transition to systematic quantitative investing.

Famed quant Aaron Brown, Phil’s former professor, joins the show to discuss a wide range of topics, from his teaching style to poker to bitcoin, and more. Highlights include: Professor Brown’s unique teaching style How to have an edge at poker Whether factor investing still works Lack of creativity in quant factors The case for bitcoin The disconne…

Vance Barse joins the podcast to tell the story about how he left the hedge fund world to ride a Harley Davidson across the country, and how he found meaning, purpose, and formulated the vision for starting his company Your Dedicated Fiduciary on that journey.โดย Phil Bak

Amanda Agati joins the show to talk about her recent promotion to CIO of PNC Bank and to give a macro overview of the markets. She explains what is going on in the Repo markets and across the macroeconomic landscape. She discusses what alternative data she uses to understand the markets, what the Fed is doing to depress volatility, whether equities…

Stephen Sikes, COO of Public, joins the podcast to talk retail trading and why the segment is growing exponentially. Stephen explains how payment for order flow works and why Public chose to stop accepting PFOF on their platform. The conversation includes insights into social media, investor education, the difference between investing and gambling,…

Author, investor and entrepreneur Brian Portnoy joins the podcast to talk financial education, behavioral investing, the concept of funded contentment, and lessons from his new book, How I Invest My Money.โดย Phil Bak, Brian Portnoy

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z. Innovation and technology in financial services Why legacy firms struggle to adapt The coming generational wealth transfer Being self-promotional and out front Lots more…

Eric Balchunas joins for a look at how the ETF industry changed over the years, and whether it remains "the Silicon Valley of finance". The conversation includes: Innovation in the ETF industry The Terrordome (fee war) The rise of Cathie Wood's Ark Invest Measuring Jack Bogle’s impact And moreโดย Phil Bak, Eric Balchunas

Bloomberg's Eric Balchunas and Logica Capital's Mike Green join the podcast to debate whether price discovery and fundamentals have disappeared from the markets, and whether ETFs and index investing is to blame.โดย Phil Bak, Mike Green, Eric Balchunas

Dr. Daniel Crosby joins the show to talk behavioral finance, how he merged the fields of psychology and investing, the science of likeability, overcoming fear, his process for book writing, and whether Phil should write a book.โดย Phil Bak

Mike Alfred joins the podcast to talk to Phil about his entrepreneurial journey as a two-time founder, his investing ideology, the case for bitcoin and what is next for fintech.โดย Phil Bak

Dave Collum joins the podcast for a provocative conversation about markets, wealth creation and contrarianism versus conformity.โดย Phil Bak

Phil is joined by Greg Martin, founder of Liquid Stock and Archer VC for a conversation about how employees can access liquidity for private company equity and options, private vs public market company valuations, whether late stage VC companies are in a bubble, the future of fintech, and more.โดย Phil Bak

Alex Matturri, former CEO of S&P Dow Jones, joins the show for a wide ranging conversation about his career and the growth of index investing. Alex debunks some common myths around index investing and then explains how he built a brand at S&P that led to remarkable growth. the conversation delves into smart beta, ESG investing, the role of the inde…

Darren Riley joins the show to talk about all areas of the entrepreneurial ecosystem, including his work at Endeavor Detroit, his entrepreneurial journey at Rapids Air Quality and his new VC fund, Commune Angels.โดย Phil Bak

Phil sits down with Vince Vitale, President of the CFA Society of Detroit and Director of Equity and Alternative Strategy Research at Advance Capital Management for a conversation about the markets and about giving back. They discuss selecting active managers, factor based portfolios and US equity valuations, and then talk about giving back to the …

Patrick Kelly, CEO/co-founder of Signal Advisors, joins the show to discuss fintech for financial advisors - including his new launch and how to advisors can seamlessly onboard annuities for their clients. The conversation then goes on to discuss entrepreneurship, early doubters, stoicism and more.โดย Phil Bak

Phil is joined by Doug Drouillard, Co-Founder/CEO of Shrine Development, for a conversation about technology, app development, startups, and how social media and digital distractions impact our energy and focus.โดย Phil Bak

John Bartlett, President of Reaves Asset Management, joins the podcast for a deep dive into investing in infrastructure and utilities. They explore the state of infrastructure in the US, why infrastructure matters, what factors drive the sector’s performance and more.โดย Phil Bak

Phil sits down with Melissa Joy, founder of Pearl Planning, to discuss how Melissa launched her firm, gender gaps in the wealth management industry, personal finance tips and more.โดย Phil Bak

Phil talks to Jared Dillian about creating and monetizing content across various mediums. They also discuss asset managers blinded by their anger at the Federal Reserve, Robinhood traders, inflation, and Jared's DJ career.โดย Phil Bak

Ranjan Roy, Founder & CEO of The Edge Group and author of The Margins on Substack, joins Phil to tell the story of how he arbitraged pizza prices on Doordash and to discuss content creation, antitrust issues, Silicon Valley "platform" business economics, Robinhood and the game-ification of trading, and more.…

Phil is joined by legendary ETF pioneer Jim Ross to reflect on his career, the state of the asset management industry and a fresh start in M&A as he launches a new SPAC targeting asset managers.โดย Phil Bak

David Nadig joins Phil to explore the rapidly changing landscape in the Asset Management industry. They discuss ETFs, ESG, commoditization of financial products, whether you should trust this market, how to look great on a Zoom call, and more.โดย Phil Bak