Podcasts by The Phil Bak Podcast

Meb Faber: Masterclass In Real Estate from 2023-09-17T15:00

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, tr...

Shana Orczyk Sissel: Queen of Alts from 2023-08-16T16:24:11

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

David Kotok: Reflecting On The Market from 2023-08-09T18:39:32

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 ben...

Michael Gayed: Leading and Lagging from 2023-05-17T14:00

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

Carol Roth: Own Everything from 2023-05-10T13:10:26

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

Christopher Volk: The Value Equation from 2023-04-28T11:00

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.

Axel Merk: How To Fix The Banks from 2023-04-21T04:00

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...

Econ Policy and REITs with Grizzle Media from 2023-04-19T16:55:24

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: Provocative Not Polarizing from 2023-03-28T16:34

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.

Dr. Preston Cherry: Reasons for Seasons from 2023-03-08T02:51:16

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: Potato Peelers&DeFi from 2021-06-21T12:06:44

Matt Hougan, CIO of Bitwise Investments, joins the podcast to explain Decentralized Finance (DeFi), decentralized exchanges, Ethereum, stablecoins, smart contracts, breakthrough protocols, Tethe...

Epsilon Theory: Part Three from 2021-06-07T16:40:47

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...

Epsilon Theory: Part Two from 2021-06-05T14:00

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...

Epsilon Theory: Part One from 2021-06-04T15:25:15

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-...

Michael Ashton: Inflation from 2021-05-25T11:33:59

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 profi...

Cathie Wood: Conviction from 2021-05-18T14:59:08

Catherine Wood and Tom Staudt from Ark Inv...

Darren Schuringa: Recovery from 2021-05-07T11:30

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 wi...

Dan McCabe: Market Structure&Innovation (ETF Experience Replay) from 2021-04-29T11:30

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 launc...

Adam Butler: Systematic Investing from 2021-04-23T11:30

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 quantit...

Aaron Brown: True Quant (ETF Experience Replay) from 2021-04-16T12:00

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 ...

Vance Barse: The Freedom Ride from 2021-04-13T14:48:54

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 ...

Amanda Agati: Repo Madness from 2021-04-05T11:30

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 ma...

Stephen Sikes: The Retail Revolution from 2021-03-22T11:30

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 sto...

Brian Portnoy: Funded Contentment from 2021-03-15T11:30

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 Inves...

Julia Carreon: Transforming WealthTech from 2021-03-01T12:30

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 an...
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Eric Balchunas: The ETF Terrordome from 2021-02-09T12:30

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 ...
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Mike Green&Eric Balchunas: Price Discovery from 2021-02-05T12:30

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 inves...

Daniel Crosby: Behavioral Finance from 2021-01-25T12:00

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 ...

Mike Alfred: Fintech&Cryptotech from 2021-01-08T12:30

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.

David Collum: Contrarianism from 2020-11-11T12:30

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

Greg Martin: Liquid Stock from 2020-11-02T12:36:08

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 publi...

Alex Matturri: The Index that Ate the Market from 2020-10-15T11:30

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 investi...

Darren Riley: Entrepreneurial Ecosystems from 2020-09-17T12:08:24

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 fun...

Vince Vitale: Advance CM&JA Stock Market Challenge from 2020-09-09T11:30

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 mark...

Patrick Kelly: Signal Advisors from 2020-09-02T11:30

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 the...

Doug Drouillard: Shrine Development from 2020-08-27T11:30

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 ...

John Bartlett: Investing in Infrastructure from 2020-08-17T12:00

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 inf...

Melissa Joy: Pearl Planning from 2020-08-10T11:30

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.

Jared Dillian: DJ Stochastic&Financial Content from 2020-08-03T12:30

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, infla...

Ranjan Roy: How to arbitrage Doordash pizza delivery prices? from 2020-07-27T11:30

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, ant...

Jim Ross: How do you scale an investment vehicle? from 2020-07-21T11:30

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....

Dave Nadig: How do you find the signal from the noise in Asset Management? from 2020-07-13T11:00

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 ma...

Nancy Davis: How can investors hedge against inflation? from 2020-06-17T11:30

Nancy Davis, Founder and CIO of Quadratic Capital Management joins the show to talk about her fund and how it can help investors hedge against interest rate and inflation risks. She also talks a...

Joe Smith: How do you personalize investment portfolios? from 2020-06-10T11:30

Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new star...

Liam Vaughan: Who caused the flash crash? from 2020-06-04T11:45:10

Liam Vaughan joins the podcast to talk about his recent book Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History. The conversation includes details o...

April Boyle: How do you inspire community entrepreneurship? from 2020-05-29T10:42:50

April Boyle, Founder and Executive Director of the Build Institute in Detroit, talks about how underestimated entrepreneurs and communities can build lasting wealth and ownership. April discusse...

Tariq Dennison: What is the Outlook for Asia&EM? from 2020-05-19T11:00

Phil is joined by the "Quant of Asia" Tariq Dennison. Tariq is the Founder of GFM Asset Management based in Hong Kong. Tariq explains what life has been like in Asia since Covid-19 hit, and how ...

Flash episode: Will the Fed's actions lead to civil unrest? from 2020-05-18T02:24:03