The Phil Bak Podcast

The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.

Carol Roth - small biz, big biz, big government 06/04/2025

Carol Roth - small biz, big biz, big government Carol Roth writes a weekly newsletter, sign up at CarolRoth.com/news. She has a Legacy Planning System at futurefile.com, and she is the author of The War on Small Business and You Will Own Nothing. /episode/index/show/philbak/id/36847305

Ben Hunt: Epsilon Theory Part Four 05/14/2024

Ben Hunt: Epsilon Theory Part Four 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 financial and government institutions, and the issues that have arisen within American academia over the past several years. /episode/index/show/philbak/id/31283302

Richard Adler: Reflecting on REITs 04/25/2024

Richard Adler: Reflecting on REITs 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 reflect on his career spanning over 4 decades. /episode/index/show/philbak/id/30972603

Cliff Asness: The Cliff Factor 04/18/2024

Cliff Asness: The Cliff Factor 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 asset management space. /episode/index/show/philbak/id/30879628

Michael Antonelli: Good Vibes & Bull Vibes 04/11/2024

Michael Antonelli: Good Vibes & Bull Vibes 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 approach to being bullish, and navigating uncertainty with more confidence. /episode/index/show/philbak/id/30775333

Jared Dillian: Hungry Like A Wolf 03/26/2024

Jared Dillian: Hungry Like A Wolf 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. /episode/index/show/philbak/id/30552233

Michael Green: Broken Markets 03/12/2024

Michael Green: Broken Markets 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 more. /episode/index/show/philbak/id/30342873

Rob Simone: A Big Short REIT 03/04/2024

Rob Simone: A Big Short REIT 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. /episode/index/show/philbak/id/30208513

Randall Zisler: The Mythology of Real Estate 01/25/2024

Randall Zisler: The Mythology of Real Estate 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 private real estate investment, and more. /episode/index/show/philbak/id/29640848

Meb Faber: Masterclass In Real Estate 09/17/2023

Meb Faber: Masterclass In Real Estate 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. /episode/index/show/philbak/id/28054215

Shana Orczyk Sissel: Queen of Alts 08/16/2023

Shana Orczyk Sissel: Queen of Alts Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy. /episode/index/show/philbak/id/27771630

David Kotok: Reflecting On The Market 08/09/2023

David Kotok: Reflecting On The Market 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. /episode/index/show/philbak/id/27705624

Michael Gayed: Leading and Lagging 05/17/2023

Michael Gayed: Leading and Lagging Michael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter. /episode/index/show/philbak/id/26862804

Carol Roth: Own Everything 05/10/2023

Carol Roth: Own Everything Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more. /episode/index/show/philbak/id/26799237

Christopher Volk: The Value Equation 04/28/2023

Christopher Volk: The Value Equation 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. /episode/index/show/philbak/id/26675976

Axel Merk: How To Fix The Banks 04/21/2023

Axel Merk: How To Fix The Banks 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. /episode/index/show/philbak/id/26608569

Econ Policy and REITs with Grizzle Media 04/19/2023

Econ Policy and REITs with Grizzle Media 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. /episode/index/show/philbak/id/26591001

Doomberg: Provocative Not Polarizing 03/28/2023

Doomberg: Provocative Not Polarizing 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. /episode/index/show/philbak/id/26367882

Dr. Preston Cherry: Reasons for Seasons 03/08/2023

Dr. Preston Cherry: Reasons for Seasons 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 /episode/index/show/philbak/id/26161104

Matt Hougan: Potato Peelers & DeFi 06/21/2021

Matt Hougan: Potato Peelers & DeFi 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. /episode/index/show/philbak/id/19547498

Epsilon Theory: Part Three 06/07/2021

Epsilon Theory: Part Three 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. /episode/index/show/philbak/id/19385711

Epsilon Theory: Part Two 06/05/2021

Epsilon Theory: Part Two 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. /episode/index/show/philbak/id/19357790

Epsilon Theory: Part One 06/04/2021

Epsilon Theory: Part One 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. /episode/index/show/philbak/id/19355867

Michael Ashton: Inflation 05/25/2021

Michael Ashton: Inflation 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. /episode/index/show/philbak/id/19231007

Cathie Wood: Conviction 05/18/2021

Cathie Wood: Conviction 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! Cathie and Tom talk about the early lean years, how the firm pivoted, and how her conviction in her bold calls has never wavered. /episode/index/show/philbak/id/19148828

Darren Schuringa: Recovery 05/07/2021

Darren Schuringa: Recovery 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. /episode/index/show/philbak/id/19014599

Dan McCabe: Market Structure & Innovation (ETF Experience Replay) 04/29/2021

Dan McCabe: Market Structure & Innovation (ETF Experience Replay) 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. /episode/index/show/philbak/id/18903920

Adam Butler: Systematic Investing 04/23/2021

Adam Butler: Systematic Investing 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. /episode/index/show/philbak/id/18830840

Aaron Brown: True Quant (ETF Experience Replay) 04/16/2021

Aaron Brown: True Quant (ETF Experience Replay) 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 disconnect of intrinsic value & pulling the goalie, in hockey, life and business, /episode/index/show/philbak/id/18732671

Vance Barse: The Freedom Ride 04/13/2021

Vance Barse: The Freedom Ride 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. /episode/index/show/philbak/id/18708971

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