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The Phil Bak Podcast
36 minutes | Jun 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.
46 minutes | Jun 7, 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.
43 minutes | Jun 5, 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. Ben Hunt is Co-Founder at Second Foundation Partners & author at Epsilon Theory. (Replay from The ETF Experience)
39 minutes | Jun 4, 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. Ben Hunt is Co-Founder at Second Foundation Partners & author at Epsilon Theory. (Replay from The ETF Experience)
50 minutes | May 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.
51 minutes | May 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 and confidence in the firm and in her bold calls has never wavered. [Replay from The ETF Experience]
42 minutes | May 7, 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.
36 minutes | Apr 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.
51 minutes | Apr 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.
42 minutes | Apr 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
46 minutes | Apr 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.
40 minutes | Apr 5, 2021
Amanda Agati: Repo Madness
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 are historically expensive, and more.
37 minutes | Mar 22, 2021
Stephen Sikes: The Retail Revolution
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, and more.
35 minutes | Mar 15, 2021
Brian Portnoy: Funded Contentment
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.
42 minutes | Mar 1, 2021
Julia Carreon: Transforming WealthTech
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
53 minutes | Feb 9, 2021
Eric Balchunas: The ETF Terrordome
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 more
43 minutes | Feb 5, 2021
Mike Green & Eric Balchunas: Price Discovery
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.
39 minutes | Jan 25, 2021
Daniel Crosby: Behavioral Finance
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.
36 minutes | Jan 8, 2021
Mike Alfred: Fintech & Cryptotech
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.
47 minutes | Nov 11, 2020
David Collum: Contrarianism
Dave Collum joins the podcast for a provocative conversation about markets, wealth creation and contrarianism versus conformity.
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