Eric Balchunas - Bitcoin ETFs and shark-jumping
Eric Balchunas is the author of The Bogle Effect and The Institutional ETF Toolbox. He is the host of ETF IQ on Bloomberg and the Trillions podcast. On this episode we talk about the bitcoin ETF appro...
14 Heinä 202550min
Hunter Hopcroft - REITs and Realism
Hunter Hopcroft dissects why passive indexing fails in real estate, builds a case for economic realism in "a world the Keynesians built", and shares reflections on writing and the role of AI in modern...
30 Kesä 202547min
Bob Pisani - Modern Financial Media
Bob Pisani has covered markets for CNBC for 35 years. He is the author of "Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange". On this podcast we ta...
23 Kesä 202534min
Elliott White - Affordable Housing's Fee Machine
How fraud and waste turned affordable housing initiatives into a fee machine Elliott White writes on Substack and Twitter/X under the handle ResetBasis. At Hayden Glade, Elliott oversees the company's...
16 Kesä 202537min
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.
4 Kesä 202549min
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, ...
14 Touko 202453min
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 advis...
25 Huhti 202455min
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 ...
18 Huhti 202453min
