The Phil Bak Podcast

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.

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Episoder(80)

Eric Balchunas - Bitcoin ETFs and shark-jumping

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 Jul 202550min

Hunter Hopcroft - REITs and Realism

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 Jun 202547min

Bob Pisani - Modern Financial Media

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 Jun 202534min

Elliott White - Affordable Housing's Fee Machine

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 Jun 202537min

Carol Roth - small biz, big biz, big government

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 Jun 202549min

Ben Hunt: Epsilon Theory Part Four

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 Mai 202453min

Richard Adler: Reflecting on REITs

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 Apr 202455min

Cliff Asness: The Cliff Factor

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 Apr 202453min

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