
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.
7 Jun 202146min

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 S...
5 Jun 202143min

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 Se...
4 Jun 202139min

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 ...
25 Mai 202149min

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 ...
18 Mai 202151min

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 n...
7 Mai 202142min

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 n...
29 Apr 202136min

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 ...
23 Apr 202151min




















