Shows
The Phil Bak PodcastBrad Hargreaves - Real Estate's Real EntrepreneurshipBrad Hargreaves explains how AI, automation, sensors, and innovation are transforming multifamily operations and evolving the real estate industry.
2025-11-1024 minThe Phil Bak PodcastNate Geraci - The ETF EducatorNate explains everything happening in the ETF industry, from the ethics and economics of retail product design to asset managers bringing ETF tax efficiency to mutual funds through share class filings, and more.
2025-11-0346 minThe Phil Bak PodcastAdam Blumberg - Building a DeFi RIAAdam Blumberg's journey from stand-up comedy to advising financial advisors on crypto, and how he built Protocol Wealth entirely on decentralized finance rails.
2025-10-2841 minThe Phil Bak PodcastQuoth the Raven - From bartender to fringe financeHow does a Philadelphia bartender become one of the top finance writers in just a few years? By reading just a little bit more, going just a little bit deeper, building personal relationships, and trusting his nose for bullshit. This is Quoth the Raven's story.
2025-10-261h 06The Phil Bak PodcastRandy Zisler - Institutional CRE InvestingRandy Zisler talks about his new book on CRE investing, best practices, and how bad incentives are keeping people from utilizing better public REIT valuations.
2025-10-2238 minThe Phil Bak PodcastAdam Singer - Marketing with Authenticity in the Age of AIAdam Singer unpacks how corporatism and compliance crush authentic voices, while grifters thrive in finance and crypto. He explains how AI-generated writing is like sending a robot to the gym, AI content farms flooding the internet, and why advertisers still get duped by hollow metrics. Ultimately, he explains, it is trust - not clicks - that is what really matters.
2025-09-2936 minThe Phil Bak PodcastDan Joseph - building a "Berkshire" model for Real Estate investingDan Joseph explains his Berkshire-style model combining private housing investing with public REIT bets to exploit wrapper-driven mispricings, and how supply drives Real Estate pricing.
2025-09-0237 minThe Phil Bak PodcastLeyla Kunimoto - LP MasterclassLeyla Kunimoto from Accredited Investor Insight gives a masterclass on LP investing. She explains how LPs evaluate venture capital pitch decks, explains how Private Equity Real Estate differs from NAV REITs and Private REITs, whether PE managers are better investment than their funds, the market's lukewarm response to the PRIV ETF, and ends with an explanation to the persistent gap between public and private real estate prices.
2025-08-1235 minThe Phil Bak PodcastNick Maggiulli - Ladder Up the Wealth LadderNick Maggiulli joins Phil Bak to talk through The Wealth Ladder — a thoughtful framework for building wealth and using money as a tool for freedom, rather than ego. Nick explains the psychology of spending, lifestyle creep, risk management, and the difference between grocery freedom and yacht regret.
2025-08-0425 minThe Phil Bak PodcastAdrian Jones - Near-Death, Total Clarity, and an Authentic MissionAfter a near-death experience on a mountain trail, Adrian Jones rethinks everything and emerges with a clear mission to help others live more authentic lives.
2025-07-2829 minThe Phil Bak PodcastCharles Frischer - REIT Activism and Zombie REITsCharles Frischer runs a family office and is the largest shareholder of Regional Health Properties. He explains his battle to unlock value in the micro‑cap "zombie" REIT. He exposes ignored $4‑plus offers, skewers management's merger ploy, and invites real operators to seize an easy eight‑figure upside.
2025-07-2131 minThe Phil Bak PodcastEric Balchunas - Bitcoin ETFs and shark-jumpingEric 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 approval saga, whether independent issuers were treated fairly by the SEC, and why mutual fund ETF share class filings are the bigger story.
2025-07-1450 minThe Phil Bak PodcastHunter Hopcroft - REITs and RealismHunter 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 finance in a smart, sharp and soulful podcast episode.
2025-06-3047 minThe Phil Bak PodcastBob Pisani - Modern Financial MediaBob 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 talk about how financial media is changing, the creator economy, AI, the NYSE trading floor, and reflections on Bob's legendary CNBC career.
2025-06-2334 minThe Phil Bak PodcastElliott White - Affordable Housing's Fee MachineHow 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 strategic direction through acquisitions, financing, and investor relations. Under Elliott's leadership, Hayden Glade has acquired more than 3,000 units through relationships with public/private for-profit owners, nonprofit partnerships, and the trust of various public entities in different municipalities. Before founding Hayden Glade, Elliott was the head of acquisitions for Weston Associates, a regional affordable housing developer in Boston. At Weston Associates, Mr. White...
2025-06-1637 min
The Phil Bak PodcastCarol 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.
2025-06-0449 min
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian SpinPhil Bak on Culture, Narratives and Going All In on What Matters | The CBP (Bitcoin Podcast)The CBP (Bitcoin Podcast)FRIENDS AND ENEMIES
This week we welcome Phil Bak to the show for the first time. Phil is the CEO of Armada ETFs, served as the CEO (and founder) of Exponential ETFs, CIO at Signal Advisors and Managing Director at the NYSE. Phil is the host of The Phil Bak Podcast and writes on Substack as well.
Join us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST.
From a couple of Canucks who like to talk about how Bitcoin will impact Canada.
As always, none of the info is financial advice.
W...
2025-01-241h 05
ETF Expert Corner Archives | ETF Prime PodcastArmada’s Phil Bak: Private Assets in ETFs?Phil Bak, Founder of Armada Investors, discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics.
2024-12-0332 minETF PrimeArmada’s Phil Bak: Private Assets in ETFs?Phil Bak, Founder of Armada Investors, discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics.
2024-12-0332 minETF PrimeArmada’s Phil Bak: Private Assets in ETFs?Armada’s Phil Bak discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics. VettaFi’s Kirsten Chang explains “ETFs going Hollywood”, with a growing list of prominent individuals now launching products.
2024-12-0358 minETF PrimeArmada’s Phil Bak: Private Assets in ETFs?Armada’s Phil Bak discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics. VettaFi’s Kirsten Chang explains “ETFs going Hollywood”, with a growing list of prominent individuals now launching products.
2024-12-0358 minETF PrimeArmada’s Phil Bak: Private Assets in ETFs?
Armada’s Phil Bak discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics. VettaFi’s Kirsten Chang explains “ETFs going Hollywood”, with a growing list of prominent individuals now launching products.
2024-12-0300 min
Chit Chat StocksFake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX)On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss:
(00:00) Introduction and Background
(02:32) Misconceptions about REITs
(04:29) Armada Investors: A Quantitative Approach
(07:46) HAUS: Pure Play Exposure to Residential Real Estate
(12:10) REAL: A Multi-Factor Approach to Real Estate Investing
(15:27) The BREIT Controversy
(30:53) The Issues with BREIT: Elevated NAV, Redemptions, and Fake Dividends
(37:15) Strategies to Address the BREIT Situation: Selling Properties and Raising New Money
2024-07-2451 minThe Phil Bak PodcastBen Hunt: Epsilon Theory Part FourPhil 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.
2024-05-1453 minThe Phil Bak PodcastRichard Adler: Reflecting on REITsRichard 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.
2024-04-2555 minThe Phil Bak PodcastCliff Asness: The Cliff FactorCliff 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.
2024-04-1853 minThe Phil Bak PodcastMichael Antonelli: Good Vibes & Bull VibesMichael 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.
2024-04-1139 minThe Phil Bak PodcastJared Dillian: Hungry Like A WolfJared 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.
2024-03-2639 minThe Phil Bak PodcastMichael Green: Broken MarketsMike 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.
2024-03-1245 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil BakWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Phil Bak, CEO of Armada ETFs, REIT-specialty asset manager that delivers customized solutions to REIT investors through ETFs, SMAs, and access to proprietary AI and machine learning REIT valuation models. Phi...
2024-03-0545 minThe Phil Bak PodcastRob Simone: A Big Short REITPhil 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.
2024-03-0450 minThe Phil Bak PodcastRandall Zisler: The Mythology of Real EstatePhil 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.
2024-01-2556 min
The Security Analysis PodcastPhil Bak: REITs, ETFs, Index LimitationsPhil Bak is the CEO of Armada ETFs, a REIT-specialized asset manager. He has wide ranging experience in the ETF business, including time spent as a managing director of the New York Stock Exchange. He is also very active on Twitter and operates a Substack blog.Links* Armada ETF’s: https://www.armadaetfs.com/* Phil’s Twitter Feed: https://twitter.com/philbak1* Phil’s substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does...
2023-10-2550 minThe Phil Bak PodcastMeb Faber: Masterclass In Real EstateIn 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.
2023-09-171h 00ETF Expert Corner Archives | ETF Prime PodcastArmada’s Phil Bak Explains Private Real Estate Strategy ETFPhil Bak, CEO of Armada ETFs, explains the potential shortcomings of non-traded REIT funds and spotlights the Private Real Estate Strategy via Liquid REITs ETF (PRVT).
2023-08-3015 minETF PrimeArmada’s Phil Bak Explains Private Real Estate Strategy ETFPhil Bak, CEO of Armada ETFs, explains the potential shortcomings of non-traded REIT funds and spotlights the Private Real Estate Strategy via Liquid REITs ETF (PRVT).
2023-08-3015 minMeb Faber Research – Stock Market and Investing BlogEpisode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate InvestingEpisode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing Guest: Phil Bak is the CEO of Armada ETFs, which provides investors broad access to the real estate asset class. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. […]
The post Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.
2023-08-2300 min
The Meb Faber Show - Better InvestingPhil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class. In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their problem. Then he shares how he’s using AI and machine learning to the REIT space through his long-only hedge fund. (0:39) - Sponsor: Future Proof(1:14) - Intro(2:00) - Welcome Phil to the show...
2023-08-231h 02The Phil Bak PodcastShana Orczyk Sissel: Queen of AltsPhil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.
2023-08-1640 minThe Phil Bak PodcastDavid Kotok: Reflecting On The MarketPhil 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.
2023-08-0943 min
My Worst Investment Ever PodcastPhil Bak – Be Slow to Jump Onto BandwagonsBIO: Phil Bak is the CEO of Armada ETFs, a REIT-specialty asset manager that delivers customized solutions to REIT investors through ETFs, SMAs, and proprietary AI and machine learning REIT valuation models.STORY: Phil got into baseball cards when he was 14. Rookie Greg Jeffries became the hype one year and was poised to be the next big thing. Phil bought the hype, sold all his cards, and invested in Jeffries’ cards. He believed cards would be worth $40 to $50 a piece in just a few years. It never happened because Jeffries’ career didn’t pan out, and the entire...
2023-07-0634 minThe Phil Bak PodcastMichael Gayed: Leading and LaggingMichael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter.
2023-05-1748 minThe Phil Bak PodcastCarol Roth: Own EverythingPhil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more.
2023-05-1049 min
Deep Value PodcastDeep Value Podcast #5: Phil BakMy interview with Phil Bak, one of the founders of the Armada ETF, on the Fed and our culture.
2023-05-0150 minThe Phil Bak PodcastChristopher Volk: The Value EquationPhil 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.
2023-04-2838 min
INVESTOLOGY: re-think investment managementThe Real Deal About REIT Investing (and what's going very wrong with Blackstone's BREIT)- Phil Bak, CEO of Armada ETFsPhil Bak is the CEO of Armada ETFs. Phil has been innovating in the ETF industry for over 15 years. Armada specializes in REIT ETFs, and we go on a deep dive into real estate investing, how investors can use REITS and what’s going on with the Blackstone BREIT Fund.Listen to InvestOrama on your favourite podcast app: https://pod.link/1511595070EPISODE LINKShttps://philbak.substack.com/https://twitter.com/philbak1https://www.armadaetfs.com/https://www.breit.com/...
2023-04-2641 minThe Phil Bak PodcastAxel Merk: How To Fix The BanksPhil 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.
2023-04-2149 minThe Phil Bak PodcastEcon Policy and REITs with Grizzle MediaIn 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.
2023-04-1959 min
Grizzle Pod: Thematic Growth InvestingBanking, Real Estate ETFs, & Growing a Startup with Armada ETF Advisors' Phil BakThis week Grizzle had the pleasure of speaking with Phil Bak, the CEO of Armada ETF Advisors, to discuss his outlook on the state of the US banking system, and how today’s current investment environment differs from the past. He also discusses potential risks facing the Private REITs sector, and what entrepreneurs need to know when it comes to starting a business.
https://www.armadaetfs.com/ Phil Bak Twitter: @philbak1Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
2023-04-0254 min
The Phil Bak PodcastDoomberg: Provocative Not PolarizingDoomberg 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.
2023-03-2854 min
The Phil Bak PodcastDr. Preston Cherry: Reasons for SeasonsWe'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
2023-03-0839 min
Absolute Return Podcast#241 - Private vs Public REIT Investing with Armada ETF’s CEO Phil BakJanuary 6, 2023 - On today’s show we welcome special guest Phil Bak, CEO of Armada ETF
Advisors. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange. On the show, Phil discusses:
Characteristics of ETFs that make them a great tool for investors
Some major innovations in ETFs...
2023-01-0640 min
The Phil Bak PodcastMatt Hougan: Potato Peelers & DeFiMatt 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.
2021-06-2135 min
The Phil Bak PodcastEpsilon Theory: Part ThreeIn 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.
2021-06-0746 min
The Phil Bak PodcastEpsilon Theory: Part TwoThis 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)
2021-06-0543 min
The Phil Bak PodcastEpsilon Theory: Part OneThis 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)
2021-06-0439 min
The Phil Bak PodcastMichael Ashton: InflationMichael 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.
2021-05-2549 min
The Phil Bak PodcastCathie 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 E...
2021-05-1851 min
The Phil Bak PodcastDarren Schuringa: RecoveryDarren 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.
2021-05-0742 min
The Phil Bak PodcastDan 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.
2021-04-2936 min
The Phil Bak PodcastAdam Butler: Systematic InvestingAdam 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.
2021-04-2351 min
The Phil Bak PodcastAaron 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
2021-04-1642 min
The Phil Bak PodcastVance Barse: The Freedom RideVance 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.
2021-04-1345 min
The Phil Bak PodcastAmanda Agati: Repo MadnessAmanda 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.
2021-04-0539 min
The Phil Bak PodcastStephen Sikes: The Retail RevolutionStephen 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.
2021-03-2237 min
The Phil Bak PodcastBrian Portnoy: Funded ContentmentAuthor, 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.
2021-03-1534 min
Standard Deviations with Dr. Daniel CrosbyPhil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and ProsPhil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM in just over three years after launching the company from scratch. As Managing Director at NYSE Phil exceeded 90% market share of ETF listings. Phil is the author of two patents on innovative ETF structures, has led market structure enhancements that have become industry standard and pioneered new investment strategies into the market. Phil is featured regularly on top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC, Financial Times and Reuters. Phil holds the...
2021-03-0440 min
The Phil Bak PodcastJulia Carreon: Transforming WealthTechJulia 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
2021-03-0142 min
The Phil Bak PodcastEric Balchunas: The ETF TerrordomeEric 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
2021-02-0953 min
The Phil Bak PodcastMike Green & Eric Balchunas: Price DiscoveryBloomberg'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.
2021-02-0542 min
The Phil Bak PodcastDaniel Crosby: Behavioral FinanceDr. 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.
2021-01-2539 min
The Phil Bak PodcastMike Alfred: Fintech & CryptotechMike 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.
2021-01-0836 min
The Phil Bak PodcastDavid Collum: ContrarianismDave Collum joins the podcast for a provocative conversation about markets, wealth creation and contrarianism versus conformity.
2020-11-1147 min
The Phil Bak PodcastGreg Martin: Liquid Stock Phil is joined by Greg Martin, founder of Liquid Stock and Archer VC for a conversation about how employees can access liquidity for private company equity and options, private vs public market company valuations, whether late stage VC companies are in a bubble, the future of fintech, and more.
2020-11-0238 min
Resolve Riffs Investment PodcastReSolve Riffs with Phil Bak – The Entrepreneurial MindsetThis is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. It is said that creating a job for yourself is always better than getting one. Whoever said that probably never lived through the trials and tribulations of being an entrepreneur. But some people just can’t help themselves. Phil Bak is one of these serial entrepreneurs. He joined us to riff on topics such as: Building businesses from a young age and knowing when to sell them The recent sale of his company and his next proje...
2020-10-151h 12
The Phil Bak PodcastAlex Matturri: The Index that Ate the MarketAlex Matturri, former CEO of S&P Dow Jones, joins the show for a wide ranging conversation about his career and the growth of index investing. Alex debunks some common myths around index investing and then explains how he built a brand at S&P that led to remarkable growth. the conversation delves into smart beta, ESG investing, the role of the index committee, price discovery and more.
2020-10-1539 min
The Phil Bak PodcastDarren Riley: Entrepreneurial EcosystemsDarren Riley joins the show to talk about all areas of the entrepreneurial ecosystem, including his work at Endeavor Detroit, his entrepreneurial journey at Rapids Air Quality and his new VC fund, Commune Angels.
2020-09-1734 min
The Phil Bak PodcastVince Vitale: Advance CM & JA Stock Market ChallengePhil sits down with Vince Vitale, President of the CFA Society of Detroit and Director of Equity and Alternative Strategy Research at Advance Capital Management for a conversation about the markets and about giving back. They discuss selecting active managers, factor based portfolios and US equity valuations, and then talk about giving back to the community and creating a legacy. Vince announces the stock market challenge - sponsored by the CFA Society of Detroit - and about Junior Achievement of SE Michigan, who the challenge is raising money for. Finally, they talk about persistence and grit and how that...
2020-09-0943 min
The Phil Bak PodcastPatrick Kelly: Signal AdvisorsPatrick Kelly, CEO/co-founder of Signal Advisors, joins the show to discuss fintech for financial advisors - including his new launch and how to advisors can seamlessly onboard annuities for their clients. The conversation then goes on to discuss entrepreneurship, early doubters, stoicism and more.
2020-09-0232 min
The Phil Bak PodcastDoug Drouillard: Shrine DevelopmentPhil is joined by Doug Drouillard, Co-Founder/CEO of Shrine Development, for a conversation about technology, app development, startups, and how social media and digital distractions impact our energy and focus.
2020-08-2745 min
The Phil Bak PodcastJohn Bartlett: Investing in InfrastructureJohn Bartlett, President of Reaves Asset Management, joins the podcast for a deep dive into investing in infrastructure and utilities. They explore the state of infrastructure in the US, why infrastructure matters, what factors drive the sector's performance and more.
2020-08-1736 min
The Phil Bak PodcastMelissa Joy: Pearl PlanningPhil sits down with Melissa Joy, founder of Pearl Planning, to discuss how Melissa launched her firm, gender gaps in the wealth management industry, personal finance tips and more.
2020-08-1045 min
The Phil Bak PodcastJared Dillian: DJ Stochastic & Financial ContentPhil talks to Jared Dillian about creating and monetizing content across various mediums. They also discuss asset managers blinded by their anger at the Federal Reserve, Robinhood traders, inflation, and Jared's DJ career.
2020-08-0329 min
The Phil Bak PodcastRanjan Roy: How to arbitrage Doordash pizza delivery prices?Ranjan Roy, Founder & CEO of The Edge Group and author of The Margins on Substack, joins Phil to tell the story of how he arbitraged pizza prices on Doordash and to discuss content creation, antitrust issues, Silicon Valley "platform" business economics, Robinhood and the game-ification of trading, and more.
2020-07-2736 min
The Phil Bak PodcastJim Ross: How do you scale an investment vehicle?Phil is joined by legendary ETF pioneer Jim Ross to reflect on his career, the state of the asset management industry and a fresh start in M&A as he launches a new SPAC targeting asset managers.
2020-07-2139 minThe Phil Bak PodcastDave Nadig: How do you find the signal from the noise in Asset Management?David Nadig joins Phil to explore the rapidly changing landscape in the Asset Management industry. They discuss ETFs, ESG, commoditization of financial products, whether you should trust this market, how to look great on a Zoom call, and more.
2020-07-1353 min
The Phil Bak PodcastNancy Davis: How can investors hedge against inflation?Nancy Davis, Founder and CIO of Quadratic Capital Management joins the show to talk about her fund and how it can help investors hedge against interest rate and inflation risks. She also talks about the challenges of entrepreneurship and how it has been difficult to brush off rejection in the financial services industry as she continues to tell the story of the fund and how it is designed to help investors.
2020-06-1735 min
The Phil Bak PodcastJoe Smith: How do you personalize investment portfolios?Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver customized solutions to financial advisors. Joe and Phil then have a candid discussion about diversity and inclusion in the asset management industry, with Joe recounting his personal experiences and offering ideas for industry improvement in the future.
2020-06-1033 minThe Phil Bak PodcastLiam Vaughan: Who caused the flash crash?Liam Vaughan joins the podcast to talk about his recent book Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History. The conversation includes details on how the flash crash went down, the aftermath and the resulting blame games, Nav Sarao and whether he was scapegoated, the complexity of market structure, and the status of a potential upcoming movie about the events of the flash crash.
2020-06-0433 minThe Phil Bak PodcastApril Boyle: How do you inspire community entrepreneurship?April Boyle, Founder and Executive Director of the Build Institute in Detroit, talks about how underestimated entrepreneurs and communities can build lasting wealth and ownership. April discusses Build's mission, why small business is the backbone of communities, and the challenges in getting small business funding. The conversation includes how Detroit companies are surviving the Covid shutdown, the impact of monopolies on small business, and alternative funding sources such as community capital and invisible capital. Learn more at www.buildinstitute.org
2020-05-2949 minThe Phil Bak PodcastTariq Dennison: What is the Outlook for Asia & EM?Phil is joined by the "Quant of Asia" Tariq Dennison. Tariq is the Founder of GFM Asset Management based in Hong Kong. Tariq explains what life has been like in Asia since Covid-19 hit, and how Hong Kong in particular has managed to contain the virus. Tariq then shares his outlook on a number of Asian and EM countries and currencies, and explains why he is bearish on gold as an investment.
2020-05-1945 minThe Phil Bak PodcastFlash episode: Will the Fed's actions lead to civil unrest? In this flash episode, Phil talks about ETF classifications, listing rules, and why the Fed's actions will lead to civil unrest.
2020-05-1815 minThe Phil Bak PodcastTony Greer: How does oil trade negative?Tony Greer from TG Macro and the Morning Navigator Newsletter joins the show to talk global macro, what happened to WTI oil futures and the USO ETF, the dominance of big tech, the airline trade and whether markets are disconnected from the fundamentals.
2020-05-1245 min
The Phil Bak PodcastDavid Abner: What is the digitization of asset management?David Abner, President of Dabner Capital Markets and former CEO of WisdomTree Europe joins Phil for a wide ranging conversation about the digitization of the asset and wealth management industries, where the puck is heading, and how the world will be changed post-shutdown.
2020-05-0547 min
The Phil Bak PodcastWhy does Phil hate the Federal Reserve Bank?In this flash episode, Phil explains everything wrong with the Fed's recent actions.
2020-05-0218 min
Marketplace RoundtableIntroducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil BakOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episodeLearn more about your ad choices. Visit megaphone.fm/adchoices
2019-07-0805 min
SA For FAsIntroducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil BakOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episodeLearn more about your ad choices. Visit megaphone.fm/adchoices
2019-07-0305 min
The Cannabis Investing PodcastIntroducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil BakOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episodeLearn more about your ad choices. Visit megaphone.fm/adchoices
2019-07-0305 min
Behind The IdeaIntroducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil BakOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episodeLearn more about your ad choices. Visit megaphone.fm/adchoices
2019-07-0205 min
The Acquirers PodcastREVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers PodcastPhil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large Cap ETF (RVRS)
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
2019-04-0544 min