David Kotok

Phil 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. 

Phil 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.

David Kotok: Reflecting On The Market

Michael Gayed

Michael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter.

Michael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter.

Michael Gayed: Leading and Lagging

Carol Roth

Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more. 

Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more.

Carol Roth: Own Everything

Phil 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.

Phil 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.

Christopher Volk: The Value Equation

Axel Merk

Phil 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.

Phil 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.

Axel Merk: How To Fix The Banks

In 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.

In 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.

Econ Policy and REITs with Grizzle Media

Doomberg 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.

Doomberg 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.

Doomberg: Provocative Not Polarizing

We're back! Dr. Preston Cherry joins the show to talk family, life transitions, personal finance &amp; behavioral finance. Learn more about Dr. Cherry at www.drprestoncherry.com

We're back! Dr. Preston Cherry joins the show to talk family, life transitions, personal finance &amp; behavioral finance. Learn more about Dr. Cherry at <a href="http://www.drprestoncherry.com" rel="nofollow" target="_blank">www.drprestoncherry.com</a>

Dr. Preston Cherry: Reasons for Seasons

Matt Hougan

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.

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.

Matt Hougan: Potato Peelers & DeFi

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.

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.

Epsilon Theory: Part Three

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.

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 &amp; author at Epsilon Theory. (Replay from The ETF Experience)

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 &amp; author at Epsilon Theory. (Replay from The ETF Experience)

Epsilon Theory: Part Two

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 &amp; author at Epsilon Theory. (Replay from The ETF Experience)

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 &amp; author at Epsilon Theory. (Replay from The ETF Experience)

Epsilon Theory: Part One 

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.

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.

Michael Ashton: Inflation

 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]

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]

Cathie Wood: Conviction

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.

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.

Darren Schuringa: Recovery

Dan McCabe

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.

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.

Dan McCabe: Market Structure & Innovation (ETF Experience Replay)

Adam Butler

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.

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.

Adam Butler: Systematic Investing

Aaron Brown

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 

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: <ul> <li>Professor Brown’s unique teaching style</li> <li>How to have an edge at poker</li> <li>Whether factor investing still works</li> <li>Lack of creativity in quant factors</li> <li>The case for bitcoin</li> <li>The disconnect of intrinsic value</li> <li>Pulling the goalie, in hockey, life and business</li> </ul>

Aaron Brown: True Quant (ETF Experience Replay)

Vance Barse

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.

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.

Vance Barse: The Freedom Ride

Amanda Agati

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.

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.

Amanda Agati: Repo Madness

Investing, economics, entrepreneurship... what more could you want?

The best!

Really great show with so many interesting insights!

Great Podcast!!

The Phil Bak Podcast

The best podcast episodes on global issues affecting everyone. Covering topics such as the #metoo movement, climate change, the impact of technology and some of the biggest global issues facing us right now. For anyone interested in learning more about the world, and some of the issues we're facing, pick an episode below and start listening! Add episodes you're interested into your queue below!

Best Episodes on Global Issues

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1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
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Want a 3rd insight and episode every week? Email me at curation@owltail.com.