Phil Bak

FLASH

Replay from the Phil Bak Podcast - please update your subscriptions. 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.

Replay from the Phil Bak Podcast - please update your subscriptions. 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.

Bonus: Who caused the flash crash? Replay from the Phil Bak Podcast

Replay from the Phil Bak Podcast - please update your subscriptions. 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.

Replay from the Phil Bak Podcast - please update your subscriptions. 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.

Bonus: Inspiring Community Entrepreneurship from the Phil Bak Podcast

David Abner

Republishing a recent episode of the Phil Bak Podcast. Please update your subscriptions to download the new show episodes. Subscription links available at philbak.com. In this episode: 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.

Republishing a recent episode of the Phil Bak Podcast. Please update your subscriptions to download the new show episodes. Subscription links available at <a href="http://philbak.com" rel="nofollow" target="_blank">philbak.com</a>. In this episode: 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.

Bonus: David Abner on the Phil Bak Podcast

In this retrospective final episode Phil is joined by a familiar voice to share closing thoughts.

In this retrospective final episode Phil is joined by a familiar voice to share closing thoughts.

Finale

Christopher Irons from Quoth the Raven research joins the show to talk about Covid-19 and its impact on the economy, how Chris identified the risks of a pandemic early on and what to expect from the markets and a macro level going forward. Phil and Chris also discuss censorship, Austrian economics, corporate bailouts, investing in gold, and more.

Christopher Irons from Quoth the Raven research joins the show to talk about Covid-19 and its impact on the economy, how Chris identified the risks of a pandemic early on and what to expect from the markets and a macro level going forward. Phil and Chris also discuss censorship, Austrian economics, corporate bailouts, investing in gold, and more.

Chris Irons – Quoth the Raven

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Eric Balchunas, Ryan Kirlin, Josh Blechman and Charles Ragauss.

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Eric Balchunas, Ryan Kirlin, Josh Blechman and Charles Ragauss.

Cabin Fever: Part Three (EP.78)

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Doug Boneparth, “The Wookie Index”, Aaron Morekin and Benjamin Brandt.

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Doug Boneparth, “The Wookie Index”, Aaron Morekin and Benjamin Brandt.

Cabin Fever: Part Two (EP.77)

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Ramp Capital, Tim Maloney, Chris Varley and Vance Barse.

Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Ramp Capital, Tim Maloney, Chris Varley and Vance Barse.

Cabin Fever: Part One (EP.76)

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 poke 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 poke 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

Aaron Brown – True Quant (EP.75)

Jim Wiandt

Phil closes out the Inside ETFs conference with a conversation with the founder of ETF.com, Jim Wiandt. • Early days of index investing • Being a missionary about the ETF vehicle • How to cover companies who also sponsor and advertise • Has ETF popularity peaked? • The next big thing

Phil closes out the Inside ETFs conference with a conversation with the founder of <a href="http://ETF.com" rel="nofollow" target="_blank">ETF.com</a>, Jim Wiandt. • Early days of index investing • Being a missionary about the ETF vehicle • How to cover companies who also sponsor and advertise • Has ETF popularity peaked? • The next big thing

Jim Wiandt – ETF Missionary (EP.74)

On the ETF Experience Podcast, we’ll take you behind the scenes of the asset management industry to talk investing, best practices, and how to build better portfolios. Brought to you by the team at Exponential ETFs and host Phil Bak.

Really smart and interesting show with a focus on ETFs and investing.

Love this podcast

Really, really good. Investing, entrepreneurship, life.

Wonderful

The ETF Experience

Ben Hunt

Ben Hunt Co-Founder and partner at Second Foundation Partners &amp; Author at Epsilon Theory explains how pricing power has evolved in the financial services industry and explains how narratives are formed. This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into government utilities right before our eyes. This part of the discussion includes:  Ben’s experience in academia Why Phil and Ben were each destined to end up in entrepreneurship Being right versus making money for clients Anatomy of a short seller Being early versus being wrong The market not rewarding deep work and the disconnect from intrinsic value The transformation of capital markets Pricing power: client ownership Pricing power: intellectual property Pricing power: government collaboration The narrative machine 

Ben Hunt Co-Founder and partner at Second Foundation Partners &amp; Author at Epsilon Theory explains how pricing power has evolved in the financial services industry and explains how narratives are formed. This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into government utilities right before our eyes. This part of the discussion includes: <ul> <li>Ben’s experience in academia</li> <li>Why Phil and Ben were each destined to end up in entrepreneurship</li> <li>Being right versus making money for clients</li> <li>Anatomy of a short seller</li> <li>Being early versus being wrong</li> <li>The market not rewarding deep work and the disconnect from intrinsic value</li> <li>The transformation of capital markets</li> <li>Pricing power: client ownership</li> <li>Pricing power: intellectual property</li> <li>Pricing power: government collaboration</li> <li>The narrative machine</li> </ul>

Ben Hunt - Epsilon Theory: Part One (EP.47)

Josh Brown

Rick Ferri

Phil is joined by Josh Brown and Rick Ferri to discuss how to be successful in the financial industry as well as on Twitter.

Phil is joined by Josh Brown and Rick Ferri to discuss how to be successful in the financial industry as well as on Twitter.

Josh Brown and Rick Ferri - Be right a little more often than you are wrong | Why are people in the military so successful in finance? (EP.10)

Josh Blechman

  Josh Blechman, Director of Capital Markets for Exponential ETFs, fills in for Phil and joins Kevin to discuss the FAANG stocks, talk about NCAA March Madness and the college one-and-done rule, and share their thoughts on the future of bitcoin.

Josh Blechman, Director of Capital Markets for Exponential ETFs, fills in for Phil and joins Kevin to discuss the FAANG stocks, talk about NCAA March Madness and the college one-and-done rule, and share their thoughts on the future of bitcoin.

Josh Blechman - FAANG trade | March Madness | Has Bitcoin jumped the shark? (EP.3)

Note from Phil: please first listen to Epsilon Theory: Part One (episode 47) from August 19, 2019  Ben Hunt explains the meaning behind some of the most important of Epsilon Theory phrases and concepts.  Always Go to the Funeral The Nudging Oligarchy Why am I reading this NOW? Narrative missionaries Too Clever by Half Clear Eyes &amp; Full Hearts   Thanks, and have a great Thanksgiving to you and your family.

Note from Phil: please first listen to Epsilon Theory: Part One (episode 47) from August 19, 2019 Ben Hunt explains the meaning behind some of the most important of Epsilon Theory phrases and concepts. <ul> <li>Always Go to the Funeral</li> <li>The Nudging Oligarchy</li> <li>Why am I reading this NOW?</li> <li>Narrative missionaries</li> <li>Too Clever by Half</li> <li>Clear Eyes &amp; Full Hearts</li> </ul> Thanks, and have a great Thanksgiving to you and your family.

Ben Hunt - Epsilon Theory: Part Two (EP.62)

Patrick Gelshenen

 Phil and Josh get quanty with Patrick Gelshenen, Execusitve Directive of TOBAM. They discuss quantitative portfolio factors, and whether market cap weighting is itself a factor. The three discuss when market cap weighting tends to perform well, and when it doesn’t. Patrick emphasizes his firm’s approach to diversification while Phil and Josh wonder if the market environment has contributed to the idea that market cap weighting is sufficient as an investment thesis.

Phil and Josh get quanty with Patrick Gelshenen, Execusitve Directive of TOBAM. They discuss quantitative portfolio factors, and whether market cap weighting is itself a factor. The three discuss when market cap weighting tends to perform well, and when it doesn’t. Patrick emphasizes his firm’s approach to diversification while Phil and Josh wonder if the market environment has contributed to the idea that market cap weighting is sufficient as an investment thesis.

Patrick Gelshenen - The Factor of Cap Weight (EP.29)

Charles Ragauss

Marijuana ETFs

Charles Ragauss, Director of Product Management at Exponential ETFs joins Kevin and Phil for a discussion on the reliability of backtesting, the future of SRI, and marijuana ETFs.

Charles Ragauss, Director of Product Management at Exponential ETFs joins Kevin and Phil for a discussion on the reliability of backtesting, the future of SRI, and marijuana ETFs.

Charles Ragauss - Backtesting - should you trust it? | The future of SRI | Marijuana ETFs (EP.4)

Everyone struggles. In this episode we hear from all of our podcast guests from 2019 who have answered the question about what obstacle they have found a way to work around or persisted through, along their path to success. We’ll hear from Ben Johnson, Oliver Renick, Phil Huber, Kathleen Moriarty, Ben Hunt, Bill Kelly, Alex Chalekian, Perth Tolle, Morgan Housel, Tobias Carlisle, Nicole Boyson, Daniel Crosby, Alexandra Levis, Dan Cupkovic, Scott Nations, Sal Gilbertie, Andrew Stewart &amp; Matthew Stoller about how they all overcame adversity.

Everyone struggles. In this episode we hear from all of our podcast guests from 2019 who have answered the question about what obstacle they have found a way to work around or persisted through, along their path to success. We’ll hear from Ben Johnson, Oliver Renick, Phil Huber, Kathleen Moriarty, Ben Hunt, Bill Kelly, Alex Chalekian, Perth Tolle, Morgan Housel, Tobias Carlisle, Nicole Boyson, Daniel Crosby, Alexandra Levis, Dan Cupkovic, Scott Nations, Sal Gilbertie, Andrew Stewart &amp; Matthew Stoller about how they all overcame adversity.

The Obstacle is the Way (EP.64)

Mike Venuto

David Dziekanski

On this week's episode of the Exponential ETFs Exceptional Podcast, guests Mike Venuto and David Dziekanski from Toroso Investments join to discuss how ETFs affect underlying stock.

On this week's episode of the Exponential ETFs Exceptional Podcast, guests Mike Venuto and David Dziekanski from Toroso Investments join to discuss how ETFs affect underlying stock.

Mike Venuto and David Dziekanski - How ETFs affect underlying stocks | Poker & Finance | What is Smart Beta? (EP.13)

Morgan Housel joins Phil in the podcast booth from the Wealthstack conference to talk about:  The Collaborative Fund thesis Competitive advantages for businesses How companies get complacent over time Mean reversion and the business cycle Paranoia as driver of success Overcoming a speech disorder 

Morgan Housel joins Phil in the podcast booth from the Wealthstack conference to talk about: <ul> <li>The Collaborative Fund thesis</li> <li>Competitive advantages for businesses</li> <li>How companies get complacent over time</li> <li>Mean reversion and the business cycle</li> <li>Paranoia as driver of success</li> <li>Overcoming a speech disorder</li> </ul>

Morgan Housel - Competitive Advantages (EP.53)

Christian Magoon

 Phil and Christian talk about ETF issuers supporting each other, and then attack the misconception that assets under management are a fair measure of ETF liquidity. They take turns drafting specific ETF misconceptions and explain why those misconceptions are wrong. The two end with an explosive rant about anti competitive issues in the ETF industry and how those issues can harm ETF investors down the road.

Phil and Christian talk about ETF issuers supporting each other, and then attack the misconception that assets under management are a fair measure of ETF liquidity. They take turns drafting specific ETF misconceptions and explain why those misconceptions are wrong. The two end with an explosive rant about anti competitive issues in the ETF industry and how those issues can harm ETF investors down the road.

Christian Magoon - Smashing ETF Misconceptions (EP.32)

Eric Balchunas

Exponential ETFs Director of Capital Markets, Josh Blechman and CEO, Phil Bak – are joined in studio by Aye Soe, Managing Director of Research and Design for the Americas at S&amp;P Dow Jones Indices (also known as “The SPIVA Diva”) and Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence – to discuss thoughts on the perils and perks Active vs Passive investing, the SPIVA report, the double edge sword of benchmarking against an Index, opportunities in the Mid-Cap space and innovation in fixed income ETFs. Interested in how active managers have done vs passive benchmarks? Is your “Factor Fund” pure, or watered-down exposure? How might managers approach “Smart Beta” for fixed income ETFs? What asset class does Eric believe is experiencing “The Jan Brady Effect”? and what emerging trend in flows does he call “Faces Over Formulas”? Aye and Eric are at the forefront of ETF and Index innovation, diving deep with us into the current market environment as they see it, the importance of knowing what you own and what future opportunities excite them most.

Exponential ETFs Director of Capital Markets, Josh Blechman and CEO, Phil Bak – are joined in studio by Aye Soe, Managing Director of Research and Design for the Americas at S&amp;P Dow Jones Indices (also known as “The SPIVA Diva”) and Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence – to discuss thoughts on the perils and perks Active vs Passive investing, the SPIVA report, the double edge sword of benchmarking against an Index, opportunities in the Mid-Cap space and innovation in fixed income ETFs. Interested in how active managers have done vs passive benchmarks? Is your “Factor Fund” pure, or watered-down exposure? How might managers approach “Smart Beta” for fixed income ETFs? What asset class does Eric believe is experiencing “The Jan Brady Effect”? and what emerging trend in flows does he call “Faces Over Formulas”? Aye and Eric are at the forefront of ETF and Index innovation, diving deep with us into the current market environment as they see it, the importance of knowing what you own and what future opportunities excite them most.

Aye Soe and Eric Balchunas - The SPIVA Diva and the Bloomberg ETF Intelligentsia: Exploring the Perks and Perils of Active vs Passive (EP.21)

It’s the Best of the ETF Experience Podcast! We go back and listen to conversations from: Aye Soe, S&amp;P DJ Indexes Erica Balchunas, Bloomberg Michael Batnick &amp; Nick Maggiulli, Ritholtz Wealth Management Chris Hempstead, Deutsche Bank Todd Rosenbluth, CFRA Research Joe Smith, CLS Investments Michael Venuto &amp; David Dziekanski, Toroso Asset Management David Nadig, ETF.com Steven Schoenfeld, BlueStart Indexes Claes Fornell, ACSI Tom Lydon, ETF Trends Christian Magoon, Amplify ETFs And finally, Phil and Kevin’s great pizza debate.

It’s the Best of the ETF Experience Podcast! We go back and listen to conversations from: Aye Soe, S&amp;P DJ Indexes Erica Balchunas, Bloomberg Michael Batnick &amp; Nick Maggiulli, Ritholtz Wealth Management Chris Hempstead, Deutsche Bank Todd Rosenbluth, CFRA Research Joe Smith, CLS Investments Michael Venuto &amp; David Dziekanski, Toroso Asset Management David Nadig, <a href="http://etf.com/" rel="nofollow" target="_blank">ETF.com</a> Steven Schoenfeld, BlueStart Indexes Claes Fornell, ACSI Tom Lydon, ETF Trends Christian Magoon, Amplify ETFs And finally, Phil and Kevin’s great pizza debate.

The ETF Experience: Best of 2018 (EP.25)

Blake Kownacki

On this week's episode of the Exponential ETFs Exceptional Podcast, Phil Bak is joined by Blake Kownacki from Detroit Vineyards as he details his journey to establish a vineyard and winery in downtown Detroit.

On this week's episode of the Exponential ETFs Exceptional Podcast, Phil Bak is joined by Blake Kownacki from Detroit Vineyards as he details his journey to establish a vineyard and winery in downtown Detroit.

Blake Kownacki - Entrepreneurial journeys | Starting a vineyard in downtown Detroit (EP.14)

Deborah Fuhr

 Phil sits down for a one on one talk with Deborah Fuhr, Managing Partner, ETFGI &amp; Co-Founder Women in ETFs, to learn how she became the leader in ETF research. Debbie goes on to discuss the origins of Women in ETFs and why women are under-represented in the financial services industry. They talk about Women in ETFs’ mission and how it is having an impact. Finally, they discuss the global reach of ETFs and how the popularity of ETFs is extending well beyond the United States.

Phil sits down for a one on one talk with Deborah Fuhr, Managing Partner, ETFGI &amp; Co-Founder Women in ETFs, to learn how she became the leader in ETF research. Debbie goes on to discuss the origins of Women in ETFs and why women are under-represented in the financial services industry. They talk about Women in ETFs’ mission and how it is having an impact. Finally, they discuss the global reach of ETFs and how the popularity of ETFs is extending well beyond the United States.

Deborah Fuhr - Women in ETFs & ETFs Around the World (EP.28)

David Kotok

Phil sits down with the legendary David Kotok for an outdoor conversation during Inside ETFs about David’s career, investment principles, Cumberland Advisors and the state of the economy. Conversation highlights:  Launching Cumberland just before the oil shock and energy crisis of the 1970’s How David utilizes behavioral finance, quantitative modeling, economics, history and philosophy in his practice The case for equal weight equities The compounding value of writing market commentary and research Reflections on a storied career, and the current state of the market Camp Kotok 

Phil sits down with the legendary David Kotok for an outdoor conversation during Inside ETFs about David’s career, investment principles, Cumberland Advisors and the state of the economy. Conversation highlights: <ul> <li>Launching Cumberland just before the oil shock and energy crisis of the 1970’s</li> <li>How David utilizes behavioral finance, quantitative modeling, economics, history and philosophy in his practice</li> <li>The case for equal weight equities</li> <li>The compounding value of writing market commentary and research</li> <li>Reflections on a storied career, and the current state of the market</li> <li>Camp Kotok</li> </ul>

David Kotok - Cumberland Advisors (EP.72)

Reggie Browne

Joanne Hill

Exponential ETFs’ CEO Phil Bak is joined in studio by Reggie Browne - Senior Managing Director of the ETFs Group at Cantor Fitzgerald and Joanne Hill - Head of Research and Strategy at CBOE Vest. Tune in to hear these industry titans discuss what makes ETFs attractive to institutional clients, the ways that institutional investors utilize ETFs and how that adoption curve has differed from the retail market. The guests discussed Jack Bogle’s legacy and then explored how the market’s trading architecture need to be adjusted in order to keep up with the speed and ease which technology has brought to trading? What levers can be pulled to adapt a market originally built for stocks, to accommodate ETFs and other investment innovations that make up an increasing portion of total trading volume? Find out what is truly important when judging ETF liquidity, how options are the newest frontier in ETF portfolio construction. 

Exponential ETFs’ CEO Phil Bak is joined in studio by Reggie Browne - Senior Managing Director of the ETFs Group at Cantor Fitzgerald and Joanne Hill - Head of Research and Strategy at CBOE Vest. Tune in to hear these industry titans discuss what makes ETFs attractive to institutional clients, the ways that institutional investors utilize ETFs and how that adoption curve has differed from the retail market. The guests discussed Jack Bogle’s legacy and then explored how the market’s trading architecture need to be adjusted in order to keep up with the speed and ease which technology has brought to trading? What levers can be pulled to adapt a market originally built for stocks, to accommodate ETFs and other investment innovations that make up an increasing portion of total trading volume? Find out what is truly important when judging ETF liquidity, how options are the newest frontier in ETF portfolio construction.

Reggie Browne and Joanne Hill - Institutional Investors Adopting ETF (EP.26)

Andrew Stewart

Andy Stewart from Exchange Capital Management sits down with Exponential’s Phil Bak and Charles Ragauss to talk about the investing landscape. Highlights include:   Complimenting ETFs with direct stock investing Concentration of cap weight indexes Tech stock valuations Active versus passive as a false debate The evolution and impact of commission free trading How to trade illiquid securities Currency- hedging International stocks 

Andy Stewart from Exchange Capital Management sits down with Exponential’s Phil Bak and Charles Ragauss to talk about the investing landscape. Highlights include: <ul> <li>Complimenting ETFs with direct stock investing</li> <li>Concentration of cap weight indexes</li> <li>Tech stock valuations</li> <li>Active versus passive as a false debate</li> <li>The evolution and impact of commission free trading</li> <li>How to trade illiquid securities</li> <li>Currency- hedging International stocks</li> </ul>

Andrew Stewart – Exchange Capital (EP.61)

Michael Batnick

Welcome back to the ETF Experience. This week Kevin Quigg, Phil Bak and Josh Blechman dive into the recurring segment: What The Hell Is Going On? – 2019 look-forward storyline edition (Tariffs and Rates). Alongside our newest topic - Invest, Trade or Short – where the panelist are given three choices and must pick which they would Invest in, which they would trade around and which they would short (Example: Gold, Cash, Crypto – Facebook, Twitter, LinkedIn). Later, Michael Batnick – Director of Research at Ritholtz Wealth Management and author of The Irrelevant Investor  and Nick Maggiulli – Manager of Analytics at Ritholtz Wealth Management and author of Of Dollars and Data; Join us in the studio to discuss the evolution of the mediums through which financial professionals can connect to a larger audience beyond just their clients and how they manage the grind of producing continuous content. Listen to find out which of them was “discovered” by a renowned Wall Street Journal columnist? How far we are from a critical level of Index investing as a percentage of the market. Debating the merits of twitter anonymity, the usefulness of social media in financial services and who wins the future between Apple and Microsoft.

Welcome back to the ETF Experience. This week Kevin Quigg, Phil Bak and Josh Blechman dive into the recurring segment: What The Hell Is Going On? – 2019 look-forward storyline edition (Tariffs and Rates). Alongside our newest topic - Invest, Trade or Short – where the panelist are given three choices and must pick which they would Invest in, which they would trade around and which they would short (Example: Gold, Cash, Crypto – Facebook, Twitter, LinkedIn). Later, Michael Batnick – Director of Research at Ritholtz Wealth Management and author of <a href="https://theirrelevantinvestor.com/" rel="nofollow" target="_blank">The Irrelevant Investor</a>  and Nick Maggiulli – Manager of Analytics at Ritholtz Wealth Management and author of <a href="https://ofdollarsanddata.com/" rel="nofollow" target="_blank">Of Dollars and Data</a>; Join us in the studio to discuss the evolution of the mediums through which financial professionals can connect to a larger audience beyond just their clients and how they manage the grind of producing continuous content. Listen to find out which of them was “discovered” by a renowned Wall Street Journal columnist? How far we are from a critical level of Index investing as a percentage of the market. Debating the merits of twitter anonymity, the usefulness of social media in financial services and who wins the future between Apple and Microsoft.

Michael Batnick and Nick Maggiulli - The Evolution of Advisor/Client Communication (EP.23)

Sam Huszczo

 Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how he modernized SGH Wealth Management, and how using single factor ETFs were instrumental in that transition. They talk about Sam’s time as head of the CFA Society of Detroit, and what a local chapter head does. The two debate whether the factor framework is replacing classic securities valuation models, and why multi-factor ETFs can water down the point of using smart beta funds. The two talk about ETF sales models and what adds value to Sam and his practice, and round out the conversation with a look at regulation in the industry and some buzz about what is happening in Detroit.

Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how he modernized SGH Wealth Management, and how using single factor ETFs were instrumental in that transition. They talk about Sam’s time as head of the CFA Society of Detroit, and what a local chapter head does. The two debate whether the factor framework is replacing classic securities valuation models, and why multi-factor ETFs can water down the point of using smart beta funds. The two talk about ETF sales models and what adds value to Sam and his practice, and round out the conversation with a look at regulation in the industry and some buzz about what is happening in Detroit.

Sam Huszczo - Single Factors: Diversification with Differentiation (EP.37)

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