The Phil Bak Podcast

Phil Bak
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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.

  1. 5月14日

    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, 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.

    54 分鐘

  2. 4月25日

    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 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.

    55 分鐘

  3. 4月18日

    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 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.

    53 分鐘

  4. 4月11日

    Michael Antonelli: Good Vibes & Bull Vibes

    Michael 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.

    39 分鐘

  5. 3月26日

    Jared Dillian: Hungry Like A Wolf

    Jared 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.

    40 分鐘

  6. 3月12日

    Michael Green: Broken Markets

    Mike 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.

    46 分鐘

  7. 3月4日

    Rob Simone: A Big Short REIT

    Phil 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.

    50 分鐘

  8. 1月25日

    Randall Zisler: The Mythology of Real Estate

    Phil 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.

    57 分鐘
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5
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13 則評分

簡介

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.

資訊

  • 創作者
    Phil Bak
  • 活躍年代
    2020年 - 2024年
  • 集數
    59
  • 年齡分級
    兒少適宜
  • 版權
    © This podcast is for entertainment purposes only and is not investment advice. Please consult a licensed financial professional before making any investments.
  • 節目網站
    The Phil Bak Podcast

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