The Phil Bak Podcast

May 14 2024 59 ep. 42 mins 14
The Phil Bak Podcast artwork

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.

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Ben Hunt: Epsilon Theory Part Four

May 14 2024 53 mins  
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

Richard Adler: Reflecting on REITs

Apr 25 2024 55 mins  
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 de

Cliff Asness: The Cliff Factor

Apr 18 2024 53 mins  
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.

Michael Antonelli: Good Vibes & Bull Vibes

Apr 11 2024 39 mins  
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 navigati

Jared Dillian: Hungry Like A Wolf

Mar 26 2024 39 mins  
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.

Michael Green: Broken Markets

Mar 12 2024 45 mins  
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.

Rob Simone: A Big Short REIT

Mar 04 2024 50 mins  
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.

Randall Zisler: The Mythology of Real Estate

Jan 25 2024 56 mins  
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 m

Meb Faber: Masterclass In Real Estate

Sep 17 2023 60 mins  
In 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.

Shana Orczyk Sissel: Queen of Alts

Aug 16 2023 40 mins  
Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.