Synopsis
A show with news, insights, and stories about how modern investors are meeting the challenges of portfolio innovation -- with hosts, Exponential ETFs Chief Strategist, Kevin Quigg and CEO, Phil Bak.
Episodes
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Bonus: Who caused the flash crash? Replay from the Phil Bak Podcast
09/06/2020 Duration: 33minReplay 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.
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Bonus: Inspiring Community Entrepreneurship from the Phil Bak Podcast
05/06/2020 Duration: 49minReplay 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.
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Bonus: David Abner on the Phil Bak Podcast
26/05/2020 Duration: 48minRepublishing 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.
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Chris Irons – Quoth the Raven
30/03/2020 Duration: 52minChristopher 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.
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Cabin Fever: Part Three (EP.78)
25/03/2020 Duration: 43minPhil 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.
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Cabin Fever: Part Two (EP.77)
24/03/2020 Duration: 33minPhil 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.
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Cabin Fever: Part One (EP.76)
23/03/2020 Duration: 58minPhil 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.
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Aaron Brown – True Quant (EP.75)
09/03/2020 Duration: 41minFamed 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
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Jim Wiandt – ETF Missionary (EP.74)
02/03/2020 Duration: 28minPhil 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
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Joe Anthony – Public Relations (EP.73)
25/02/2020 Duration: 31minPhil talks to Joe Anthony, President of Gregory FCA about the growth of their firm and the state of public relations and media in the financial services industry. • Early struggles at the company • How the media landscape has changed over Joe’s career • Whether media narratives are shaped by PR • Earned, owned and paid media • Crafting a social media personality and creating digital content
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David Kotok - Cumberland Advisors (EP.72)
17/02/2020 Duration: 40minPhil 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
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Justin Castelli & Taylor Schulte – Growth Community (EP.71)
10/02/2020 Duration: 37minTaylor Schulte, Founder of Define Financial, and Justin Castelli, Founder of RLS Wealth Management sit down with Phil at Inside ETFs to talk about their joint initiative, the Advisor Growth Community. Conversation highlights: Mindset of collaboration rather than competition Marketing and content generation How to effectively grow a financial advisor business Growth tactics for a better and healthier life, beyond the business Social media return on investment and which platforms to focus on Integrating technology into financial planning and advisory
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Larry Swedroe – Factors & Retirement (EP.70)
03/02/2020 Duration: 27minPhil is joined by Larry Swedroe to talk about factor investing and Larry’s new book, Your Complete Guide to a Successful and Secure Retirement. The conversation highlights include: How Larry got exposure early in his career 600 factors identified beyond Fama French Popularity versus crowding effects in ESG and Low Vol factors Larry’s Rubber Band Theory and how it relates to the value factor The Lottery Effect and its impact on the Size Factor Planning for retirement & Larry’s new book
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Daniel McCabe – Active Non-Transparent (EP.69)
28/01/2020 Duration: 35minDaniel McCabe, CEO of Precidian Investments joins Phil to talk about his career in trading and product development and to discuss Precidian’s solution for non-disclosed actively managed ETFs. They discuss: How Dan’s career got started Running a market-making firm on the Amex Developing CurrencyShares Phantom shorts ADR-plus and currency hedging How ActiveShares works The SEC approval process What to expect from active ETFs in the future
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Godfrey Aguwa Jr. & Michael Randall – Detroit Invests in You: Part 2 (EP.68)
22/01/2020 Duration: 36minIn a double episode focused on financial literacy and impact investing in Detroit, Phil is first joined by Godfrey Aguwa Jr. to learn about DCU NextGen, how Godfrey got involved in teaching financial literacy, and the impact of Godfrey’s Lemonade Day initiative in Washtenaw County, MI. That conversation is followed up by Michael Randall from the American Heart Association who explains the purpose of impact investing and how it can make a difference in the areas of health, financial education and more. To learn more about DCU Next Gen please visit: https://dcunextgen.org/ To learn more about the American Heart Association please visit: https://www.heart.org/
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Dr. Forrest Morgeson – Customer Satisfaction (EP.67)
13/01/2020 Duration: 33minDr. Forrest Morgeson, Director of Research at the American Customer Satisfaction Index joins the show to define customer satisfaction and talk about the quantitative process employed by the ACSI to measure it. • Intangible vs tangible assets • How to measure customer satisfaction • Managing statistical noise • Quantifying the value of a satisfied customer • Quantifying elasticities and impact on stock prices • Measuring citizen satisfaction on behalf of governments
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Best of 2019: Part Two (EP.66)
06/01/2020 Duration: 47minIn the second of a two part best-of 2019 compilation, we'll hear some of the more powerful and thought provoking segments recorded this year, including guests Morgan Housel, Laura Morrison, Tobias Carlisle, Teddy Fusaro, Christian Magoon, Bill Kelly, Matthew Stoller & Tyrone Ross Jr.
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Best of 2019: Part One (EP.65)
30/12/2019 Duration: 42minIn the first of a two part best-of 2019 compilation, we'll hear some of the more powerful and thought provoking segments recorded this year, including guests Daniel Crosby, Cathie Wood, Drew Voros, Craig Lazzara, Ben Johnson, Scott Nations and Ben Hunt.
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The Obstacle is the Way (EP.64)
16/12/2019 Duration: 39minEveryone 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 & Matthew Stoller about how they all overcame adversity.