The Phil Bak Podcast

Cliff Asness, founder and chief investment officer at AQR Capital Management, dives into the volatile current market landscape. He analyzes the rise of index funds and market concentration, questioning the sustainability of traditional investing strategies. Cliff breaks down stock valuation complexities, discussing anomalies, risk, and price dynamics between small and large caps. He also shares insights on private equity’s evolving perceptions and emphasizes the significance of transparent communication in finance, alongside anecdotes that intertwine humor with serious market analysis.

Market strategist Michael Antonelli shares insights on navigating uncertainty with confidence, simplifying financial language for effective communication, spreading positivity during the COVID crisis, and exploring the benefits of maintaining a bullish outlook in finance.

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.

Portfolio Manager and Chief Strategist at Simplify Asset Management, Michael Green, explores the hazards of over-emphasizing indexing and passive investment, discussing reduced rewards for fundamental analysis and market dynamics. The podcast delves into challenges faced by investors, the impact of meme stocks on index funds, rising interest rates, and Simplify Asset Management's unique ETF strategies.

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, co-founder of Zisler Capital Associates and respected academic on real estate, shares insights on real estate valuations, REITs, public vs private investments, debunking real estate myths, risk management, building alpha with AI, and personal values in this entertaining podcast.

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.

Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.

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.

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