Michael Ashton, Founder of Enduring Investments, joins the podcast to discuss all things inflation: how it is measured, how to analyze it, how to protect your portfolio from it, and how to profit off of it.
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.
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.
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.
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.
Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more.
Phil hosts Christopher Volk on to discuss his book, The Value Equation: A Business Guide to Wealth Creation, as well as other useful insights on real estate investing and finance.
Phil Bak hosts Axel Merk on the podcast to discuss issues within the banking system. Axel provides his insight on what went wrong, and what he thinks the proper regulatory response is for better banking outcomes.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io
