Dan McCabe shares his story that began as CEO of a high frequency trading firm to starting product development shop Precidian, including an excruciating twelve year regulatory pause before launching non-transparent ETFs. This episode takes you through decades of innovation in the capital markets.
Adam Butler, CIO of ReSolve Asset Management, tells stories of his career progression and how his investment approach evolved through the years, culminating in a transition to systematic quantitative investing.
Famed quant Aaron Brown, Phil’s former professor, joins the show to discuss a wide range of topics, from his teaching style to poker to bitcoin, and more. Highlights include:
Vance Barse joins the podcast to tell the story about how he left the hedge fund world to ride a Harley Davidson across the country, and how he found meaning, purpose, and formulated the vision for starting his company Your Dedicated Fiduciary on that journey.
Amanda Agati joins the show to talk about her recent promotion to CIO of PNC Bank and to give a macro overview of the markets. She explains what is going on in the Repo markets and across the macroeconomic landscape. She discusses what alternative data she uses to understand the markets, what the Fed is doing to depress volatility, whether equities are historically expensive, and more.
Stephen Sikes, COO of Public, joins the podcast to talk retail trading and why the segment is growing exponentially. Stephen explains how payment for order flow works and why Public chose to stop accepting PFOF on their platform. The conversation includes insights into social media, investor education, the difference between investing and gambling, and more.
Author, investor and entrepreneur Brian Portnoy joins the podcast to talk financial education, behavioral investing, the concept of funded contentment, and lessons from his new book, How I Invest My Money.
Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.
Eric Balchunas joins for a look at how the ETF industry changed over the years, and whether it remains "the Silicon Valley of finance". The conversation includes:
Bloomberg's Eric Balchunas and Logica Capital's Mike Green join the podcast to debate whether price discovery and fundamentals have disappeared from the markets, and whether ETFs and index investing is to blame.
Dr. Daniel Crosby joins the show to talk behavioral finance, how he merged the fields of psychology and investing, the science of likeability, overcoming fear, his process for book writing, and whether Phil should write a book.
Mike Alfred joins the podcast to talk to Phil about his entrepreneurial journey as a two-time founder, his investing ideology, the case for bitcoin and what is next for fintech.
Dave Collum joins the podcast for a provocative conversation about markets, wealth creation and contrarianism versus conformity.
Phil is joined by Greg Martin, founder of Liquid Stock and Archer VC for a conversation about how employees can access liquidity for private company equity and options, private vs public market company valuations, whether late stage VC companies are in a bubble, the future of fintech, and more.
Alex Matturri, former CEO of S&P Dow Jones, joins the show for a wide ranging conversation about his career and the growth of index investing. Alex debunks some common myths around index investing and then explains how he built a brand at S&P that led to remarkable growth. the conversation delves into smart beta, ESG investing, the role of the index committee, price discovery and more.
Darren Riley joins the show to talk about all areas of the entrepreneurial ecosystem, including his work at Endeavor Detroit, his entrepreneurial journey at Rapids Air Quality and his new VC fund, Commune Angels.
Phil sits down with Vince Vitale, President of the CFA Society of Detroit and Director of Equity and Alternative Strategy Research at Advance Capital Management for a conversation about the markets and about giving back. They discuss selecting active managers, factor based portfolios and US equity valuations, and then talk about giving back to the community and creating a legacy. Vince announces the stock market challenge - sponsored by the CFA Society of Detroit - and about Junior Achievement of SE Michigan, who the challenge is raising money for. Finally, they talk about persistence and grit and how that drives Vince's career.
Register for the stock market challenge here: https://www.jamichigan.org/stock-market-challenge
Patrick Kelly, CEO/co-founder of Signal Advisors, joins the show to discuss fintech for financial advisors - including his new launch and how to advisors can seamlessly onboard annuities for their clients. The conversation then goes on to discuss entrepreneurship, early doubters, stoicism and more.
Phil is joined by Doug Drouillard, Co-Founder/CEO of Shrine Development, for a conversation about technology, app development, startups, and how social media and digital distractions impact our energy and focus.
John Bartlett, President of Reaves Asset Management, joins the podcast for a deep dive into investing in infrastructure and utilities. They explore the state of infrastructure in the US, why infrastructure matters, what factors drive the sector’s performance and more.
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