The ETF Experience

Replay 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.

Republishing 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.

In this retrospective final episode Phil is joined by a familiar voice to share closing thoughts.

Christopher 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.

Phil 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.

Phil 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.

Famed 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

Phil 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

Taylor 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

Phil 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