The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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#250 - Navigating the Real Estate Market with Whitestone REIT CEO Dave Holeman
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On today’s show we welcome special guest, Whitestone REIT CEO Dave Holeman. Whitestone REIT is a publicly traded real estate investment trust that primarily owns, operates, and redevelops retail community-centered properties in Texas and Arizona. On the show we discuss: The thesis behind Whitestone’s focus on community and neighborhood centers The …
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#249 - SPAC Market Update with Meteora Capital Founder and CIO Vik Mittal
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On today’s show we welcome special guest, Meteora Capital Founder and CIO Vik Mittal, his second time on the podcast. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies. On the show, we discuss: What has happened in the SPAC market over the past 24 months Meteora’s approach to investi…
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#248 - AI in Investing with Stanford AI Researcher Dr. Mohammad Rasouli
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On today’s show, we welcome special guest, Stanford AI Researcher Dr. Mohammad Rasouli. Mohammad helps funds to realize the benefit of artificial intelligence for alternative asset investment by providing AI education and tailored AI strategy, and by implementing the proprietary InvestAI technology. These include using AI for both alpha generation …
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What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Absolute Return Podcast #247: Racehorse Investing and Wagering with EQB Founder Jeffrey Seder
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32:40
On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss: What got him into the business of thoroughbred racehorse buying, selling, and breeding The basics of horse racing betting A look into the advanc…
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What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…
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What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn
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58:33
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Richard Adler was a co-founder and former Managing Director of EII Capital Management, an investment advisory firm for over 38 years managing REIT portfolios beginning in 1986. He has sat on the advisory board of Armada since its founding, and is a storied entrepreneur and business leader. Richard joins Phil to discuss REITs, investment, and reflec…
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Cliff Asness is the founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Phil joins Cliff at his AQR office to chat about market concentration, value investing, and the market environment as a whole. Through the conversation, Cliff shares a wealth of knowledge and perspectives from his 30+ years of experience in the a…
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Michael Antonelli: Good Vibes & Bull Vibes
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Michael Antonelli is a market strategist at Baird Private Wealth Management and author of the "Bull and Baird" blog. In a world where there is no shortage of anxiety inducing doomsday narratives, Michael stands out by being a bullish optimist. Michael makes the case for communicating about the market using common language, using a data driven appro…
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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.…
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#246 - Short Selling with Muddy Waters’ Carson Block
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March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss: His fortuitous path to short selling as a profession Sino Forest and the short …
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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…
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What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak
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45:22
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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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.
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What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin
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59:02
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Randall Zisler: The Mythology of Real Estate
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56:53
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 pri…
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What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman
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42:14
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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#245 - Institutional Real Estate Investing with Hodes Weill Founder Doug Weill
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27:53
December 17, 2023 - On today’s episode we welcome special guest, Hodes Weill Managing Partner and Co-founder, Doug Weill. Hodes Weill is a leading, global capital advisory firm focused on the real estate and real assets investment and funds management industry. On the show, we discuss: How real estate plays a role in investment portfolios Which seg…
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Matt Golliher - Pivoting an Advisory Practice to Focus on Bitcoin
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44:54
In this episode, Matt Golliher, a financial advisor at Vista Investment Partners. He’s a Bitcoin advocate and recently helped pivot Vista to be more bitcoin-focused as he and the team view bitcoin as being a big part of financial advice and guidance into the future. We discuss: How did you become interested in bitcoin? What’s the origin story? How …
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Ryan Kirlin - Bitcoin is Too Hard: A Bitcoin Discussion
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Ryan Kirlin is the President of Alpha Architect. Ryan’s role is working with financial advisors to analyze and create affordable, tax-efficient, investment portfolios in partnership with Alpha Architect and our investment strategies. Alpha Architect empowers investors Through Education and is focused on quantitative investing strategies. Ryan and I…
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#244 - The Future of Generative AI with Zapata AI Co-Founder and CEO Christopher Savoie
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29:36
October 24, 2023 - On today’s show we welcome special guest, Zapata AI Co-Founder and CEO Christopher Savoie. Zapata AI is an industrial generative AI software company developing solutions and applications to solve enterprises’ hardest problems.On the show we discuss: How Christopher went from getting his PhD in a medical field to founding several …
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What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Meb Faber: Masterclass In Real Estate
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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.…
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What's the Alternative? | Episode 3 | Building Portfolios with a Third Wire featuring Dan Harms
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42:05
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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TJ Van Gerven - Evolving Your Bitcoin Views
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Alright, today I’m joined by TJ Van Gerven, who is a fee-only financial planner and a CFP®. TJ and I launched their RIAs at about the same time in 2018, and have connected lots since then. TJ works with Equity Compensated Professionals at his firm, Modern Wealth Builders. We discuss RIA ownership and bitcoin in this episode. What has been the bigge…
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Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.
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Phil Bak - Debt, Defaults, Free Markets, and bitcoin
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1:10:30
Alright, in this episode I’m joined by Phil Bak CEO, Armada ETF Advisors. Phil has been in the ETF industry for over 15 years. He’s a great Twitter follow for insights and laughs – weekends are for memes are one of my personal favorites. Phil’s done a ton in his career and he’s had some opinions on bitcoin over time and I want to unpack those as we…
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#243 - Bitcoin’s Future with Bitcoin Depot CEO Brandon Mintz
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August 14, 2023 - On today’s show we welcome special guest, Bitcoin Depot CEO Brandon Mintz. Bitcoin Depot operates the largest bitcoin ATM network in the world. On the show, we discuss: Brandon’s “bitcoin moment” and what initially got him interested in the cryptocurrency His entrepreneurial journey and where he got the idea to start the company W…
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What's the Alternative? | Episode 2 | A Guided Legacy featuring Josh Kanter
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46:54
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Kane McGukin - An Objective Look at Bitcoin
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In this episode, I'm joined by Kane McGukin. Kane is a data strategist at Arkos Global Advisors. He has a unique educational background with finance and business administration paired with computer science. He hosts the Navigating Bitcoin's Noise podcast and writes a substack called The Mesh Point. He has had some incredible conversations and thoug…
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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.…
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Mike Troxell, CPA - Hype Is Hard As We Don't Know The Future
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1:14:12
In this episode, I’m joined by long-time advisor friend Mike Troxell. Mike owns Modern Financial Planning – he is a financial planner and CPA- he is a 2x Investopedia top 100 advisor. Mike works with a lot of individuals and families in the technology space with complex tax questions. Mike is not pro/anti bitcoin - but brings a healthy skepticism t…
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What's the Alternative? | Episode 1 | The Trend is Your Friend featuring Phil Toews
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35:09
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
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50:20
Alright welcome to CFPs that Stack – I’m joined by someone that most advisors don’t need an introduction to Thomas Kopelman. For those living under a rock – Thomas is the co-founder of AllStreet Wealth – an Investopedia top 100 advisor – Social Media Marketing Guru – host of The Long Game Podcast and involved with www.wealth.com a estate planning s…
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Jacob Phelps - Curiosity & Reimagined Role for Advisors w/bitcoin
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55:05
In this episode, we are joined by Jacob Phelps who is a CERTIFIED FINANCIAL PLANNER™. Jacob moved from Indiana to Colorado and comes at bitcoin from the technology lense vs. monetary properties. This leads to a deeper dive into what a future service offering might look like from financial advisors. His journey to bitcoin What opportunities are ther…
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Andy Flattery - Leveraging the bitcoin "brand" for RIA growth
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52:02
In this episode, we are joined by Andy Flattery. Andy is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He specializes in advising young and affluent families in the earlier stages of wealth building. Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America,…
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The Intro - What's The Purpose of the Show
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In the inaugural episode, Trent and Isaiah recap what the show is designed to be and why financial advisors should care about bitcoin. They share what has them excited today, what's www.adviceonbitcoin.com, and some favorite resources. Check out Advice on Bitcoin to get 8 hours of CFP® CE credits and learn about bitcoin Articles referenced in the s…
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Michael Gayed joins the podcast to discuss research, launching funds, and dealing with having a large following on Twitter.
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Phil brings on Carol Roth for a conversation about the WEF, economic regulation, CBDCs, media, and more.
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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.
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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.
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Econ Policy and REITs with Grizzle Media
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In this episode of the Phil Bak podcast, Phil is getting asked the questions! Enjoy this replay from Grizzle's Twitter Spaces in which monetary policy, finance, and REITs were discussed.
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Doomberg joins the podcast to share how they mastered the art of content generation, the five pillars of business, and the secret to their writing process.Por Phil Bak, Doomberg
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Dr. Preston Cherry: Reasons for Seasons
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We're back! Dr. Preston Cherry joins the show to talk family, life transitions, personal finance & behavioral finance. Learn more about Dr. Cherry at www.drprestoncherry.com
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