The Phil Bak Podcast

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[...]

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[...]

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[...]

Phil closes out the Inside ETFs conference with a conversation with the founder of ETF.com, Jim Wiandt.

• Early days of index investing
• Being a missionary about the[...]

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[...]

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[...]

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:

In a double episode focused on financial literacy and impact investing in Detroit, Phil is first joined by Godfrey Aguwa Jr. to learn about DCU NextGen, how Godfrey got involved[...]

Dr. Forrest Morgeson, Director of Research at the American Customer Satisfaction Index joins the show to define customer satisfaction and talk about the quantitative process employed by the ACSI to[...]

Everyone struggles. In this episode we hear from all of our podcast guests from 2019 who have answered the question about what obstacle they have found a way[...]

Andy Stewart from Exchange Capital Management sits down with Exponential’s Phil Bak and Charles Ragauss to talk about the investing landscape. Highlights include:

Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the[...]

Phil talks to Alexandra Levis about marketing in the financial services industry and the challenges facing entrepreneurs. The topics include:

• What makes[...]

Phil is joined by Nicole Boyson, Professor of Finance at Northeastern University, to talk about her research about the asset management industry and best practices. The conversation includes:

Tobias Carlisle from Acquirers Funds joins Phil for a conversation about value investing. Conversation highlights:

• How Tobi discovered value investing
  
• An[...]

Phil sits down with Perth Tolle, founder of Life and Liberty Indexes to talk about why freedom and liberty are personal to her and why she founded her[...]

Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the[...]

Exponential ETFs is excited to welcome Tyrone Ross Jr., as our Director of Financial Education. Josh Blechman and Tyrone discuss Exponential ETFs’ Detroit Invests in You initiative, aimed[...]

Bill Kelly, CEO of the CAIA organization and self-described evangelist for alternative investment education and investor due diligence joins Phil to talk all things alts. The discussion includes:

Phil and Charles enjoy a Manhattan to reflect on three years of Exponential ETFs, tell the company origin story, and explain what an ETF sub-advisor does. [Replay from[...]

Ben Hunt Co-Founder and partner at Second Foundation Partners & Author at Epsilon Theory explains how pricing power has evolved in the financial services industry and explains how[...]

Kathleen Moriarty, Partner at Chapman and Cutler, and the lawyer who spearheaded countless ETF innovations joins Phil to talk about the legal and regulatory process. Kathleen shares stories[...]

Phil heads to Huber Financial in Chicago to meet with their CIO, Phil Huber to talk about factor investing, blogging and more. They discuss:

• August 5, 2019

Oliver Renick from TD Ameritrade Network joins Phil to talk about how new media programming is shaking things up the financial media, and how TD Ameritrade Network is[...]

Ben Johnson, Director of Global Research at Morningstar joins Phil for a deep conversation about career and ETFs. They discuss:

• After a[...]

Phil heads to the Arizona forest to talk to “Random Roger” Nusbaum about ETFs, blogging and being a fire chief. The discussion includes:

• Discovering ETFs early on
• The sweet[...]

Drew Voros joins Phil to reflect on over 25 years in journalism and the state of[...]

Phil is joined by his old boss and mentor, Laura Morrison. Laura talks about her[...]

Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how[...]

Ed Lopez, Head of ETF Product at Van Eck joins Phil. The two reminisce on their days working together at Rydex Investments and then talk about how marketing and product[...]

Linda introduces the new initiative from Women in ETFs: the Speaker’s Bureau program which connects conference organizers and media bookers with female leaders in the industry. Linda then shares her[...]

Phil and Charles enjoy a Manhattan to reflect on three years of Exponential ETFs.

Phil and Jason Raznick sit down in the middle of the Benzinga offices, in the[...]

Phil and Christian talk about ETF issuers supporting each other, and then attack the misconception[...]

Phil and Josh are joined by Benjamin Lavine, CIO of 3D Asset Management, a TAMP[...]

Phil talks with Teddy Fusaro, COO of Bitwise Asset Management about Teddy’s transition from the ETF[...]

Phil and Josh get quanty with Patrick Gelshenen, Execusitve Directive of TOBAM. They discuss quantitative portfolio[...]

Phil sits down for a one on one talk with Deborah Fuhr, Managing Partner, ETFGI &[...]

Phil is joined by Tyrone Ross of NobleBridge Wealth and Michael Venuto of Toroso Investments. The crew starts off by discussing how to mix venture capital with traditional asset allocation[...]

Exponential ETFs’ CEO Phil Bak is joined in studio by Reggie Browne - Senior Managing Director of the ETFs Group at Cantor Fitzgerald and Joanne Hill - Head of Research[...]

Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman take inventory of Exponential ETFs’ 2018 research, articles and blog posts to grade ourselves on what we[...]

Welcome back to the ETF Experience. This week Kevin Quigg, Phil Bak and Josh Blechman dive into the recurring segment: What The Hell Is Going On? – 2019 look-forward storyline[...]

This week’s episode starts off with segments such as: What The Hell Is Going On: Politics Edition – Can the political poles be pulled to the center?; Investment Article Book[...]

Exponential ETFs Director of Capital Markets, Josh Blechman and CEO, Phil Bak – are joined in studio by Aye Soe, Managing Director of Research and Design for the Americas at[...]

Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman delve into topics including: Possible reasons behind the stock market’s relative indifference to this latest rounds of[...]

Hear about the origins of the ETF industry from the individuals who were there from the start. Kevin Quigg and Phil Bak of Exponential ETFs are joined in the studio[...]

Kevin Quigg and Phil Bak sit down with Joe Smith, Deputy Chief Investment Officer from CLS[...]

On this week's episode, Kevin and Phil are joined by Michigan hockey pros and[...]

Phil Bak is joined by Dr. Claes Fornell, Chairman of Exponential ETFs and Founder of the American Customer Satisfaction Index (ACSI), to discuss the birth of a monthly economic indicator of[...]

Kevin Quigg and Phil Bak sit down with Joe Anthony, President of Financial Services at Gregory FCA, to discuss the ecosystem within the ETF industry. They also touch on getting Bitcoin[...]

On this week's episode of the Exponential ETFs Exceptional Podcast, Phil Bak is joined by Blake Kownacki from Detroit Vineyards as he details his journey to establish a vineyard and winery in downtown[...]

On this week's episode of the Exponential ETFs Exceptional Podcast, guests Mike Venuto and David Dziekanski from Toroso Investments join to discuss how ETFs affect underlying stock.

Phil Bak and Kevin Quigg are back together for this week's episode to talk about concentration in the S&P 500. Later, Axel Merk from Merk Investments sits in with Kevin[...]

On this episode of Exponential ETFs Exceptional Podcast Christian Magoon, CEO of Amplify ETFs, Tom Lydon, CEO of ETF Trends, Josh Blechman, Director of Capital Markets at Exponential ETFs get together to[...]

Phil is joined by Josh Brown and Rick Ferri to discuss how to be successful in the financial industry as well as on Twitter.

Phil and Kevin are joined by John Davi, Founder & CIO at Astoria Portfolio Advisors and Charles Ragauss, Director of Product Management at Exponential ETFs, to discuss going independent in[...]

Phil and Kevin are joined by Nate Geraci, President of The ETF Store, and Charles Ragauss, Director of Product Management at Exponential ETFs, to share their experiences building ETF education and awareness, highlight[...]

Matt Hougan, newly-appointed Global Head of Research at Bitwise Assett Management, talks changing jobs in the financial industry with Kevin and Phil. They also place bets on crypto, debate East Coast vs.[...]

  Kevin Quigg and Phil Bak share big news on the ACSI ETF, discuss whether ETFs make DIY investors and financial advisors more active traders than they should be, and[...]

Charles Ragauss, Director of Product Management at Exponential ETFs joins Kevin and Phil for a discussion on the reliability of backtesting, the future of SRI, and marijuana ETFs.

  Josh Blechman, Director of Capital Markets for Exponential ETFs, fills in for Phil and joins Kevin to discuss the FAANG stocks, talk about NCAA March Madness and the college[...]