show episodes
 
Canadian Couch Potato is a podcast designed to help you become a better investor with index funds and ETFs. It is hosted by veteran journalist, blogger, and portfolio manager Dan Bortolotti. Dan offers straight-up, practical advice for Canadians who want to learn more about index investing, whether they manage their own portfolios or work with an advisor. Episodes typically feature an interview with an expert on a specific investing or financial planning topic. In a segment called “Bad Inves ...
 
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show series
 
Replay from the Phil Bak Podcast - please update your subscriptions. Liam Vaughan joins the podcast to talk about his recent book Flash Crash: A Trading Savant, a Global Manhunt, and the Most Mysterious Market Crash in History. The conversation includes details on how the flash crash went down, the aftermath and the resulting blame games, Nav Sarao…
 
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 challenge…
 
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 a…
 
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.…
 
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 • T…
 
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 med…
 
Phil sits down with the legendary David Kotok for an outdoor conversation during Inside ETFs about David’s career, investment principles, Cumberland Advisors and the state of the economy. Conversation highlights: Launching Cumberland just before the oil shock and energy crisis of the 1970’s How David utilizes behavioral finance, quantitative modeli…
 
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 adviso…
 
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 Th…
 
Daniel McCabe, CEO of Precidian Investments joins Phil to talk about his career in trading and product development and to discuss Precidian’s solution for non-disclosed actively managed ETFs. They discuss: How Dan’s career got started Running a market-making firm on the Amex Developing CurrencyShares Phantom shorts ADR-plus and currency hedging How…
 
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 in teaching financial literacy, and the impact of Godfrey’s Lemonade Day initiative in Washtenaw County, MI. That conversation is followed up by Michael Randall from the Am…
 
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 measure it. • Intangible vs tangible assets • How to measure customer satisfaction • Managing statistical noise • Quantifying the value of a satisfied c…
 
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 to work around or persisted through, along their path to success. We’ll hear from Ben Johnson, Oliver Renick, Phil Huber, Kathleen Moriarty, Ben Hunt, Bill Kelly, Alex Chalekian, Perth Tolle, …
 
Matthew Stoller from the Open Markets Institute joins Phil to talk about his book Goliath and explain the history of the war against monopoly power in America. The history and cyclicality of monopolies as a political issue The damage done by monopolies America’s concentration crisis across all sectors Antitrust and monopoly concerns in the financia…
 
Note from Phil: please first listen to Epsilon Theory: Part One (episode 47) from August 19, 2019 Ben Hunt explains the meaning behind some of the most important of Epsilon Theory phrases and concepts. Always Go to the Funeral The Nudging Oligarchy Why am I reading this NOW? Narrative missionaries Too Clever by Half Clear Eyes & Full Hearts Thanks,…
 
Andy Stewart from Exchange Capital Management sits down with Exponential’s Phil Bak and Charles Ragauss to talk about the investing landscape. Highlights include: Complimenting ETFs with direct stock investing Concentration of cap weight indexes Tech stock valuations Active versus passive as a false debate The evolution and impact of commission fre…
 
Phil is joined by Sal Gilbertie, Founder and CEO of Teucrium Trading to discuss commodities. The conversation highlights include: Our connection to commodities and how everything we touch comes from commodities Launching Teucrium Trading and their ETFs How to forecast commodity prices Technology in the agriculture industry Geo-politics and the trad…
 
Scott Nations joins the podcast to talk about how options trading has evolved over his career and to give an overview of his book, The History of the United States in Five Crashes. Topics discussed: Options trading pits – how they have evolved What it takes to be a good options trader Creating a better VIX Imbalance of options premiums Closet index…
 
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 SMA strategy into an ETF. They also discuss: The case for the SWAN index Lowering volatility while lowering correlation Where to use it in a portfolio The process of converting an SMA i…
 
Phil talks to Alexandra Levis about marketing in the financial services industry and the challenges facing entrepreneurs. The topics include: What makes good marketing content The contrast between old and new financial companies How to disrupt the right way How to effectively get PR exposure Content generation and creating “micro moments” Millennia…
 
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: How Nicole keeps her finger on pulse of the industry as an academic Hedge Fund contagion & LTCM Nicole’s research on Hedge Fund activists Brokerage and dual-r…
 
Tobias Carlisle from Acquirers Funds joins Phil for a conversation about value investing. Conversation highlights: How Tobi discovered value investing An overview of Tobi’s books, including Quantitative Value, Deep Value, Concentrated Investing and The Aquirer’s Multiple The case for concentration and active share Launching a strategy in an ETF ver…
 
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 company. They discuss: The connection between economic freedom and prosperity Freedom as both an ESG and alpha-seeking metric Investments born of passion and purpose Process of starting an index and …
 
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 puck is heading. The conversation includes: Differentiating financial planning vs portfolio management Going independent Growing by acquisitions and how to retain acquired clients Bene…
 
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 at increasing financial literacy across the city of Detroit. Tyrone discusses his personal connection to this cause and the life changing impact this program can …
 
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: Bill’s background and why he joined the CAIA association CAIA’s mission and thought leadership What is an alternative investment? The viability of Hedge F…
 
Erika Toth from BMO joins Dan for a discussion about the inner workings of ETFs and some of the misunderstandings surrounding these products. Then Dan considers whether the traditional method of building indexes according to company size is flawed. We wrap up with an answer to a listener’s question about how an ETF’s management fees are calculated.…
 
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 narratives are formed. This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into government utiliti…
 
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 from her career and jumps into several of today’s most important legal and regulatory issues. The discussion includes: Launching SPY and early expectations of t…
 
Phil heads to Huber Financial in Chicago to meet with their CIO, Phil Huber to talk about factor investing, blogging and more. They discuss: Providing client transparency through the blog Mixing active & passive strategies Having conviction in factors during cap weights run How the bps and pieces blog got started Why simple is an over-rated concept…
 
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 using digital tools to provide innovative content. They discuss: Digital media Utility of content Traditional media and the traditional television format Long-form content versus quic…
 
Ben Johnson, Director of Global Research at Morningstar joins Phil for a deep conversation about career and ETFs. They discuss: After a false start in architecture, Ben discovered finance Investing lessons from collecting baseball cards as kids Morningstar’s ETF rating approach, including classifications Persistence of top rated funds and predictiv…
 
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 spot for thematic ETF investing Correlations in up/down markets Active versus passive “does not matter” How active and passive can coexist in portfolios Buying closed end funds …
 
Catherine Wood and Tom Staudt from Ark Invest join Phil to talk about the early days of Ark Invest and how they built their business. Cathie tells the story of her eureka moment when she had the idea for disrupting the asset management industry and how she battle-tested the idea. Tom tells us how he met Cathie and ultimately got an offer letter fil…
 
Psychologist Steve Wendel of Morningstar shares his experience on the behavioural challenges all investors face. Then Dan considers the pros and cons of using a one-fund solution compared with a portfolio built from individual ETFs. For complete show notes on Dr. Steve Wendel on Investor Success visit canadiancouchpotato.com/podcast.…
 
Craig Lazzara from S&P joins Phil to talk about the growth in factor investing. Craig shares highlights from the latest factor research from S&P which leads to a discussion about chasing factors, the crowding effect, and whether choosing factors is different than actively choosing stocks. Craig then explains why S&P constituents are chosen by commi…
 
Drew Voros joins Phil to reflect on over 25 years in journalism and the state of the news industry. Phil draws parallels to the financial services industry in recent years. Drew emphasizes the importance of building credibility and how that remains the key focus at etf.com. Drew explains how financial journalism is distinguished from the broader fi…
 
Phil is joined by his old boss and mentor, Laura Morrison. Laura talks about her career at NYSE and how she left NYSE to build an ETF listing venue at CBOE. She discusses the challenges in building a business line from the ground up, and how the exchange has led the ETF industry on countless market structure initiatives. Laura then breaks the news …
 
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