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 ...
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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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…
 
In Ep. 115, Tim interviews Henry Daas. Henry is an entrepreneur, a business coach, and the author of FQ: Financial Intelligence. Henry offers insight for small business owners to help them weather the storm of the coronavirus. He also reminds listeners of personal finance areas not to overlook during tough times. He shares personal money lessons le…
 
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.…
 
In Ep. 113, Tim addresses concerns surrounding the coronavirus. He emphasizes the importance of having, and sticking with, your financial plan during times like this. He talks about why this is a perfect example of the need to have an emergency fund, and to keep it SAFE when times are good. You never know what's going to happen. He also shares insi…
 
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…
 
We've made it to Episode 100! In this episode, Tim outlines where we started, what we've covered, and where we've been over the first 99 episodes! Starting back to the initial message of podcast, have we delivered? He talks about the highs and lows of the show, what it takes to put on a weekly podcast, shares some numbers with the audience and brea…
 
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, …
 
In Ep. 99, Tim talks with Michele Cagan. Michele is a CPA, financial mentor, and an author of several books talking about accounting, investing, budgeting and more! This week we talk to Michele about her upcoming book "Retirement 101" and the different questions about retirement it helps readers answer. We talk about different retirement accounts, …
 
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…
 
In Ep. 98, Tim talks with Maureen Wright from Huber Financial. Maureen is a financial advisor and blogs on her site called The Financial Fashion Planner. They discuss Maureen's work as an advisor, as well as her ability to fuse personal finance lessons with fashion planning on her blog. They talk about using credit cards around the holidays, what M…
 
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,…
 
In Ep. 97, Tim talks with Chris Mamula, author of the recently released book Choose FI: Your Blueprint to Financial Independence. They discuss Chris' personal journey with financial independence and how the book helps readers approach the different stages of financial independence. They talk about the things the media gets wrong about FI, and what …
 
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…
 
In Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill's time in the army, and how he transitioned into his career in finance. They also talk about how Bill is working with organizations on Wall Street to help veterans get jobs when they come back from duty. They talk about the importance of asset location when c…
 
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…
 
In Ep. 95, Tim recaps some of the best pieces of advice from the podcast. Most interviews wrap up with Tim asking the guest to share the best piece of advice they've received. With the holidays right around the corner, it's the season of giving, what better gift to give than the gift of free advice! Enjoy these wonderful nuggets of wisdom from our …
 
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…
 
In Ep. 94, Tim talks with Scott & Bethany Palmer - The Money Couple! They talk about why money creates such big issues for people in their relationships, and how they can begin to work through them. Scott and Bethany have created the 5 Money Personalities, and they describe each personality, and how people can use these personalities to learn and a…
 
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…
 
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