The Phil Bak Podcast
1) Randy Zisler - Institutional CRE Investing
Randy Zisler talks about his new book on CRE investing, best practices, and how bad incentives are keeping people from utilizing better public REIT valuations.
2) Adam Singer - Marketing with Authenticity in the Age of AI
Adam Singer unpacks how corporatism and compliance crush authentic voices, while grifters thrive in finance and crypto. He explains how AI-generated writing is like sending a robot to the gym, AI cont...Show More
3) Dan Joseph - building a “Berkshire” model for Real Estate investing
Dan Joseph explains his Berkshire-style model combining private housing investing with public REIT bets to exploit wrapper-driven mispricings, and how supply drives Real Estate pricing.
4) Jared Dillian - Truth, Trading, and Rule 62
Jared Dillian opens up about meritocracy, authenticity, spirituality, and trading with stoicism.
5) Leyla Kunimoto - LP Masterclass
Leyla Kunimoto from Accredited Investor Insight gives a masterclass on LP investing. She explains how LPs evaluate venture capital pitch decks, explains how Private Equity Real Estate differs from NAV...Show More
6) Nick Maggiulli - Ladder Up the Wealth Ladder
Nick Maggiulli joins Phil Bak to talk through The Wealth Ladder — a thoughtful framework for building wealth and using money as a tool for freedom, rather than ego. Nick explains the psychology of spe...Show More
7) Adrian Jones - Near-Death, Total Clarity, and an Authentic Mission
After a near-death experience on a mountain trail, Adrian Jones rethinks everything and emerges with a clear mission to help others live more authentic lives.
8) Charles Frischer - REIT Activism and Zombie REITs
Charles Frischer runs a family office and is the largest shareholder of Regional Health Properties. He explains his battle to unlock value in the micro‑cap “zombie” REIT. He exposes ignored $4‑plus of...Show More
9) Eric Balchunas - Bitcoin ETFs and shark-jumping
Eric Balchunas is the author of The Bogle Effect and The Institutional ETF Toolbox. He is the host of ETF IQ on Bloomberg and the Trillions podcast. On this episode we talk about the bitcoin ETF appro...Show More
10) Hunter Hopcroft - REITs and Realism
Hunter Hopcroft dissects why passive indexing fails in real estate, builds a case for economic realism in “a world the Keynesians built”, and shares reflections on writing and the role of AI in modern...Show More