Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class.
In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their problem. The ... Show More
Oct 30
Cambria Fund Profile – Asset Allocation Suite
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). I share my perspective on why ... Show More
23m 52s
Oct 23
StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearish on stocks after years of being a bull. He shares why tax collections are his favorite gauge of the economy, why the world is really paying ... Show More
1 h
Oct 19
Citi's Dirk Willer on Why You Buy the Bubble | #654
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the ... Show More
48m 55s
Oct 2024
#233 How to Choose the Right Real Estate Fund
<p>In this episode, Dr. Peter Kim interviews Nathan Clayberg of MLG Capital. Join us as we delve into the current state of the real estate market, explore the opportunities and challenges it presents, and discover how MLG Capital's investment strategies can help you achieve your ... Show More
28m 20s
Jan 2022
Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258]
My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competit ... Show More
1h 10m
Jul 2024
Phil Huber: The Case for Private Credit - [Making Markets, EP.36]
My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and c ... Show More
43m 56s
Jul 2023
Raising Private Capital: How To Build Your Real Estate Empire Using Other People's Money w/ Matt Faircloth
<p>Matt Faircloth (Replay Episode From Sept 2022) is the go-to resource on raising private capital for multifamily apartment investing. Today we discuss his outlook on the market, what deals to avoid, and what he would do if he had to start all over again.<br/><br/><b>Matt Faircl ... Show More
50m 39s
Jan 2025
What Does It Take to Become a Real Estate Investor in 2025? w/ Albert Preciado 🏘️ EP106
In this special episode of The Money Mondays, we have Albert Preciado as our esteemed guest. This is his third time on the show, and a big reason for that is that he's a seasoned expert in the real estate industry. He’s here to share valuable insights, strategies, and tips on how ... Show More
38m 56s