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Re-Derive
Clifford Asness teaches about markets, writing, and re-deriving first principles
23 hrs ago
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Phil Bak
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Re-Derive
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The SEC's Two Masters
Understanding the fight over ETF share class filings for mutual funds
Apr 15
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Phil Bak
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The SEC's Two Masters
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Aim Past the Board
Platform fees, ETFs, and connecting with end-clients
Apr 10
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Phil Bak
5
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Aim Past the Board
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Constraints & Innovation
Bezos, Google's AI debacle, and how constraints rather than resources drive innovation
Apr 2
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Phil Bak
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Constraints & Innovation
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March 2024
i is an economicist
Math is beautiful. Math is provable. Math is certain. Economics ain’t math. Where math is built on laws, economics is built in theories. Where…
Mar 25
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Phil Bak
14
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i is an economicist
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Podcasting
I’ve never had an epiphany in isolation. There’s been a few times where I have wondered into the woods, so to speak, or locked myself up to ruminate on…
Mar 12
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Phil Bak
5
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Podcasting
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February 2024
Hungry Like the Wolf
Close your eyes for me. Close your eyes and dream up a picture of the word ‘starving’. You are probably looking at an image of poverty, an image that…
Feb 23
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Phil Bak
8
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Hungry Like the Wolf
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La Vida Nvidia
Nvidia, index funds, and broken markets
Feb 12
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Phil Bak
10
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La Vida Nvidia
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January 2024
The Only Thing that Matters
Thoughts on Product/Market Fit & Armada
Jan 28
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Phil Bak
9
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The Only Thing that Matters
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Serious People
The business of investing is a serious one, best left to serious people. Just ask anyone who works in investing! You might not believe me, but I used to…
Jan 10
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Phil Bak
14
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Serious People
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November 2023
The Tao of Equal Weight
The yin and yang is a fundamental concept in Chinese philosophy. The idea is believed to be over 2,500 years old and appears in ancient Chinese texts…
Nov 3, 2023
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Phil Bak
8
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The Tao of Equal Weight
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October 2023
Life is Beautiful
“This is a simple story, but not an easy one to tell. Like a fable, there is sorrow. And like a fable, it is full of wonder and happiness.” Those are…
Oct 10, 2023
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Phil Bak
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Life is Beautiful
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