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The Phil Bak Podcast

Mar 22, 2021

Stephen Sikes, COO of Public, joins the podcast to talk retail trading and why the segment is growing exponentially. Stephen explains how payment for order flow works and why Public chose to stop accepting PFOF on their platform. The conversation includes insights into social media, investor education, the...

Mar 15, 2021

Author, investor and entrepreneur Brian Portnoy joins the podcast to talk financial education, behavioral investing, the concept of funded contentment, and lessons from his new book, How I Invest My Money.

Mar 1, 2021

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z.

  • Innovation and technology in financial services
  • Why legacy firms struggle to adapt
  • The coming generational wealth transfer
  • Being self-promotional and...