Reletter
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BakStack

Phil Bak

Capital markets, ETFs, CRE, and the future of asset management.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues193Founded5 years agoLast Issue9 days ago
Active

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philbak.substack.com
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Latest Issues

The Rikishi Moment

Let’s talk about what is happening in our capital markets, and specifically in our index funds, but before we do we need to understand what a fall from grace looks like. And to do that we need to talk about Pete Rose.

Pete Rose wasn’t just...

9 days ago
33
3

This is Skyline Standard

When I post podcasts on here they are conversations with guests who are doing interesting things in the areas we like to talk about (capital markets, real estate, ETFs, startups, etc).

This one is a little different. This conversation focu...

21 days ago
2

PODCAST: The CRE Deal Junkie

You can follow Andrew’s writings on CRE deals, data, risks and investment trends on X/twitter at https://x.com/credealjunkie and on substack here:

CRE Deal Junkie

Deep dives into real estate trends to keep you ahead of the competition

B...

a month ago
2

Value Frames

What is a Banksy worth? An original Banksy. What is it really worth?

If you believe in things like free markets and price discovery, as I do, then you are probably thinking that it’s worth precisely the highest amount that a willing buyer...

a month ago
14

Gotta Serve Somebody

“It may be the Devil and it may be the Lord

But you’re gonna have to serve somebody”

-Bob Dylan

There is this lie about startups, and truth be told I’ve probably told this lie myself. The lie is that startups are freedom. That...

2 months ago
15

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  • Phil Bak

    Writing about the future of asset management.

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