
ETF Prime
609 episodes — Page 2 of 13
Compoundr ETFs, Closures, and “ETFs Going Hollywood”
Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs – the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.
ETF Trends and Market Insights with J.P. Morgan & Nasdaq
Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, walks through the firm’s expanding ETF lineup and shares his take on today’s markets. Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution.
Multi-Share Classes & the Road Ahead for ETFs
Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers. Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.
Fueling the Future: ETFs, Energy, and AI
Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI). Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.
Fundstrat’s Tom Lee: GRNY’s Success & Ethereum’s Future
Tom Lee, Co-Founder of Fundstrat Global Advisors, unpacks the impressive success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and offers his outlook on Ethereum’s future. Cinthia Murphy, Investment Strategist at VettaFi, spotlights the top 20 ETF launches since early last year.
Unlimited’s Bob Elliott on Making Hedge Fund Strategies More Accessible
Bob Elliott, Co-Founder and CEO of Unlimited, highlights the value of hedge fund strategies and how his firm is making them more accessible through innovative hedge fund replication ETFs. Todd Rosenbluth, Head of Research at VettaFi, breaks down the latest ETF headlines – from Invesco’s plans to restructure QQQ, to Global X’s launch of “PureCap” ETFs, new covered call sector ETFs from State Street, and growing investor interest in momentum ETFs.
Inside the Markets: Matt Bartolini on SPDR Strategies and New ETF Launches
Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV). Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
Raymond Bridges on BDGS ETF, Sortino Ratio, and Active Management
Raymond Bridges, Managing Director of Bridges Capital, discusses the strategy behind the Bridges Capital Tactical ETF (BDGS), emphasizing the importance of risk-adjusted performance and the value of active management. VettaFi’s Zeno Mercer examines the rapid evolution of healthcare technology and highlights the ROBO Global Healthcare Technology & Innovation ETF (HTEC).
Inside Dimensional’s ETF Surge and Multi-Share Class Pursuit with Joel Schneider
Joel Schneider, Deputy Head of Portfolio Management at Dimensional, discusses the firm’s milestone as the first issuer to surpass $200 billion in actively managed ETF assets. He also delves into the hidden costs of traditional index funds and Dimensional’s pursuit of the multi-share class structure. VettaFi’s Cinthia Murphy breaks down the latest filings and launches in the buffer and synthetic income ETF space, spotlighting new offerings from ARK Invest, ProShares, Innovator, and others.
Victory Capital’s Lance Humphrey on ETF Lineup, Current Markets
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges – what they are and why they matter.
TrueMark CEO Mike Loukas Weighs In on Buffer ETF Debate
Mike Loukas, CEO of TrueMark Investments, weighs in on the growing debate over buffer products and highlights TrueShares’ innovative structured outcome ETFs. VettaFi’s Roxanna Islam covers a range of topics, including Schwab’s fee cuts, Vanguard’s multi-share class filing, the rise of private assets in ETFs, the potential for spot solana ETFs, and arguments around “first-to-file” with the SEC.
What Do ETF Boards Do? MFDF’s Carolyn McPhillips Explains
Carolyn McPhillips, President of MFDF, sheds light on the evolving role of ETF directors and their growing importance as investment products become more complex – particularly in emerging areas like crypto and private assets. VettaFi’s Zeno Mercer explores artificial intelligence ETFs, highlighting new launches and offering tips to help investors navigate this rapidly expanding category.
Fidelity’s Edge and the Active ETF Boom
Fidelity’s Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND), while VettaFi’s Todd Rosenbluth explores the rise of active ETFs, the impending ETF share class structure, and standout success stories driving the category forward.
SS&C ALPS Advisors’ Paul Baiocchi Talks Active ETFs, Thematics, & More
SS&C ALPS Advisors’ Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs. VettaFi’s Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.
Inside ETF Innovation: A Conversation with Tidal’s Mike Venuto
Tidal’s Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products. VettaFi’s Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.
Arro’s Alexandra Levis: How ETF Issuers Can Stand Out
Alexandra Levis, Founder & CEO of Arro Financial Communications, provides an in-depth look at how ETF issuers should think about approaching marketing. VettaFi’s Roxanna Islam breaks down some of the year’s top-performing ETFs, from international plays to precious metals.
David Sharp Talks Vanguard’s 50-Year Journey, Recent Investor Behavior, and New ETFs
Vanguard’s David Sharp marks the firm’s 50th anniversary, explores recent investor behavior, and highlights several new fixed income ETFs. VettaFi’s Stacey Morris analyzes the rollercoaster year for energy ETFs.
Barry Ritholtz: How Not to Invest
Barry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management, breaks down the current market environment and discusses key ideas from his latest book, How Not to Invest.  VettaFi’s Todd Rosenbluth offers highlights from the 2025 etf.com Awards.
BNY’s Ben Slavin on ETF Trading, Flows, Share Class Structure, & Innovation
BNY’s Ben Slavin provides an in-depth look at recent ETF trading and flows, and unpacks the latest on the ETF share class structure and product innovation. VettaFi’s Kirsten Chang highlights five noteworthy ETF launches.
Volatile Markets Spark Unexpected ETF Stories
VettaFi’s Cinthia Murphy looks at several surprising ETF developments from a wild week in the markets. VistaShares CEO Adam Patti highlights the firm’s unique approach to ETFs, which includes the VistaShares Target Berkshire Select Income ETF (OMAH).
Mutual Fund Pioneer MFS Enters ETF Arena
MFS, which pioneered the first mutual fund in 1924, recently entered the ETF arena with the launch of five actively managed products. MFS’s Emily Dupre discusses the firm’s decision-making process around launching ETFs, their investment capabilities, and the role active management plays in a portfolio. Plus, VettaFi’s Roxanna Islam assesses the ETF impact of the recent tariffs announcement.
Previewing the Annual ETF Awards
Kristin Myers, Editor-in-Chief at etf.com, offers a preview of their highly anticipated 2025 industry awards ceremony. VettaFi’s Zeno Mercer breaks down the recent surge in gold and international equity ETFs.
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year’s most anticipated ETF event and discuss the industry’s hottest trends.
A Stroll Through ETFs with Industry Luminary Tom Lydon
Industry luminary Tom Lydon provides his unique perspective on the current ETF landscape. VettaFi’s Cinthia Murphy highlights five ETF categories that might benefit from the recent market turmoil.
Precidian’s Stuart Thomas Spotlights Currency Hedged Single Stock ETFs
Precidian’s Stuart Thomas spotlights the firm’s innovative ADRhedged ETFs and explains the rationale for removing currency exposure. VettaFi’s Kirsten Chang discusses several recent ETF launches, including offerings from State Street, VistaShares, Quantify Funds, and Roundhill.
Fidelity’s Ryan McKee on Recent ETF Trends, Active Management, & Portfolio Construction
Fidelity’s Ryan McKee highlights recent ETF trends, discusses key considerations with active management, and shares insights into advisor portfolio construction. VettaFi’s Roxanna Islam weighs in on a groundbreaking private credit ETF, Nvidia’s influence on semiconductor ETFs, and the latest surrounding crypto ETF filings.
ETF Hot Takes with Industry Veteran Dave Nadig
ETF expert Dave Nadig offers hot takes on a range of topics, including private equity in ETFs, Truth.Fi entering the space, memecoins, and increasingly exotic ETF launches. VettaFi’s Todd Rosenbluth discusses an ongoing battle for the ETF throne and presents the latest advisor polling data on fixed income.
ETF Copycats
Newfound Research’s Corey Hoffstein and Quantify Funds’ David Dziekanski discuss the challenge of combating ETF copycats who repackage unique ideas as their own. VettaFi’s Stacey Morris provides an update on the energy sector and ETFs following President Trump’s arrival in the White House.
A Tour Through Financial Markets and Invesco’s ETF Lineup with Brian Hartigan
Invesco’s Global Head of ETFs, Brian Hartigan, provides a tour through the current financial markets, with a focus on the firm’s ETF lineup. VettaFi’s Cinthia Murphy offers hot takes on several recent ETF stories including Vanguard’s fee cuts, Trump Media’s entry into the space, and a rash of crypto ETF filings.
Stone Ridge’s Nate Conrad Spotlights LifeX Longevity Income ETFs
Stone Ridge’s Nate Conrad goes in-depth on the $20+ billion asset manager’s suite of LifeX Longevity Income ETFs. VettaFi’s Kirsten Chang takes an early look at ETF flow trends in 2025.
Calamos’ Matt Kaufman Explains World’s First 100% Downside Protected Bitcoin ETF
Calamos’ Matt Kaufman explains the mechanics and rationale behind the Calamos Bitcoin Structured Alt Protection ETF – January (CBOJ). VettaFi’s Roxanna Islam examines the best-performing ETFs so far this year and discusses a recent surge of legacy asset managers entering the ETF space.
REX Financial’s Greg King Discusses Crypto ETF Filings, Leveraged Single-Stock ETFs, & More
REX Financial’s Greg King discusses the firm’s recent crypto ETF filings, including those for TRUMP and DOGE, and explores the growth of leveraged single-stock ETFs, such as the T-Rex 2X Long MicroStrategy Daily Target ETF (MSTU). VettaFi’s Zeno Mercer offers a preview of the year ahead for the “Magnificent Seven” stocks and provides a brief tour of the artificial intelligence ETF space.
Aptus’ Brian Jacobs: Balancing Risk & Reward with ETFs
Aptus’ Brian Jacobs spotlights the firm’s unique lineup of risk-managed ETFs designed to help clients stay invested through the ups and downs of market cycles. VettaFi’s Todd Rosenbluth discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
Research Affiliates’ Rob Arnott on Deletions ETF, Valuations, & Mean Reversion
Research Affiliates’ Rob Arnott delves into the strategy of investing in companies recently removed from major market indices and offers perspective on current stock valuations. VettaFi’s Cinthia Murphy presents five ETF predictions for 2025.
J.P. Morgan’s Jon Maier Talks ETF Flows, Active Management, & More
J.P. Morgan’s Jon Maier highlights the firm’s suite of ETFs and discusses the industry’s accelerating momentum behind active management. VettaFi’s Roxanna Islam offers insights into the recent Nasdaq-100 index rebalance and its connection to broader ETF trends.
Morningstar’s Ben Johnson Recaps the Year in ETFs and Looks Ahead to 2025
Morningstar’s Ben Johnson reflects on a record-breaking year for ETFs and highlights key stories to watch in 2025. VettaFi’s Todd Rosenbluth discusses new polling data on how advisors are viewing financial markets heading into the new year.
BlackRock’s Rachel Aguirre on Mega Caps, Buffers, Bitcoin, & More
BlackRock’s Rachel Aguirre highlights several of the year’s biggest ETF trends and explains how the firm has positioned itself around them. VettaFi’s Cinthia Murphy discusses the recently launched FIRE ETFs and LifeX ETFs.
Armada’s Phil Bak: Private Assets in ETFs?
Armada’s Phil Bak discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics. VettaFi’s Kirsten Chang explains “ETFs going Hollywood”, with a growing list of prominent individuals now launching products.
Fairlead’s Katie Stockton on Technical Analysis, Tactical Sector ETF
Fairlead’s Katie Stockton highlights the firm’s Tactical Sector ETF (TACK), which leverages technical indicators to identify sector leadership within the U.S. equity market. VettaFi’s Roxanna Islam celebrates the 20th anniversary of the SPDR Gold Shares (GLD), along with offering insights into bitcoin and uranium ETFs.
Texas Capital’s Carlos Pena Highlights First Money Market ETF
Texas Capital’s Carlos Pena highlights an industry first, the Texas Capital Government Money Market ETF (MMKT). VettaFi’s Stacey Morris takes a deep dive into the world of energy ETFs and offers a preview of the energy sector in 2025.
Election & ETFs
VettaFi’s Todd Rosenbluth explains how the election could impact specific ETF categories and the industry overall. Baird’s Rich Lee also discusses the election’s implications for ETFs and talks market concentration risk, active ETFs, buffer products, crypto, and what to watch for in 2025.
Cambria’s Meb Faber on Industry Game-Changer: The 351 ETF Exchange
Cambria’s Meb Faber goes in-depth on ETF taxation, 351 tax-free conversions, and the firm’s innovative Tax Aware ETF (TAX). VettaFi’s Kirsten Chang offers a tour around the world of ETF flows.
Industry’s First Calendar Reset Leveraged ETFs
Tradr ETFs’ Matt Markiewicz highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios. VettaFi’s Cinthia Murphy explores the most interesting trends in this year’s ETF launches.
Galaxy’s Chris Rhine and State Street’s Matt Bartolini: Digital Assets & Disruptive Tech
Galaxy’s Chris Rhine and State Street’s Matt Bartolini discuss their firms’ recent collaboration on three actively managed ETFs focused on digital assets and disruptive technology. VettaFi’s Roxanna Islam combs through new ETF filings from BattleShares, Cambria, iShares, Canary, and more.
Comeback for REIT ETFs? Hoya Capital’s David Auerbach Goes In-Depth
Hoya Capital’s David Auerbach delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector. VettaFi’s Zeno Mercer highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.
Palmer Square’s Chris Long on CLO ETFs, Private Credit, & More
Palmer Square Founder Chris Long discusses the $32 billion firm’s ETF entrance, spotlighting their Credit Opportunities ETF (PSQO) and CLO Senior Debt ETF (PSQA). VettaFi’s Todd Rosenbluth offers perspective on Bitwise’s XRP ETF filing, CLO ETFs, and the continued rise of actively managed ETFs.
Ocean Park’s James St. Aubin Talks Trend Following ETFs
Ocean Park CIO James St. Aubin discusses the $5+ billion firm’s decision to enter the ETF space and highlights their trend following-based ETF lineup. VettaFi’s Kirsten Chang offers perspective on several recent ETF milestones including the industry eclipsing $10 trillion in assets.
ETF Action’s Mike Akins on Flows, Active Management, Options Strategies, Crypto, & More
ETF Action’s Mike Akins offers perspective on many of the biggest stories in ETFs and looks ahead to the industry’s future. VettaFi’s Stacey Morris highlights a bright spot within the energy sector and discusses the potential impact of the upcoming election on energy prices.
Private Credit ETFs & Product Development
VettaFi’s Cinthia Murphy provides an in-depth look at the recent wave of private credit ETF filings and what may come next. ETF industry veteran Dave Nadig discusses the challenges of packaging private assets within the ETF structure and also offers perspective on the current state of product development overall.