
ETF Prime
594 episodes — Page 4 of 12
Energy & ESG
VettaFi’s Stacey Morris drills into the energy sector and energy ETFs. Candriam’s Alexandra Russo goes in-depth on ESG investing, offering perspective on where it’s gone wrong over the past several years and what the focus should be on moving forward.
VettaFi’s Todd Rosenbluth on Hottest Trends in ETFs
Host Nate Geraci is back from Inside ETFs. VettaFi’s Todd Rosenbluth offers his thoughts on Nate’s key takeaways, which cover some of the industry’s hottest trends.
Valkyrie’s Leah Wald on Crypto ETFs, Markets, & Regulation
Valkyrie’s Leah Wald offers perspective on the state of crypto ETFs and regulation, along with current crypto market dynamics. VettaFi’s Tom Hendrickson and LOGICLY’s Emil Tarazi discuss their recent partnership and highlight the surging interest in Treasury ETFs.
ETF “Shark Tank”
VettaFi’s Dave Nadig and Host Nate Geraci debate a wide range of prospective ETF ideas offered by “Fintwit”.
Smart Beta Turns 20, ETF Innovation, & Avantis’ Success
VettaFi’s Lara Crigger offers perspective as the smart beta ETF category celebrates its 20-year anniversary. BNY Mellon’s Ben Slavin discusses the future of ETF innovation, including the upcoming expiration of Vanguard’s ETF share class patent. Avantis’ Phil McInnis explains the drivers behind the remarkable growth of their ETF business.
Advisor Polling, Miners ETFs, & Model Portfolios
VettaFi’s Tom Lydon discusses recent advisor polling data on everything from 60/40 portfolio returns to active ETFs. Sprott’s John Ciampaglia spotlights their lineup of energy transition ETFs, including the first-ever nickel miners ETF. Horizon’s Scott Ladner explains the process behind their ETF-centric, goals-based model portfolios.
Evolving Sectors, Crypto’s Future, & Enhanced Income ETFs
VettaFi’s Roxanna Islam discusses the evolving Communication Services sector, along with ETFs covering the space. Hashdex’s Marcelo Sampaio explains the first 1933 Act bitcoin futures ETF (DEFI) and offers perspective on the future of crypto. Amplify ETFs’ Christian Magoon spotlights several ETFs including the Amplify CWP Enhanced Dividend Income ETF (DIVO).
Thematic ETFs, Industry Awards, & Crossing Wall Street
VettaFi’s Tom Hendrickson discusses the firm’s recent acquisition of the ROBO Global Index suite and highlights the latest thematic ETF engagement data on their platform. etf.com’s Sean Allocca discusses finalists for their annual industry awards. Eddy Elfenbein explains the AdvisorShares Focused Equity ETF (CWS), which is based on Crossing Wall Street’s “Buy List”.
New ETF Launches, Hedge Fund Tracking, & Carbon Markets
VettaFi’s Lara Crigger highlights new ETF launches during the first quarter of 2023. Unlimited’s Bob Elliott talks hedge fund industry disruption and the Unlimited HFND Multi-Strategy Return Tracker ETF (HFND). KraneShares’ Luke Oliver explains the investment opportunity in carbon compliance and carbon offset markets.
ETN Risks, Banking Turmoil, & ETF Flows
VettaFi’s Dave Nadig talks Credit Suisse ETNs, the recent banking crisis, crypto regulation, and more. State Street’s Matt Bartolini goes in-depth on first quarter ETF flows and performance.
3 ETF Research Trends, Cramer ETFs, & Optimizing Bitcoin Futures
VettaFi’s Todd Rosenbluth highlights the three biggest ETF research trends on their platform. Tuttle Capital’s Matt Tuttle goes in-depth on the Long Cramer Tracker ETF (LJIM) and the Inverse Cramer Tracker ETF (SJIM). Bitwise’s Matt Hougan explains the recently launched Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) and offers perspective on bitcoin in a portfolio.
SVB’s ETF Impact, Roundhill’s “BIG” ETFs, & Crowdsourced Investing
VettaFi’s Tom Lydon discusses the ETF impact of SVB’s collapse, oral arguments in Grayscale’s SEC lawsuit, year-to-date ETF flows, and a Vanguard milestone. Roundhill’s Dave Mazza previews their upcoming lineup of “BIG” ETFs, which offers highly concentrated exposure to specific market sectors. SoFi’s Tobin McDaniel explains their unique approach to ETFs, including the “crowdsourced” SoFi Social 50 ETF (SFYF).
JPMorgan’s Bryon Lake on ETF Growth, Active Management, & More
JPMorgan’s Bryon Lake discusses the firm’s remarkable ETF growth, along with the outlook for the ETF industry as a whole. VettaFi’s Stacey Morris offers an in-depth look at the energy space and energy-related ETFs. CFRA’s Aniket Ullal highlights several key ETF stories including the rise of active management, options-based ETF strategies, and international ETFs.
5 Key ETF Stories, Morgan Stanley’s ETF Entrance, & Sticky Inflation
VettaFi’s Todd Rosenbluth offers his take on five key ETF stories Nate is tracking right now. Morgan Stanley’s Tony Rochte discusses their recent ETF entrance and what comes next. VanEck’s David Schassler explains why inflation is here to stay and spotlights two potential inflation-fighting ETFs.
Crypto Attitudes, Dimensional ETFs, & White Labeling
VettaFi’s Tom Hendrickson discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets. Dimensional’s Wes Crill offers perspective on the growth of their ETF business, mutual fund to ETF conversions, value investing, and more. Alpha Architect’s Wes Gray explains their white labeling service and spotlights two recent ETF launches.
Rise of Passive and the Growing Concentration of Voting Power
ETF Prime Host Nate Geraci is joined by VettaFi’s Dave Nadig and VanEck’s Jan van Eck to explore concerns around the growing concentration of corporate voting power among several large fund companies. Newfound Research’s Corey Hoffstein spotlights the Return Stacked Bonds & Managed Futures ETF (RSBT).
Live from Exchange
ETF Prime Host Nate Geraci is joined by VettaFi’s Lara Crigger and Dave Nadig, along with Bloomberg’s Eric Balchunas, to recap the ETF event of the year.
ETF Fees, Flows, & Performance
VettaFi’s Tom Lydon offers perspective on the strong start to 2023 for several ETF categories. FactSet’s Elisabeth Kashner highlights the latest ETF flow and fee trends.
Ecommerce ETFs, GBTC, & Thematic Investing
VettaFi’s Roxanna Islam goes in-depth on ecommerce and various ETFs covering the segment. Grayscale’s Dave LaValle offers the latest on their lawsuit against the SEC in an attempt to convert the Grayscale Bitcoin Trust (GBTC) into an ETF. Goldman Sachs Asset Management’s Marissa Ansell highlights the firm’s approach to actively managed, thematic investing.
Rising ETF Stars, NOPE, & ETF Central
VettaFi’s Tom Hendrickson and Lara Crigger highlight 2022’s rising ETF stars.  George Noble explains the Noble Absolute Return ETF (NOPE).  NYSE’s Mo Sparks and Trackinsight’s Robert Jaeger discuss their new collaboration, ETF Central.
ETF Predictions, Stagflation, & White Labeling
VettaFi’s Todd Rosenbluth evaluates Nate’s 2023 ETF predictions. Axel Merk spotlights the Merk Stagflation ETF (STGF) and the VanEck Merk Gold Trust (OUNZ). ETF Think Tank’s Cinthia Murphy offers an inside look at the booming ETF white labeling business.
2023 ETF Industry & Market Preview with VettaFi’s Dave Nadig
Dave Nadig, Financial Futurist at VettaFi, previews the upcoming year in ETFs and the financial markets. Dave also discusses potential implications of longer-term asset management trends including crypto, ESG, direct indexing, and the rise of passive.
2022’s Top ETF Stories & 2023 Predictions
VettaFi’s Lara Crigger and Morningstar’s Ben Johnson recap the year that was in ETFs and look ahead to 2023.
Trend-Following Strategies & Factor Investing
VettaFi’s Tom Lydon highlights the merits of implementing a trend-following strategy using ETFs.  BlackRock’s Bob Hum and MSCI’s Hitendra Varsani discuss factor investing through the lens of both the current market environment and what’s potentially in store for 2023.
Energy ETF Outlook, ARK’s Wild Ride, & Inverse Blockchain Exposure
VettaFi’s Stacey Morris recaps energy ETFs in 2022 and looks ahead to 2023. ARK Invest’s Brett Winton discusses their wild ride over the past several years and offers the case for disruptive innovation stocks moving forward. Defiance ETFs’ Sylvia Jablonski spotlights their ETF lineup, including the Daily Short Digitizing the Economy ETF (IBIT).
Alternative ETFs, Industry Highlights, & Commodities
VettaFi’s Tom Hendrickson discusses recent investor interest around alternative ETFs. Nasdaq’s Giang Bui offers this year’s key industry takeaways and looks ahead to 2023. Harbor’s Kristof Gleich highlights their unique ETF lineup including the commodity futures-based Harbor All-Weather Inflation Focus ETF (HGER).
ETF Thanksgiving, Crypto, & Options-Based Strategies
VettaFi’s Todd Rosenbluth explains why there is a lot to be thankful for in the ETF industry this year. Bitwise’s Matt Hougan discusses the FTX debacle, along with the future of crypto and crypto ETFs. NEOS Investments’ Troy Cates spotlights their unique, options-based ETF lineup.
CNBC’s Bob Pisani: Lessons on Life and Investing
Bob Pisani, Senior Markets Correspondent at CNBC and author of the recently published book “Shut Up and Keep Talking”, offers a unique look at his remarkable broadcasting career and lessons learned along the way.
Dow ETFs, Rise of Active, & EMPWR Platform
VettaFi’s Lara Crigger highlights recent interest around Dow Jones Industrial Average ETFs.  Capital Group’s Holly Framsted discusses the rise of actively managed ETFs and how their firm is approaching this market.  Emerge Capital’s Lisa Langley explains the motivation behind their EMPWR platform, which is designed to support women investment managers.
SEC Regulation, Model Portfolios, & Semi-Transparent ETFs
VettaFi’s Dave Nadig discusses recent regulatory initiatives by the SEC and the potential impact on advisors and ETF issuers. Goldman Sachs Asset Management’s Alexandra Wilson-Elizondo highlights their approach to ETF model portfolios. Natixis’ Nick Elward explains the merits of active management utilizing the semi-transparent ETF wrapper.
Single-Stock ETFs: What Investors Should Know
GraniteShares’ Will Rhind goes in-depth on single-stock ETFs, explaining their history, construction, and use cases. VettaFi’s Tom Hendrickson and Advisor Perspectives’ Bob Huebscher discuss their latest efforts to better serve the wealth management community. Motley Fool Asset Management’s Kelsey Mowrey offers a tour of their ETF lineup.
Energy Outlook, Single-Bond ETFs, & ESG Orphans
VettaFi’s Stacey Morris offers an overview of the energy ETF category and discusses key performance drivers moving forward. F/m Investments’ Alex Morris goes in-depth on their recently launched US Benchmark Series, which allows investors to own each of the “benchmark” US Treasuries in a single-security ETF. Constrained Capital’s Mark Neuman spotlights the ESG Orphans ETF (ORFN).
Cramer ETFs, Min Vol Strategies, & Value Investing
VettaFi’s Todd Rosenbluth discusses recent filings for two ETFs based on stock picks from CNBC personality Jim Cramer and also offers perspective on 2022 ETF flows.  BlackRock’s Abby Woodham and MSCI’s Anil Rao go in-depth on minimum volatility strategies.  Distillate Capital’s Tom Cole spotlights their unique approach to value investing.
The State of ESG
VettaFi’s Dave Nadig goes in-depth on the state of ESG investing, including its recent politicization, advisor interest, fund company positioning, and how it impacts corporate behavior. Matt Piro, Global Head of ESG at Vanguard, explains the firm’s overall ESG philosophy, common misconceptions around performance, the importance of fund fees, and the challenge of no “one-size-fits-all”.
Thematic ETFs, Defined Outcomes, & Distinctively Active
VettaFi’s Roxanna Islam looks under the hood of electric vehicle ETFs and offers perspective on thematic ETFs overall. Innovator ETFs’ John Southard explains Defined Outcome ETFs, which are experiencing a meaningful uptick in investor interest. Touchstone Investments’ Rich Koerner discusses the firm’s recent ETF entrance and “distinctively active” approach.
VettaFi’s Tom Lydon on ETF Growth, Active Management, & More
VettaFi’s Tom Lydon discusses a new Charles Schwab ETF investor survey, AllianceBernstein’s ETF entrance, the latest SPIVA scorecard, and recent market volatility. Subversive Capital’s Michael Auerbach spotlights their Metaverse ETF (PUNK) and explains the firm’s unique ETF game plan.
ARK’s Future, Inverse Blockchain Exposure, Macro Strategy ETF, & More
VettaFi’s Lara Crigger discusses an ETF milestone, what’s next for ARK Invest, the first inverse blockchain ETF, and a breakout industry hit.  Simplify’s Michael Green spotlights their Macro Strategy ETF (FIG) and offers perspective on the current market environment.
S&P 500 Concentration, Low Volatility ETFs, & ConvexityShares
VettaFi’s Tom Hendrickson discusses advisor concerns regarding the top-heaviness of major indices and highlights ETF segments that stand to benefit including equally-weighted products. Tom also examines low and minimum volatility ETFs. MIAX’s Tom Jarck goes in-depth on the recently launched ConvexityShares ETFs, which provide long volatility exposure.
NightShares CEO Bruce Lavine: Capturing the “Night Effect” Using ETFs
NightShares CEO Bruce Lavine explains the “night effect” and how they are seeking to capture it in the NightShares 500 ETF (NSPY) and NightShares 2000 ETF (NIWM). VettaFi’s Todd Rosenbluth discusses Morgan Stanley’s pending ETF entrance. Innovative Portfolios’ Peter Bjelopetrovich spotlights their two recent mutual fund-to-ETF conversions.
VettaFi’s Dave Nadig Talks Single Security ETFs, “Influencers”, & More
VettaFi’s Dave Nadig discusses the recent wave of single security ETFs, “social influencer” product filings, and Night Shares. BondBloxx’s JoAnne Bianco spotlights their unique single sector and single credit rating high yield bond ETFs. 21Shares’ Ophelia Snyder offers perspective on the SEC’s current spot bitcoin ETF stance.
Clean Energy ETFs, Strive, & Managed Futures
VettaFi’s Lara Crigger discusses the recent resurgence of clean energy ETFs and what’s next for the ESG ETF space overall.  Strive’s Vivek Ramaswamy highlights the launch of their U.S. Energy ETF (DRLL) and a “post-ESG” approach to asset management.  Dynamic Beta’s Andrew Beer explains the iMGP DBi Managed Futures Strategy ETF (DBMF).
DoubleLine’s Jeff Sherman on ETF Entrance, Current Bond Market
DoubleLine’s Jeff Sherman discusses the firm’s recent ETF entrance and offers perspective on the current fixed income market. VettaFi’s Tom Lydon covers several topics including ETF flows, ARK Invest, and Schwab’s new crypto ETF. Dimensional’s Anthony Caruso highlights the remarkable growth of their ETF business.
Year’s Top 10 ETFs
VettaFi’s Tom Hendrickson highlights the most researched ETFs on their platform so far this year. FactSet’s Elisabeth Kashner offers an in-depth look at ETF flows and the current fee landscape.
Around the World of ETFs with VettaFi’s Todd Rosenbluth
Nate and VettaFi’s Todd Rosenbluth go around the world of ETFs, discussing flows, the year’s biggest stories, launches, new entrants, SEC filings, and much more.
Single Stock ETFs: How, Why, & What’s Next
VettaFi’s Lara Crigger explains why the SEC allowed leveraged and inverse single stock ETFs and discusses the future of this nascent category.  Phil Huber, Author of “The Allocator’s Edge” and CIO at Savant Wealth, goes in-depth on alternative assets.  Blue Horizon’s Tim Johnston spotlights the Blue Horizon New Energy Economy 100 Index ETF (BNE).
Single Stock ETFs, Factor Investing, & Short Bitcoin Exposure
VettaFi’s Dave Nadig offers his take on the SEC approving leveraged and inverse single stock ETFs. BlackRock’s Bob Hum and MSCI’s Hitendra Varsani discuss the relevance of factor investing given the global macro backdrop, specifically focusing on value and minimum volatility. ProShares’ Simeon Hyman spotlights their recently launched Short Bitcoin Strategy ETF (BITI).
Mid-Year ETF Recap
VettaFi’s Tom Lydon recaps ETFs in the first half of 2022 and looks ahead to the remainder of the year. SEI’s Jim Smigiel discusses the firm’s recent foray into ETFs. Quadratic Capital’s Nancy Davis offers perspective on the current bond market and spotlights their Interest Rate Volatility and Inflation Hedge ETF (IVOL).
Industry Veteran Joanne Hill: The ETF Success Story
ETF industry veteran Joanne Hill discusses the early days of ETFs and what’s next for the industry. VettaFi’s Tom Hendrickson explains how the changing market environment is impacting advisor attention in certain asset classes and ETFs. Aptus ETFs’ JD Gardner highlights their unique lineup of actively managed ETFs.
Mark Yusko on SPACs, Crypto, & ETFs
Morgan Creek’s Mark Yusko discusses SPACs, crypto, and several ETFs including the Morgan Creek-Exos Active SPAC Arbitrage ETF (CSH). VettaFi’s Dave Nadig dissects Hester Peirce’s recent speech on crypto regulation and offers his latest thinking on the prospects for a spot bitcoin ETF. Pacer ETFs’ Sean O’Hara explains why the firm has become the fastest growing ETF issuer of 2022.
Is Interest in ESG ETFs Waning?
VettaFi’s Lara Crigger dives into ESG ETF flows, performance, and overall investor interest. Plus, Lara offers perspective on recent SEC proposals that could impact ESG ETF naming and disclosures. New York Life Investment’s Wendy Wong spotlights their IQ Dual Impact Suite of ETFs. ACA Foreside’s Sonja Formato provides an inside look at ETF distribution, including mutual fund to ETF conversions, active semi-transparent ETFs, and platform access.