
ETF Prime
618 episodes — Page 5 of 13
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.
Live From Inside ETFs: Shifting Markets & ETF Due Diligence
VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.
Best of ETF Prime: Russia ETFs, Vanguard Patent, Bitcoin ETFs, & More
Nate revisits some of his favorite conversations this year including with Cambria’s Meb Faber, VettaFi’s Dave Nadig and Lara Crigger, Vanguard’s Rich Powers, BNY Mellon’s Ben Slavin, and Grayscale’s Dave LaValle.
VettaFi, Stock ETFs, & Residential Real Estate
VettaFi’s Tom Hendrickson discusses their newly branded platform and offers insight into which equity ETFs are resonating with advisors. Strategas’ Nick Bohnsack goes in-depth on the financial markets and explains their recently launched ETFs. Armada ETF Advisors’ David Auerbach spotlights the Home Appreciation U.S. REIT ETF (HAUS).
ETF Trends’ Dave Nadig on the Ethics of Indexing
ETF Trends’ Dave Nadig explores the potential ramifications of relentless flows into passive investment strategies. Fidelity’s Greg Friedman offers perspective on thematic ETFs. CoinDesk Indices’ Kelly Ye discusses the current crypto markets and the future of digital asset investing.
Commodities, Proxy Voting, & the BAD ETF
ETF Trends’ Tom Hendrickson offers new insight into advisor usage of commodity ETFs. Engine No. 1’s Yasmin Dahya Bilger explains how leveraging voting power and actively engaging with companies can drive positive change. The BAD Investment Company’s Tommy Mancuso spotlights the B.A.D ETF (BAD).
Finra “Complex” ETP Proposal, Crypto ETFs, & Leverage Shares
ETF Trends’ Lara Crigger highlights concerns over Finra’s “complex” product proposal and offers her take on an SEC probe into ETF revenue-sharing practices.  BNY Mellon’s Ben Slavin covers a range of topics including the Finra proposal, Vanguard’s share class patent, mutual fund to ETF conversions, and crypto ETFs.  Leverage Shares’ Oktay Kavrak discusses their unique lineup of leveraged and inverse ETPs.
ETF Flows, Return Stacking, & Bogle
ETF Trends’ Tom Lydon talks year-to-date ETF flows and performance. Newfound Research’s Corey Hoffstein explains the concept of “return stacking” and highlights their suite of Structural Alpha model ETF portfolios. Bloomberg’s Eric Balchunas discusses his new book, “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”.
Active Management, Cannabis ETFs, & Generating Income
ETF Trends’ Todd Rosenbluth discusses the rise of actively managed ETFs and offers perspective on cannabis ETFs. Poseidon’s Morgan Paxhia explains the investment approach behind the AdvisorShares Poseidon Dynamic Cannabis ETF (PSDN) and what’s next for the cannabis space. Strategy Shares’ David Miller spotlights the Strategy Shares Nasdaq 7HANDL Index ETF (HNDL).
Exchange: An ETF Experience – THE Conference Recap
ETF Prime Host Nate Geraci is joined by ETF Trends’ Dave Nadig and Todd Rosenbluth, along with Advisor Circle’s John Swolfs, to recap the ETF event of the year.
Volatility ETFs, Flows, and Diversity
ETF Trends’ Lara Crigger discusses new volatility ETFs, Morgan Stanley’s ETF entrance, and Charles Schwab’s direct indexing platform. State Street’s Matt Bartolini dissects year-to-date ETF flows and offers a prediction on active ETFs. V-Square’s Mamadou-Abou Sarr spotlights the V-Shares U.S. Leadership Diversity ETF (VDNI).
ETFs for Rising Rates & Inflation
ETF Trends’ Todd Rosenbluth explains where advisors are seeking income given inflation concerns. iShares’ Sarah Kjellberg and MSCI’s Guillermo Cano discuss the impact of Russia’s invasion of Ukraine on ESG ratings and the energy transition. FolioBeyond’s Dean Smith spotlights their Rising Rates ETF (RISR) and offers perspective on current fixed income markets.
Financial Markets & ETFs: What Advisors & Investors Are Doing
ETF Trends’ Tom Lydon discusses the results of a recent advisor survey on the financial markets and managing client portfolios. Nasdaq’s Giang Bui dives into another new survey on how “ETPs are empowering the next generation of investors”. Kelly ETFs’ CEO Kevin Kelly spotlights their recently launched ETF lineup including the Kelly Residential & Apartment Real Estate ETF (RESI).
Commodity ETFs Heat Up
ETF Trends’ Lara Crigger discusses surging investor interest in commodity ETFs. Global X’s Jon Maier goes in-depth on the current financial markets and highlights several thematic ETFs. Loup Funds’ Gene Munster explains the investment case for the index behind the Innovator Loup Frontier Tech ETF (LOUP).
ETF Trends’ Dave Nadig Goes In-Depth on Russia ETFs
ETF Trends’ Dave Nadig offers the latest on Russia ETFs, along with Emerging Market ETFs with exposure to Russian securities. Emles’ Gabriel Hammond explains their approach to the ETF market and spotlights several ETFs including the Emles Federal Contractors ETF (FEDX).
Geopolitics, Investor Behavior, & ETFs
ETF Trends’ Tom Hendrickson discusses how recent geopolitical events are impacting the ETF world and investor behavior. Direxion’s Dave Mazza offers perspective on the current market environment and spotlights several thematic ETFs including the Direxion mRNA ETF (MSGR). Infrastructure Capital’s Jay Hatfield explains the investment process behind the recently launched InfraCap Equity Income Fund (ICAP).
ETF Flows, ARK Performance, & Inflation Hedging
ETF Trends’ Tom Lydon discusses ETF flows and performance, including ARK’s recent challenges. Northern Trust’s Michael Natale goes in-depth on inflation hedging a portfolio. Amplify’s Christian Magoon spotlights their recently launched Inflation Fighter ETF (IWIN) and talks bitcoin ETFs.
Grayscale’s Dave LaValle on Spot Bitcoin ETF, GBTC Discount, & Future of Finance ETF
Grayscale’s Dave LaValle goes in-depth on their efforts to bring a spot bitcoin ETF to market and also highlights the recently launched Future of Finance ETF (GFOF). ETF Trends’ Tom Hendrickson discusses the Bitwise/ETF Trends 2022 Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets. Astoria’s John Davi explains the investment case for the AXS Astoria Inflation Sensitive ETF (PPI).
ETF Trends’ Dave Nadig on Passive ETF Fear-Mongering
ETF Trends’ Dave Nadig dives into several topics including ARK Invest filing for an interval fund, passive ETF rebalancing costs, and violent price swings in stocks such as Facebook and Amazon. CAIA Association’s John Bowman discusses alternative investments, crypto, tokenization, and democratizing investing. Upholdings’ Robert Cantwell spotlights the Compound Kings ETF (KNGS), the first-ever hedge fund to ETF conversion.
ARK, DFA Bond ETFs, & Future Proof
ETF Trends’ Lara Crigger covers a range of topics including ARK’s recent challenges, gold ETF inflows, bitcoin ETFs, and the impact of proposed GICS sector changes. Dimensional’s Dave Plecha discusses the firm’s unique approach to fixed income and highlights their recently launched suite of bond ETFs. Advisor Circle’s Matt Middleton and Ritholtz’s Josh Brown offer a sneak preview of the upcoming Future Proof festival.
Vanguard’s Rich Powers on ETF Flows, Fees, Share Class Patent, & More
Vanguard’s Rich Powers discusses their record-breaking 2021, ETF fee competition, concerns over the rise of indexing, and the looming expiration of their unique, patented share class structure. ETF Trends’ Tom Hendrickson shares polling results from their recent investor symposium held alongside Investopedia. Kelly Hunt PLLC’s Aisha Hunt offers a behind-the-scenes look at the legal and regulatory side of ETFs, including bitcoin ETFs and mutual fund to ETF conversions.
A Conversation with ETF Industry Legend Jim Ross
Jim Ross, who was instrumental in the launch of the first U.S.-listed ETF, discusses the industry’s past, present, and future. ETF Trends’ Tom Lydon offers perspective on the recent challenges facing ARK Invest and Cathie Wood. Diamond Standard’s Cormac Kinney explains his efforts to bring a physically-backed diamond ETF to market.
2022 ETF Predictions: A Debate
ETF Trends’ Dave Nadig and Host Nate Geraci debate 2022 ETF predictions. WisdomTree’s Jeremy Schwartz explains the firm’s push into the digital asset space. Wilshire’s Wade Guenther spotlights the wShares Enhanced Gold Trust (WGLD) and discusses past efforts to bring a Bitcoin & Treasury ETF to market.
2022 ETF Industry & Market Preview
ETF Trends’ Lara Crigger highlights several new ETFs expected this year, along with broader trends in product launches.  Cambria’s Meb Faber discusses global stock valuations and the case for investing internationally.  Bloomberg’s James Seyffart previews the year in ETFs, including an in-depth look at the prospects for a spot bitcoin ETF.
Year’s Best & Worst Performing ETFs
ETF Trends’ Tom Lydon discusses 2021’s best and worst performing ETFs, along with key portfolio considerations for 2022. Tuttle Capital’s Matt Tuttle spotlights their Short Innovation ETF (SARK), which seeks to provide daily inverse exposure to the ARK Innovation ETF (ARKK).
2021’s Top ETF Stories
Tom Hendrickson, President of ETF Trends & ETF Database, recaps the most popular ETF stories on their platform this year. Morningstar’s Ben Johnson offers his perspective on 2021’s top ETF stories, along with a prediction for 2022. Toroso’s Michael Gayed spotlights the ATAC U.S. Rotation ETF (RORO) and the ATAC Credit Rotation ETF (JOJO).
What’s Next for ETFs and the Markets?
ETF Trends’ Dave Nadig discusses the state of ETFs and the financial markets. Strategic Wealth Partners’ Shana Sissel also offers perspective on the current market environment and explains how she’s using ETFs. Aberdeen’s Bob Minter highlights their suite of commodity and precious metal ETFs.