PLAY PODCASTS
ETF Prime

ETF Prime

609 episodes — Page 6 of 13

SEC to Evaluate Risks of Leveraged & Inverse ETFs

ETF Trends’ Lara Crigger dissects recent SEC statements regarding risks posed by leveraged and inverse ETFs, which came a day after the regulatory agency approved the listing of complex VIX futures ETFs.  Dawn Global’s Maurits Pot outlines the investment case for the Asian Growth Cubs ETF (CUBS).  ROBO Global’s Travis Briggs spotlights the indexes behind ETFs covering robotics & automation, healthcare technology, and artificial intelligence.

Oct 12, 20211h 1m

“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest Rates

Simplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more.  ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions.  Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.

Oct 5, 202159 min

The State of Bitcoin ETFs

VanEck’s Jan van Eck and Grayscale’s Dave LaValle discuss the entire state of bitcoin ETFs including the current regulatory landscape and what comes next. ETF Trends’ Tom Lydon offers perspective on China’s Evergrande and investor behavior.

Sep 28, 202156 min

Death of the 60/40 Portfolio?

Tom Hendrickson, President of ETF Trends & ETF Database, offers unique insight into whether advisors believe the 60/40 portfolio is dead.  Cullen Roche spotlights The Discipline Fund ETF (DSCF).  Pacer’s Sean O’Hara discusses the growth of their ETF business and which ETFs are currently resonating with investors.

Sep 21, 20211h 1m

Tax Efficiency of ETFs in Jeopardy?

ETF Trends’ Dave Nadig discusses a recent Senate Finance Committee proposal to close the ETF tax “loophole” and also fields a variety of ETF questions from Twitter. GraniteShares’ Will Rhind outlines the investment case for gold and broad commodities. Sparkline Capital’s Kai Wu spotlights their Intangible Value ETF (ITAN).

Sep 14, 20211h 6m

ETF Trends’ Dave Nadig Talks Recent ETF Filings & Launches

ETF Trends’ Dave Nadig offers his take on several recent ETF filings and launches, including offerings from Ark Invest and Roundhill. 3D/L Capital’s Ben Lavine goes in-depth on ETF model portfolio construction. Viridi Funds’ Wes Fulford spotlights their Cleaner Energy Crypto-Mining & Semiconductor ETF (RIGZ).

Sep 7, 20211h 0m

NYSE’s Douglas Yones on Active ETFs, ESG, & Bitcoin

NYSE’s Douglas Yones discusses key growth drivers behind active ETFs, the prospects for ESG ETFs, and the status of bitcoin ETFs.  ETF Trends’ Tom Lydon explains the pros and cons of an ETF industry dominated by market cap weighted products.  ETF Hearsay’s Henry Jim offers a unique window into ETF filings and product development.

Aug 31, 20211h 0m

Interactive Brokers’ Thomas Peterffy Goes In-Depth on “Payment for Order Flow”

Thomas Peterffy, Founder & Chairman of Interactive Brokers, discusses the controversial practice of “payment for order flow” and whether it’s detrimental to investors. Tom Hendrickson, President of ETF Trends & ETF Database, examines thematic ETFs through a unique lens. Chris Sullivan, President of MacMillan Sullivan Communications, offers a behind-the-scenes look at ETF marketing.

Aug 24, 20211h 1m

ETF State of the Union

Armando Senra, Head of iShares Americas at BlackRock, delivers our annual ETF State of the Union. ETF Trends’ Dave Nadig recaps Camp Kotok. Toroso’s David Dziekanski spotlights two SoFi ETFs.

Aug 17, 20211h 10m

Glimmer of Hope for Futures-Based Bitcoin ETFs?

ETF Trends’ Lara Crigger offers perspective on the launch of a mutual fund holding bitcoin futures and explains what recent SEC comments could mean for futures-based bitcoin ETFs. ETF industry pioneer Herb Blank discusses the rise of actively managed ETFs. Inspire Investing’s Robert Netzly highlights their lineup of faith-based ETFs.

Aug 10, 20211h 4m

Bloomberg’s Eric Balchunas on Bitcoin ETFs, ARK Invest, & More

Bloomberg’s Eric Balchunas goes in-depth on bitcoin ETFs and fields Twitter questions on everything from ARK Invest to his personal investment approach. ETF Trends’ Tom Lydon discusses record ETF flows, China ETFs, and the Robinhood IPO. Innovator ETFs’ Bruce Bond explains the basics of defined outcome ETFs and how to use them in a portfolio.

Aug 3, 20211h 21m

Top 10 ETFs in Year-Over-Year Engagement Growth

ETF Trends’ and ETF Database’s Tom Hendrickson highlights the top 10 ETFs experiencing year-over-year engagement growth on their platform. CFRA’s Todd Rosenbluth offers perspective on record ETF flows, new launches, bitcoin ETFs, and more. US Global’s Frank Holmes discusses the state of the global airline industry and the US Global JETS ETF (JETS).

Jul 27, 20211h 0m

Ross Gerber on Launching an ETF, Role of Social Media

Ross Gerber spotlights the AdvisorShares Gerber Kawasaki ETF (GK) and explains the role social media plays in his wealth management business. ETF Trends’ Dave Nadig fields a range of ETF questions and discusses Vanguard’s recent acquisition of Just Invest, a direct indexing provider.

Jul 19, 202152 min

Investing Legend Burton Malkiel on ESG, Meme Stocks, Crypto, & More

Burton Malkiel discusses a range of topics including the rise of indexing, ESG, meme stocks, crypto, and more. ETF Trends’ Lara Crigger delves into ESG ETF flows and performance, along with the environmental impact of bitcoin mining. Avantis consultant Sunil Wahal explains the “financial science” behind their investment approach.

Jul 13, 20211h 13m

A Conversation with ETF Trends’ Dave Nadig on Evolving Market Dynamics

ETF Trends’ Dave Nadig discusses volatility, risk, and evolving market dynamics. Onramp’s Eric Ervin explains the importance of cryptoasset education and offers perspective on the recent pullback across the space. Darren Schuringa spotlights the ASYMmetric 500 ETF (ASPY).

Jul 6, 202157 min

ETF Trends’ Tom Lydon on ETF Flows, Portfolio Construction

ETF Trends’ Tom Lydon examines ETF flows and what they say about investor portfolio construction. Cboe’s Laura Morrison explains their role in an ETF’s success and discusses the future of the ETF industry. Valkyrie’s Steven McClurg offers the latest on their Bitcoin ETF and Innovative Balance Sheet ETF filings.

Jun 29, 20211h 0m

Advisor Data, AAA CLO ETF, & ETF Distribution

ETF Trends’ Tom Hendrickson discusses his journey into ETFs and offers a unique look at what advisor data says about the current markets. Janus Henderson’s Nick Cherney spotlights their AAA CLO ETF (JAAA). FLX’s Jillian DelSignore talks ETF distribution, including the use of ETF model portfolios.

Jun 22, 20211h 0m

DFA’s Joe Hohn on Massive Mutual Fund to ETF Conversions

DFA’s Joe Hohn describes their decision to enter the ETF market and the rationale for converting nearly $30 billion in mutual fund assets to ETFs. ETF Trends’ Dave Nadig offers perspective on the meme stock phenomenon, explains the impact of the Fed selling their bond ETF holdings, and fields ETF questions from Twitter. DWS Group’s Amanda Rebello talks currency hedging and China A-Shares.

Jun 15, 202150 min

Bitcoin ETFs, Direct Indexing, & ESG

ETF Trends’ Lara Crigger examines various theories on why the SEC is delaying bitcoin ETF approval and offers a brief update on the space.  OpenInvest’s Jake Raden discusses the merits of direct indexing and an ESG approach to investing.  HoneyTree’s Liz Simmie explains the importance of integrating ESG data into the investment process and highlights the Canadian ETF landscape.

Jun 8, 20211h 6m

State Street’s Matt Bartolini on Sector ETFs, Business Cycle

State Street’s Matt Bartolini goes in-depth on what’s driving the divergence in sector ETF flows and performance. ETF.com’s Drew Voros discusses what’s next for ARK ETFs, along with ETFs covering blockchain, SPACs, and marijuana. Rayliant’s Jason Hsu spotlights their Quantamental China Equity ETF (RAYC) and outlines the investment case for China.

May 25, 20211h 0m

Jim Atkinson on Making History with First Mutual Fund to ETF Conversion

Guinness Atkinson’s Jim Atkinson offers a behind-the-scenes look at the first-ever mutual fund to ETF conversion and explains the potential impact on the asset management industry. ETF Stream’s Tom Eckett discusses the European ETF landscape including ESG, bitcoin, thematics, and the non-transparent structure. Horizon Kinetics’ James Davolos spotlights their Inflation Beneficiaries ETF (INFL), a top-five ETF launch this year.

May 18, 202157 min

Timber ETFs, Emerging Markets, & Risk Parity

ETF.com’s Drew Voros discusses the year’s best performing ETF, ARK’s recent struggles, and timber ETFs. WisdomTree’s Jeremy Schwartz lays out the investment case for emerging markets and the Emerging Markets ex-State-Owned Enterprises ETF (XSOE). Evoke Advisors’ Damien Bisserier spotlights the RPAR Risk Parity ETF (RPAR).

May 11, 20211h 2m

Impact of Delaying Bitcoin ETF Approval

ETF.com’s Sumit Roy explains the impact of the SEC delaying bitcoin ETF approval and why fund companies are lining-up to launch the product. HANetf’s Hector McNeil discusses the European ETF landscape, which includes crypto ETPs. Osprey Funds’ Greg King spotlights their Bitcoin Trust and recently launched Polkadot Trust.

May 4, 20211h 0m

ETF.com Awards, Best ETF Trading Practices, & Trend Following

ETF.com’s Drew Voros offers highlights from their 8th Annual ETF Awards. Vanguard’s Janel Jackson discusses best ETF trading practices and spotlights the recently launched Vanguard Ultra-Short Bond ETF (VUSB). Euclid Investment Advisory’s John Creekmur and Karl Ashley explain the investment approach behind the Euclid Capital Growth ETF (EUCG), which utilizes trend-following.

Apr 27, 20211h 0m

Coinbase & Cannabis

ETF.com’s Sumit Roy discusses Coinbase’s direct listing including which ETFs now own the company and whether this impacts the SEC’s decision-making on bitcoin ETFs. ETF Trends’ Lara Crigger offers an in-depth look at the cannabis ETF landscape. Cambria’s Meb Faber explains the longer-term investment case for cannabis stocks and spotlights the Cambria Cannabis ETF (TOKE).

Apr 21, 20211h 0m

Largest ETF Launch, ETF Market Making, & Sub-Advisory

ETF.com’s Drew Voros offers perspective on the largest ETF launch ever.  Old Mission Capital’s Harry Whitton talks ETF market making and fields rapid-fire ETF questions.  Vident Investment Advisory’s Amrita Nandakumar explains the role of an ETF sub-advisor.

Apr 13, 202157 min

Record ETF Inflows, Value Rotation, & Inflation Hedging

ETF.com’s Drew Voros discusses the record first quarter for ETF inflows.  Alpha Architect’s Wes Gray talks value rotation, momentum stocks, and the ETF white-labeling business.  Quadratic Capital’s Nancy Davis spotlights their Interest Rate Volatility & Inflation Hedge ETF (IVOL), one of the most successful recent ETF launches.

Apr 6, 20211h 0m

ARK Space ETF Debut, Bond ETF Liquidity, & SPACs

ETF.com’s Drew Voros covers several recent stories including Fidelity’s bitcoin ETF filing, AdvisorShares’ Gerber Kawasaki ETF filing, and ARK’s Space Exploration ETF launch. MarketAxess’ John Keller explains how they’re automating bond trading and facilitating bond ETF liquidity. Tuttle Tactical Management’s Matt Tuttle spotlights The SPAC and New Issue ETF (SPCX).

Mar 30, 202155 min

The SPAC Tsunami

ETF.com’s Sumit Roy discusses the apparent frothiness in SPACs and offers a quick snapshot of the SPAC ETF landscape. CFRA’s Todd Rosenbluth covers a range of topics including a recent ETF investor survey, ESG ETFs, bitcoin ETFs, and more. Toews Asset Management’s Phillip Toews talks markets and highlights the strategies underlying two Agility Shares ETFs.

Mar 23, 202158 min

Direct Indexing: ETF Killer?

Orion’s Rusty Vanneman goes in-depth on the pros and cons of direct indexing. ETF.com’s Drew Voros highlights finalists for the 2020 ETF.com Awards. Amplify ETFs’ Christian Magoon discusses the firm’s recent success, including ETFs covering cannabis and blockchain.

Mar 16, 20211h 6m

Dave Portnoy and BUZZ Shake-Up ETF Industry

ETF.com’s Drew Voros discusses the launch of the VanEck Vectors Social Sentiment ETF (BUZZ), along with the involvement of Barstool’s Dave Portnoy. Robert W. Baird’s Rich Lee explains their role as an ETF authorized participant. ERShares’ Joel Shulman highlights the entrepreneur factor which powers two ETFs, the Entrepreneurs ETF (ENTR) and the NextGen Entrepreneurs ETF (ERSX).

Mar 9, 202155 min

Bitwise’s Matt Hougan on Bitcoin ETFs, DeFi, & NBA Top Shot

Bitwise’s Matt Hougan discusses the prospects for a U.S. bitcoin ETF, the massive opportunity in decentralized finance, and the non-fungible token craze. ETF.com’s Cinthia Murphy highlights the success of the Amplify Transformational Data Sharing ETF (BLOK), a blockchain ETF. Leatherback’s Mike Winter explains the firm’s Long/Short Alternative Yield ETF (LBAY).

Mar 2, 202155 min

ETF Expert Dave Nadig on ARK Invest, Market Procyclicality, & More

ETF Trends’ Dave Nadig talks ARK Invest, the recent GameStop drama and market procyclicality, ETF flows, bitcoin ETFs, and more. ETF.com’s Cinthia Murphy discusses the upcoming launch of ARK’s Space Exploration ETF (ARKX). NextFins’ Amit Anand spotlights the Nifty India Financials ETF (INDF).

Feb 24, 202159 min

Surge in Small Cap ETFs

ETF.com’s Sumit Roy discusses the recent surge in small cap stocks and the associated ETF impact. ICI’s Shelly Antoniewicz offers perspective on the resilience of the ETF structure, along with opportunities and challenges for the ETF industry. TrimTabs’ Bob Shea spotlights their unique ETF lineup.

Feb 17, 202156 min

Cannabis ETFs, ARK, Hedge Fund Replication, & More

ETF.com’s Drew Voros covers several recent stories including cannabis ETF performance, Fidelity’s Magellan ETF, and Ark Invest’s staggering inflows. Dynamic Beta Investments’ Andrew Beer offers his unique perspective on GameStop’s hedge fund impact and also spotlights two hedge fund replication ETFs. Cerulli Associates’ Daniil Shapiro discusses their latest ETF research, including on active ETFs, ESG, thematic ETFs, and the threat of direct indexing.

Feb 9, 20211h 1m

Rob Arnott & Joe Terranova on GameStop, Current Markets, & Factor Investing

Research Affiliates’ Rob Arnott discusses current market comparisons to the dotcom bubble and explains their fundamental indexing approach. Virtus’ Joe Terranova offers his take on the recent market action and spotlights the index behind the Virtus Terranova U.S. Quality Momentum ETF (JOET). ETF.com’s Drew Voros covers the ETF impact of “Reddit stock” mania.

Feb 2, 202157 min

New Launches, ETF Predictions, & Thematics

ETF.com’s Drew Voros discusses several recent ETF launches and filings, including Vanguard’s first active bond ETF and the Valkyrie Bitcoin ETF. Franklin Templeton’s David Mann offers his 2021 ETF predictions. ProShares’ Scott Helfstein spotlights their MSCI Transformational Changes ETF (ANEW) and explains the role of thematic ETFs in a portfolio.

Jan 26, 202155 min

NYSE’s Douglas Yones on the Past, Present, & Future of ETFs

NYSE’s Douglas Yones discusses his early days in ETFs, the current state of the industry, and what the future might hold. ETF.com’s Sumit Roy explains the ETF impact of a weakening U.S. dollar. EMQQ’s Kevin Carter spotlights the Emerging Markets Internet & Ecommerce ETF.

Jan 19, 20211h 0m

ETF Records & Innovation

ETF.com’s Drew Voros puts the final bow on 2020’s record year for ETFs and discusses what’s on his radar in 2021. Invesco’s John Hoffman spotlights their QQQ Innovation Suite and offers perspective on the current state of the ETF industry. Simplify ETFs’ Paul Kim explains their innovative, options-based ETF strategies.

Jan 12, 20211h 4m

Best of ETF Prime

Nate revisits some of his favorite conversations from the second half of 2020 including with BNY Mellon’s Ben Slavin, ETF industry veteran and ETF.com contributor Jillian DelSignore, and CFRA’s Todd Rosenbluth.

Dec 29, 202059 min

ETF Year in Review & 2021 Predictions

ETF Trends’ Dave Nadig and Morningstar’s Ben Johnson recap a wild year in ETFs and look ahead to 2021.  ETF.com’s Cinthia Murphy discusses market forecasts from three of the largest ETF issuers, along with potential ETF implications.

Dec 22, 202056 min

The Case for ESG Investing

MSCI’s Guillermo Cano and iShares’ Sarah Kjellberg go in-depth on ESG investing, including discussing index construction, ESG data, and portfolio implementation using ETFs. ETF.com’s Drew Voros highlights 2020’s ESG ETF flows and new launches.

Dec 15, 202051 min

2020’s Top New ETFs

ETF.com’s Drew Voros discusses the record pace for ETF inflows and highlights 2020’s top new ETFs. State Street’s George Milling-Stanley talks gold ETFs, gold prices, and bitcoin. O’Shares ETFs’ Connor O’Brien explains the investment case for their Global Internet Giants ETF (OGIG).

Dec 8, 202056 min

DFA’s ETF Entrance

ETF.com’s Heather Bell offers perspective on the first ETFs from Dimensional Fund Advisors, along with their plans to convert existing mutual funds to ETFs. FlexShares ETFs’ Chris Huemmer explains the benefits of low volatility investing. Defiance ETFs’ Paul Dellaquila spotlights the first SPAC ETF, the Defiance Next Gen SPAC Derived ETF (SPAK).

Dec 2, 20201h 0m

Online Retail, Cannabis, & CLO Bond ETFs

ETF.com’s Sumit Roy discusses the roller coaster year for retail sales and highlights several retail-focused ETFs. AdvisorShares’ Dan Ahrens offers the latest on the cannabis industry and explains the importance of looking under the hood when evaluating cannabis ETFs. Alternative Access Funds’ Peter Coppa spotlights the AAF First Priority CLO Bond ETF (AAA), the first CLO bond ETF on the market.

Nov 24, 202054 min

The Case for International Investing

MSCI’s Raina Oberoi and iShares’ Jeff Spiegel discuss the recent underperformance from international stocks and highlight the investment case moving forward.  ETF.com’s Drew Voros explains pros and cons of China exposure in emerging market ETFs, including the potential impact of a recent presidential executive order.

Nov 18, 202052 min

Behind the ETF Curtain

BNY Mellon’s Ben Slavin offers a behind-the-scenes look at what keeps the ETF ecosystem functioning properly. ETF.com’s Drew Voros discusses bitcoin’s stellar performance and the prospects for a bitcoin ETF. Alerian’s Dave LaValle covers a range of topics including ESG, non-transparent ETFs, and thematics.

Nov 10, 20201h 3m

Volatility & the Election

ETF.com’s Sumit Roy discusses the recent spike in volatility and explains key basics of the Cboe Volatility Index (VIX) and volatility-related exchange-traded products. State Street’s Matt Bartolini goes in-depth on the potential impact of the election, including outlining five important policy issues where Republicans and Democrats are most opposed. 6 Meridian’s Andrew Mies explains their ETF entrance, which featured converting clients from separately managed accounts to the ETF structure.

Nov 3, 202059 min

Touring the ETF Landscape with CFRA’s Todd Rosenbluth

CFRA’s Todd Rosenbluth offers his perspective on Invesco’s QQQ Innovation Suite, ARK Invest’s new ad, ETF closures, and much more. ETF.com’s Drew Voros explains the recent uptick in performance from marijuana ETFs. Global X ETFs’ Jay Jacobs discusses the rise of thematic ETFs, including the Global X Telemedicine & Digital Health ETF (EDOC) and the Global X Cloud Computing ETF (CLOU).

Oct 27, 20201h 8m

2020 Election Uncertainty: ETFs in Focus

ETF.com’s Sumit Roy assesses various election outcomes and the potential ETF impact. Principal’s Matt Raynor offers an overview of the preferred securities market, along with their two actively managed ETFs covering the space. ROBO Global’s Lisa Chai spotlights the index behind their Artificial Intelligence ETF (THNQ).

Oct 20, 202059 min