ETF Prime

CFRA’s Todd Rosenbluth recaps ETFs at the halfway point of the year, covering everything from Vanguard’s domination to DFA’s entrance into the space. ETF.com’s Drew Voros offers perspective on 2020’s ETF launches and closures, including highlighting several new Covid-inspired offerings. ETFMG’s Sam Masucci discusses the recently launched ETFMG Treatments, Testing, & Advancements ETF (GERM).

ETF.com’s Sumit Roy discusses the active ETF landscape, including why active ETFs have been slow to gain traction and whether non-transparent ETFs can help. iShares’ Holly Framsted goes in-depth on factor investing, explaining how to use factor ETFs in a portfolio and offering her factor outlook moving forward. TrueMark’s Mike Loukas spotlights two recently launched, actively managed ETFs.

Vanguard’s Rich Powers offers an ETF “State of the Union”, including perspective on how ETFs handled recent market volatility and the new ETF labeling proposal. ETF.com’s Lara Crigger explains the rise of the retail trader and highlights the top 20 ETFs held at Robinhood. ProShares’ Simeon Hyman discusses ETFs focused on online retail, pet care, and dividend growth.

ETF.com’s Sumit Roy highlights the year’s fastest growing ETFs, including several flying under the radar. Harvest Volatility Management’s Jon Molchan explains the investment process behind the Nationwide Risk-Managed Income ETF (NUSI).

ETF.com’s Lara Crigger discusses recent developments with the United States Oil Fund (USO) and explains her reluctance to embrace a new proposal to relabel some ETFs. Franklin Templeton’s David Mann offers his unique perspective on the Fed’s bond ETF buying program. Bloomberg’s Eric Balchunas highlights 2020’s top ETF stories.

Nate revisits several conversations on 2020’s top ETF stories: the United States Oil Fund (USO), bond ETFs, non-transparent ETFs, and the US Global Jets ETF (JETS). Featuring ETF.com’s Lara Crigger, GTS’ Reggie Browne, ETF Trends’ Dave Nadig, American Century’s Ed Rosenberg, and US Global’s Frank Holmes.

ETF.com’s Cinthia Murphy debates the merits of a recent proposal to relabel some ETFs. MacKay Municipal Managers’ David Dowden spotlights two actively managed muni bond ETFs and offers his assessment of the muni bond market. Fortune Financial’s Lawrence Hamtil covers a range of topics including stock valuations, the Coronavirus shutdown, and the Fed.

It’s been a wild year in ETFs. ETF.com’s Lara Crigger offers her “ETF story of the year” so far and highlights several other ETF stories flying under the radar. SSGA’s George Milling-Stanley goes in-depth on gold and the record flows into physical gold ETFs. U.S. Global’s Frank Holmes discusses the recent massive interest in the U.S. Global Jets ETF (JETS) and lays out the investment case for airlines.

ETF.com’s Drew Voros recaps recent ETF flows, including record investor dollars into bond and commodity ETFs. AEI’s Michael Strain goes in-depth on the impact of the Coronavirus shutdown and what’s next for the economy. Innovator ETFs’ Graham Day spotlights their lineup of defined outcome ETFs.

ETF.com’s Lara Crigger explains the recent events surrounding the United States Oil Fund (USO) and why investor education is paramount with futures-based products.  Avantis Investors’ Phil McInnis spotlights their suite of low cost, actively managed ETFs.  Reality Shares’ Eric Ervin discusses the role of alternative investments including the Reality Shares DIVCON Dividend Defender ETF (DFND) and cryptoassets such as bitcoin.

ETF.com’s Drew Voros and Lara Crigger sit down with Nate Geraci beachside to recap the world’s largest ETF conference.

ETF.com’s Lara Crigger unveils her 2019 ETF predictions.  Morningstar’s Ben Johnson recaps ETFs in 2018, offers a few ETF predictions of his own, and fields rapid-fire ETF questions.  iSectors’ Chuck Self discusses recent financial market action and looks ahead to next year.

Matt Hougan, Global Head of Research at Bitwise and ETF industry veteran, discusses innovation in cryptoassets and the prospects for a crypto ETF. ETF.com’s Dave Nadig talks ETF innovation, highlighting some of his favorite new launches in 2018 and emphasizing the importance of ETF due diligence. Nate & Conor recap the recent market action.

BKCM’s Brian Kelly highlights the investment case for the REX BKCM ETF (BKC) and talks cryptocurrencies and blockchain. Gerry O’Reilly, who oversees $1 trillion+ at Vanguard, provides a behind-the-scenes look at managing index funds. ETF.com’s Dave Nadig dissects the proposed ETF rule.

J.P. Morgan’s BetaBuilders Japan ETF (BBJP) recently became the second fastest ETF to reach $1 billion. ETF.com’s Drew Voros goes behind-the-scenes, explaining J.P. Morgan’s “bring your own assets” ETF strategy. Toby Loftin, Managing Principal at BP Fund Capital Advisors, spotlights the NYSE Pickens Oil Response ETF (BOON). Defiance ETFs CEO Matt Bielski explains their recently launched Future Tech ETF (AUGR).

Chris Dhanraj, Head of U.S. iShares Investment Strategy, recaps the upcoming GICS sector reclassifications and explains how iShares’ new suite of Evolved Sector ETFs seeks to stay ahead of the curve. ETF.com’s Drew Voros highlights the best and worst performing ETFs so far in 2018. Chris Buck, Head of Capital Markets & Sales at ROBO Global, spotlights the ROBO Global Robotics and Automation Index ETF (ROBO).

Garrett Stevens, CEO of Exchange Traded Concepts (ETC), goes in-depth on the white label ETF business model and talks ETF innovation. Bryce Coward, Portfolio Manager & Deputy CIO at Knowledge Leaders Capital, spotlights an ETF falling under ETC’s umbrella – the Knowledge Leaders Developed World ETF (KLDW). ETF.com’s Lara Crigger explains how the upcoming GICS sector reclassifications are impacting ETFs.

Linda Zhang, Founder of Purview Investments, discusses the importance of socially responsible investing and the future of ESG ETFs. ETF.com’s Dave Nadig recaps year-to-date ETF flows. Nate & Conor explain the motivation behind Vanguard’s recent move to offer 1,800+ commission-free ETFs.

The Securities & Exchange Commission recently voted to propose a new rule which would help streamline ETF launches and level the playing field among fund companies. ETF.com’s Dave Nadig explains the potential impact. Tony Barchetto, Founder & CIO at Salt Financial, spotlights the Salt truBeta High Exposure ETF (SLT). Nate & Conor discuss why a new physical gold ETF and a new robotics ETF have broader implications.

ETF.com’s Dave Nadig goes in-depth on investments powered by “artificial intelligence”, one of the hottest buzzwords in ETFs. Phil Mackintosh, Global Head of Economic Research at Nasdaq, explains the role of stock exchanges and offers several best ETF trading practices. Nate and Conor discuss Howard Marks’ latest investor memo.

So far in 2018, more than 110 new ETFs have come to market. Nate & Jason parse through the list, highlighting everything from blockchain ETFs to Vanguard factor ETFs. ETF.com’s Lara Crigger also weighs in with several new ETFs catching her attention. Leah Jordan, V.P. of Investor Relations at Saba Capital Management, explains closed-end fund basics and spotlights the Saba Closed-End Funds ETF (CEFS).

Will Rhind, Founder of GraniteShares, spotlights their suite of ETFs featuring the lowest cost gold, platinum, and broad-based commodity ETFs on the market. ETF.com’s Dave Nadig offers his perspective on active equity ETFs, including why larger mutual fund companies haven’t launched ETF clones of their flagship active strategies. Nate & Jason recap the financial markets in the first half of 2018.

Dave Nadig, CEO of ETF.com, offers his perspective on another record-breaking year for ETFs and expands on several of ETF.com’s 2017 ETF predictions. Nate and Jason also explain the rise of bitcoin and spotlight the top performing ETF of 2016.

To kick off the new year, Nate & Jason set the table for the show over the next several months and also discuss key market themes to watch for in 2017. Kevin Quigg, Chief Strategist at ACSI Funds, spotlights the American Customer Satisfaction Core Alpha ETF (ACSI), which seeks to overweight exposure to companies with the most satisfied customers.

We revisit some of our favorite interviews from the second half of 2016 including ARK Invest’s Cathie Wood, Deutsche’s Rob Bush, and Bloomberg’s Eric Balchunas.

Wes Gray, CEO at Alpha Architect, discusses his new book “Quantitative Momentum” and explains key factors when implementing a momentum-based investing approach. Nate & Jason spotlight the MomentumShares U.S. Quantitative Momentum ETF (QMOM) and offer closing thoughts on 2016 financial markets.

Martin Small, Head of U.S. iShares, explains why ETFs aren’t just an industry, they’re a movement. Nate & Conor offer their perspective on ETF.com’s 2017 big ETF predictions.

Eric Balchunas, Senior ETF Analyst at Bloomberg, highlights several key trends shaping the investment landscape, explaining the potential longer-term implications to investors. Nate & Conor discuss the recent rise in yields and spotlight the FlexShares iBoxx 3-Year Target Duration TIPS ETF (TDTT).

A recent 60 Minutes piece chronicled the case of several high profile NFL players misled on an investment by a questionable financial advisor. Nate & Jason go in-depth on the lessons we can all learn from the financial pitfalls of professional athletes. Jay Hatfield, Co-Founder & President of Infrastructure Capital Advisors, spotlights the InfraCap MLP ETF (AMZA).

One surefire way to improve your investment returns in a taxable account is to minimize the impact of capital gain distributions. We examine the tax efficiency of ETFs compared to mutual funds and explain how a shift away from actively managed mutual funds is exacerbating an often overlooked problem. Chuck Self, Chief Investment Officer at iSectors, spotlights the Post-MPT Growth ETF (PMPT).

With nearly every pollster misfiring on last week’s election, Nate & Conor explain why “expert” predictions are typically meaningless – whether in elections or investing. Also, Mike Strain, Director of Economic Policy Studies at the American Enterprise Institute, offers his perspective on the election outcome and discusses the potential economic impact of Trump’s presidency.

With Election Day finally here, Nate & Conor offer a few closing thoughts on what has been a contentious, yet fascinating election cycle. Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA, discusses the potential shorter-term impact of the election outcome on several ETFs and also shares his perspective on the Department of Labor fiduciary rule. Jamie Anderson, Managing Principal at Tierra Funds, spotlights the Tierra XP Latin America Real Estate ETF (LARE).

Tim Noyce, Mortgage Advisor at Finance of America Mortgage, joins us in studio to offer helpful tips on securing a mortgage and discuss recent trends in the housing market. Tushar Yadava, Investment Strategist at iShares, spotlights the iShares Residential Real Estate Capped ETF (REZ).

Nate & Jason provide historical context around presidential elections and stock market reactions over the short and long-term. Tushar Yadava, Investment Strategist at iShares, offers perspective on potential investment implications of the upcoming election and spotlights the iShares Edge MSCI Min Vol USA ETF (USMV).

The game-changing DOL fiduciary rule has led to a prediction of ETF assets reaching $10 trillion by 2020. While the shift towards ETFs has been well underway for years, Nate & Conor discuss how an intensifying focus on investment costs will further impact both fund companies and investors. Rob Bush, ETF Strategist with Deutsche Asset Management, explains multi-factor investing and spotlights the Deutsche X-Trackers Russell 1000 Comprehensive Factor ETF (DEUS).

With iShares and Charles Schwab recently cutting fees on several key ETFs, Nate & Jason explain why the Department of Labor’s fiduciary rule is accelerating an ETF price war. Eric Ervin, President & CEO of Reality Shares, explains the concept of dividend growth investing and spotlights the Reality Shares DIVS ETF (DIVY).

ETFs have come a long way since we first began broadcasting The ETF Store Show five years ago. Nate & Conor take a stroll down memory lane and also look ahead to what’s in store for the show during the fourth quarter. Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, spotlights the Sit Rising Rate ETF (RISE) and offers some thoughts on the current interest rate environment.

A surprising number of mutual fund managers do not invest a single dollar in the funds they manage. Nate & Jason explain how this lack of “skin in the game” can impact performance. Also, Northern Trust’s Marie Dzanis offers her perspective on “smart beta” and spotlights two recently launched FlexShares ETFs tilted towards companies scoring high in environmental, social, and governance (ESG) factors.

Nate & Conor share their favorite investing quotes of all-time, explaining how each can make you a more successful investor. Also, Mike LaBella, Portfolio Manager at QS Investors, spotlights Legg Mason’s Low Volatility High Dividend ETFs.

Nate & Conor offer key takeaways from Morningstar’s annual ETF conference, where smart beta ETFs stole the show. Sal Bruno, Chief Investment Officer at IndexIQ, discusses a smart beta approach to bonds and spotlights the IQ Enhanced Core Bond U.S. ETF (AGGE) & IQ Enhanced Core Plus Bond U.S. ETF (AGGP).

We replay some of our favorite guest interviews from this past summer including PowerShares’ Tom Boccellari on generating portfolio income, Morningstar’s Ben Johnson discussing sustainable investing, and PureFunds’ Andrew Chanin spotlighting two unique ETFs.

Juan Carlos Artigas, Director of Investment Research at the World Gold Council, discusses some of the key drivers behind gold’s surge this year and explains how physically-backed gold ETFs are structured. Nate & Conor also spotlight the world’s largest gold ETF, the SPDR Gold Shares (GLD).

“Smart beta” ETFs have been one of the fastest growing segments of the overall ETF universe. Nate & Conor explain why traditional active mutual fund companies are launching, and investors are gravitating to, these ETFs. Also, Mike LaBella, Portfolio Manager at QS Investors, offers his views on the shortcomings of market cap weighting and spotlights the Legg Mason lineup of Diversified Core ETFs.

Disruptive innovation occurs when a game-changing innovation completely disrupts the status quo, turning an old way of doing business upside-down. Nate & Jason discuss investing in disruptive innovation, considering both the enormous upside and potential risks. Also, Cathie Wood, Founder & CEO of ARK Invest, offers her perspective on disruptive innovation and spotlights the ARK lineup of disruptive innovation ETFs.

A growing number of mutual fund companies are being hit with lawsuits from their own employees over the mutual funds being offered in their 401k plans. Nate & Conor explain the rationale behind these lawsuits and why they should get the attention of every 401k investor. Also, Frank Holmes, CEO of U.S. Global Investors, spotlights the U.S. Global Jets ETF (JETS) and goes in-depth on the airline industry.

Recently, investors have been flocking to emerging market bonds. Nate & Jason explain why and walk through the basics of investing in this growing asset class. Also, Fran Rodilosso, Portfolio Manager at Van Eck, spotlights the Vectors Emerging Markets Investment Grade USD Sovereign Bond ETF (IGEM).

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors. Nate & Jason discuss the trends driving this expanding segment and explain how ETFs are at the forefront of helping investors reflect social views through their investments. Also, Ben Johnson, Director of Global ETF Research at Morningstar, discusses his recent article on the topic, offering perspective on the intersection of sustainable investing and ETFs.

A recent PwC survey shows U.S. ETF assets are expected to nearly triple in the next five years, growing from approximately $2.3 trillion to $6.2 trillion by 2021. Nate & Conor explain the important role of investor education in reaching this impressive projection. Also, Greg King, Founder & CEO of REX Shares, spotlights the REX Gold Hedged S&P 500 ETF (GHS) and the REX Gold Hedged FTSE Emerging Markets ETF (GHE).

Recently, some media types, and even investment industry professionals, have suggested that ETF proliferation has gotten out of hand. Nate & Conor offer some rather pointed thoughts on this topic and wonder where the concern is over the roughly 8,000 mutual funds in existence. Also, Andrew Chanin, CEO of PureFunds, spotlights their Video Game Tech ETF (GAMR) and Drone Economy Strategy ETF (IFLY).

Bloomberg recently published “The 7 Habits of Highly Effective Investors”, which offers seven simple ways to increase your odds of financial success. Nate & Jason offer their perspective on these personal finance basics.