ETF Prime

Generating portfolio income might be the single biggest challenge facing investors right now. Nate & Jason explain the dilemma and discuss properly balancing risk and yield. Also, Tom Boccellari, Fixed Income Product Strategist at PowerShares, offers his perspective on the search for yield and highlights several income-focused PowerShares ETFs.

We revisit some of our favorite guest interviews from the first half of 2016 including Bloomberg’s Eric Balchunas, Abnormal Returns’ Tadas Viskanta, and ISE ETF Ventures’ Kris Monaco.

Emerging markets can offer diversification benefits and growth potential in your portfolio. We discuss the recent performance of emerging market stocks, current opportunities, and risks. Also, Kevin Carter spotlights EMQQ the Emerging Markets Internet & Ecommerce ETF (EMQQ).

The financial media parades out experts to make market predictions, but are those predictions any good? Who holds these experts accountable? Nate and Conor discuss. Also, Christian Magoon, Founder & CEO of Amplify ETFs, spotlights the Amplify Online Retail ETF (IBUY) and offers his perspective on the current ETF landscape.

International stocks can play an important role in a well-diversified portfolio. We explain why and offer some tips for selecting international stock ETFs. Also, Steven Schoenfeld, Founder & CIO of BlueStar Global Investors, spotlights the BlueStar Israel Technology ETF (ITEQ).

According to a Charles Schwab investor study, the vast majority of millennials view ETFs as the core investment type in their portfolio in the future. We discuss the reasons why and offer some important tips to millennial investors. Annie Wyatt, CEO of CrowdInvest, spotlights the CrowdInvest Wisdom ETF (WIZE).

Behavior is one of the few things you can control in investing. We discuss several common behavioral biases that negatively impact your investment returns and offer some tips on how you can overcome these biases. Sean O’Hara, Director of Pacer Financial, also spotlights the Pacer lineup of strategy-driven ETFs.

Meb Faber, Co-Founder & CIO of Cambria Investment Management, discusses his new book “Invest with the House“. What if you had information allowing you to invest with the smart money managers? Meb explains how investors can copy the stock picks of some of the world’s most successful investment managers. Nate & Jason also spotlight several ETFs that play on a similar theme including GURU, ALFA, & IBLN.

While bonds do not typically generate the excitement of stocks, they are a no less important part of your portfolio. We explain the key reasons to own bonds and discuss potential benefits of bond ETFs. Also, Matt Tucker, Head of iShares Fixed Income Strategy, offers his perspective on the current bond market, discusses individual bonds versus bond ETFs, and spotlights several iShares bond ETFs including AGG, TIP, & FLOT.

Smart beta ETFs are one of the fastest growing segments of the investment world. We explain the basics and offer some thoughts on whether these ETFs may be right for you. Also, Jay Jacobs, Director of Research at Global X, discusses multifactor ETFs, including spotlighting Global X’s lineup of Scientific Beta ETFs.

Kris Monaco, Head of ISE ETF Ventures, discusses the incredible innovation occurring in the ETF space and how investors benefit. ISE partners with a number of ETF providers and has been involved in one of the most successful ETF launches ever, the PureFunds Cyber Security ETF (HACK). Nate and Jason also spotlight the First Trust ISE Cloud Computing ETF (SKYY).

The Department of Labor recently rolled out new rules requiring advisors to act in their clients’ best interest on retirement accounts. We explain some of the reasons why these new rules were needed and how ETFs stand to benefit. Also, Jamie Anderson, Managing Principal at Tierra Funds, spotlights the Tierra XP Latin America Real Estate ETF (LARE).

ETFs have been called the next generation mutual funds. What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio? Nate, Conor, & Jason explain the basics and offer some helpful tips.

You likely are no longer settling for listening to music on cassette tapes, instead enjoying the vast benefits of digital music. Are you settling by investing in mutual funds instead of ETFs? Nate & Jason explain. Also, MarketGrader’s Carlos Diez and Brady Lipp spotlight the Barron’s 400 ETF.

Buy and hold? Traditional active management? A rules-based approach? Nate, Conor, & Jason explain the pros and cons of three popular investment strategies and offer important keys to success regardless of your approach.

Eric Balchunas, Senior ETF Analyst at Bloomberg, discusses his new book “The Institutional ETF Toolbox“, which seeks to help all investors better understand and utilize ETFs. Nate & Jason also offer some perspective on the U.S. stock bull market turning seven years old.

Brad Loncar, Head of Loncar Investments, joins us in studio to spotlight the index behind the Loncar Cancer Immunotherapy ETF (CNCR) and discuss the innovation occurring in cancer treatment. Nate and Conor also explain why ETFs can be an excellent way to access the biotech space in general.

Ben Fulton, ETF industry pioneer & CEO of Elkhorn Investments, talks about the early days of ETFs and the continued innovation since. Ben also spotlights the Elkhorn S&P 500 Capital Expenditures ETF (CAPX) and the Elkhorn FTSE RAFI U.S. Equity Income ETF (ELKU). Nate & Conor explain how you can get paid to own ETFs.

Investment costs are one of the few things you can control in investing. We examine new research from Morningstar on the relationship between the cost and performance of the funds you invest in. Tadas Viskanta, Founder & Editor of Abnormal Returns, offers his perspective on the importance of investor behavior and the proliferation of ETFs.

In a world with negative interest rates, how do you begin to make sense of the investment landscape? Nate & Conor explore the concept of negative rates and offer some takeaways for investors. Kevin DiSano, Chief Portfolio Strategist at IndexIQ, also discusses negative rates and highlights several ETFs to consider in this environment.

Institutional investors continue to increase their use of ETFs. We explain the reasons why and what you can learn from these professional investors. Also, PureFunds CEO Andrew Chanin spotlights ETFs covering cyber security, mobile payment technologies, and big data.

Dave Mazza, Head of Research for SPDR ETFs at StateStreet Global Advisors, spotlights the recently launched SPDR FactSet Innovative Technology ETF (XITK). Nate and Conor also discuss the latest buzz coming out of ETF.com’s Inside ETFs conference, the industry’s largest event.

When market turmoil hits, some investors naturally begin reevaluating their investment advisor. We discuss five key questions to ask before hiring a new advisor, as outlined in the Kansas City Business Journal. We also answer our listener question of the month and explain the merits of a momentum-based risk management strategy.

With stocks struggling to begin the year, we evaluate the state of the U.S. economy with the help of Michael Strain, Deputy Director of Economic Policy Studies at the American Enterprise Institute. We also discuss The Economist Magazine’s latest Big Mac Index and spotlight a pair of WisdomTree currency-themed ETFs.

2015 was another banner year for ETFs, with investors putting more money into ETFs than the flows into index funds, active mutual funds, and hedge funds combined! We explain the significance. Wes Gray, CEO & Chief Investment Officer at Alpha Architect, also spotlights their new momentum-focused ETFs.

At the beginning of every new year, so-called experts run rampant with financial market predictions. We explain the allure of such predictions and examine their track record of accuracy. We also spotlight the recently launched Pacer AutoPilot Hedged European Index ETF (ticker PAEU), which offers a unique twist on currency hedging.

We revisit some of our favorite guest interviews from the second half of 2015 including Morningstar’s Ben Johnson on active versus passive management, ETF.com’s Matt Hougan on the continued rise of ETFs, and Vanguard’s Ed Saracino on bonds and bond ETFs.

Tushar Yadava, Investment Strategist at iShares, looks back on the year that was in stocks and looks ahead to 2016. Nate & Conor also discuss recent ETF fee reductions from iShares and spotlight the iShares Core MSCI Emerging Markets ETF (IEMG).

Jeremy Schwartz, Director of Research at WisdomTree, breaks down the decision of whether or not to hedge currency exposure in your international stock positions. Nate & Conor also spotlight the WisdomTree Japan Hedged Equity ETF (ticker DXJ).

Jimmy Houlehan, CPA & Partner with Boan, Connealy, & Houlehan, joins us in studio to talk year-end tax planning moves. Nate & Conor also explain why ETFs can offer greater tax efficiency than mutual funds.

Nate & Jason discuss key items to tackle before year-end to keep your investments and finances on track. Sean O’Hara, Director of Pacer Financial, spotlights the Pacer lineup of ETFs including the Trendpilot 750 ETF (PTLC).

Alpha Architect’s Jack Vogel, one of the authors of “DIY Financial Advisor“, discusses key investor takeaways from his new book including why you should be wary of “investment experts”. Nate & Jason also spotlight the ValueShares International Quantitative Value ETF (ticker IVAL).

Ed Saracino, Senior Investment Analyst at Vanguard, discusses navigating bonds in today’s challenging environment and also spotlights several Vanguard bond ETFs. Nate & Conor explain the differences between investing in individual bonds, bond mutual funds, and bond ETFs.

We answer your ETF questions including on ‘ETFs of ETFs’ and low volatility ETFs. Neil Macneale, owner of the 2-for-1 Index which powers the USCF Stock Split ETF (TOFR), explains stock splits and why he believes investors can benefit from them.

Leading ETF research firm ETF.com recently published a list of the 15 most important ETFs. Nate & Jason discuss these ETF industry game changers. Kevin Kelly, Chief Investment Officer at Recon Capital Partners, also spotlights the NASDAQ 100 Covered Call ETF (QYLD).

Mike Savage, Managing Director & Portfolio Strategist at Charles Schwab, joins us in studio to discuss the unique behaviors of Millennial investors, including why Millennials view ETFs as the future building blocks of portfolios. Nate and Jason also offer five ETFs for Millennial investors to consider.

ETFs have been called the next generation mutual funds. What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio? Nate, Conor, & Jason explain the basics and offer some helpful tips.

With yet another mutual fund giant making the leap into ETFs, we explain how investors are reaping the rewards. We also walk through fund fee basics and AlphaClone’s Maz Jadallah & Brad Bredemann spotlight the AlphaClone Alternative Alpha ETF (ALFA).

Oil continues to play a major role in the financial markets, economy, and even politics. Matt Smith, Director of Commodity Research at ClipperData joins us to discuss the unique dynamics of the oil market. Van Eck Global’s Brandon Rakszawski also spotlights two oil-related Market Vectors ETFs.

With cash outperforming both stocks and bonds for the first time since 1990, we continue last week’s conversation on the merits of alternative investment options. Plus, IndexIQ’s Executive V.P. & Chief Portfolio Strategist, Kevin DiSano, spotlights hedge fund replication and currency hedged ETFs.

We explain what the weather in Miami has to do with your investment portfolio and why proper diversification is critical in today’s markets. Simeon Hyman, Head of Investment Strategy at ProShares, also discusses the importance of alternative investments and spotlights several ProShares ETFs.

Matt Hougan, CEO of ETF.com, discusses the continued rise of ETFs and his 3 ETF predictions for the remainder of 2015. Nate & Conor also explain recent trading issues surrounding ETFs and spotlight the Vanguard Total International Bond ETF (BNDX).

We answer your questions on ETFs and investing. Topics include recent ETF trading issues, oil ETFs, and mutual fund cash drag. Nate & Conor also spotlight the popular iPath S&P 500 VIX Short Term Futures ETN (VXX), a product most investors would be well-advised to steer clear from.

With volatility returning to the financial markets, gold has been thrust back into the spotlight. Juan Carlos Artigas, Director of Investment Research at the World Gold Council, joins us to discuss whether gold makes sense for long-term investors and offer his perspective on the current gold market. Nate & Conor also highlight several gold-related ETFs.

Financial literacy is important not only when it comes to investing, but in all aspects of our financial and personal lives. Latoya Goree, Director of the Center for Economic Education at the University of Missouri Kansas City and Interim Director for the Missouri Council on Economic Education, joins us in studio to discuss how we can improve financial literacy, resulting in better outcomes for both individuals and communities.

Amazingly, it’s been said the best financial advice can fit on a single index card. Nate, Conor, & Jason try their hand at this exercise, attempting to simplify an unnecessarily complicated investment world. Also, Jeff Klearman, Chief Investment Officer at Rich Investment Solutions, spotlights the ALPS Enhanced Put Write Strategy ETF (PUTX).

Dave Nadig, Vice President & Director of ETFs at FactSet, discusses ETF growth trends and offers his thoughts on several new ETFs to hit the market. Nate & Conor also explain an eyebrow-raising Wall Street Journal report on mutual fund fees and talk currency values according to the most recent Big Mac Index.

We answer your questions including how to select the right ETFs for your portfolio and where to find mutual fund and ETF costs. Nate and Jason also spotlight the recently launched O’Shares FTSE US Quality Dividend ETF (OUSA), backed by Kevin O’Leary of ABC’s Shark Tank.

Dave Mazza, Head of Research for SPDR ETFs at StateStreet Global Advisors, discusses where ETF investors have been placing their money in 2015 and also spotlights the SPDR DoubleLine Total Return Tactical ETF (TOTL).

In Part Two of our two-part series on active versus passive management, we discuss the psychology of index investing and why you may have to overcome natural tendencies in order to achieve success as an investor. Frank Holmes, CEO & Chief Investment Officer of U.S. Global Investors, also spotlights the U.S. Global Jets ETF (JETS) tracking the airline industry.