From Pot to UFOs, Thematic ETFs in Focus
Jul 16, 2019
ETF.com’s Lara Crigger offers the latest surrounding marijuana ETFs, including the recently launched Innovation Shares Cannabis ETF (THCX). Toroso Investments’ Michael Venuto highlights partnerships with SoFi and Amplify ETFs, and also fields rapid-fire ETF questions. ProcureAM’s Andrew Chanin goes in-depth on the Procure Space ETF (UFO) and the case for investing in space.
Bitcoin ETF Debate, Libra, & More
Jul 10, 2019
An in-depth debate on the merits of a bitcoin ETF with Bitwise’s Matt Hougan and crypto expert Tyrone Ross. Also, ETF.com’s Dave Nadig explains the similarities between Facebook’s Libra and an ETF.
Midyear ETF Check-in
Jul 2, 2019
CFRA’s Todd Rosenbluth and ETF.com’s Dave Nadig recap ETFs so far in 2019 and look ahead to the remainder of the year. Direxion’s Dave Mazza spotlights their suite of Relative Weight ETFs.
ETF.com’s Dave Nadig on Gold’s Recent Surge, Gold ETFs
Jun 25, 2019
ETF.com’s Dave Nadig explains potential drivers of gold’s recent price surge and offers perspective on the physical gold ETF landscape. ETF Action’s Mike Akins describes their new ETF research platform and fields rapid-fire ETF questions. Quadratic Capital’s Nancy Davis spotlights the recently launched Interest Rate Volatility & Inflation Hedge ETF (IVOL).
Can Value Investing Stage a Comeback?
Jun 18, 2019
Some are proclaiming the death of value investing. Acquirers Funds’ Tobias Carlisle explains why value investing is primed for a comeback and how his recently launched deep value ETF can take advantage. ETF.com’s Drew Voros discusses the rush of investor dollars into low volatility ETFs. Whitford Asset Management’s Dom Catrambone spotlights the Volshares Large Cap […]
Overcoming Common Objections to ESG Investing
Jun 11, 2019
Nuveen’s Jordan Farris responds to common investor objections to ESG or socially responsible investing. ETF.com’s Lara Crigger spotlights the recent performance of grain ETPs. Blockforce Capital’s Eric Ervin discusses blockchain, cryptocurrencies, and ETFs.
Back to the Future: Currency Hedged ETFs
Jun 4, 2019
With the U.S. dollar surging over the past two years, ETF.com’s Lara Crigger discusses whether once popular currency hedged ETFs can stage a comeback. U.S. Global Investors’ Frank Holmes goes in-depth on cryptocurrencies and gold. AAM’s Lance McGray spotlights their S&P 500 High Dividend Value ETF (SPDV).
Perth Tolle on Life, Liberty, & the Pursuit of a New ETF
May 28, 2019
Perth Tolle, Founder of Life + Liberty Indexes, discusses the backstory and index construction behind the brand new Alpha Architect Freedom 100 Emerging Markets ETF (FRDM). State Street’s Matt Bartolini goes in-depth on multifactor ETFs. ETF.com’s Dave Nadig talks oil and oil-related ETFs.
Bitcoin Back in the Spotlight
May 21, 2019
With its price recently surging, bitcoin is moving back into the spotlight. ETF.com’s Sumit Roy discusses the latest on bitcoin ETFs and whether bitcoin is “gold 2.0”. Exponential ETFs’ Phil Bak explains the Reverse Cap Weighted U.S. Large Cap ETF (RVRS) and fields rapid-fire ETF questions. Cushing’s Todd Sunderland highlights their Sector Plus ETFs focused […]
Pros & Cons of Niche Tech ETFs
May 14, 2019
Technology ETFs are being sliced thinner and thinner, with ETFs now covering cybersecurity, cloud computing, virtual reality, mobile payments, and more. ETF.com’s Lara Crigger discusses this growing segment of ETFs and key considerations for investors. Amplify ETFs’ Christian Magoon goes in-depth on the recently launched Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF (LEND). Vanguard’s Michael […]
Stocks Soaring, But Bond ETFs Shining
May 7, 2019
With the S&P 500 enjoying its best start to a year since 1987, bond ETFs have somewhat surprisingly drawn investor interest. BlackRock’s Karen Schenone helps make sense of the outsized bond ETF flows and also discusses factor-focused and ESG bond ETFs. ETF.com’s Dave Nadig offers perspective on Morningstar’s annual fund fee study. Distillate Capital’s Tom […]
A Budding Marijuana ETF Market
Apr 30, 2019
AdvisorShares recently launched the Pure Cannabis ETF (YOLO), joining the ETFMG Alternative Harvest ETF (MJ) as the only U.S.-listed, pure play marijuana ETFs. AdvisorShares Portfolio Manager Dan Ahrens spotlights YOLO and ETF.com’s Lara Crigger offers her perspective on this budding area of the ETF market. CFRA’s Todd Rosenbluth also discusses everything from marijuana ETFs to […]
Phil Huber on ETF Due Diligence, Investor Behavior, & More
Apr 23, 2019
Phil Huber, Chief Investment Officer at Huber Financial Advisors, explains his firm’s ETF selection process and discusses everything from ETF fees to investor behavior. ETF.com’s Dave Nadig dives into ETFs offering exposure to newly listed public stocks such as Lyft. Hoya Capital’s Alex Pettee spotlights their recently launched Housing ETF (HOMZ).
Alpha Architect’s Wes Gray on Closet Indexing, Factor Investing
Apr 16, 2019
Alpha Architect’s Wes Gray explains the issue of closet indexing and offers perspective on how investors should approach factor-focused ETFs. ETF.com’s Dave Nadig discusses ETF flows, the best and worst performing ETFs, and recent ETF launches. Trim Tabs’ Janet Johnston spotlights their All Cap U.S. Free-Cash-Flow ETF (TTAC).
Debate Over How to Improve Financial Literacy
Apr 9, 2019
Niki Boyson, Professor of Finance at Northeastern University, discusses the opportunities and challenges with improving our country’s financial literacy. ETF.com’s Cinthia Murphy offers a smart beta ETF “State of the Union“. Cambria’s Meb Faber spotlights the Cambria Trinity ETF (TRTY).
Innovation on Display at Annual ETF.com Awards
Apr 2, 2019
ETF.com’s Drew Voros highlights the biggest winners from the sixth annual ETF.com Awards. Astoria Portfolio Advisors’ John Davi discusses his firm’s approach to all-ETF portfolios and fields rapid-fire ETF questions. MarketGrader’s Carlos Diez spotlights the index behind the Barrons 400 ETF (BFOR).
Best of ETF Prime
Mar 26, 2019
We revisit conversations with ETF.com’s Dave Nadig, Innovator ETFs’ Bruce Bond, and J.P. Morgan’s Jill DelSignore.
Challenges & Opportunities with ETF Education
Mar 19, 2019
ETF.com’s Dave Nadig discusses how rapid ETF growth presents challenges and opportunities with investor education. IndexIQ’s Sal Bruno explains the role of alternative investment strategies, including the IQ Hedge Multi-Strategy Tracker ETF (QAI). ALPS Advisors’ Jeremy Held spotlights the Alerian MLP ETF (AMLP).
Biggest ETF Launch in 15 Years
Mar 12, 2019
ETF.com’s Lara Crigger discusses the biggest ETF launch of the past 15 years, the Xtrackers MSCI USA ESG Leaders Equity ETF (USSG), and whether the moment has finally arrived for ESG ETFs. JPMorgan’s Jillian DelSignore talks Women in ETFs, actively managed bond ETFs, and ETF fees. Global X’s Jay Jacobs spotlights their Nasdaq 100 Covered […]
ETF Race to Zero: What Does “Free” Really Mean?
Mar 5, 2019
ETF.com’s Dave Nadig discusses SoFi filing for the first “free” ETFs and whether transparency is being sacrificed in a race to the bottom on fees. CFRA’s Todd Rosenbluth offers perspective on the latest round of ETF fee cuts from Vanguard. ProShares’ Simeon Hyman spotlights their dividend growers suite of ETFs including the ProShares S&P 500 […]
This is What Innovation Looks Like
Feb 26, 2019
ETF.com’s Drew Voros offers perspective on the increasing number of ETF closures and ETF innovation moving forward. Impact Shares Founder Ethan Powell discusses their lineup of socially conscious ETFs and what the future of ESG ETFs might hold. Western Asset’s Ellen Cammer spotlights two actively managed bond ETFs from Legg Mason including the recently launched […]
Recapping Inside ETFs
Feb 19, 2019
Nate Geraci and ETF.com’s Dave Nadig recap the world’s largest ETF conference, Inside ETFs. Ambar Bajaj, V.P. ETF Product Manager at Legg Mason, offers his thoughts on the conference and discusses Legg Mason’s approach to ETFs. Jeremy Schwartz, Global Head of Research at WisdomTree, spotlights several ETFs including the WisdomTree 90/60 U.S. Balanced Fund (NTSX).
Evaluating ETFs: There’s More Than Just Fees
Feb 12, 2019
While fees are important, there are other considerations when selecting ETFs. D.J. Tierney, Managing Director & Sr. Client Portfolio Strategist at Charles Schwab Investment Management, explains what he believes are critical factors when evaluating the universe of ETFs. ETF.com’s Sumit Roy goes in-depth on an often overlooked aspect of ETF due diligence – trading spreads. […]
Gold, Cryptos, & ETFs
Feb 5, 2019
ETF.com’s Lara Crigger discusses physical gold ETFs and gold mining ETFs, including recent flows and the impact of fee competition. Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, spotlights the SPDR Gold MiniShares Trust (GLDM) and explains the role of gold in a portfolio. Juan Carlos Artigas, Director of Investment Research […]
Previewing the World’s Largest ETF Conference
Jan 29, 2019
John Swolfs, CEO of Inside ETFs, previews the world’s largest ETF conference. ETF.com’s Lara Crigger explains how the government shutdown has impacted the ETF ecosystem. Bill DeRoche, Chief Investment Officer at AGFiQ, spotlights their U.S. Market Neutral Anti-Beta Fund (BTAL).
Paying Tribute to Vanguard Founder Jack Bogle
Jan 22, 2019
The investment world recently lost a legend in Vanguard Founder Jack Bogle. Nate, Conor, and ETF.com’s Dave Nadig look back at Jack’s impact on investing and the legacy he leaves behind. Connor O’Brien, CEO of O’Shares ETF Investments, spotlights their lineup of ETFs including the O’Shares FTSE U.S. Dividend Quality ETF (OUSA).
What’s Next for ESG ETFs?
Jan 15, 2019
ETF.com’s Lara Crigger discusses challenges and opportunities facing ESG ETFs and highlights the “World’s Cheapest ESG ETF Portfolio“. Bob Smith, President & CIO at Sage Advisory, offers his perspective on ESG investing including spotlighting the Sage ESG Intermediate Credit ETF (GUDB). Bruce Bond, CEO of Innovator ETFs, goes in-depth on their lineup of Defined Outcome […]
AEI’s Mike Strain on Economy, Political Landscape in 2019
Jan 8, 2019
AEI’s Mike Strain surveys the current economic and political landscape, offering perspective on the Fed, China, and the government shutdown. ETF.com’s Dave Nadig discusses stock ownership concentration in ETFs, focusing on Apple and other FAANG stocks. Amplify ETFs’ Christian Magoon spotlights the BlackSwan Growth & Treasury Core ETF (SWAN).
Recapping 2018 & Looking Ahead to 2019
Dec 18, 2018 52:38
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.
Bitwise’s Matt Hougan Talks Crypto Innovation, ETFs
Dec 11, 2018 49:08
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.
Stocks, Bonds, & Crypto – Making Sense of 2018
Dec 4, 2018
With most major asset classes posting negative returns in 2018, Nate & Jason discuss the Fed, trade, and investor sentiment. Sean O’Hara, President of Pacer ETFs Distributors, highlights several ETF strategies including their Trendpilot ETF Series. ETF.com’s Dave Nadig talks bond ETF flows, active management in bonds, and recent concerns over BBB-rated debt & leveraged loans.
Best of ETF Prime
Nov 27, 2018
We revisit conversations with Bloomberg’s Eric Balchunas, Exponential ETFs’ Phil Bak, ETF.com’s Dave Nadig, and Abnormal Returns’ Tadas Viskanta.
Nuveen’s Take on ESG
Nov 20, 2018
Nuveen’s Martin Kremenstein goes in-depth on ESG investing. ETF.com’s Sumit Roy explains the wild price swings in oil and natural gas. Reality Shares CEO Eric Ervin spotlights their recently launched Fundstrat DQM Long ETF (DQML).
Is the Time Right for Emerging Markets?
Nov 13, 2018
ETF.com’s Dave Nadig discusses the investment case for emerging market stocks and ETFs to play the space. CFRA’s Todd Rosenbluth explains why investors shouldn’t overemphasize “low cost” when evaluating ETFs. Sabretooth Advisors’ Dave Chojnacki spotlights the AdvisorShares New Tech & Media ETF (FNG).
USAA’s Lance Humphrey Highlights ETF Lineup, Talks Value & Momentum
Nov 6, 2018
Lance Humphrey, Portfolio Manager on USAA’s Global Multi-Asset Team, highlights USAA’s ETF lineup. ETF.com’s Lara Crigger discusses October’s ETF flows and record trading volume. Dr. Victor Chow, Distinguished Professor of Global Business & Finance at West Virginia University, explains the index he developed which powers the Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN).
iShares’ Heather Brownlie: ETFs Have Revolutionized Bond Investing
Oct 30, 2018
15 years ago, iShares launched the first broad-based bond ETF – the iShares Core U.S. Aggregate Bond ETF (AGG). Heather Brownlie, U.S. Head of iShares Fixed Income, describes how ETFs have revolutionized bond investing since. Nate & Jason explain how personal technology can short circuit financial decision-making. ETF.com’s Lara Crigger goes in-depth on homebuilder ETFs.
Tadas Viskanta on Investor Behavior, ETFs, & More
Oct 23, 2018
Tadas Viskanta, Director of Investor Education at Ritholtz Wealth Management & Founder of Abnormal Returns, talks investor behavior and fields rapid-fire questions on ETFs and investing. ETF.com’s Dave Nadig discusses several recent ETF launches. Ted Lucas, Head of Investment Strategies & Solutions at Hartford Funds, spotlights their Multifactor Developed Markets ex-US ETF (RODM).
ETF.com’s Sumit Roy Discusses Oil, Gold, & Broad Commodities
Oct 16, 2018
ETF.com analyst Sumit Roy highlights commodity ETF flows and performance so far this year. Vince Birley, CEO of Vident Financial, explains their principles-based approach to ETFs, including the Vident Core U.S. Equity Fund (VUSE). Nate & Conor offer perspective on last week’s stock market decline and explain the impact of rising interest rates.
Playing Defense with ETFs
Oct 9, 2018
ETF.com’s Dave Nadig highlights several ETFs that can help hedge against stock market risk, while still offering some exposure to the upside. Nate & Conor discuss the performance of financial markets so far this year. Steven Schoenfeld, Founder & CIO of BlueStar Indexes, talks ETF growth and innovation, bitcoin ETFs, the Israeli ETF market, and […]
Thematic ETFs in Focus
Oct 1, 2018
Jon Maier, Chief Investment Officer at Global X, goes in-depth on thematic investing, explaining the role of thematic ETFs in a portfolio and highlighting several Global X thematic ETFs. ETF.com’s Drew Voros recaps the latest ETF flow data. Phil Bak, CEO of Exponential ETFs, discusses the regulatory backdrop for bitcoin ETFs.
Behind-the-Scenes Look at Seeding New ETFs
Sep 24, 2018
Mark Esposito, CEO of Esposito Securities, explains the process behind seeding new ETFs and keys to a successful ETF launch. ETF.com’s Drew Voros spotlights Vanguard’s new ESG ETFs and offers perspective on the future of ESG investing. Ryan Kirlin, Head of Capital Markets at Alpha Architect, makes his case for why “smart beta” is dead.
Bloomberg’s Eric Balchunas Talks ETF Flows, Fields Rapid-Fire ETF Questions
Sep 17, 2018
Eric Balchunas, Senior ETF Analyst at Bloomberg, talks ETF flows and fields questions on everything from “smart beta” to marijuana ETFs. ETF.com’s Dave Nadig explains the similarities and differences between ETNs and ETFs. Jillian DelSignore, Head of ETF Distribution with J.P. Morgan’s Asset Management business, discusses their rapid ETF growth and diverse ETF lineup.
10 Years After Financial Crisis, What’s Next for Stocks?
Sep 10, 2018
Nate & Jason examine what’s changed in the markets over the 10 years since the global financial crisis and whether there’s cause for concern. Chuck Self, Chief Investment Officer at iSectors, offers his perspective on the current financial markets. ETF.com’s Lara Crigger discusses the recent surge in marijuana stocks and the ETFMG Alternative Harvest ETF […]
Best of ETF Prime
Sep 3, 2018 54:59
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.
Bitcoin, Bond, & Bullion ETFs
Aug 27, 2018
ETF.com’s Lara Crigger discusses the latest SEC rejection of bitcoin ETF proposals. Invesco’s Tim Urbanowicz explains the merits of factor-based bond ETFs and the BulletShares target maturity bond ETFs. Perth Mint’s Jerry Hicks spotlights the first physical gold ETF backed by a sovereign guarantee.
The Aging Brain & Financial Decision-Making
Aug 20, 2018
How does aging affect financial decision-making? Brie Williams, V.P. of State Street Global Advisors & Head of Practice Management for the Global SPDR Business, discusses the financial implications of cognitive decline and how investors can better prepare themselves. Drew Voros, ETF.com’s Editor-in-Chief, goes in-depth on thematic ETFs.
Fidelity Goes to Zero
Aug 13, 2018
Fidelity recently made a splash by offering the first-ever free index funds. ETF.com’s Dave Nadig discusses the impact for both investors and fund companies. Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA, also offers perspective on Fidelity’s move, but explains why underlying ETF holdings matter much more than fees. Gerry O’Reilly, Principal & […]
What’s Behind J.P. Morgan’s Record ETF Flows?
Aug 6, 2018 48:20
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 […]
The Investment Case for Blockchain ETFs
Jul 30, 2018
Brian Kelly, Head of BKCM, highlights the investment case for the REX BKCM ETF (BKC), which owns companies involved in cryptocurrencies and blockchain. Eric Ervin, President & CEO of Reality Shares, spotlights the first China-focused blockchain ETF, the Reality Shares Nasdaq NexGen Economy China ETF (BCNA). Also, ETF.com’s Dave Nadig discusses risk-managed ETFs designed to […]
Can iShares Evolve Sector Classifications?
Jul 24, 2018
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, […]
The White Label ETF Business & ETF Innovation
Jul 17, 2018
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 […]
The Future of ESG Investing
Jul 10, 2018
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.
ETF.com’s Dave Nadig Dissects Proposed ETF Rule
Jul 3, 2018
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 […]
Artificial Intelligence and ETFs: The Future of Investing?
Jun 26, 2018
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.
2018 ETF Launches in Focus
Jun 19, 2018
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 […]
Will Rhind Spotlights GraniteShares ETFs
Jun 11, 2018
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 […]
Smart Beta ETFs: Useful Tools or Smart Marketing?
Jun 4, 2018
ETF.com’s Dave Nadig goes in-depth on smart beta ETFs including how to sort through the growing number of options and using them in a portfolio. David Varadi, Co-Founder & Portfolio Manager for QuantX Funds, offers his views on the limitations of buy-and-hold investing and spotlights several QuantX ETFs. Nate & Conor discuss four key factors […]
Best of ETF Prime
May 28, 2018
We revisit conversations with Charles Schwab’s D.J. Tierney, iShares’ Daniel Prince, and ETF.com’s Dave Nadig.
Next ETF Growth Frontiers? ESG & Active ETFs in Focus
May 21, 2018
ETF.com‘s Lara Crigger offers perspective on the current ESG ETF landscape, along with potential drivers of future growth. Dodd Kittsley, Director at Davis Advisors, spotlights their suite of actively managed ETFs and discusses what’s next for the active ETF space as a whole. Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA, fields […]
Bond ETFs & Liquidity: Fact vs Fiction
May 14, 2018
ETF.com’s Dave Nadig dispels several bond ETF myths and explains how ETFs would function during a bond market crash. Kevin Carter, Founder of EMQQ, spotlights the Emerging Markets Internet & Ecommerce ETF. Nate & Conor discuss surprising characteristics of ETF-owning households.
Gold, Bitcoin, & Blockchain
May 8, 2018
ETF.com’s Dave Nadig explains the drivers behind recent strong inflows into gold ETFs. Nate & Jason discuss bitcoin and the prospects for bitcoin ETFs. Matt Markiewicz, Managing Director at Innovation Shares, spotlights their NextGen Protocol ETF (KOIN) and offers the investment case for blockchain technology.
Rating ETFs: Pros, Cons, & Challenges For the Industry
May 1, 2018
Nate, Conor, & Jason debate whether standardized ETF ratings are needed and highlight several rating options currently available to investors. ETF.com’s Lara Crigger goes in-depth on marijuana ETFs. Ben Phillips, CIO at EventShares, spotlights the U.S. Policy Alpha ETF (PLCY).
Does Active Share Matter in Fund Selection?
Apr 24, 2018
The New York Attorney General recently announced 13 mutual fund companies agreed to report active share to retail investors. Nate & Jason discuss potential implications and highlight new research on this metric’s usefulness to investors. ETF.com’s Dave Nadig offers key takeaways from Greenwich Associates’ latest ETF survey of institutional investors. Larry Medin, Founder & CEO of Brandometry spotlights the […]
iShares’ Daniel Prince on ETF Tax Efficiency
Apr 16, 2018
Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing. Nate & Conor also provide insight into the potential tax savings ETFs can provide and explain why actively managed mutual funds are at a disadvantage.
Hedging a Portfolio for Rising Inflation
Apr 9, 2018
Michael Natale, Head of Intermediary Distribution at Northern Trust, discusses growing investor concern over rising inflation and spotlights several FlexShares ETFs that could potentially serve as inflation hedges in a portfolio. Nate & Conor recap financial market performance in the first quarter of 2018.
Best of The ETF Store Show
Apr 2, 2018
Three of the hottest themes in ETFs this year are blockchain, marijuana, and artificial intelligence. We revisit several conversations with key players in each of these areas including Amplify’s Christian Magoon, AdvisorShares’ Dan Ahrens, Level ETF Ventures’ Kris Monaco, and EquBot’s Art Amador.
ETF Q&A with Toroso’s Mike Venuto
Mar 26, 2018
A rapid fire Q&A with Mike Venuto, ETF industry veteran and CIO at Toroso Investments. Mike also spotlights the index behind the ETF Industry Exposure & Financial Services ETF (TETF). Nate & Jason delve into the thorny topic of corporate governance and index investing.
Is DOL Fiduciary Rule Dead?
Mar 19, 2018
The DOL fiduciary rule, which would have required brokers to put clients’ best interests ahead of their own, was recently vacated. Nate & Conor discuss the impact and how best to protect yourself as an investor. D.J. Tierney, Managing Director & Client Portfolio Strategist at Charles Schwab Investment Management, highlights their low cost approach to […]
Hedging a Portfolio for Rising Rates
Mar 13, 2018
Nate & Jason explain how investors might think about hedging a portfolio in a rising interest rate environment. Ed Lopez, Head of ETF Product at VanEck, offers his perspective on rising rate hedges, including spotlighting the VanEck Vectors Investment Grade Floating Rate ETF (FLTR) and the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).
Vanguard’s Matt Jiannino Highlights New Suite of Factor ETFs
Mar 6, 2018
Matt Jiannino, Head of Quantitative Equity Product Management at Vanguard, goes in-depth on their new suite of factor-based ETFs. Nate & Jason explain “The Vanguard Effect” and discuss the possibility of zero or negative fee ETFs.
EquBot Co-Founder Spotlights World’s First Artificial Intelligence ETF
Feb 27, 2018
Art Amador, Co-Founder of EquBot, spotlights the AI Powered Equity ETF (AIEQ). Nate & Conor discuss pros & cons of commission-free ETFs and key takeaways from Berkshire Hathaway’s annual shareholder letter.
Biotech Expert Brad Loncar on Cancer Immunotherapy, Biotech ETFs
Feb 20, 2018
Brad Loncar, biotech expert & CEO of Loncar Investments, discusses the latest in cancer immunotherapy and highlights the index behind the Loncar Cancer Immunotherapy ETF (CNCR). Brad also offers insight into the broader biotech sector, including the three largest biotech ETFs.
Active ETFs in Focus, Including a Recently Launched Blockchain ETF
Feb 13, 2018
Kip Meadows, Founder & CEO of Nottingham, discusses white label ETF providers, active ETFs, and the broader ETF landscape. Christian Magoon, Founder & CEO of Amplify ETFs, spotlights the Amplify Transformational Data Sharing ETF (BLOK) and explains the potential of blockchain technology. Nate & Conor offer perspective on the recent market declines.
ETF Growth Accelerating
Feb 6, 2018
Nate & Jason discuss accelerating ETF growth and what, if anything, may shift the tide for mutual funds. Marc Chaikin, a 50-year Wall Street veteran and Founder of Chaikin Analytics, explains the methodology behind the IQ Chaikin U.S. Large Cap ETF (CLRG) and IQ Chaikin U.S. Small Cap ETF (CSML).
Recapping the World’s Largest ETF Conference
Jan 30, 2018
Nate & Conor recap the world’s largest ETF conference, Inside ETFs. Nick Fullerton, Co-Founder & President of SportsETFs, spotlights the index behind the ProSports Sponsors ETF (FANZ) – and offers a bonus Super Bowl prediction.
State Street’s Matt Bartolini on SPY Turning 25
Jan 23, 2018
The first U.S.-listed ETF, the SPDR S&P 500 ETF (SPY), recently turned 25 years old. Nate & Conor recount the backstory on SPY and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, offers his unique perspective on ETF history.
Jan 16, 2018
Nate & Conor discuss the investment opportunities and risks surrounding the marijuana business and marijuana ETFs. Kris Monaco, Managing Partner at Level ETF Ventures, spotlights the index behind the recently launched ETFMG Alternative Harvest ETF (MJX), the first marijuana-focused ETF in the U.S.
Why Are Investors Still Paying High Mutual Fund Fees?
Jan 9, 2018
Despite high fees and underperformance, investors still have more than $10 trillion placed in active mutual funds. Nate & Jason explain the reasons why and highlight an example of why switching to lower cost funds may not be as easy as you think. Maxwell Gold, Director of Investment Strategy at ETF Securities, discusses the current […]
AEI’s Michael Strain on Country’s “Populist Moment”, Impact of Tax Reform
Jan 2, 2018
Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute, describes the country’s current “populist moment” and discusses the potential impact of tax reform. Hal Lambert, Founder & CEO of Point Bridge Capital, spotlights the Point Bridge GOP Stock Tracker ETF (MAGA) and explains the merits of “politically responsible investing”.
Best of The ETF Store Show
Dec 26, 2017
We revisit some of our favorite interviews from the second half of 2017 including Vanguard’s Rich Powers, iShares’ Martin Small, and BlockTower Capital’s Ari Paul.
ETF.com CEO Dave Nadig Looks Ahead to ETFs in 2018
Dec 19, 2017
ETF.com CEO Dave Nadig recaps ETFs in 2017 and offers several ETF predictions for 2018. Dan Ahrens, Managing Director and Chief Operating Officer at AdvisorShares, spotlights the recently launched AdvisorShares Vice ETF (ACT) and discusses the burgeoning marijuana industry. Nate & Conor summarize the year in the financial markets.
Bloomberg’s Eric Balchunas Recaps Year in ETFs
Dec 12, 2017
Eric Balchunas, Senior ETF Analyst at Bloomberg, recaps the year that was in ETFs and looks ahead to 2018. Phil Bak, CEO of Exponential ETFs, spotlights the Reverse Cap Weighted U.S. Large Cap ETF (RVRS). Nate & Jason discuss bitcoin’s wild ride.
OppenheimerFunds’ Dave Mazza Discusses Smart Beta ETFs
Dec 5, 2017
Dave Mazza, Head of ETF Investment Strategy at OppenheimerFunds, offers perspective on the growing smart beta ETF category, including highlighting Oppenheimer’s revenue weighted and factor-based approach to investing. Nate & Conor discuss Vanguard’s move into active ETFs and provide an update on the DOL fiduciary rule.
Bitcoin Roundtable with Jack Tatar, Co-Author of “Cryptoassets”
Nov 28, 2017
Jack Tatar, Co-Author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, goes in-depth on bitcoin including its history, naysayers, portfolio applications, and ETFs. Nate, Conor, & Jason discuss four key themes propelling bitcoin’s rise and provide an update on potential bitcoin and blockchain ETFs.
Powering the Future with Solar Energy
Nov 21, 2017
Nate & Jason offer perspective on the solar energy landscape, including potential investment implications extending beyond the specific sector. Troy Helming, Founder & CEO of Pristine Sun, goes in-depth on solar power, explaining several real world applications and innovative technologies proliferating in the space. Bill Belden, Head of ETF Business Development at Guggenheim, spotlights the […]
ETFs vs Mutual Funds: Why Tax Efficiency Matters
Nov 14, 2017
The impact of taxes on investment returns is often overlooked. Nate & Conor explain key differences in the tax efficiency of ETFs versus mutual funds. Ethan Powell, Founder & President of Impact Shares, highlights the first ever non-profit ETF platform and offers his perspective on the current ESG ETF landscape.
Meb Faber Talks Fee Compression, Spotlights Two Cambria ETFs
Nov 7, 2017
Meb Faber, Founder & CIO at Cambria Investment Management, offers his perspective on ETF fee compression and spotlights the Cambria Global Value ETF (GVAL) and Cambria Tail Risk ETF (TAIL). Nate & Jason discuss Franklin Templeton’s recent move into low cost, passive ETFs and explain the ETF implications of CME Group’s decision to launch bitcoin […]
WSJ vs. Morningstar: The Issue with Star Rankings
Oct 31, 2017
A recent Wall Street Journal article, “The Morningstar Mirage” questioned the usefulness of Morningstar’s popular star rating system for mutual funds. Nate & Conor go in-depth on this topic, explaining why a lack of consistency in mutual fund manager performance is at the heart of the issue. Steven Schoenfeld, Founder & Chief Investment Officer of […]
Head of U.S. iShares Goes In-Depth on ETF Growth
Oct 24, 2017
Martin Small, Head of U.S. iShares, goes in-depth on continued record ETF growth, explaining key drivers and potential implications. Nate & Jason discuss last week’s ETF fee cuts from StateStreet and spotlight the recently launched iShares Russell 1000 Pure U.S. Revenue ETF (AMCA).
PowerShares’ Jason Bloom on the Role of Commodities
Oct 17, 2017
The role of commodities in a portfolio is the subject of intense debate among investors. Jason Bloom, Global Market Strategist at PowerShares, offers his perspective on the value of owning commodities and highlights two broad-based commodity ETFs. Nate & Conor also preview the upcoming guest lineup on the show and explain some interesting parallels between bitcoin […]
The Importance of Saving
Oct 10, 2017
Investment returns garner headlines, but saving money can carry far greater importance to long-term financial success. Nate & Conor detail the surprising numbers crunched by Pension Partner’s Charlie Bilello and explain how saving money is one of the few things investors can control. Also, Dave Wahl, Senior Portfolio Specialist at Rare Infrastructure, spotlights the Legg […]
Essential Asset ETFs with Tortoise’s Jeremy Goff
Oct 3, 2017
Jeremy Goff, Director of Strategic Development at Tortoise, joins us in studio to explain investing in essential assets, including through the Tortoise North American Pipeline ETF (TPYP) and the Tortoise Water Fund (TBLU). Nate & Jason discuss year-to-date global stock market returns and spotlight the Global X Lithium & Battery Tech ETF (LIT).
ETF State of the Union with Vanguard’s Rich Powers
Sep 26, 2017
Rich Powers, Head of ETF Product Management at Vanguard, offers an ETF “State of the Union”, discussing everything from smart beta and active ETFs to record ETF inflows and fee competition. Also, Nate & Conor highlight a recent ETF investor survey from Charles Schwab and explain the single biggest challenge facing the Federal Reserve.
Rising Rates? How to Protect Your Bond Portfolio
Sep 19, 2017
Interest rates and bond prices move in opposite directions. Bryce Doty, Senior Vice President & Senior Portfolio Manager at Sit Investment Associates, explains why the Federal Reserve’s unwinding of their balance sheet could cause rates to rise more than anticipated, making a hedge such as the Sit Rising Rate ETF (RISE) a valuable component in […]
Nothing Stirs Investor Passion Like Bitcoin & Gold
Sep 12, 2017
Ari Paul, cryptocurrency expert and Co-Founder of BlockTower Capital, offers his perspective on bitcoin, the technology underlying it, and whether it should be owned in an investment portfolio. George Milling-Stanley, Head of Gold Strategy at State Street Global Advisors, explains where gold derives its intrinsic value and how he views it in the context of […]
Best of The ETF Store Show: Robotics ETFs
Sep 5, 2017
Global X’s Jay Jacobs explains thematic investing and spotlights the Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global’s Chris Buck explains the index behind the ROBO Global Robotics and Automation Index ETF (ROBO), and Ark Invest’s Cathie Wood highlights the ARK Innovation ETF (ARKK) and the ARK Web X.0 ETF (ARKW).
Aug 29, 2017
After discussing potential bitcoin ETFs on last week’s show, Nate & Jason expand on bitcoin, explaining what it is, why it’s gaining traction, and how it compares to gold. Bryce Tillery, CEO of Eve Capital, spotlights The WEAR ETF (WEAR) and discusses the intriguing potential of the wearable technology space.
Stars Aligning for Bitcoin ETF Approval?
Aug 22, 2017
While the SEC continues to review the Winklevoss Bitcoin ETF, VanEck recently filed registration for the VanEck Vectors Bitcoin Strategy ETF. Nate & Conor explain how recent developments in the bitcoin ecosystem, including the CBOE planning to launch bitcoin futures, bode well for the eventual approval of bitcoin ETFs. Christian Magoon, CEO of Amplify ETFs, […]
Geopolitics, Valuations, Trump – Making Sense of Global Stocks
Aug 15, 2017
Has a mix of geopolitical tensions, U.S. stock valuation concerns, and an uncertain path for President Trump’s economic agenda created anxiety? Nate & Jason offer historical perspective and discuss how you can potentially stack the investment odds in your favor. Jeremy Schwartz, Director of Research at WisdomTree, goes in-depth on global stock valuations and highlights […]
The Mother of All Trends
Aug 8, 2017
Bloomberg ETF Analyst Eric Balchunas has called the shift to low-cost investments the “mother of all trends” in investing. Nate & Conor offer perspective and explain why this trend has helped fuel the growth of ETFs, which recently surpassed $3 trillion in assets. Phil Bak, CEO of Exponential ETFs, spotlights the Brand Value ETF (BVAL) […]
Aug 1, 2017
Bond ETFs recently turned fifteen years old. Nate & Conor explain how, while bonds may not be the most exciting aspect of your portfolio, ETFs have completely disrupted the status quo of investing in them. Cathie Wood, Founder & CEO of ARK Invest, spotlights the ARK Innovation ETF (ARKK) and the ARK Web x.0 ETF […]
Can the Color Red Alter Your Investment Behavior?
Jul 25, 2017
A recent Wall Street Journal article highlighted research showing that the color red can actually alter your investment outlook. Nate & Conor explain how this is yet another example of ingrained behaviors and biases potentially impacting your investment returns. Greg King, Founder & CEO of Rex Shares, spotlights one of the top performing ETFs year-to-date, […]
Are ETFs the Tail Wagging the Stock Market Dog?
Jul 19, 2017
With ETFs raking-in billions of dollars in new investor money, some are asking whether ETFs are now driving the stock market versus the other way around. Nate & Jason explore whether ETFs are really “the tail wagging the dog”. Will Rhind, Founder & CEO of GraniteShares, spotlights two recently launched commodity ETFs, including the lowest […]
Socially Responsible Investing: Gender Diversity
Jul 11, 2017
More investors are placing an emphasis on socially responsible investing, including investing in companies where gender diversity matters. Nate & Jason explore the issue of gender inequality in corporate America and discuss how some investment companies are looking to alter the landscape. Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, spotlights […]
Where Will Mutual Fund Outperformance Come From?
Jun 27, 2017
With the latest actively managed mutual fund performance data showing no signs of improvement, Nate & Jason attempt to re-frame the active versus passive debate: “Where is alpha (outperformance) going to come from moving forward?” Also, Brad Lamensdorf, Founder & President of Active Alts, explains the concept of a “short squeeze” and spotlights the Active […]
ESG Investing in Focus
Jun 20, 2017
Environmental, social, & governance (ESG) investing continues to grow in popularity. Nate & Conor explain the rationale for investing in companies scoring high in ESG factors and touch on the current ESG ETF landscape. Also, ETF.com’s Dave Nadig discusses new MSCI ESG data to evaluate ETFs and VanEck’s Bill Sokol spotlights the VanEck Vectors Green Bond […]
Thematic ETFs: Separating Fads from Long-Term Trends
Jun 13, 2017
Thematic ETFs, which typically provide exposure to narrower, evolving segments of the stock market, have their proponents and detractors. Nate & Conor discuss both sides of the debate and explain several key considerations when investing in thematic ETFs. Jay Jacobs, Director of Research at Global X, offers his perspective on thematic investing and spotlights several […]
DOL Fiduciary Rule Update, Bitcoin, & the Rise of Robotics
Jun 6, 2017
The long-awaited DOL fiduciary rule, which requires brokers to put clients’ best interest first when providing investment advice on retirement accounts, takes partial effect on June 9th. Nate & Conor explain why the rule is needed and how it is already impacting the investment landscape. Nate & Conor also discuss the skyrocketing price of bitcoin and […]
Best of The ETF Store Show
May 30, 2017
We revisit some of our favorite recent segments including why we believe ETFs should be thought of as a new technology, our take on ETFs being referred to as weapons of mass destruction, our rant against Jim Cramer’s anti-ETF rant, and a deep-dive into the “world’s cheapest ETF portfolio”.
ETFs in Focus: Best Trading Practices, Capitalizing on Industry Growth
May 23, 2017
Phil Mackintosh, Head of Trading Strategy & Analysis at KCG, discusses best ETF trading practices and explains key considerations when evaluating ETF liquidity. Also, Mike Venuto, Co-Founder & Chief Investment Officer at Toroso Investments, spotlights the index behind the recently launched ETF Industry Exposure & Financial Services ETF (TETF) and offers his outlook on the […]
World Gold Council’s Juan Carlos Artigas on Current Gold Market, Demand Trends
May 16, 2017
Juan Carlos Artigas, Director of Investment Research at the World Gold Council, offers perspective on the current gold market, the latest gold demand trends, and potential drivers of gold moving forward. Nate & Conor discuss the recent low volatility in the stock market and spotlight the SPDR Long Dollar Gold Trust (GLDW).
ETFs are WMDs? For Active Mutual Funds, Yes.
May 9, 2017
As investors continue pouring billions of dollars into ETFs, some are making ETFs a scapegoat for anything that has gone or may go wrong with the financial markets – including one active mutual fund manager who called ETFs “weapons of mass destruction”. Nate and Conor address these ETF naysayers and remind investors to consider the messengers. Jack Vogel, […]
The Challenge of Investing in Today’s Bond Market
May 2, 2017
With interest rates remaining low and an uncertain economic outlook moving forward, Nate & Jason offer perspective on confronting the challenge of investing in today’s bond market. Matt Tucker, Head of iShares Fixed Income Strategy, explains three common mistakes investors make with their bond portfolios and spotlights several iShares bond ETFs.
ETFs Simply a Better “Technology”?
Apr 25, 2017
Recently, Inside ETFs CEO Matt Hougan referred to ETFs as a new technology. Nate & Jason expand on this concept, explaining how new technologies typically have a way of delivering a better experience at a lower cost – which likely explains the billions of investor dollars pouring into ETFs. Bill Belden, Managing Director at Guggenheim, highlights […]
Emerging Market Stocks Stage a Comeback
Apr 18, 2017
After years of underperformance, emerging market stocks have begun surging ahead. Nate & Conor explain several of the key drivers of this recent outperformance, along with the rationale for owning a longer-term allocation to emerging market stocks in a portfolio. Kevin Carter, CEO of Big Tree Capital, offers his perspective on emerging markets and spotlights the […]
World’s Cheapest ETF Portfolio
Apr 11, 2017
Nate & Conor discuss ETF.com’s “World’s Cheapest ETF Portfolio“, which offers exposure to six major asset classes for the cost of a Starbucks latte. David Varadi, Director of Research at Blue Sky Asset Management, spotlights the QuantX suite of ETFs and explains the concept of “smarter beta”.
Why Jim Cramer’s Anti-ETF Take is Wrong
Apr 4, 2017
CNBC’s Jim Cramer recently ranted against ETFs on his stock picking show, Mad Money. Nate & Conor explain why this type of messaging from the mainstream financial media is not only misguided, but irresponsible. Conor Platt, Co-Founder & CEO of Etho Capital, spotlights the Etho Climate Leadership U.S. ETF (ETHO) and discusses the growing appeal of socially […]
The Paradox of Skill
Mar 28, 2017
Nate & Jason discuss an excellent Abnormal Returns piece on bracketology, active management, and the paradox of skill. John Feyerer, V.P. Equity ETF Product Strategy at PowerShares, goes in-depth on smart beta, including spotlighting several popular PowerShares ETFs.
Best of The ETF Store Show
Mar 21, 2017
We revisit some of our favorite recent interviews including Bloomberg’s Eric Balchunas, Vanguard’s Rich Powers, iShares’ Martin Small, and Charles Schwab’s David Botset.