Shows
Inside ETFsThe Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech InnovationsThe underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors.
In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of investment with insights into technology, AI and emerging asset classes, including cryptocurrency.
Nabia, Brendan, Simeon and Devon discuss:
Why is leveraging deep learning, neural...
2023-12-1146 minInside ETFsThe Inside ETFs Podcast: Shana Sissel on The Rise of Alternative InvestmentsIn this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.
Nabia and Shana discuss:
The importance of alternative investments in portfolio planning
How asset allocation has evolved
The impact of new investment strategies on the use of alternative investments
The importance of financial and inves...
2023-11-0633 minInside ETFsThe Inside ETFs Podcast: Brett Orvieto’s 2023 Investment OutlookAfter the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.
In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.
Specifically, Mark and Brett discuss:
The outlook for equities, fixed income and key investment sectors
How are advisors discussing the current market with clients
Ho...
2023-01-2520 minInside ETFsThe Inside ETFs Podcast: Amplify’s Christian Magoon on The Modern Investor In 2023As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies.
Douglas and Christian discuss:
Amplify’s position in the ETF marketplace
The long term trends within investment portfolios
The biggest challenges investors face tod...
2022-12-2137 minInside ETFsThe Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock
Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fi...
2022-12-1418 minInside ETFsThe Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment MarketsThe markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth.
Douglas and Ed discuss:
Current product development trends in focus
Future growth areas that can drive near term investment decisions
How to utilize E...
2022-11-3024 minInside ETFsThe Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic MarketsCreating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.
Douglas and Jon discuss:
J...
2022-11-2321 minInside ETFsThe Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFsETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.
Douglas and Will discuss:
How GraniteShares came to be and its role in the E...
2022-11-0920 minInside ETFsThe Inside ETFs Podcast: Camille Clemons on The Growth Of ETFsThe ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry.
Douglas and Camille discuss:
Market needs and how Cohen & Co continues to evolve
Key ETF trends for future g...
2022-10-2817 minInside ETFsThe Inside ETFs Podcast: Noel Archard on The Advantages Of ETFs in a Volatile MarketWhile markets have continued to remain volatile, ETFs have maintained their potential for growth.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool and how they fit within the current market environment.
Douglas and Noel discuss:
How and why Noel entered the ETF industry
What drew AllianceBernstein to the ETF market
Why TAFI and YEAR ETFs strategies made the most sense during the...
2022-09-2828 minInside ETFsThe Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed LaskowitzIn this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. Douglas and Jed discuss: The … Read More Read More
2022-09-2121 minInside ETFsThe Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia JablonskiPredicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO … Read More Read More
2022-08-2926 minInside ETFsThe Inside ETFs Podcast: Finding Investment Opportunities In Today’s Capital Markets with Jeffrey ShermanMarket volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine … Read More Read More
2022-08-2633 minInside ETFsThe Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You SleepHistorically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce … Read More Read More
2022-07-2817 minInside ETFsThe Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF InvestingERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel … Read More Read More
2022-07-2720 minInside ETFsThe Inside ETFs Podcast: Expanding ETF Opportunities with Brian KelleherThough Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock … Read More Read More
2022-06-2924 minInside ETFsThe Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim GerrardJanus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New … Read More Read More
2022-06-2229 minInside ETFsThe Inside ETFs Podcast: A Global ETF perspective with DWS Group’s Arne NoackAs advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in … Read More Read More
2022-05-3130 minInside ETFsThe Inside ETFs Podcast: Timing Opportunities Utilizing ETFs with Direxion’s David MazzaThere was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper. In this episode, Douglas Yones, Head of Exchange Traded Products … Read More Read More
2022-05-2619 minInside ETFsThe Inside ETFs Podcast: Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFsMany advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets. In this episode, Douglas Yones, Head of … Read More Read More
2022-04-2024 minInside ETFsThe Inside ETFs Podcast: Dimensional’s Lisa Dallmer on culture, volatility, and portfolio allocation in today’s capital marketsOriginally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by … Read More Read More
2022-04-0736 minInside ETFsThe Inside ETFs Podcast: Agriculture Investing with Teucrium’s Sal GilbertieGiven the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of … Read More Read More
2022-03-0932 minInside ETFsETF Evolution Through the Pandemic with PIMCO’s David BraunThroughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior … Read More Read More
2022-02-1038 minInside ETFsThe Future Of Finance and ETFs with Grayscale’s David LaValleOver the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global … Read More Read More
2022-02-0330 minInside ETFsThe Inside ETFs Podcast: The Impact of the Pandemic on ETFs with Michael Arone2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and … Read More Read More
2021-12-2125 minInside ETFsThe World Of ETFs – The ETF Evolution From Broad Beta to Broad Scale Adoption with John FeyererIn the early days of ETFs, investors focused solely on the headline indices, and some believed ETFs could be a fleeting trend. Today, you can barely open a newspaper without reading something about the growth and benefits of ETFs. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, … Read More Read More
2021-12-0829 minInside ETFs3. Inside The World Of ETFs – Investing Beyond The US with Jonathan KraneThere are massive economies outside of the US that offer investors the opportunity to get involved utilizing ETFs alongside other investment products. The Chinese equity and fixed income markets have historically been under-allocated in American portfolios, but in recent years, this has changed significantly. In this episode, Douglas Yones, Head of Exchange Traded Products at … Read More Read More
2021-11-3025 minInside ETFs2. Inside The World Of ETFs with Jan van EckIn this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jan van Eck, Chief Executive Officer, VanEck. Jan shares his knowledge of global ETFs, including his current favorites, and the transformation this asset class has undergone and will continue to undergo as the current economy adapts … Read More Read More
2021-11-2429 minInside ETFs1. See Straight Through ETFs with Chris DavisIn this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option … Read More Read More
2021-10-2743 min