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Showing episodes and shows of
Nate Geraci
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ETF Prime
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
Todd Rosenbluth, Head of Research at VettaFi, joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025.
2025-06-24
26 min
ETF Prime
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges - what they are and why they matter.
2025-06-24
58 min
ETF Prime
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges – what they are and why they matter.
2025-06-24
58 min
ETF Prime
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges – what they are and why they matter.
2025-06-24
00 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year's most anticipated ETF event and discuss the industry’s hottest trends.
2025-03-25
47 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year’s most anticipated ETF event and discuss the industry’s hottest trends.
2025-03-25
47 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year’s most anticipated ETF event and discuss the industry’s hottest trends.
2025-03-25
00 min
ETF Prime
Stone Ridge’s Nate Conrad Spotlights LifeX Longevity Income ETFs
Nate Conrad, Head of LifeX at Stone Ridge Asset Management, goes in-depth on the $20+ billion asset manager’s suite of LifeX Longevity Income ETFs.
2025-02-05
20 min
ETF Prime
Stone Ridge’s Nate Conrad Spotlights LifeX Longevity Income ETFs
Stone Ridge’s Nate Conrad goes in-depth on the $20+ billion asset manager’s suite of LifeX Longevity Income ETFs. VettaFi’s Kirsten Chang takes an early look at ETF flow trends in 2025.
2025-02-05
44 min
ETF Prime
Stone Ridge’s Nate Conrad Spotlights LifeX Longevity Income ETFs
Stone Ridge’s Nate Conrad goes in-depth on the $20+ billion asset manager’s suite of LifeX Longevity Income ETFs. VettaFi’s Kirsten Chang takes an early look at ETF flow trends in 2025.
2025-02-05
44 min
ETF Prime
Stone Ridge’s Nate Conrad Spotlights LifeX Longevity Income ETFs
Stone Ridge’s Nate Conrad goes in-depth on the $20+ billion asset manager’s suite of LifeX Longevity Income ETFs. VettaFi’s Kirsten Chang takes an early look at ETF flow trends in 2025.
2025-02-04
00 min
ETF Prime
Early Assessment of 2024 ETF Predictions
VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions. Todd and Nate also offer several new prognostications for the remainder of the year.
2024-03-11
51 min
ETF Prime
Early Assessment of 2024 ETF Predictions
VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions. Todd and Nate also offer several new prognostications for the remainder of the year.
2024-03-11
51 min
ETF Prime
Early Assessment of 2024 ETF Predictions
VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions. Todd and Nate also offer several new prognostications for the remainder of the year.
2024-03-11
00 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank's Cinthia Murphy, and VettaFi's Todd Rosenbluth to recap the ETF event of the year and discuss the industry's hottest trends.
2024-02-14
58 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank’s Cinthia Murphy, and VettaFi’s Todd Rosenbluth to recap the ETF event of the year and discuss the industry’s hottest trends.
2024-02-14
58 min
ETF Prime
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank’s Cinthia Murphy, and VettaFi’s Todd Rosenbluth to recap the ETF event of the year and discuss the industry’s hottest trends.
2024-02-14
00 min
ETF Prime
ETF PRIME SPECIAL EDITION: Spot Bitcoin ETFs
Host Nate Geraci is joined by Bloomberg’s James Seyffart and VettaFi’s Dave Nadig to go in-depth on the recent wave of spot bitcoin ETF filings and predict what comes next.
2023-07-05
57 min
ETF Prime
ETF PRIME SPECIAL EDITION: Spot Bitcoin ETFs
Host Nate Geraci is joined by Bloomberg’s James Seyffart and VettaFi’s Dave Nadig to go in-depth on the recent wave of spot bitcoin ETF filings and predict what comes next.
2023-07-05
57 min
ETF Prime
VettaFi’s Todd Rosenbluth on Hottest Trends in ETFs
Host Nate Geraci is back from Inside ETFs. VettaFi’s Todd Rosenbluth offers his thoughts on Nate’s key takeaways, which cover some of the industry’s hottest trends.
2023-05-25
42 min
ETF Prime
VettaFi’s Todd Rosenbluth on Hottest Trends in ETFs
Host Nate Geraci is back from Inside ETFs. VettaFi’s Todd Rosenbluth offers his thoughts on Nate’s key takeaways, which cover some of the industry's hottest trends.
2023-05-25
42 min
ETF Prime
ETF “Shark Tank”
VettaFi’s Dave Nadig and Host Nate Geraci debate a wide range of prospective ETF ideas offered by “Fintwit”.
2023-05-08
53 min
ETF Prime
ETF “Shark Tank”
VettaFi’s Dave Nadig and Host Nate Geraci debate a wide range of prospective ETF ideas offered by “Fintwit”.
2023-05-08
53 min
ETF Prime
5 Key ETF Stories, Morgan Stanley’s ETF Entrance, & Sticky Inflation
VettaFi’s Todd Rosenbluth offers his take on five key ETF stories Nate is tracking right now. Morgan Stanley’s Tony Rochte discusses their recent ETF entrance and what comes next. VanEck’s David Schassler explains why inflation is here to stay and spotlights two potential inflation-fighting ETFs.
2023-03-01
1h 03
ETF Prime
5 Key ETF Stories, Morgan Stanley’s ETF Entrance, & Sticky Inflation
VettaFi’s Todd Rosenbluth offers his take on five key ETF stories Nate is tracking right now. Morgan Stanley’s Tony Rochte discusses their recent ETF entrance and what comes next. VanEck’s David Schassler explains why inflation is here to stay and spotlights two potential inflation-fighting ETFs.
2023-03-01
1h 03
ETF Prime
Rise of Passive and the Growing Concentration of Voting Power
ETF Prime Host Nate Geraci is joined by VettaFi’s Dave Nadig and VanEck’s Jan van Eck to explore concerns around the growing concentration of corporate voting power among several large fund companies. Newfound Research’s Corey Hoffstein spotlights the Return Stacked Bonds & Managed Futures ETF (RSBT).
2023-02-14
59 min
ETF Prime
Rise of Passive and the Growing Concentration of Voting Power
ETF Prime Host Nate Geraci is joined by VettaFi’s Dave Nadig and VanEck’s Jan van Eck to explore concerns around the growing concentration of corporate voting power among several large fund companies. Newfound Research’s Corey Hoffstein spotlights the Return Stacked Bonds & Managed Futures ETF (RSBT).
2023-02-14
59 min
ETF Prime
Live from Exchange
ETF Prime Host Nate Geraci is joined by VettaFi’s Lara Crigger and Dave Nadig, along with Bloomberg’s Eric Balchunas, to recap the ETF event of the year.
2023-02-09
59 min
ETF Prime
Live from Exchange
ETF Prime Host Nate Geraci is joined by VettaFi's Lara Crigger and Dave Nadig, along with Bloomberg's Eric Balchunas, to recap the ETF event of the year.
2023-02-09
59 min
ETF Prime
VettaFi’s Todd Rosenbluth: ETF Predictions in Focus
Todd Rosenbluth, Director of Research at VettaFi, evaluates Nate’s 2023 ETF predictions and offers a few prognostications of his own.
2023-01-11
24 min
ETF Prime
ETF Predictions, Stagflation, & White Labeling
VettaFi’s Todd Rosenbluth evaluates Nate’s 2023 ETF predictions. Axel Merk spotlights the Merk Stagflation ETF (STGF) and the VanEck Merk Gold Trust (OUNZ). ETF Think Tank’s Cinthia Murphy offers an inside look at the booming ETF white labeling business.
2023-01-10
1h 06
ETF Prime
ETF Predictions, Stagflation, & White Labeling
VettaFi’s Todd Rosenbluth evaluates Nate’s 2023 ETF predictions. Axel Merk spotlights the Merk Stagflation ETF (STGF) and the VanEck Merk Gold Trust (OUNZ). ETF Think Tank’s Cinthia Murphy offers an inside look at the booming ETF white labeling business.
2023-01-10
1h 06
ETF Prime
Around the World of ETFs with VettaFi’s Todd Rosenbluth
Nate and VettaFi’s Todd Rosenbluth go around the world of ETFs, discussing flows, the year’s biggest stories, launches, new entrants, SEC filings, and much more.
2022-07-27
48 min
ETF Prime
Around the World of ETFs with VettaFi’s Todd Rosenbluth
Nate and VettaFi’s Todd Rosenbluth go around the world of ETFs, discussing flows, the year’s biggest stories, launches, new entrants, SEC filings, and much more.
2022-07-27
48 min
ETF Prime
Live From Inside ETFs: Shifting Markets & ETF Due Diligence
VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.
2022-06-07
1h 13
ETF Prime
Live From Inside ETFs: Shifting Markets & ETF Due Diligence
VettaFi's Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network's Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions' Ryan Krueger, Davis Advisors' Dodd Kittsley, Alpha Architect's Jack Vogel, Magnifi's Matt Barley, Charles Schwab's D.J. Tierney, and MacMillan's Chris Sullivan.
2022-06-07
1h 13
ETF Prime
Best of ETF Prime: Russia ETFs, Vanguard Patent, Bitcoin ETFs, & More
Nate revisits some of his favorite conversations this year including with Cambria’s Meb Faber, VettaFi’s Dave Nadig and Lara Crigger, Vanguard’s Rich Powers, BNY Mellon’s Ben Slavin, and Grayscale’s Dave LaValle.
2022-05-31
57 min
ETF Prime
Best of ETF Prime: Russia ETFs, Vanguard Patent, Bitcoin ETFs, & More
Nate revisits some of his favorite conversations this year including with Cambria's Meb Faber, VettaFi's Dave Nadig and Lara Crigger, Vanguard's Rich Powers, BNY Mellon's Ben Slavin, and Grayscale's Dave LaValle.
2022-05-31
57 min
ETF Prime
Exchange: An ETF Experience – THE Conference Recap
ETF Prime Host Nate Geraci is joined by ETF Trends’ Dave Nadig and Todd Rosenbluth, along with Advisor Circle’s John Swolfs, to recap the ETF event of the year.
2022-04-15
59 min
ETF Prime
Exchange: An ETF Experience – THE Conference Recap
ETF Prime Host Nate Geraci is joined by ETF Trends' Dave Nadig and Todd Rosenbluth, along with Advisor Circle's John Swolfs, to recap the ETF event of the year.
2022-04-15
59 min
ETF Prime
2022 ETF Predictions: A Debate with ETF Trends’ Dave Nadig
Dave Nadig, CIO & Director of Research at ETF Trends & ETF Database, and ETF Store's Nate Geraci debate 2022 ETF predictions.
2022-01-12
22 min
ETF Prime
2022 ETF Predictions: A Debate
ETF Trends’ Dave Nadig and Host Nate Geraci debate 2022 ETF predictions. WisdomTree’s Jeremy Schwartz explains the firm’s push into the digital asset space. Wilshire’s Wade Guenther spotlights the wShares Enhanced Gold Trust (WGLD) and discusses past efforts to bring a Bitcoin & Treasury ETF to market.
2022-01-12
1h 06
ETF Prime
2022 ETF Predictions: A Debate
ETF Trends’ Dave Nadig and Host Nate Geraci debate 2022 ETF predictions. WisdomTree’s Jeremy Schwartz explains the firm’s push into the digital asset space. Wilshire’s Wade Guenther spotlights the wShares Enhanced Gold Trust (WGLD) and discusses past efforts to bring a Bitcoin & Treasury ETF to market.
2022-01-12
1h 06
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations this year including with Research Affiliates’ Rob Arnott, investing legend Burton Malkiel, Interactive Brokers’ Thomas Peterffy, Simplify ETFs’ Harley Bassman, Guinness Atkinson’s Jim Atkinson, ProShares’ Simeon Hyman, and BlackRock’s Armando Senra.
2021-11-17
57 min
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations this year including with Research Affiliates' Rob Arnott, investing legend Burton Malkiel, Interactive Brokers' Thomas Peterffy, Simplify ETFs' Harley Bassman, Guinness Atkinson's Jim Atkinson, ProShares' Simeon Hyman, and BlackRock's Armando Senra.
2021-11-17
57 min
ETF Prime
ETF PRIME SPECIAL EDITION: First U.S. Bitcoin ETF Launches
Nate Geraci sits down with Simeon Hyman, Global Investment Strategist at ProShares, to discuss the launch of the ProShares Bitcoin Strategy ETF (BITO).
2021-10-20
21 min
ETF Prime
ETF PRIME SPECIAL EDITION: First U.S. Bitcoin ETF Launches
Nate Geraci sits down with Simeon Hyman, Global Investment Strategist at ProShares, to discuss the launch of the ProShares Bitcoin Strategy ETF (BITO).
2021-10-20
21 min
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations from the second half of 2020 including with BNY Mellon’s Ben Slavin, ETF industry veteran and ETF.com contributor Jillian DelSignore, and CFRA’s Todd Rosenbluth.
2020-12-29
59 min
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations from the second half of 2020 including with BNY Mellon's Ben Slavin, ETF industry veteran and ETF.com contributor Jillian DelSignore, and CFRA's Todd Rosenbluth.
2020-12-29
59 min
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations from over the summer including with Bloomberg's Eric Balchunas, Vanguard's Rich Powers, CFRA's Todd Rosenbluth, S&P Dow Jones Indices' Craig Lazarra, ETF Trends' Dave Nadig, ETF.com's Lara Crigger, and Grayscale's Michael Sonnenshein.
2020-09-08
1h 08
ETF Prime
Best of ETF Prime
Nate revisits some of his favorite conversations from over the summer including with Bloomberg’s Eric Balchunas, Vanguard’s Rich Powers, CFRA’s Todd Rosenbluth, S&P Dow Jones Indices’ Craig Lazarra, ETF Trends’ Dave Nadig, ETF.com’s Lara Crigger, and Grayscale’s Michael Sonnenshein.
2020-09-08
1h 08
ETF Prime
Best of ETF Prime
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.
2020-05-26
1h 01
ETF Prime
Best of ETF Prime
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.
2020-05-26
1h 01
ETF Prime
Recapping Inside ETFs 2020
ETF.com’s Drew Voros and Lara Crigger sit down with Nate Geraci beachside to recap the world’s largest ETF conference.
2020-01-31
52 min
ETF Prime
Bitwise’s Matt Hougan Talks Crypto Innovation, ETFs
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.
2018-12-12
49 min
ETF Prime
The Future of ESG Investing
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.
2018-07-10
51 min
ETF Prime
ETF.com’s Dave Nadig Dissects Proposed ETF Rule
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.
2018-07-03
49 min
ETF Prime
Artificial Intelligence and ETFs: The Future of Investing?
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.
2018-06-26
49 min
ETF Prime
2018 ETF Launches in Focus
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).
2018-06-19
49 min
ETF Prime
Will Rhind Spotlights GraniteShares ETFs
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.
2018-06-12
51 min
ETF Prime
ETF.com CEO Dave Nadig Recaps ETFs in 2016, Looks Ahead to 2017
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.
2017-01-10
48 min
ETF Prime
2017 Key Market Themes
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.
2017-01-03
50 min
ETF Prime
Wes Gray’s “Quantitative Momentum”
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.
2016-12-20
49 min
ETF Prime
Head of U.S. iShares Discusses Growing “ETF Movement”
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.
2016-12-13
48 min
ETF Prime
Bloomberg’s Eric Balchunas Highlights Key Trends in ETFs & Investing
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).
2016-12-06
48 min
ETF Prime
Financial Lessons You Can Learn From Pro Athletes
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).
2016-11-29
48 min
ETF Prime
AEI’s Mike Strain on Potential Economic Impact of Trump’s Presidency
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.
2016-11-15
49 min
ETF Prime
Election Day 2016
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).
2016-11-08
47 min
ETF Prime
Investment Implications of the Presidential Election
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).
2016-10-25
47 min
ETF Prime
ETFs to Reach $10 Trillion by 2020?
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).
2016-10-18
50 min
ETF Prime
Dept of Labor Fiduciary Rule Accelerates ETF Price War
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).
2016-10-11
46 min
ETF Prime
ETF Store Show Turns 5!
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.
2016-10-04
47 min
ETF Prime
Does Your Fund Manager Have “Skin in the Game”?
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.
2016-09-27
47 min
ETF Prime
Top Investing Quotes of All-Time
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.
2016-09-20
55 min
ETF Prime
The Rise of Smart Beta 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).
2016-09-13
55 min
ETF Prime
World Gold Council’s Artigas Discusses Gold’s 2016 Surge & Gold 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).
2016-08-30
55 min
ETF Prime
The Automation of Active Management
“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.
2016-08-23
55 min
ETF Prime
Investing in Disruptive Innovation
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.
2016-08-16
55 min
ETF Prime
Rash of 401k Lawsuits Hitting Mutual Fund Companies
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.
2016-08-09
1h 00
ETF Prime
Basics of Emerging Market Bonds
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).
2016-08-02
55 min
ETF Prime
Reflecting Social Views Through Your Investments
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.
2016-07-26
55 min
ETF Prime
ETF Assets Expected to Triple in Next Five Years
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).
2016-07-19
55 min
ETF Prime
ETF Proliferation Has Gotten Out of Hand?!?
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).
2016-07-12
55 min
ETF Prime
The 7 Habits of Highly Effective Investors
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.
2016-07-05
55 min
ETF Prime
The Search for Income in a Low Yield World
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.
2016-06-28
55 min
ETF Prime
Are Financial Market TV Pundits Money Monsters?
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.
2016-06-07
55 min
ETF Prime
Meb Faber’s “Invest with the House”
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.
2016-05-10
55 min
ETF Prime
ISE’s Kris Monaco on ETF Growth & Innovation
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).
2016-04-19
55 min
ETF Prime
ETF Basics: What You Need to Know
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.
2016-04-05
55 min
ETF Prime
Are You “Settling” as an Investor?
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.
2016-03-29
55 min
ETF Prime
Which Investment Strategy is Right for You?
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.
2016-03-22
55 min
ETF Prime
Bloomberg’s Eric Balchunas on New ETF Book
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.
2016-03-15
55 min
ETF Prime
Biotech ETFs in Focus
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.
2016-03-08
55 min
ETF Prime
ETF Industry Pioneer Ben Fulton Discusses ETF Innovation, Elkhorn ETFs
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.
2016-03-01
55 min
ETF Prime
Investing in a World with Negative Interest Rates
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.
2016-02-16
55 min
ETF Prime
StateStreet’s Dave Mazza Spotlights Innovative Technology ETF
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.
2016-02-02
55 min
ETF Prime
iShares’ Tushar Yadava Recaps Stocks in 2015 & Looks Ahead to 2016
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).
2015-12-22
55 min
ETF Prime
To Hedge or Not to Hedge?
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).
2015-12-15
56 min
ETF Prime
Smart Year-End Tax Moves
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.
2015-12-08
55 min
ETF Prime
Year-End Financial Planning Tips
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).
2015-12-01
55 min