Shows
Invest Well, Be WellTom Lydon - From ETF Trends to Life’s Second Mountain: Lessons in Investing and Living WellTune in to hear:In this episode, we discuss Tom’s career, how certain ETF strategies can stand out in an increasingly crowded space and David Brooks’ idea of “The Second Mountain” and what that looks like for Tom.If Tom had to describe his career journey in a single sentence, what would that sentence be?What drew Tom to investing, in general, and more specifically to ETFs? Was there a moment or person early on that really shaped his philosophy?What does Tom see as the next big chapter in the ETF space, both for investor...
2025-08-2844 min
Voice Marketing with Emily BinderJune Roundup: Bangers Only with Tom Lydon, 2 Time-Saving Apps, and Speaking Volume TipPersonal Branding, Speaking Tips, and UX Insights. Medley / round-up of latest tips, guest episode, and apps I like.Chapters:(0:35) 1. Tip: Podcast speaking volume(1:28) 2. Bangers Only with Tom Lydon(3:00) Case study- UnPodcast - Beetle Moment: LinkedIn videos 10.8k views(4:00) Why build an audience(5:15) "Money is good" speech - Atlas Shrugged(7:20) Fidelity's famous study about investors who lost their password(8:12) 3. Tip: Dashlane(9:04) What bad UX does to society. Related: "Never Forgive Them" by Ed Zitron(10:52) Announcing your updates vs soft launching
2025-06-2313 min
Bangers OnlyUpgrading Your Personal Virtual Brand - Emily BinderIn this episode, Tom Lydon sits down with Emily Binder, marketing futurist and founder of Beetle Moment Marketing, to explore what it really means to build a personal virtual brand. Emily shares practical tips on:The best platforms for building trust and visibilityWhy being in-person still matters (especially when you’re young)How to get started with content — even if you're unsureThe power of showing your human side in an AI-driven worldWhether you're a novice creator, seasoned pro, or simply curious about where branding is he...
2025-06-1639 min
ETF of the WeekETF of the Week: SPDR S&P Regional Banking ETF (KRE)VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-07-2708 minETF of the WeekETF of the Week: Consumer Discretionary Select Sector SPDR® Fund (XLY)VettaFi’s vice chairman Tom Lydon discussed the Consumer Discretionary Select Sector SPDR® Fund (XLY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-07-2009 minETF of the WeekETF of the Week: ALPS Alerian MLP ETF (AMLP)VettaFi’s vice chairman Tom Lydon discussed the ALPS Alerian MLP ETF (AMLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-07-1310 minETF of the WeekETF of the Week: NEOS S&P 500 High Income ETF (SPYI)VettaFi’s vice chairman Tom Lydon discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-07-0609 minETF of the WeekETF of the Week: Pacer US Small Cap Cash Cows 100 ETF (CALF)VettaFi’s vice chairman Tom Lydon discussed the Pacer US Small Cap Cash Cows 100 ETF (CALF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-06-2909 minETF of the WeekETF of the Week: PIMCO Multisector Bond Active ETF (PYLD)VettaFi’s vice chairman Tom Lydon discussed the PIMCO Multisector Bond Active ETF (PYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-06-2208 minETF of the WeekETF of the Week: SPDR Dow Jones Industrial Average ETF Trust (DIA)VettaFi’s vice chairman Tom Lydon discussed the SPDR Dow Jones Industrial Average ETF Trust (DIA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-06-1509 minETF of the WeekETF of the Week: KraneShares CSI China Internet ETF (KWEB)VettaFi’s vice chairman Tom Lydon discussed the KraneShares CSI China Internet ETF (KWEB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-06-0813 minETF of the WeekETF of the Week: Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE)VettaFi’s vice chairman Tom Lydon discussed the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-06-0108 minETF of the WeekETF of the Week: Goldman Sachs Hedge Industry VIP ETF (GVIP)VettaFi’s vice chairman Tom Lydon discussed the Goldman Sachs Hedge Industry VIP ETF (GVIP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-05-2509 minETF of the WeekETF of the Week: Global X Russell 2000 Covered Call ETF (RYLD)VettaFi’s vice chairman Tom Lydon discussed the Global X Russell 2000 Covered Call ETF (RYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-05-1810 minETF of the WeekETF of the Week: Teucrium AiLA Long-Short Agriculture Strategy ETF (OAIA)VettaFi’s vice chairman Tom Lydon discussed the Teucrium AiLA Long-Short Agriculture Strategy ETF (OAIA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-05-1109 minETF of the WeekETF of the Week: Consumer Staples Select Sector SPDR Fund (XLP)VettaFi’s vice chairman Tom Lydon discussed the Consumer Staples Select Sector SPDR Fund (XLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-05-0408 minETF of the WeekETF of the Week: Main BuyWrite ETF (BUYW)VettaFi’s vice chairman Tom Lydon discussed the Main BuyWrite ETF (BUYW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-04-2709 minETF of the WeekETF of the Week: iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)VettaFi's vice chairman Tom Lydon discussed the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) on this week's "ETF of the Week" podcast with Chuck Jaffe of "Money Life."
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-04-2008 minETF of the WeekETF of the Week: Vanguard Mega Cap Growth ETF (MGK)VettaFi’s vice chairman Tom Lydon discussed the Vanguard Mega Cap Growth ETF (MGK) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-04-1309 minETF of the WeekETF of the Week: ERShares Entrepreneurs ETF (ENTR)VettaFi’s vice chairman Tom Lydon discussed the ERShares Entrepreneurs ETF (ENTR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-04-0609 minETF of the WeekETF of the Week: ProShares Bitcoin Strategy ETF (BITO)VettaFi’s vice chairman Tom Lydon discussed the ProShares Bitcoin Strategy ETF (BITO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-03-3011 minETF of the WeekETF of the Week: VanEck Gold Miners ETF (GDX)VettaFi’s vice chairman Tom Lydon discussed the VanEck Gold Miners ETF (GDX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-03-2310 minETF of the WeekETF of the Week: SPDR S&P Regional Banking ETF (KRE)VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-03-1610 minETF of the WeekETF of the Week: Franklin FTSE Mexico ETF (FLMX)VettaFi’s vice chairman Tom Lydon discussed the Franklin FTSE Mexico ETF (FLMX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-03-0909 minETF of the WeekETF of the Week: abrdn Physical Precious Metals Basket Shares ETF (GLTR)VettaFi’s vice chairman Tom Lydon discussed abrdn Physical Precious Metals Basket Shares ETF (GLTR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-03-0208 minETF of the WeekETF of the Week: NightShares 500 1x/1.5x ETF (NSPL)VettaFi’s vice chairman Tom Lydon discussed NightShares 500 1x/1.5x ETF (NSPL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-02-2312 minETF of the WeekETF of the Week: Vanguard FTSE All World ex-US Small-Cap ETF (VSS)VettaFi’s vice chairman Tom Lydon discussed the Vanguard FTSE All World ex-US Small-Cap ETF (VSS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-02-1608 minETF of the WeekETF of the Week: Vanguard Small Cap Growth ETF (VBK)VettaFi’s vice chairman Tom Lydon discussed the Vanguard Small Cap Growth ETF (VBK) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-02-0908 minETF of the WeekETF of the Week: Invesco S&P 500 Equal Weight ETF (RSP)VettaFi’s vice chairman Tom Lydon discussed the Invesco S&P 500 Equal Weight ETF (RSP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-02-0209 minETF of the WeekETF of the Week: SPDR S&P 500 ETF Trust (SPY)VettaFi’s vice chairman Tom Lydon discussed the SPRD S%P 500 ETF Trust (SPY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-01-2610 minETF of the WeekETF of the Week: iShares Core MSCI Emerging Markets ETF (IEMG)VettaFi’s vice chairman Tom Lydon discussed the iShares Core MSCI Emerging Markets ETF (IEMG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-01-1909 minETF of the WeekETF of the Week: JPMorgan Equity Premium Income ETF (JEPI)VettaFi’s vice chairman Tom Lydon discussed the JPMorgan Equity Premium Income ETF (JEPI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-01-1210 minETF of the WeekETF of the Week: WisdomTree Europe Hedged Equity Fund (HEDJ)VettaFi’s vice chairman Tom Lydon discussed the WisdomTree Europe Hedged Equity Fund (HEDJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2023-01-0509 minETF of the WeekETF of the Week: iShares MSCI Turkey ETF (TUR)VettaFi’s vice chairman Tom Lydon discussed the iShares MSCI Turkey ETF (TUR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-12-2911 minETF of the WeekETF of the Week: Pacer Trend Pilot US Large Cap ETF (PTLC)VettaFi’s vice chairman Tom Lydon discussed the Pacer Trend Pilot US Large Cap ETF (PTLC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-12-2210 minETF of the WeekNuveen Global Net Zero Transition ETF (NTZG)VettaFi’s vice chairman Tom Lydon discussed the Nuveen Global Net Zero Transition ETF (NTZG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” NTZG is an actively managed, global equity exchange-traded fund that seeks favorable long-term total return mainly through capital appreciation.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-12-1509 minETF of the WeekETF of the Week: Invesco Golden Dragon China ETF (PGJ)VettaFi’s vice chairman Tom Lydon discussed the Invesco Golden Dragon China ETF (PGJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-12-0810 minETF of the WeekETF of the Week: iShares Europe ETF (IEV)VettaFi’s vice chairman Tom Lydon discussed the iShares Europe ETF (IEV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-12-0111 minETF of the WeekETF of the Week: Amplify CWP Enhanced Dividend Income ETF (DIVO)VettaFi’s vice chairman Tom Lydon discussed the Amplify CWP Enhanced Dividend Income ETF (DIVO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” DIVO seeks investment results that correspond generally to an existing strategy called the Enhanced Dividend Income Portfolio (EDIP). The strategy is managed by DIVO’s sub-adviser, Capital Wealth Planning (CWP).
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www...
2022-11-2309 minETF of the WeekETF of the Week: iShares U.S. Home Construction ETF (ITB)VettaFi’s vice chairman Tom Lydon discussed the iShares U.S. Home Construction ETF (ITB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-11-1710 minETF of the WeekETF of the Week: SPDR S&P Kensho Clean Power ETF (CNRG) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP)“ETF of the Week” became “ETFs of the Week” as VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Kensho Clean Power ETF (CNRG) and the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for a rare double header for this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-11-1010 minETF of the WeekETF of the Week: JPMorgan Ultra-Short Income ETF (JPST)VettaFi’s vice chairman Tom Lydon discussed the JPMorgan Ultra-Short Income ETF (JPST) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-11-0310 minETF of the WeekETF of the Week: FCF US Quality ETF (TTAC)VettaFi’s vice chairman Tom Lydon discussed the FCF US Quality ETF (TTAC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-10-2709 minETF of the WeekETF of the Week: Harbor Corporate Culture ETF (HAPI)VettaFi’s vice chairman Tom Lydon discussed the Harbor Corporate Culture ETF (HAPI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life."
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-10-2009 minETF of the WeekETF of the Week: WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM)VettaFi’s vice chairman Tom Lydon discussed the WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-10-1309 min
CoveredCalls with Kevin SimpsonThe State of ETFs Tom Lydon on CoveredCalls with Kevin SimpsonTom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi. Follow Tom Lydon & VettaFi:Website: https://vettafi.comTwitter: https://twitter.com/vetta_fiTwitter: https://twitter.com/TomLydonLinkedIn: https://www.linkedin.com/in/tomlydonLinkedIn: https://www.linkedin.com/company/vettafiFollow Kevin Simpson & Capital Wealth:Twitter: https://twitter.com/CoveredCallsLinkedIn: https://www.linkedin.com/in/kevinsimpsoncwpLinkedIn: https...
2022-10-1118 minETF of the WeekETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT)VettaFi’s vice chairman Tom Lydon discussed the VanEck Morningstar Wide Moat ETF (MOAT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-10-0609 minETF of the WeekETF of the Week: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)VettaFi’s vice chairman Tom Lydon discussed the SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-09-2907 minETF of the WeekETF of the Week: iShares US Oil & Gas Exploration & Production ETF (IEO)VettaFi’s vice chairman Tom Lydon discussed the iShares US Oil &Gas Exploration & Production ETF (IEO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-09-2209 minETF of the WeekETF of the Week: Utilities Select Sector SPDR Fund (XLU)VettaFi’s vice chairman Tom Lydon discussed the Utilities Select Sector SPDR Fund (XLU) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-09-1507 minETF of the WeekETF of the Week: VanEck Uranium+Nuclear Energy ETF (NLR)VettaFi’s vice chairman Tom Lydon discussed the VanEck Uranium+Nuclear Energy ETF (NLR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-09-0809 minETF of the WeekETF of the Week: iShares Russell 200 Growth ETF (IWO)VettaFi’s vice chairman Tom Lydon discussed the iShares Russell 200 Growth ETF (IWO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-09-0108 minETF of the WeekSPDR Portfolio SP 500 Growth ETF (SPYG)VettaFi’s vice chairman Tom Lydon discussed the SPDR Portfolio S&P500 Growth ETF (SPYG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Growth stocks have rallied recently while value has lagged since mid-June. Advisors are increasingly expressing optimism in the space as well: Bank of America reported that its the first time since August 2020 that fund managers are anticipating growth to outperform value, with 88% expecting inflation in the U.S. will decline in the next 12 months. These perspectives have caused a rotation away from more defensive positions and back to s...
2022-08-2508 minETF of the WeekETF of the Week: Global X U.S. Preferred ETF (PFFD)VettaFi’s vice chairman Tom Lydon discussed the Global X U.S. Preferred ETF (PFFD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-08-1909 minETF of the WeekETF of the Week: VanEck CLO ETF (CLOI)VettaFi’s vice chairman Tom Lydon discussed the VanEck CLO ETF (CLOI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Collateralized Loan Obligations are a different kind of investment for a different kind of time, and we are in a different kind of time.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-08-1109 minETF of the WeekETF of the Week: Pacer Global Cash Cows Dividend ETF (GCOW)VettaFi’s vice chairman Tom Lydon discussed the Pacer Global Cash Cows Dividend ETF (GCOW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” A strategy driven exchange traded fund that attempts to provide a continuous stream of income and capital appreciation over time by screening for companies with a high free cash flow yield and a high dividend yield.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest ass...
2022-08-0408 minETF of the WeekETF of the Week: FlexShares US Quality Low Volatility Index Fund (QLV)VettaFi’s vice chairman Tom Lydon discussed the FlexShares US Quality Low Volatility Index Fund (QLV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Low volatility ETF strategies can allow for diversification opportunities across core allocations and have been one of the best performing factors during market contractions. Allocating to a quality, low-vol strategy could provide diversification for a traditional 60/40 portfolio while reducing standard deviation. QLV invests in U.S. companies that display stability, financial strength, as well as quality characteristics while seeking to provide lower absolute volatility.
Why...
2022-07-2810 minETF of the WeekETF of the Week: iShares 20+ Year Treasury Bond ETF (TLT)VettaFi’s vice chairman Tom Lydon discussed the iShares 20+ Year Treasury Bond ETF (TLT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” The first half of 2022 proved painful for bonds in particular but with recession risk now top of mind for many advisors and investors, the dual benefit of recession hedge and cheaper price could make TLT an attractive fund. Bonds have traditionally been a safe haven asset in times of recession and in the last week there has been nearly $800 million of net inflows into TLT. With interest rate r...
2022-07-2109 minETF of the WeekETF of the Week: XTrackers SP 500 ESG ETF (SNPE)VettaFi’s vice chairman Tom Lydon discussed the XTrackers S&P 500 ESG ETF (SNPE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” SNPE provides exposure to the S&P 500 but through an environmental, social, and governance lens. The S&P 500 ESG Index that the fund seeks to track utilizes ESG factors and criteria for inclusion while excluding companies that don't have sufficient UN Global Compact scores or else participate in certain industries such as tobacco, controversial weapons, and thermal coal. ESG is going to be a growing part of the investi...
2022-07-1410 minETF of the WeekETF of the Week: KFA Mount Lucas Index Strategy ETF (KMLM)VettaFi’s vice chairman Tom Lydon discussed theKFA Mount Lucas Index Strategy ETF (KMLM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Alternatives have become an attractive option for many advisors and investors in an environment where both bonds and equities are challenged. Managed futures funds have offered returns during the prolonged period of market volatility and have become a popular option within alts. KFA Funds, a KraneShares company, invests in futures contracts within commodities, currencies, and global fixed income. KMLM offer possible hedges for equity, bond, and commo...
2022-07-0710 minETF of the WeekETF of the Week: iMGP DBi Managed Futures Strategy ETF (DBMF)VettaFi’s vice chairman Tom Lydon discussed the iMGP DBi Managed Futures Strategy ETF (DBMF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” The challenges that portfolios are facing this year in both equities and bonds have given rise to a growing interest in alternatives, and the uncorrelated benefits that managed futures can offer portfolios has caused an influx of interest and flows in the first half of the year. Managed futures can provide both diversification opportunities as well as the potential for "crisis alpha" in their ability to seek out t...
2022-06-3009 minETF of the WeekETF of the Week: VanEck ChiNext ETF (CNXT)VettaFi’s vice chairman Tom Lydon discussed the VanEck ChiNext ETF (CNXT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” While the U.S. engages in a policy of fiscal tightening, China is easing, with the Shanghai Composite and CSI 300 both in a two-month rally that has resulted in a gain of 13%. While mainland markets have had challenges this year, the recovery and supportive fiscal policies have equated to outperformance compared to other emerging and developed markets. CNXT tracks the ChiNext Index which is comprised of the 100 largest and most liqu...
2022-06-2308 minETF of the WeekETF of the Week: Pacer Industrials and Logistics ETF (SHPP)VettaFi’s vice chairman Tom Lydon discussed the Pacer Industrials and Logistics ETF (SHPP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Since the onset of the pandemic in 2020, supply chains have experienced a supply and demand mismatch that has only been further exacerbated by the war in Ukraine and lockdowns in major port cities in China. SHPP seeks to offer exposure to the companies that support and allow global supply chains to function. The fund has exposure to a broad swathe of supply chain related companies, from railways to do...
2022-06-1608 minETF of the WeekETF of the Week: abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM)VettaFi’s vice chairman Tom Lydon discussed the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” BCIM offers investors a targeted way to capture exposure to the the growing demand in raw materials globally by investing in futures contracts of aluminum, copper, nickel, and zinc. The energy transition will continue to drive demand for industrial metals as almost all renewable energy option utilizes these metals. Supply side issues created due to the war in Ukraine and shortage of Russian met...
2022-06-0208 minETF of the WeekETF of the Week: Neuberger Berman Disrupters ETF (NBDS)VettaFi’s Vice Chairman Tom Lydon discussed the Neuberger Bergman Disrupters ETF (NBDS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” NBDS is part of an active suite of ETFs launched by Neuberger Berman and containts a high conviction, all-cap portoflio of companies that are either disrupting existing markets or are creating their own new ones. The fund seeks to maximize returns through its concentrated, low-turnover portfolio of companies that it believes are on the leading edge of innovation across multiple themes.
Why should you attend Exchange...
2022-05-2609 minETF of the WeekETF of the Week: Merk Stagflation ETF (STGF)Vettafi’s Vice Chairman Tom Lydon discusses the Merk Stagflation ETF (STGF) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. STGF offers investors a way to benefit in an environment of stagflation where there is persistent, high inflation coupled with slow economic growth. The fund includes a dynamic basket of inflation hedges and invests in gold, oil, real estate and TIPS, all through other ETFs, as well as dynamically rebalancing its allocations.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts...
2022-05-1908 minETF of the WeekETF of the Week: SPDR SP Dividend ETF (SDY)ETF Trends’ CEO Tom Lydon discusses the SPDR S&P 500 Dividend ETF (SDY) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. As stock markets plunge after the Fed announcement of a 0.50% interest rate increase and balance sheet tightening in June, investors continue to seek out steady-paying dividend ETF strategies. Analysts believe that income-generating securities are becoming one of the new safe havens as growth and tech stocks continue to fall. SDY provides a potential hedge against inflation by investing in companies that have increased their divide...
2022-05-0510 minETF of the WeekETF of the Week: Invesco Water Resources ETF (PHO)ETF Trends’ CEO Tom Lydon discusses the Invesco Water Resources ETF (PHO) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. Water scarcity is becoming increasingly common globally, with a 57% decrease in renewable water between 1962 and 2017. A McKinsey study estimates that global demand for water will outstrip supply by 40% by 2030. Addressing water scarcity will require technological solutions and investment. PHO invests in U.S. exchange-listed companies within the water industry that create products to purify and conserve water for homes and industries.
Why should...
2022-04-2808 minETF of the WeekETF of the Week: India Internet and Ecommerce ETF (INQQ)ETF Trends’ CEO Tom Lydon discusses the India Internet and Ecommerce ETF (INQQ) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. INQQ offers investors exposure to the favorable demographic trends in India, with over a quarter of the world's Gen-Z population and a middle class that should double by 2030. India is the world leader for start-ups and has had more than 70 unicorns, or companies that have an IPO of $1 billion or higher. Regulatory support continues from a government perspective for the digitization of India. INQQ currentl...
2022-04-2109 minETF of the WeekETF of the Week: Franklin FTSE Brazil ETF (FLBR)ETF Trends’ CEO Tom Lydon discusses the U.S. Global Jets ETF (JETS) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. Brazil has been a strong outperformer within emerging markets, up 38% year-to-date, with strong fundamentals such as a stabilizing consumer confidence index, high interest rates proving attractive for carry trades, and retail sale growth. Brazil is a large exporter of crude oil, iron, sugar cane, and coffee bean and with the Russia/Ukraine war, has experienced rising commodity and energy prices. FLBR offers access to the Brazi...
2022-04-1407 minETF of the WeekETF of the Week: U.S. Global Jets ETF (JETS)ETF Trends’ CEO Tom Lydon discusses the U.S. Global Jets ETF (JETS) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. There is an uptick in travel demand as COVID-19 concerns retreat for many. February saw travelers spending an estimated $6.6 billion on domestic flights, up 6% from three years ago in pre-pandemic times. Airliners are passing on rising fuel costs to customers in the form of higher ticket prices and remain confident that they can maintain revenues despite rising gas and oil prices. JETS offers exposure to the...
2022-04-0708 minETF of the WeekETF of the Week: Emerging Markets Internet & Ecommerce ETF (EMQQ)ETF Trends’ CEO Tom Lydon discusses the Emerging Markets Internet & Ecommerce ETF (EMQQ) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. EMQQ is a broad strategy of gaining exposure to the emerging middle-income consumer classes in developing countries and is up 33% since mid-March lows. Developing countries make up 85% of the world's population and have a greater demographic of young people, have faster growth rates, and make up 50% of the global GDP. Investors are traditionally underweight in emerging markets and by putting emphasis on the consumer sectors...
2022-03-3112 minETF of the WeekETF of the Week: Vanguard S&P 500 ETF (VOO)ETF Trends’ CEO Tom Lydon discusses the Vangaurd S&P 500 ETF (VOO) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. Markets have had a month to digest the Russia-Ukraine war and the initial panic and uncertainty of the invasion by markets has settled into a more predictable pace as analysts determine what areas of the global economy are impacted specifically. The underlying economic fundamentals in the U.S. remain strong, with unemployment benefit rolls at their lowest in 52 years and manufacturing and homebuilding both increasing in February. V...
2022-03-2410 minETF of the WeekETF of the Week: SPDR S&P Oil & Gas Exploration and Production ETF (XOP)ETF Trends’ CEO Tom Lydon discusses the SPDR S&P Oil and Gas Exploration and Production ETF (XOP) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. The Russia/Ukraine war have caused market volatility and concerns around the global supply of oil and natural gas. Russia makes up up for 10% of crude oil supply and banking sanctions have meant that the vast majority of it cannot be touched. Increasing energy prices equate to increasing demands on energy companies to increase both drilling and the number of oil wells...
2022-03-1709 minETF of the WeekETF of the Week: Aberdeen Standard Physical Palladium Shares ETF (PALL)ETF Trends’ CEO Tom Lydon discusses the Aberdeen Standard Physical Palladium Shares ETF (PALL) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. The invasion of Ukraine by Russia and subsequent war has driven up palladium prices significantly, which began 2022 around $1,900 an ounce and have spiked above $3,000 an ounce. The current conflict puts a big portion of the world's palladium supply in question as it is a Russian export. PALL is a physically backed palladium ETF, with each share equating to around 0.0942 ounces of palladium.
Why shou...
2022-03-1010 minETF of the WeekETF of the Week: Invesco DB Agriculture Fund (DBA)ETF Trends’ CEO Tom Lydon discusses the Invesco DB Agriculture Fund (DBA) this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. Increasing energy costs combined with the potiential ripple effects from war in Ukraine could drive U.S. farm crop prices higher. Invesco DB Agriculture Fund (DBA) provides investors a convenient and cost-effective way to invest in agricultural commodity futures. The invasion and outbreak of war in Ukraine stands to potentially impact agriculture the world over in many ways, from Russian price gouging of fertilizer (a major export from Russi...
2022-03-0309 minETF of the WeekETF of the Week: AXS Astoria Inflation Sensitive ETF (PPI)ETF Trends’ CEO Tom Lydon discusses the AXS Astoria Inflation Sensitive ETF (PPI) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. PPI is a strategey that advisors can use that embraces the inflationary environment by investing in "inflation-sensitive" assets to limit inflation risk. The fund is actively managed and has broad, multi-asset exposure to sectors and securities that could potentially benefit from rising prices. By investing in a diversification of asset classes within one fund, it may help to create a more heightened buffer against inflation.
...
2022-02-2409 minETF of the WeekETF of the Week: IQ Healthy Hearts ETF (HART)ETF Trends’ CEO Tom Lydon discusses the IQ Healthy Hearts ETF (HART) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. HART is a "dual impact" ESG ETF that is designed to offer investors an innovative thematic strategy connected to key sustainability priorities, while advancing social good. The fund was created in alignment with the American Heart Association and invests in companies that reflect their core initiatives of healthy, active lives as well as the treatment of cardiovascular disease. IndexIQ, the issuer. along with New York Life...
2022-02-1711 minETF of the WeekETF of the Week: XTrackers MSCI All World ex US-Hedged Equity ETF (DBAW)ETF Trends’ CEO Tom Lydon discusses the XTrackers MSCI All World ex US-Hedged Equity ETF (DBAW) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. DBAW is a pure play on international equities that eliminates the need for foreign exchange currency risks. Unhedged international positions can create greater volatility within a portfolio, particularly in an environment of global inflation. DBAW tracks the performance of equity securities in developed and emerging markets while also mitigating the currency value fluctuations of the countries invested in.
Why sh...
2022-02-1009 minETF of the WeekETF of the Week: Simplify Health Care ETF (PINK)ETF Trends’ CEO Tom Lydon discusses the Simplify Health Care ETF (PINK) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. PINK is an actively managed fund that provides thematic exposure to some of the fastest growing areas within the healthcare sector. The fund offers multi-cap exposure to companies in biotech, medtech, gene therapy, and others. Simplify donates all of its net profits from management of the fund to Susan G. Komen, a leader in the fight against breast cancer.
Why should you attend Exchange? Exchan...
2022-02-0309 minETF of the WeekETF of the Week: SPDR Blackstone Senior Loan ETF (SRLN)ETF Trends' CEO Tom Lydon discusses the SPDR Blackstone Senior Loan ETF (SRLN) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show. SRLN is an alternative fixed-income idea that can potentially help diversify a more traditional portfolio as well as enhace the possible yield generation while defending against rising interest rates. Senior loans historically have performed better with greater income and less volatility compared to other fixed income asset classes.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the di...
2022-01-2708 minETF of the WeekETF of the Week: Alerian Energy Infrastructure ETF (ENFR)ETF Trends' CEO Tom Lydon discusses the Alerian Energy Infrastructure ETF (ENFR) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show. The midstream energy sector could be positioned favorably for 2022 as both energy and midstream both tend to do well in inflationary times. ENFR seeks to track the performance of the Alerian Midstream Energy Select Index, an index comprised of North American midstream companies that include MLPs in the U.S. and Canada.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental op...
2022-01-2007 minETF of the WeekETF of the Week: ALPS Sector Dividend Dogs ETF (SDOG)ETF Trends' CEO Tom Lydon discusses the ALPS Sector Dividend Dogs ETF (SDOG) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show. SDOG has a high conviction tilt toward income with screening that is isolated at the sector level. The fund provides high dividend exposure by selecting the five highest yielding securities in all of the eleven GICS sectors except Real Estate and provides exposure to value.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of...
2022-01-1310 minETF of the WeekETF of the Week: Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)ETF Trends CEO Tom Lydon discussed the ETF of the Week: the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) IVOL is a first-of-its-kind ETF designed to hedge risk related to volatility within fixed income or increasing inflation expectations and is actively managed.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2022-01-0609 minETF of the WeekETF of the Week; iShares TIPS Bond ETF (TIP)ETF Trends’ CEO Tom Lydon discusses the iShares TIPS Bond ETF (TIP) on this week’s ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show. Treasury inflation-protected securities are a great option for fixed-income investors to hedge their portfolio against rising inflation.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
2021-12-3010 minETF of the WeekETF of the Week: ARK Transparency ETF (CTRU)ETF Trends CEO Tom Lydon discussed the ETF of the Week: ARK Transparency ETF (CTRU) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. The ARK Transparency ETF seeks to provide investment results that closely correspond, before fees and expenses, to the Transparency IndexTM (TRANSPCY), which is designed to track the stock price movements of the 100 most transparent companies in the world.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in...
2021-12-1610 minETF of the WeekETF of the Week: Columbia Multi-Sector Municipal Income ETF (MUST)ETF Trends CEO Tom Lydon discussed the Columbia Multi-Sector Municipal Income ETF (MUST) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. MUST seeks investment results that, before fees and expenses, closely correspond to the performance of the Index. The fund invests at least 80% of its net assets in bonds and other debt instruments issued by or on behalf of state or local governmental units whose interests are exempted from US federal income tax.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and dev...
2021-12-0909 minETF of the WeekETF of the Week: KraneShares Global Carbon ETF (KRBN)ETF Trends CEO Tom Lydon discussed the KraneShares Global Carbon ETF (KRBN) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. KRBN seeks to provide a total return that, before fees and expenses, exceeds that of the IHS Markit Global Carbon Index over a complete market cycle. The fund is benchmarked to IHS Markit’s Global Carbon Index, which offers broad coverage of cap-and-trade carbon allowances by tracking the most traded carbon credit futures contracts. The index introduces a new measure for hedging risk and going long the price of carbon wh...
2021-12-0211 minETF of the WeekETF of the Week: Schwab Ariel ESG ETF (SAEF)ETF Trends CEO Tom Lydon discussed the Schwab Ariel ESG ETF (SAEF) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. SAEF is an active, semi-transparent (also known as non-transparent) ETF that invests in small- and mid-cap stocks that have been screened based on environmental, social, and governance (ESG) factors.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeet...
2021-11-2912 minETF of the WeekETF of the Week: Direxion Daily Travel & Vacation Bull 2X Shares (OOTO)ETF Trends CEO Tom Lydon discussed the Direxion Daily Travel & Vacation Bull 2X Shares (OOTO) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. The Direxion Daily Travel & Vacation Bull 2X Shares seeks daily investment results, before fees and expenses, of 200% of the performance of the BlueStar Travel and Vacation Index.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.excha...
2021-11-1809 minETF of the WeekETF of the Week: Invesco Global Clean Energy ETF (PBD)ETF Trends CEO Tom Lydon discussed the Invesco Global Clean Energy ETF (PBD) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. This ETF offers exposure to the global clean energy index, including both U.S. and international stocks in the underlying portfolio. PBD also diversifies across various types of clean energy—such as wind, solar, and hydro—making it an interesting option for those looking to bet on a clean energy boom but unwilling to make a concentrated bet on a specific sub-sector.
Why should you attend Exchange...
2021-11-1108 minETF of the WeekETF of the Week: KraneShares Asia Pacific High Yield Bond ETF (KHYB)ETF Trends CEO Tom Lydon discussed the KraneShares Asia Pacific High Yield Bond ETF (KHYB) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. KHYB is an actively managed fund that provides broad exposure to high-yield bonds from the Asia-Pacific. The fund actively invests in high-yield debt securities of any maturity issued by governments and corporations from the Asia-Pacific region, including emerging and developed countries. Nikko Asset Management Americas Inc., the sub-advisor, uses top-down macro research and bottom-up credit research to construct its portfolio, using a proprietary process that combines quantita...
2021-11-0409 minETF of the WeekETF of the Week: Invesco Russell 1000 Equal Weight ETF (EQAL)ETF Trends CEO Tom Lydon discussed the Invesco Russell 1000 Equal Weight ETF (EQAL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. EQAL is a variation on Invesco’s popular equal-weight S&P 500 ETF, taking the 1000 largest U.S. stocks in the Russell index and assigning them equal weight in the portfolio. The result is a sector and size mix that diverges significantly from the traditional index fund. Adherents of equal weighting argue that it eliminates the market-cap bias built into traditional indexes. At the same time, critics say that equal-weig...
2021-11-0111 minETF of the WeekETF of the Week: ProShares Bitcoin Strategy ETF (BITO)ETF Trends CEO Tom Lydon discussed the ProShares Bitcoin Strategy ETF (BITO) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. BITO is the first U.S. bitcoin-linked ETF offering investors an opportunity to gain exposure to bitcoin returns in a convenient, liquid, and transparent way. The Fund seeks to provide capital appreciation primarily through managed exposure to bitcoin futures contracts. BITO does not invest directly in bitcoin, and the price and performance of bitcoin futures should be expected to differ from the current “spot” price of bitcoin.
Why...
2021-10-2110 minETF of the WeekETF of the Week: ProShares S&P 500 Ex-Sector ETFs Suite (SPXE, SPXN, SPXV, SPXT)ETF Trends CEO Tom Lydon discussed the ProShares S&P 500 Ex-Sector ETFs Suite (SPXE, SPXN, SPXV, SPXT) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. ProShares S&P 500 Ex-Sector ETFs focus on S&P 500 companies, exclusive of certain sectors. Each ETF seeks investment results, before fees and expenses, that track the performance of its index.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn...
2021-10-1408 minETF of the WeekETF of the Week: Next Frontier Internet & Ecommerce ETF (FMQQ)ETF Trends CEO Tom Lydon discussed the Next Frontier Internet & Ecommerce ETF (FMQQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. FMQQ is designed to provide investors with exposure to the Internet and Ecommerce sectors of the developing world. Many investors believe that the growth of consumption in Emerging Markets represents a significant growth opportunity as more than one billion people are expected to enter the consumer class in the coming decades. Increasingly, these consumers are using smartphones and broadband mobile connections to access the Internet. FMQQ holds over 60 compani...
2021-10-0709 minETF of the WeekETF of the Week: Goldman Sachs Future Tech Leaders Equity ETF (GTEK)ETF Trends CEO Tom Lydon discussed the Goldman Sachs Future Tech Leaders Equity ETF (GTEK) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. GTEK is a fully transparent, actively managed equity ETF that will generally invest in listed technology companies with market capitalizations of less than $100 billion across both developed and emerging markets. Goldman Sachs intends to invest in the fund alongside its clients.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their p...
2021-09-3010 minETF of the WeekETF of the Week: Amplify Thematic All-Stars ETF (MVPS)ETF Trends CEO Tom Lydon discussed the Amplify Thematic All-Stars ETF (MVPS) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. MVPS is a core thematic ETF investing in the themes and stocks considered most popular as determined by U.S. ETF ownership data. MVPS seeks investment results that correspond generally to the ETF All-Stars Thematic Composite Index.
Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset –...
2021-09-2309 min
Orion's The Weighing MachineTom Lydon of ETF Flows - Past, Present & Future of ETFsIn today’s episode, we dive head-first into the ETF landscape and what the future could hold for thematic, non-transparent and actively managed ETF strategies. We also discuss the tailwinds and potential headwinds facing these investments today, like direct indexing. Guest: ETF Flows’ Tom Lydon.
Show notes:
ETF Trends Working From Home FA Survey
3314-OAS-12/09/2020
2020-12-1136 min
Capital Allocators – Inside the Institutional Investment IndustryTom Lydon – ETF TrendsTom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 whose website, etftrends.com, is filled with news, analysis, and webcasts about the world of ETFs. Before creating ETF Trends, Tom ran a financial advisory and publication business that followed the mutual fund industry. Our conversation covers the evolution of mutual funds in the 80s and 90s and the rise of ETFs in the 2000s. We discuss the composition of the ETF marketplace, structure and tax advantages of E...
2018-06-111h 03