Shows
ETF Deep DiveUGA - Gasoline Fund K-1 Tax Bomb, Contango Risk, and RBOB Futures Mechanics - ETF Deep DiveUGA Deep Dive: United States Gasoline Fund (UGA) - Comprehensive AnalysisPodcast: ETF Deep Dive | Episode Focus: Futures-Based Commodity Investing, Tax Implications (K-1), Contango RiskUnlock the complexity of commodity ETFs with this deep dive into the United States Gasoline Fund (UGA). Go beyond the ticker and explore the mechanics, risks, and suitability of this unique, NYSE-listed financial product. UGA is a sophisticated investment vehicle designed to track the daily price movements of RBOB Gasoline Futures contracts, not the spot price, making it a powerful tool for tactical traders...
2025-09-2914 minETF Deep DiveUSO: Deep Dive into the United States Oil Fund - Futures, Contango, K-1 Tax Risk, and Long-Term Performance Erosion | ETF Deep DiveAre you truly investing in the price of crude oil when you buy a share of USO? The answer is more complex than you think.In this comprehensive episode of ETF Deep Dive, we break down the United States Oil Fund (USO), a product frequently misunderstood by retail investors. USO is not a traditional stock-holding ETF; it's a commodity-based fund that achieves its objective by trading WTI crude oil futures contracts. This seemingly small detail has massive implications for its performance, risk, and tax treatment.What We Cover in This Deep Dive:The...
2025-09-2815 minETF Deep DivePIMCO ZROZ ETF Deep Dive: 25+ Year Zero Coupon US Treasury Index Analysis—Strategy, Extreme Duration Risk, Performance vs. S&P 500, Tax Implications (Phantom Income), and Investor SuitabilityZROZ ETF Comprehensive Analysis: PIMCO 25+ Year Zero Coupon US Treasury Index ETFThis in-depth research report provides a comprehensive analysis of the PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ), a specialized U.S.-listed financial product. It examines the ETF's structure, investment strategy, historical performance, inherent risks—particularly its extreme sensitivity to interest rates—tax considerations, and suitability for various investor profiles.The PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) was incepted on October 30, 2009, and is designed as a passive investment vehicle. As of the most...
2025-09-2609 minETF Deep DiveEDV ETF: In-Depth Analysis of Vanguard Extended Duration Treasury Fund | Risks, Returns, and Portfolio Hedging StrategyComprehensive Analysis of Vanguard Extended Duration Treasury ETF (EDV)The Vanguard Extended Duration Treasury ETF (EDV) is a highly specialized financial product designed for a specific purpose within a sophisticated investment portfolio. Launched on December 6, 2007, EDV is a major U.S.-listed ETF with Assets Under Management (AUM) typically in the range of several billion dollars. It stands out due to its extremely low expense ratio of a mere 0.05%, making it one of the most cost-efficient ways to gain exposure to the long end of the U.S. Treasury yield curve.
2025-09-2517 minETF Deep DiveQCLN Deep Dive: Is First Trust's Clean Energy ETF a Green Light for Your Portfolio? Expert Analysis of Risks, Returns, and Future Growth. | Investing Insights PodcastGet an expert deep-dive into the First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN). Is this the right clean energy ETF for your portfolio? 🌿 We unpack everything you need to know about QCLN, a key player in the green energy investment space.In this episode, we conduct a comprehensive analysis of QCLN, exploring its investment strategy, top holdings, and the NASDAQ Clean Edge Green Energy Index it tracks. Discover the companies at the forefront of the renewable energy revolution—from solar and wind to energy storage and smart grid technology.Performance & Risk Analysis:We br...
2025-09-2017 minETF Deep DivePAVE ETF Deep Dive: Is Global X's U.S. Infrastructure Fund a Buy? In-Depth Analysis of Holdings, Performance, Risks, and the Multi-Trillion Dollar Infrastructure Boom. We Compare PAVE vs. IFRA vs SIMSAre you looking for the best way to invest in the multi-trillion-dollar overhaul of America's infrastructure? With the historic Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA) injecting unprecedented capital into roads, bridges, the energy grid, and manufacturing, the investment opportunity is immense. But how do you gain targeted exposure without taking on single-stock risk?This definitive podcast episode provides a comprehensive, deep-dive analysis into the Global X U.S. Infrastructure Development ETF (ticker: PAVE), a premier fund designed to capture this specific theme. If you've considered adding an infrastructure ETF to your...
2025-09-1756 minETF Deep DiveVanguard VIG ETF Analysis & Debate (2025): A Deep Dive into the Pros & Cons, Performance vs. SCHD, and its Role in a Dividend Growth Portfolio.Vanguard Dividend Appreciation ETF (VIG) - The Definitive AnalysisIs the Vanguard Dividend Appreciation ETF (VIG) the ultimate cornerstone for a quality-focused portfolio, or is it a conservative trap that forces investors to miss out on better opportunities? This comprehensive report provides an in-depth analysis of one of the world's most popular ETFs, structured as a debate that explores the powerful arguments for and against investing in VIG.This article does not offer a simple "yes or no" verdict. Instead, it equips investors with the data, context, and opposing viewpoints necessary to make a well-informed decision tailored to...
2025-09-1624 minETF Deep DiveVanguard S&P 500 ETF (VOO): Deep-Dive Investment Analysis 2025. A critical look at risks, returns, and its strategic role in your portfolio.Unlock our in-depth 2025 research report on the Vanguard S&P 500 ETF (VOO). This deep-dive guide reveals everything a serious investor must know before allocating capital to one of the world's most popular ETFs.Learn why VOO stands as a foundational choice for long-term investors, thanks to its ultra-low 0.03% expense ratio, high liquidity, and superior tax efficiency stemming from its unique legal structure. We explain how this structure has historically helped VOO avoid capital gains distributions, making it an ideal holding for taxable accounts.However, investing in VOO today is not without its challenges. Our analysis...
2025-09-161h 04
ETF Pulse8/6/25 - ETF Flows Strongest in July; SEC Update Catapults CryptoIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and NovaDius Wealth Management President Nate Geraci discuss ETF inflows in July, including record high inflows for the ARK Innovation ETF (ARKK).
The two hosts also dive into research on thematic ETFs, which shows investors might be missing out on gains.
They also cover the latest in crypto news, including rule changes from the SEC and a filing from the major exchanges that will shorten the approval time for crypto funds.
2025-08-0636 minETF Pulse7/23/25 - GENIUS Act Boosts Crypto; New ETF Invests in Arctic CircleIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin
Myers and NovaDius Wealth Management President Nate Geraci discuss a new ETF from GlacierShares that lets you invest in the Arctic Circle as niche ETFs are on the rise.
The two hosts also discuss the GENIUS Act, recently signed by President Donald Trump, which has helped boosted cryptocurrency performance. Ether ETFs have seen record high inflows while XRP prices have soared.
2025-07-2338 minETF Pulse7/9/25 - Tariffs, ARK Buffer ETFs & Trump's Newest Crypto ETF FilingIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and NovaDius Wealth Management President Nate Geraci discuss the retreat markets have made from record highs thanks to Trump's latest tariff threat.
The two hosts also discuss the new suite of buffer ETFs from ARK Invest, which will effectively offer downside protection to the ARK Innovation ETF (ARKK), a volatile fund that has seen billions in outflows and millions in losses.
The pair tackle the latest news in the crypto space, from the SEC creating a new framework around crypto ETFs, to Trump...
2025-07-0931 minETF Pulse7/2/25 - Government Grift ETF; Edelman Floats 40% Crypto AllocationIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin
Myers and ETF Store President Nate Geraci discuss the latest filing from
Tuttle Capital Management that will enable investors to cash in on government "grift."
The two hosts also discuss Ric Edelman's recommendation that investors allocate up to 40% to cryptocurrency in their portfolios.
To wrap up the episode, Kristin and Nate share their predictions for the top trends for the second half of the year.
2025-07-0241 min
Exchange Traded Fridays by etf.com6/20/25 - Exploring the Vast Fixed-Income ETF MarketThis week, the etf.com team published a special series of articles focused on fixed income—specifically, fixed-income ETFs.
And in today's podcast, each member of the team discusses what they learned while writing their story. Every story examines a different area of the bond market, such as international bond ETFs or active bond ETFs, and we talk about the most interesting findings from each.
Plus, stick around for an interview with Matt Brill, senior portfolio manager and head of North American investment grade credit at Invesco.
Stories Referenced
Active Bond ETF Ass...
2025-06-2027 minExchange Traded Fridays by etf.com6/6/25 - Silver Shines; Uranium ETFs Glow; ELON ETF Soars in MayThis week, the etf.com editorial team takes a positive view of the upcoming summer months, strikes a motherlode with miner ETFs and praises the biggest and best ETFs. As a bonus, we play a round of "Flirt, Marry or Kill" with a couple of ETFs that are "bromantically" linked.
Stories Referenced
ETF Spotlight: AGQ Surges as Silver Hits 13-Year High by Kent Thune, CFP
ELON: Tesla vs. Ford ETF Leads May Performance Rankings by DJ Shaw
QDWN, VIXY Among ETFs Posting Biggest Declines in May 2025 by DJ Shaw
May's Strong $88B ETF Inflows Led by...
2025-06-0624 minETF Pulse5/28/25 - ETF Share Classes On the Way; Trump Goes NuclearIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and ETF Store President Nate Geraci discuss the latest ETF flows, which are on pace to shatter records again this year.
Kristin and Nate then sound off about ETF share classes, which are set to be approved soon by the SEC, and the potential resulting tax implications for investors.
The two hosts also chat about some of the lastest executive orders from President Trump that have caused nuclear energy ETFs to soar.
2025-05-2837 minETF Pulse5/21/25 - Moody's Downgrades US Credit Rating; AI vs. ETF MatchupIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and ETF Store President Nate Geraci discuss the impact of the Moody's downgrade of the U.S. credit rating on fixed-income ETFs and whether artificial intelligence is a tailwind or headwind for the ETF space.
The two hosts also discuss the lastest trends in ETF fees and discuss the leader in low fees: Vanguard.
2025-05-2131 minETF Pulse4/30/25 - Could IBIT One Day Surpass VOO to Become the Largest ETF?In this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and ETF Store President Nate Geraci discuss whether the iShares Bitcoin Trust (IBIT) can grow to be the largest ETF over the next decade, surpassing the behemoth Vanguard S&P 500 ETF (VOO). That's a prediction made by Michael Saylor, executive chairman of MicroStrategy Inc. (MSTR).
The two hosts also discuss the billions of dollars in assets raked in by spot bitcoin ETFs during the past week, and they cover the most memorable highlights of the 2025 etf.com awards.
2025-04-3033 minExchange Traded Fridays by etf.com4/25/25 - etf.com Awards Recap: Winners, Tough Calls & Big SurprisesIn this week's episode of Exchange Traded Fridays, the etf.com editorial team recaps the most exciting and surprising moments from the 2025 etf.com Awards, which included the Vanguard S&P 500 ETF (VOO) clinching ETF of the Year and the iShares Bitcoin Trust (IBIT) taking home the crown for Crypto ETP of the Year.The team also discusses Janus Henderson AAA CLO ETF (JAAA), winner of the Active ETF of the Year award, as well as the AB Short Duration High Yield ETF (SYFI), which won the award for Best New U.S. Fixed...
2025-04-2520 minExchange Traded Fridays by etf.com4/18/25 - Vexed by Volatility; Not Going for the Gold; Junk Bond ETF DietIn this week's episode of Exchange Traded Fridays, the etf.com editorial team examines volatility and the ProShares VIX Short-Term Futures ETF (VIXY), takes a contrarian view of gold ETFs and pigs out on a junk bond ETF.Stories Referenced
GLD vs. GLDM vs. IAU: Which Spot Gold ETF is Best? by Kent Thune
Trade War Rattles Credit Markets, Hits High-Yield Bond ETFs by Sumit Roy
Tariff Chaos Gifts Strong Returns to Volatility Investors by Ron Day
2025-04-1822 minETF Pulse4/9/25 - Trump's Trade War; Fixed Income; New XRP ETFIn this new episode of ETF Pulse, etf.com Editor-in-Chief Kristin Myers and ETF Store President Nate Geraci discuss the market selloffs caused by President Donald Trump's trade war.The two hosts also talk about the first XRP ETF launch, and fund flows and fixed-income ETFs, which raked in billions amid tariff escalations.
2025-04-0934 minETF PulseVOO Topples Spy, Trump Memecoins, and the ETF 'widowmaker'In this pilot episode of the ETF Pulse video podcast, etf.com Editor in Chief Kristin Myers and ETF Store President Nate Geraci talk about VOO overtaking SPY as the largest ETF in the world, whether the SEC should regulate memecoin ETFs, and the one fixed income ETF that is an investor "widowmaker".
2025-02-1938 min
Advisor Insider PodcastJP Morgan Takes a Deep Dive into ETF with New GuideJon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities.
2024-09-2410 minExchange Traded Fridays by etf.comWhat to Expect from the Biggest ETF Event of the Yearetf.com’s Sumit Roy, Ron Day and Kent Thune discuss the 2024 etf.com awards' nominees.
2024-04-1217 minExchange Traded Fridays by etf.comHow Dimensional Became an Active ETF GiantJust three years ago, Dimensional Fund Advisors made its first foray into the crowded ETF field. Today, the firm is the eighth-largest ETF issuer, with over $112 billion in assets under management. How did Dimensional succeed where others had failed? In this episode of Exchange Traded Fridays, Rob Harvey, co-head of product specialists and vice president at Dimensional Fund Advisors, sits down with etf.com senior analyst Sumit Roy and etf.com wealth management editor Jeff Benjamin to discuss Dimensional’s success. At the time of DFA’s entry into the...
2024-01-0420 minExchange Traded Fridays by etf.comThe Case for FEPI, the JEPI-like ETF for Big TechScott Acheychek, CEO of REX Shares, sits down with etf.com senior analyst Sumit Roy and etf.com wealth management editor Jeff Benjamin to discuss the investment case for the REX FANG & Innovation Equity Premium Income ETF (FEPI), a new covered call ETF focused on big tech stocks.
2023-11-0216 minExchange Traded Fridays by etf.comThe Fascinating ETF That’s Powered by an AppThe Reverb ETF (RVRB) is fascinating. The fund’s holdings are weighted based on signals received from a mobile app in which users rate companies. Can such a strategy outperform the market and how exactly do these signals translate into actionable insights that the ETF can use? Tune in as etf.com Senior Analyst Sumit Roy sits down with Patrick Neal, Managing Partner and founder of Distribution Cognizant, to discuss.
2023-09-2821 minExchange Traded Fridays by etf.comWhy Gabelli’s Active, Nontransparent Financials ETF Is OutperformingIt’s been a tumultuous year for financial stocks. From the regional banking crisis to the inverted yield curve, the sector has faced numerous headwinds in 2023. It’s no surprise then that most financial sector ETFs are underperforming the broader market—but not all of them. exchaThe Gabelli Financial Services Opportunities ETF (GABF)—an actively-managed nontransparent fund— is beating the market handily. To find out why that is, ETF.com Senior analyst Sumit Roy sat down with GABF’s portfolio manager, Mac Sykes. Tune in to this episode to hear Sykes explain the success of h
2023-09-2113 minExchange Traded Fridays by etf.comWhy It Matters to Be First with Spot Bitcoin ETF Approval21Shares, along with ARK Invest, are first in line in the latest batch of eight current applications to get the first spot bitcoin ETF approved in the U.S. In the latest episode of Exchange Traded Fridays, 21Shares’ Ophelia Snyder talks to etf.com's Managing Editor Daria Solovieva about the firm’s experience in Europe and explains why it matters to be the first issuer to offer a spot bitcoin exchange-traded fund.
2023-07-1316 minExchange Traded Fridays by etf.comKey ETF Highlights From the First Half of 2023Where are investors putting their money this year, and what are they avoiding? Will a spot bitcoin ETF be approved this year? Those are some of the questions that Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, answers. Tune in as he sits down with etf.com's Senior Analyst Sumit Roy in this wide-ranging discussion.
2023-07-0624 minExchange Traded Fridays by etf.comBreaking Down the New Free Cash Flow ETFLance Humphrey, a senior portfolio manager at Victory Capital Solutions, a diversified global asset management firm with $154.8 billion in assets under management, sits down with etf.com's Senior Analyst Sumit Roy to discuss the brand-new VictoryShares Free Cash Flow ETF (VFLO). What differentiates this fund versus other ETFs on the market? Tune in to hear the answer and much more.
2023-06-2927 minExchange Traded Fridays by etf.comRIA Raymond Bridges on Why He Launched an ETFRaymond Bridges is the managing member at Bridges Capital, an independent specialist investment management firm focused on international equities for qualified investors. Last week, the firm launched the Bridges Capital Tactical ETF (BDGS), which Bridges has moved its clients into. etf.com Senior Analyst Sumit Roy sits down with Bridges to discuss why he launched the fund and why it makes sense for investors.
2023-05-1815 minExchange Traded Fridays by etf.comHow Dimensional Became the No. 1 Active ETF IssuerWinner of etf.com's ETF Issuer of the Year award, Dimensional Fund Advisors has seen tremendous success with its active ETFs. How did this relatively new entrant into the ETF industry became a powerhouse, with $85 billion in active ETF assets under management, and 20% of all U.S.-listed active ETF AUM? Nicole Hunter, head of ETF Capital Markets for Dimensional, sits down with etf.com Senior Analyst Sumit Roy to explain.
2023-05-1107 minExchange Traded Fridays by etf.comPacer ETFs CEO Says Its Cash Cow ETF Lineup Is Well Positioned for the 'Earnings Recession'Pacer ETFs reached $20 billion in assets under management at the start of 2023 compared with $10.2 billion in early 2022. Much of that growth has been driven by the firm's eight funds in the cash cow ETF series. etf.com's Managing Editor Daria Solovieva speaks to Sean O'Hara about why the focus on free cash flow has resonated with investors in the past year.
2023-02-2322 minExchange Traded Fridays by etf.comAstoria Portfolio Advisors CEO on the Biggest ETF Trends of 2023John Davi, founder and CEO of Astoria Portfolio Advisors, speaks to etf.com's Managing Editor Daria Solovieva and Senior Analyst Sumit Roy about what the next 30 years will look like for the ETF industry, the strategy behind his AXS Astoria Inflation Sensitive ETF (PPI) and why 2023 is likely to be a "big year for fixed income."
2023-01-2621 minExchange Traded Fridays by etf.comThis Year's Biggest ETF Winners and Losersetf.com's Editor-in-Chief Sean Allocca and Managing Editor Daria Solovieva speak to Bryan Armour, Morningstar's Director of Passive Strategies Research for North America, about the biggest winners and losers among this year's ETF launches as well as his predictions for 2023.
2022-12-2322 minExchange Traded Fridays by etf.com11/25/2022: Why 'Buy the Dip' Isn't Dead Yetetf.com's Managing Editor Heather Bell talks to Senior ETF Analyst Sumit Roy on why he thinks the old investment strategy and what SEC's new rules mean for the ETF space.
2022-11-2517 minExchange Traded Fridays by etf.com11/18/2022: Crypto Outlook After the FTX Falloutetf.com Managing Editors Daria Solovieva, Heather Bell and Senior ETF Analyst Sumit Roy break down what the FTX demise means for the crypto space.
2022-11-1816 minExchange Traded Fridays by etf.com10/14/2022: Overnight Trading Delivers Superior ReturnsETF industry veteran and NightShares CEO Bruce Lavine chatted with etf.com's Heather Bell and Sumit Roy about the investment argument for the performance generated in after-hours trading and how his firm's ETFs capture that phenomenon.
2022-10-1416 minExchange Traded Fridays by etf.com10/7/2022: Robotics a Major Disruptive ForceLauren Hein, head of advisor relations for ROBO Global, the issuer of the ROBO Global Robotics and Automation Index ETF (ROBO), speaks with etf.com's Heather Bell and Sumit Roy about the robotics industry, its stunning growth potential and how robotics are used in the world today.
2022-10-0730 minExchange Traded Fridays by etf.com9/30/2022: Why Are Investors Ignoring Currency-Hedged ETFs?Aniket Ullal, head of ETF data and analytics at CFRA Research, joins etf.com's Heather Bell and Sumit Roy to discuss everything from the mysterious lack of flows into currency-hedged ETFs to the unexpected withdrawal of filings for 130 single-stock ETFs covering non-U.S. equities.
2022-09-3023 minExchange Traded Fridays by etf.com9/16/2022: Space Industry Offers ETF Investment OpportunityAndrew Chanin, CEO of Procure Asset Management, talks with etf.com's Heather Bell and Sumit Roy about the recent spike in volume seen by the Procure Space ETF (UFO)and why the companies in its portfolio are important.
2022-09-1623 minExchange Traded Fridays by etf.com9/9/2022: iShares' Jacobs on What Makes a Thematic ETFetf.com's Editor-in-Chief Sean Allocca and Managing Editor Heather Bell speak with Jay Jacobs, iShares' U.S. head of thematic and actively managed ETFs, about how the Inflation Reduction Act is affecting the broader thematic ETF category, as well what his team considers when creating a thematic ETF.
2022-09-0924 minExchange Traded Fridays by etf.com8/26/2022: Teucrium CEO on Food Inflation and Bitcoin Futures ETFsSal Gilbertie, CEO of Teucrium, shared why he thinks high grain prices are here to stay in an interview with etf.com’s Managing Editor Daria Solovieva and Senior ETF Analyst Sumit Roy. He discussed the value of having grain exposure in your portfolio, why the weather in South America will play a critical role on global grain supply levels in the near future as well as the prospects for a bitcoin futures fund launch.
2022-08-2623 minExchange Traded Fridays by etf.com8/5/2022: Surprising Jobs Report Puts Pressure on Fedetf.com’s Dara Solovieva, Sumit Roy and Sean Allocca speak to Morningstar's Ryan Jackson about the payroll data, inflation and ETF trends for the rest of the year.
2022-08-0518 minExchange Traded Fridays by etf.com7/15/2022: Single-Stock ETFs Are Here. Now What?etf.com’s Sean Allocca and Sumit Roy talk about AXS Investments’ landmark launch of single-stock ETFs and the associated risks investors should be aware of. Plus, a look at this week’s inflation data and silver linings for ETF investors.
2022-07-1520 minExchange Traded Fridays by etf.com7/1/2022: Dissecting An Abysmal First Half Of 2022etf.com’s Heather Bell, Sean Allocca and Sumit Roy talk about the end of the first half, including the stock market's dismal performance, the ongoing decline in bitcoin and the slowing of launches in the ETF space.
2022-07-0122 min
Нормальные деньгиЧто сейчас происходит на иностранных рынках с ETF на российские активыВ новом эпизоде подкаста "Нормальные деньги" обсуждаем, что происходит с ETF на российские активы, и как разные ETF-провайдеры справляются с текущим кризисом, когда российские активы оказались замороженными и неторгуемыми для нерезидентов, а Россию исключили из индексов развивающихся рынков. Гость выпуска — Владимир Крейндель, генеральный директор ETF Consulting. Ведущий подкаста — Данил Логинов, глава отдела аналитики ETF Consulting. Материалы по теме:Статья "BlackRock закрывает свои ETF на российские активы: как справляются с ограничениями известные ETF-провайдеры": https://finex-etf.ru/university/news/blackrock_zakryvaet_svoi_etf_na_rossiyskie_aktivy_kak_spravlyayutsya_s_ogranicheniyami_izvestnye_etf/Подписывайтесь на наши медиа:Telegram: https://t.me/etfrussiaVK: https://vk.com/finexetfYouTube: https://www.youtube.com/channel/UCo-vmZM5lCLtDvpIpPhVjWgСайт компании: https://finex-etf.ru/Music: Scott Holmes — Epic Cinematic
2022-06-2820 minExchange Traded Fridays by etf.com6/03/2022: Highlights From The Inside ETFs Conferenceetf.com’s Heather Bell, Sean Allocca and Sumit Roy talk about their key takeaways from the most recent conference and the year-to-date status of ETF launches and closures.
2022-06-0317 minExchange Traded Fridays by etf.com4/22/2022: Subscribers, Growth & Recapping ETF Exchangeetf.com’s Heather Bell, Dan Mika and Sumit Roy talk about what Netflix's plunge and Meta's earlier selloff mean for growth stocks, and recap last week's ETF Exchange conference.
2022-04-2222 minExchange Traded Fridays by etf.com4/8/2022: Regulators Making Moves On Bitcoin, Leverage & Moreetf.com’s Heather Bell, Dan Mika and Sumit Roy talk about a raft of interesting launches from Q1, and about recent moves affecting the ETF industry from the SEC and FINRA.
2022-04-0830 minExchange Traded Fridays by etf.com3/18/2022: Fed Finally Hikes & Q1 ETF Launches & Closuresetf.com’s Heather Bell & Sumit Roy talk about the Federal Reserve finally hiking rates from zero, and the tranche of ETF launches and closures as the first quarter comes to an end.
2022-03-1816 minExchange Traded Fridays by etf.com3/11/2022: Inflation’s Looking Ready To Go Higheretf.com’s Heather Bell, Jessica Ferringer, Dan Mika & Sumit Roy talk about CPI inflation hitting a 40-year high, and how niche commodity spikes threaten to make inflation even hotter.
2022-03-1122 minExchange Traded Fridays by etf.com3/4/2022: Russia, Jobs & The Fedetf.com's Heather Bell, Jessica Ferringer, Dan Mika & Sumit Roy discuss how sanctions on Russia have affected the ETF plumbing, and try to make sense of the complex puzzle of rate hikes for the Fed.
2022-03-0422 minExchange Traded Fridays by etf.comFebruary 25, 2022: Russia's Invasion Shakes ETFsETF.com writers Jessica Ferringer, Dan Mika & Sumit Roy discuss how Russia's invasion of Ukraine is sending shockwaves through the global economy and the ETF markets.
2022-02-2518 minExchange Traded Fridays by etf.comExchange Traded Fridays - Sneak Peek at ETF.com's New PodcastJoin etf.com writers and analysts Heather Bell, Jessica Ferringer (@JessFerringer), Dan Mika (@ DanMikaTweets) and Sumit Roy (@SumitRoy2) for a weekly dose of what's going on in markets and the ETF world! Catch us live for the conversation on Twitter Spaces @etfcom, or listen on your favorite podcast app whenever.
2022-02-2302 min
ETF Working Lunch PodcastETF Working Lunch: Getting The Story RightEvery ETF comes with a story, but how do you best tell it to the marketplace? Julia Stoll, associate VP of media relations and business development at MacMillan Communications, shares her experience as a communicator on how to deliver the right message to the right people.
2021-11-0820 minETF Working Lunch PodcastETF Working Lunch: Navigating The ETF EcosystemThe ETF ecosystem is evolving as the industry grows and new participants come in. The pathway to success is not one-size-fits-all. Aisha Hunt has helped many navigate this space over the years. The experienced fund industry attorney, now heading her own firm, Kelley Hunt, shares her insights.
2021-10-0426 minETF Working Lunch PodcastETF Working Lunch: Knowledge Gap On FeesThere are a surprisingly high number of investors who don’t fully understand the total cost of an investment, from ETF fees to advice, according to a recent State Street survey. Brie Williams, head of practice management at the firm shares the findings.
2021-08-1622 minETF Working Lunch PodcastETF Working Lunch: ETFs Accelerate InclusionNationwide is leading an interesting effort on financial inclusion, one that Marge Farquharson, head of ETFs for the firm, is passionate about. She tells us how income needs are unique across different groups, and how Nationwide is putting those needs in the driver’s seat of ETF innovation.
2021-06-1428 minETF Working Lunch PodcastETF Working Lunch: The Hidden GemsThere’s a lot of interesting innovation in ETFs, but not all of it makes headlines. Heather Bell, managing editor at ETF.com, tracks down the hidden gems of recent ETF launches, and walks down memory lane to remember the could-have-been greats that fizzled and the head-scratching greats that sizzled.
2021-05-3118 minETF Working Lunch PodcastETF Working Lunch: What’s Next In ESG InvestingEnvironmental, social and governance investing is quickly expanding in the ETF space, and so is the conversation about its value proposition. Brie Williams, head of practice management at SPDR Exchange Traded Funds, dives into the numbers, the trends and the advisor/client disconnect on this theme.
2021-05-1727 minETF Working Lunch PodcastETF Working Lunch: Why Subadvisors Are Rock StarsETF subadvisors connect a lot of dots within the ETF ecosystem to ensure that an ETF goes smoothly from original idea to trading desks to investor portfolios. Amrita Nandakumar, president of Vident Investment Advisory and subadvisor to nearly 50 ETFs, shares her experience in this space (and says they are ready for crypto ETFs!).
2021-05-0328 minНормальные деньгиFallen Angels: разбираем новый ETF высокодоходных долларовых облигаций компаний развитых рынковВыпуск подкаста посвящен разбору класса активов Fallen Angels и нового фонда FXFA. В гостях — Евгений Ковалишин, управляющий партнер FinEx Investment Management.
Ведущий — Данил Логинов, ведущий аналитик команды FinEx ETF.
Страница фонда: https://finex-etf.ru/products/FXFA
Аналитический обзор "Fallen Angels — почему именно этот сегмент рынка облигаций привлекает умных инвесторов": https://finex-etf.ru/upload/iblock/926/22.04.21_FXFA_Fallen_Angels_ETF.pdf
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Music: Scott Holmes — Epic Cinematic, Chad Crouch — Algorithms
2021-04-2223 minНормальные деньгиМеждународная диверсификация с новым фондом от FinEx ETFВыпуск подкаста полностью посвящен новому фонду FXDM и его особенностям. В гостях — Владимир Крейндель, управляющий директор FinEx ETF и Олег Янкелев, старший партнер FinEx Investment Management.
Ведущий — Данил Логинов, аналитик команды FinEx ETF.
Страница фонда: https://finex-etf.ru/products/FXDM
Аналитический обзор: International Equity — акции следующего десятилетия?
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Сайт компании: https://finex-etf.ru/
Music: Scott Holmes — Epic Cinematic, Chad Crouch — Algorithms
2021-04-1314 minETF Working Lunch PodcastETF Working Lunch: When Inflation and Options MeetNancy Davis, founder and CIO of Quadratic Capital, is somewhat of a newcomer to the ETF industry. She shares her experience, and explains 'IVOL,' a one-of-a-kind ETF that blends TIPS with options to access inflation expectations while being long fixed income volatility.
2021-04-1223 minETF Working Lunch PodcastETF Working Lunch: Canada Bitcoin ETFs & MoreCanada recently beat the U.S. to the punch, welcoming bitcoin ETFs for the first time. Prerna Chandak, VP of ETFs at Canadian asset manager Mackenzie Investments, walks us through why innovation moves fast in Canada, and in what ways that ETF market is similar and different from ours.
2021-03-1526 minETF Working Lunch PodcastETF Working Lunch: Building An ETF CareerThe ETF ecosystem is full of opportunities for career growth. The trick is finding that next step. Jillian DelSignore, head of ETFs & Indexing for FLX Distribution, has made several moves in recent years, from a big bank to starting her own firm to landing at a startup platform. Here’s what she’s learned.
2021-03-0128 minETF Working Lunch PodcastETF Working Lunch: Building An ETF CareerThe ETF ecosystem is full of opportunities for career growth. The trick is finding that next step. Jillian DelSignore, head of ETFs & Indexing for FLX Distribution, has made several moves in recent years, from a big bank to starting her own firm to landing at a startup platform. Here’s what she’s learned.
2021-03-0128 minETF Working Lunch PodcastETF Working Lunch: Is Alpha Really Attainable?The passive versus active debate goes back a long way, and keeps reemerging in the ETF industry as product innovation and new ideas disrupt old norms. Aye Soe, global head of product management at S&P Dow Jones Indices, shares what the data tells us about alpha—and managers’ ability to find it.
2021-02-2529 minETF Working Lunch PodcastETF Working Lunch: ETF Conversion & Fama LessonsDFA entered the ETF space with a splash, launching three funds and announcing the conversion of some of its mutual funds to ETFs. Marlena Lee, head of Investment Solutions at the firm, walks us through that decision and shares fun lessons from her time working with economist Eugene Fama.
2021-02-2329 minETF Working Lunch PodcastETF Working Lunch: Is Alpha Really Attainable?The passive versus active debate goes back a long way, and keeps reemerging in the ETF industry as product innovation and new ideas disrupt old norms. Aye Soe, global head of product management at S&P Dow Jones Indices, shares what the data tells us about alpha—and managers’ ability to find it.
2021-02-1529 minETF Working Lunch PodcastETF Working Lunch: Is Alpha Really Attainable?The passive versus active debate goes back a long way, and keeps reemerging in the ETF industry as product innovation and new ideas disrupt old norms. Aye Soe, global head of product management at S&P Dow Jones Indices, shares what the data tells us about alpha—and managers’ ability to find it.
2021-02-1529 minETF Working Lunch PodcastETF Working Lunch: ETF Conversion & Fama LessonsDFA entered the ETF space with a splash, launching three funds and announcing the conversion of some of its mutual funds to ETFs. Marlena Lee, head of Investment Solutions at the firm, walks us through that decision and shares fun lessons from her time working with economist Eugene Fama.
2021-02-0129 minETF Working Lunch PodcastETF Working Lunch: What’s New In ETFsThe industry saw a record number of ETF launches in 2020, and a record number of closures. Just as first-of-a-kind strategies emerged, some of the shortest-lived funds also made their debut and farewell. We go over the latest “ETF catalog” with FactSet Senior ETF Analyst Lois Gregson, and talk trends in product development.
2021-01-1836 minETF Working Lunch PodcastETF Working Lunch: What’s New In ETFsThe industry saw a record number of ETF launches in 2020, and a record number of closures. Just as first-of-a-kind strategies emerged, some of the shortest-lived funds also made their debut and farewell. We go over the latest “ETF catalog” with Factset Senior ETF Analyst Lois Gregson, and talk trends in product development.
2021-01-1436 minETF Working Lunch PodcastETF Working Lunch: Ensuring Product QualityETF innovation is great, but not without strong product quality control behind it. Samara Cohen, who oversees that key process as co-head of iShares Markets and Investments, tells us what quality means in product development, and shares how her love of theater prepared her for the ETF role of a lifetime.
2020-12-1424 minETF Working Lunch PodcastETF Working Lunch: Ensuring Product QualityETF innovation is great, but not without strong product quality control behind it. Samara Cohen, who oversees that key process as co-head of iShares Markets and Investments, tells us what quality means in product development, and shares how her love of theater prepared her for the ETF role of a lifetime.
2020-12-1424 minETF Working Lunch PodcastETF Working Lunch: Ensuring Product QualityETF innovation is great, but not without strong product quality control behind it. Samara Cohen, who oversees that key process as co-head of iShares Markets and Investments, tells us what quality means in product development, and shares how her love of theater prepared her for the ETF role of a lifetime.
2020-12-1427 minETF Working Lunch PodcastETF Working Lunch: An Active Manager’s ProcessIn the actively managed ETF space, it all comes down to the active manager. Janet Johnston, co-chief investment officer and portfolio manager at TrimTabs Asset Management, is one of them. She shares the day-to-day challenges of running two active ETFs, and tells us why she loves that hands-on role.
2020-11-2320 minETF Working Lunch PodcastETF Working Lunch: An Active Manager’s ProcessIn the actively managed ETF space, it all comes down to the active manager. Janet Johnston, co-chief investment officer and portfolio manager at TrimTabs Asset Management, is one of them. She shares the day-to-day challenges of running two active ETFs, and tells us why she loves that hands-on role.
2020-11-2320 minETF Working Lunch PodcastETF Working Lunch: All About Authorized ParticipantsThe March market madness taught us a few things about how ETFs work in a moment of crisis—among them, how authorized participants show up en masse when they’re needed most. Shelly Antoniewicz, senior director of industry and financial analysis at the Investment Company Institute, shares the data from ICI’s look into recent ETF market action.
2020-11-0926 minETF Working Lunch PodcastETF Working Lunch: All About Authorized ParticipantsThe March market madness taught us a few things about how ETFs work in a moment of crisis—among them, how authorized participants show up en masse when they’re needed most. Shelly Antoniewicz, senior director of industry and financial analysis at the Investment Company Institute, shares the data from ICI’s look into recent ETF market action.
2020-11-0926 minETF Working Lunch PodcastETF Working Lunch: Building A Marketing PlanMarketing and public relations are essential to any ETF distribution strategy. It all comes down to communicating the right message to the right investor. Alex Levis, president of Arro Financial Communications, walks us through the day-to-day effort of crafting compelling ETF stories.
2020-10-2627 minETF Working Lunch PodcastETF Working Lunch: Building A Marketing PlanMarketing and public relations are essential to any ETF distribution strategy. It all comes down to communicating the right message to the right investor. Alex Levis, president of Arro Financial Communications, walks us through the day-to-day effort of crafting compelling ETF stories.
2020-10-2627 minETF Working Lunch PodcastETF Working Lunch: How ETF Boards WorkETF boards are an integral part of the ETF ecosystem, but one we rarely talk about. Stephanie Pierce, CEO of ETF, Index & Cash Investment Strategies at BNY Mellon Investment Management, walks us through how boards are put together, how they operate and when they are most important.
2020-10-1221 minETF Working Lunch PodcastETF Working Lunch: Fact Vs. Fiction In Leveraged ETFsLeveraged and inverse ETFs get a lot of bad press anytime a sharp market move surprises investors holding these funds. But it all comes down to understanding how, why and when these ETFs work best. Sylvia Jablonski, capital markets institutional ETF strategist at Direxion ETFs, helps us debunk some of the myths in this space.
2020-08-2426 minETF Working Lunch PodcastETF Working Lunch: Fact Vs. Fiction In Leveraged ETFsLeveraged and inverse ETFs get a lot of bad press anytime a sharp market move surprises investors holding these funds. But it all comes down to understanding how, why and when these ETFs work best. Sylvia Jablonski, capital markets institutional ETF strategist at Direxion ETFs, helps us debunk some of the myths in this space.
2020-08-2100 minETF Working Lunch PodcastETF Working Lunch: Key Trends In ETFs This YearThe ETF industry has welcomed numerous active ETF launches so far in 2020, including the first nontransparent active ETFs, while facing one of the largest numbers of ETF closures, and a race to the bottom in fees that just won’t let up. It’s been busy, and Elisabeth Kashner, director of ETF research and analytics for FactSet, breaks down the trends that are shaping the industry this year.
2020-07-2700 minETF Working Lunch PodcastETF Working Lunch: Key Trends In ETFs This YearThe ETF industry has welcomed numerous active ETF launches so far in 2020, including the first nontransparent active ETFs, while facing one of the largest numbers of ETF closures, and a race to the bottom in fees that just won’t let up. It’s been busy, and Elisabeth Kashner, director of ETF research and analytics for FactSet, breaks down the trends that are shaping the industry this year.
2020-07-2727 minETF Working Lunch PodcastETF Working Lunch: Defined Outcome ETFs ExplainedDefined outcome investing has long been popular in the institutional space, but now it’s available in ETF wrappers, and finding a growing audience. Joanne Hill, chief advisor for Research & Strategy at Cboe Vest and a founding member of Women in ETFs, offers a rundown of this space, as well as a look into the future.
2020-06-1500 minETF Working Lunch PodcastETF Working Lunch: Defined Outcome ETFs ExplainedDefined outcome investing has long been popular in the institutional space, but now it’s available in ETF wrappers, and finding a growing audience. Joanne Hill, chief advisor for Research & Strategy at Cboe Vest and a founding member of Women in ETFs, offers a rundown of this space, as well as a look into the future.
2020-06-1527 minETF Working Lunch PodcastETF Working Lunch: Freedom Matters In Emerging Mkt InvestingPerth Tolle, founder of Life + Liberty Indexes, believes freedom is an important metric in finding success in emerging market investing. As the index provider behind the first-of-a-kind freedom-weighted 100 Emerging Market ETF (FRDM), she tells us why freedom in these economies matters, and how it impacts portfolio composition.
2020-04-2000 minETF Working Lunch PodcastETF Working Lunch: Freedom Matters In Emerging Mkt InvestingPerth Tolle, founder of Life + Liberty Indexes, believes freedom is an important metric in finding success in emerging market investing. As the index provider behind the first-of-a-kind freedom-weighted 100 Emerging Market ETF (FRDM), she tells us why freedom in these economies matters, and how it impacts portfolio composition.
2020-04-2022 minETF Working Lunch PodcastETF Working Lunch: Sizing Up ESG InvestingEnvironmental, social, governance (ESG) investing is taking hold in the ETF market. Linda Zhang has been at the forefront of this effort as CEO and founder of Purview Investments, a New York-based RIA focused on active ETF strategies and ESG investing. Zhang, who’s also a founding member of Women in ETFs, helps us navigate this burgeoning ETF segment.
2020-04-0600 minETF Working Lunch PodcastETF Working Lunch: Sizing Up ESG InvestingEnvironmental, social, governance (ESG) investing is taking hold in the ETF market. Linda Zhang has been at the forefront of this effort as CEO and founder of Purview Investments, a New York-based RIA focused on active ETF strategies and ESG investing. Zhang, who’s also a founding member of Women in ETFs, helps us navigate this burgeoning ETF segment.
2020-04-0622 minETF Working Lunch PodcastETF Working Lunch: All About Semitransparent ETFsWe explore the new semitransparent and nontransparent ETF frontier with Cleo Chang, head of Investment Solutions at American Century Investments, and Women in ETFs' board member Kristine Delano. From lessons learned from NextShares, to innovation ActiveShares and other wrapper offers, we shine a light on this opaque structure.
2020-03-1600 minETF Working Lunch PodcastETF Working Lunch: All About Semitransparent ETFsWe explore the new semitransparent and nontransparent ETF frontier with Cleo Chang, head of Investment Solutions at American Century Investments, and Women in ETFs' board member Kristine Delano. From lessons learned from NextShares, to innovation ActiveShares and other wrapper offers, we shine a light on this opaque structure.
2020-03-1623 minETF Working Lunch PodcastETF Working Lunch: Breaking New GroundJoining us for our first episode is Jillian DelSignore, board member of Women in ETFs. We catch up on everything from the importance of bringing women in this business together, to the growing ETF distribution challenge, to the big themes in ETF investing this year. It’s what we call a power lunch!
2020-03-0219 min
ETF.com PodcastETF.com Podcast: Key Takeaways From Inside ETFsETF.com's Dave Nadig and Drew Voros discuss the important issues and trends addressed at the world's largest ETF conference.
2017-01-3000 minETF.com PodcastETF.com Podcast: Looking Back At 2016 & What's AheadNew ETF.com CEO Dave Nadig talks about the state of the ETF industry and what the new year may hold.
2016-12-0500 min